Led multi-location healthcare Accounting and Accounts Payable teams, overseeing 2 Direct Reports and 15+ Indirect Reports, reporting to SVP. Implemented NetSuite, reducing monthly Close Cycle by 10 days and transitioned outsourced accounting in-house. Collaborated with IT to automate revenue recording, reducing revenue recording time from 3 days to 3 hours.

Spearheaded financial structuring for integrating 50+ practices into a unified MSO platform (Recap), aligning operations with strategic healthcare value models including Joint Venture. I also developed and implemented financial contingency plans during the COVID-19 pandemic, ensuring operational continuity and stability.

Successfully managed a team of 6 staff Accountants, overseeing year-end close reconciliations for 51 locations. I also compiled 2019 K1s and provided training to staff to enhance their skills and efficiency.

Led a team of 7 direct reports in Accounting, AR & AP, overseeing cash and accrual basis close processes. Implemented strategic planning, budgeting, and forecasting processes, transforming financial reporting protocols by transitioning to simultaneous cash and accrual accounting. Enhanced fiscal governance and resource optimization through the implementation of a strategic financial model for budget planning.

Led a team overseeing Accounting, AP, AR, Payroll, & HR functions reporting to Owner/Treasurer. Spearheaded the implementation of a web-based AP system and field operations upgrades, reducing processing time and increasing efficiency. Implemented payroll processing improvements, resulting in cost savings and resource optimization.

Led a team of 3 direct reports in overseeing accounting, payroll, and HR functions. Implemented new inventory counting process, reducing time by 4 hours and increasing accuracy. Negotiated new vendor agreements, saving nearly $80k annually in costs. Additionally, I revamped the compensation model for the sales department, resulting in increased motivation and performance.

Led a team of 3 in managing Accounting, AP & AR, Payroll, & HR functions. I developed and implemented weekly Cash, Debt, and Liquidity Forecasting to ensure financial stability. I seamlessly managed the integration of Dynamics AX from QuickBooks for improved financial reporting and inventory management. Additionally, I managed all financial audits, tax compliance, and strategic planning processes for the company.

Individual contributer for a multi-entity discount insurance provider in the Retail Insurance Industry. • Revenue & expense trend analysis, profitability analysis on new and existing programs and projects, monthly variance analysis versus plan, prior year and forecast• Month end close schedule for multi-entity consolidation; including deferrals, accruals adjusting entries and inter-company• Compiled forecast models for revenue and cash flow projections and trends• Bank reconciliation of 5 accounts and cash management• Compiled financial statements for multi-entity including assistance with 10k and 10q filings for SEC reporting and SOX compliance after acquisition• Processed weekly agent commission statements and payments • Managed open receivables and processed billings weekly for retail customers and wholesale business partners• Assisted in year-end audit and preparation of 1099’s for over 300 agents• Assisted in software migration from Mas90/200 in 2010 – 2011 to PeachTree 2012 as well as TM1 Cognos

• Managed journal entries, general ledger, financial statements, and cash management.• Processed payroll for 20 employees, handled accounts payable and receivable, and managed invoicing via BillQuick and QuickBooks.• Successfully handled taxes including W-9 processing, 1099 processing, and Unemployment taxes for 5 states.

• Managed invoicing process for project labor and expenses, ensuring timely billing and accurate documentation.• Spearheaded collections efforts, contacting customers for payment on past due accounts to improve cash flow.• Developed and implemented monthly and yearly budgets based on client project requirements, optimizing financial planning.• Supported sales team by conducting special product research and preparing quotes for presentations, enhancing job costing accuracy.

• Managed payroll for 8 employees, processed biweekly.• Conducted monthly inventory audits and handled Accounts Receivable tasks such as invoicing and collections.• Created an Access database to streamline customer and vendor data access, order tracking, and company records.