Treasurer
Current• Financial reporting including quarterly reporting to shareholders and tax preparers as well as ad hoc analysis• Financial and cash flow forecasting and planning for multi-location physical therapy practice• Administration of 401(k) and Profit Sharing retirement plans including loans, distributions, audits, and Employee Stock Ownership Plan feasibility study and implementation • Business financing and credit facilities including lines of credit, equipment loans, corporate credit cards, and commercial real estate loans• Corporate records, documents and filings for corporations and LLCs• Risk management including insurance policy procurement and claims management
Nov 2010 - Present
