• Constructed a dynamic break even analysis using data tables in Excel• Identified the need to overhaul the existing de novo pro forma model. Created effectiveness by utilizing IRR, NPV, ROI and other financial metrics. Created accuracy by updating formulas to dynamically reflect actual working days instead of static averages, among other changes. • Manage the de novo pro forma process including approvals• Identified the need and created analysis comparing de novo actual performance to the pro forma model in order to track performance and identify areas for improvement• Created and maintain a growth strategy dashboard used for reporting to the Board of Directors• Produced a weekly flash report that projects our key metrics for the current month• Write ad hoc reports in Axiom that are used to create efficiencies within the company• Axiom administrator responsible for keeping the Acct, Dept, Location and Entity tables updated• Assisted with producing month end financials for over 40 brands consisting of over 500 clinics• 2022 - 2024 Budgets: > Managed the overhead budgets > Constructed and maintained the global budget model for bonuses > Ensured accuracy of the global budget accounts > Worked with my region’s CEOs and VP to ensure precise budgeting

• Main point of contact for 6 brand CEOs and multiple regional clinic directors regarding all things accounting• Reviewed over 100 preliminary income statements each month to ensure accuracy and collaborated with accountants to resolve concerns• Coordinated the financial integration for 3 new acquisitions• Validated and tracked the realization of synergies from newly acquired entities • Reviewed balance sheet reconciliations• Created a dynamic bonus model in Excel• NetSuite administrator responsible for the chart of accounts, legal entity and clinic structures

*Position was eliminated in April 2020 due to Covid-19• Aided with closing the books for a newly acquired entity• Assisted with the 2019 Financial Audit• Performed accounts payable tasks for a newly acquired entity

• Created and maintained valuation models in Excel using financial statements, metrics and assumptions• Performed quality of earnings due diligence by analyzing financial statements, bank statements and billing records• Calculated synergies related to labor, information technology and other business areas• Prepared detailed PowerPoint presentations for the CEO and Board of Directors• Produced and maintained due diligence trackers

• Assessed real estate development feasibility and financial returns using financial modeling• Researched financial incentives such as tax credits, tax increment financing, grants, bonds and low interest loans• Produced project specific materials for potential investors• Generated the annual budget and monthly forecasting• Created and maintain the cash flow model• Analyzed and report monthly financial results

• Responsibility for the forecast and budget for the company’s largest line of business• Generated variance explanations for monthly financial results• Created pricing models for the sales team• Used activity based costing to allocate SG&A among the company’s products• Led the hierarchy strategy on financial reporting software and internal data warehouse• Trained all Finance department employees in financial reporting software• Created ad hoc analysis and reports for the CFO, Operations and Sales teams• Assisted with the cash flow and balance sheet forecasting

• Generated the forecast and budget for the company’s largest line of business• Mastered the financial reporting software and automated monthly reports• Analyzed monthly financial results• Created the CFO’s budget, senior management and board of director presentations

• Monitored and process real estate tax payments and capital expenditure reimbursements• Forecasted real estate tax escrow requirements• Communicated escrow account information to tenants• Implemented a check writing service with a tax consultant company• Reconciled historical rent calculations with lease clauses• Verified tenant rent escalation dates

• Created valuation models using financial statements and metrics• Performed due diligence on targets by analyzing financial statements, bank statements and contracts• Researched competitors and complementary lines of business• Sent cold letters and called potential sellers in hopes of signing an NDA• Prepared presentations for the CFO, CEO and Board of Directors

• Assisted in development of company-wide budgets using Excel• Analyzed monthly financial results• Developed an Excel model to calculate short-term and long-term incentive payouts• Recorded outside analyst projections• Assisted with preparing the CFO’s quarterly presentation

• Wrote informational research reports on companies in Louisville • Used financial statements to log various company’s financial information through Excel