FINANCIAL MANAGEMENT Upon hire, collected $21,000 of past due fees in three months and instituted accounts receivable credit card management program. Increased revenue 60% and net position (net revenue) 90%. Prepares financial reports and selects investments. Demonstrates the skills to collect revenues, communicate with management, and improve the bottom line.BUDGET Created five-year budget plan to focus on legislation required to fund facility and computer upgrades. Demonstrates solid money management skills.POLICIES AND PROCEDURES Designed and implemented internal control and accounting policies. Refund policy saved agency 48%. Demonstrating advanced knowledge of accounting procedures.SOFTWARE SYSTEMS Converted accounting program which reduced personnel hours by 25% over out-of-date program. Demonstrates ability to design, implement and favorably introduce proposed projects and programs.PAYROLL Implemented payroll budget changes that permitted the hiring of additional staff. Instituted online paycheck stubs. Prepares and supervises compensation, up to and including taxes, W-2s and 1099s. Demonstrates in-depth knowledge of payroll expense and processes.CONTRACTS Bids on maintenance contract saved the agency $3,000. Demonstrates ability to negotiate and implement projects to benefit of agency.EMPLOYEE BENEFITS Conducted three open enrollment sessions in one year. Serves as agency representative for most state departments. Demonstrates flexibility during periods of rapid change and communication with diverse entities.PROPERTY PURCHASING/MANAGEMENT Bulk purchasing of property projects came in 42% under budget. Demonstrates above average planning and negotiation skills. BOARD RELATIONS AND STAFF MANAGEMENT Instituted meetings to expedite board meetings. Manage three accounting staff positions. Demonstrates ability to communicate with management and staff efficiently and effectively.

MUNICIPAL STARTUP Established Municipal Services Center financial operations for new municipality with growing population of 27,000 and $5.6 million budget, demonstrating planning and implementation skills.DATA MANAGEMENT Implemented rapid 3-month conversion of accounting data to online system. Demonstrates ability to work with parties located in geographically diverse areas (Central, Prairieville, Atlanta, and Denver). OPERATIONS MANAGEMENT Designed and implemented processes and procedures for permit fee intake department, generating first year intake of $260,000. Coordinated services and equipment purchases to move service center from temporary facility to permanent facility with zero down time in customer service, demonstrating ability to work under pressure.PAYROLL Reconciled municipal payroll accounts, which had not been reconciled in three years prior. Demonstrates advanced accounting knowledge. ANALYSIS Performed periodic operations analysis of accounting procedures and made recommendations for improvement of efficiency and operational effectiveness. Created and prepared custom accounting reports for the Mayor, City Council, and City Financial Consultant. Demonstrates advanced organizational and communications skills.FUNDING, AUDITS Coordinated funding and assisted outside auditors in the examination of records and preparation of audit working papers, using accounting skills, knowledge and abilities. BUDGETING, AP Prepared and analyzed specialized budget documents and a variety of complex financial statements. Responsible for financial data integrity and general ledger maintenance.

FINANCIAL ANALYSIS On hire, reconciled bank account and produced financial statements, cost analysis, and benchmarking reports for prior six months, which included income from the three largest fundraisers. Researched, verified, and prepared Medicare Cost and Cap reports. Demonstrates advanced accounting skills.PAYROLL Brought outsourced payroll function for 100+ employees in-house, including a mid-year transition of payroll systems, preparation of 941s, W-2’s, and 1099’s. Instituted new pay charts, including shift differential pay, and biometric time clock for new inpatient facility. Demonstrates high level of payroll knowledge.BENEFITS Administered 401(k) & FSAs in-house. More than doubled employee participation, resulting in increased employee satisfaction. BUDGET Prepared non-profit’s first flexible budget ($4.1 million) to permit pro forma analysis based on patient census. This budget contributed to organization’s receipt of National Hospice & Palliative Care Association’s Standards of Excellence Seal. PAYABLE AND RECEIVABLES Instituted checks and balances procedures and supervised AP and AR clerks. Improved efficiency of collection by 20%.FIXED ASSETS Instituted first fixed assets inventory for organization. AUDIT Forensically researched all inconsistencies from prior periods on hire and coordinated with new auditor during first year audit, demonstrating in-depth accounting skills.

Accomplishments available upon request

Accomplishments available upon request.