Built remote bookkeeping practice from ground up, servicing clients in 6+ states. Supervise 2 account managers and a client care coordinator while performing reviews, fractional CFO services, sales activities, and advisory support as needed. Fulfill month-end financial statement reviews, accounting system conversions, QuickBooks Online API scripting, annual budgets, and forecasting; specialize in QuickBooks, staff instruction, and full cycle services. • Hired, trained, and managed 4 full-time employees to successfully carry out client recurring accounting engagements.

Hired for ASC606 revenue expertise to assist virtual mental health platform earning $8.5M in annual revenue with financial analysis aspects of moving into fee-for-service (FFS) healthcare. Create comprehensive forecasts and analytical models based on unique industry trends, expense drivers, and key performance indicators (KPIs). • Completed full conversion of organization’s financials into Oracle NetSuite from QuickBooks over three (3) months.• Established revenue cycle process for medical FFS billing and collections with varying insurance/self-pay options.• Utilized Snowflake data warehouse, GSuite, and SQL queries to design forecasts and review processes for leadership.• Implemented accurate revenue forecasting model with integrated key revenue drivers such as volumes, credentials, and contract rates to evaluate financial performance and potential partnerships.

Brought on to manage ad hoc reporting and data/information integration needs for company providing full-service revenue cycle management and total patient account resolution to HCA Healthcare. Regularly met with operational leaders to develop report specifications. Used SSRS, MicroStrategy, SQL Server MGMT Studio, Excel VBA, and FTP to store/easily access data and develop reports for operations team. • Secured $12M estimated reimbursement and met company requirements by installing crucial COVID-19 reporting solutions in short deadline.• Authored written and in-person training curriculum for report end users to ensure quality continuity.

Promoted from Budget Analyst to Budget Coordinator within 12 months of start date to fill supervisor’s role at 2nd largest healthcare system in the United States. Facilitated conversions and process changes associated with Ascension Health’s acquisition of St. John Tulsa Health System management, completing monthly/quarterly consolidations, eliminations, financial analyses, KPIs, and periodic forecasts. Developed and defended monthly revenue reserve accruals for Tulsa's 4 hospital entities, and 2 critical access hospitals according to GAAP and ASC 606 Revenue Recognition frameworks. Helped with internal/external audit preparations, fulfilling PBC revenue, labor, and supply chain analysis requests. • Spearheaded annual budget process for 32 business entities in Tulsa, coordinating with management to finalize strategic financial plans as Regional Budget Coordinator.o Created 6K+ departmental budget files, working with leadership to review and update annual assumptions, volumes, and forecasts for upcoming fiscal year. • Served 1-year appointment as Revenue Cycle Analyst originating monthly accruals, reserves, Medicare cost reporting true ups, and reimbursement-related adjustments.• Gained expertise in not-for-profit, for-profit, hospital, and critical access financial standards.• Led transition of financial and supply chain systems to Peoplesoft to better serve corporate needs

Collect data and prepare the Hillcrest Facility's daily KPI dashboard. Automate daily and monthly close activities, as well as help some of the departments do the same. Daily charge reconciliations, general ledger, cash reconciliation, and monthly variance analysis.

Responsible for the Accounts receivables systems for Alamo, National, and Enterprise Car Rental at the corporate offices, as well as the transactional rental software used by rental agents in the field worldwide. Collected and investigated tickets, provided training, and consulted on system upgrades in my role as IT-AR liaison for the Collections team.

General Ledger accounting, royalty recording, management of the multi-client (intracompany) interfaces for BP.General Ledger accounting and reporting functions for Unilever.