Sonja Martinez, Mbatm Email and Phone Number
As a tenacious and innovative Chief Financial Officer, I offer more than 20 years spearheading change to grow a long-term care management organization, advancing rapidly through progressive leadership roles. Skilled at diagnosing complex problems and initiating action plans, I drive fast and effective business solutions while maintaining compliance in a highly regulated industry.Cultivating relationships and collaborating across the organization to build consensus and trust, I enroll others in ideas and overcome resistance to change while fostering an inclusive environment. Known as an influential and approachable leader, I am motivated by continuous improvement. I always welcome the opportunity to connect with colleagues and friends and can be contacted at sonjammartinez@comcast.net.Leadership Acumen:▶️Mastered the art of working and managing remotely, directing 14 business offices and personnel across 8 states for 20+ years, leveraging technology for remote work and training.▶️Ensured business continuity in the absence of key personnel, creating, overseeing, and refining the success of a management team in Arizona and transitioning the ownership of duties following my move to the Michigan-based home office.▶️Compiled timely and relevant data for audits ranging from Medicaid and Medicare to 401(k) and workers compensation, working with county, state, federal, and corporate auditors while streamlining the information gathering process.▶️Delivered seamless technology implementations within a 24/7 healthcare environment, including software and phone systems, as well as migration to a cloud database, partnering with department managers and the nursing director to build consensus for change and understand needs to determine the best solutions while managing vendors.▶️Developed unique expertise by working in the healthcare industry during the pandemic.Skills & Expertise✔️Financial Analysis & Reporting✔️Team Leadership✔️Business Process Improvements✔️Expense Management✔️Forecasting & Budgeting✔️Financial Operations & Planning✔️Accounting✔️Change Management✔️Internal Controls✔️Auditing✔️Accounts Payable & Receivable✔️Project Management
Healthsource Saginaw
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Chief Financial OfficerHealthsource Saginaw Aug 2023 - Present
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Chief Financial Controller/Assistant To CeoMak Management, Llc Apr 2001 - Aug 2023◆ SCOPE: I managed 4 nursing home business offices and 9 Senior Living communities remotely, as well as a home office, reporting to the CEO. I oversee business office managers for 14 companies and prepare/review monthly income statements for long-term care organizations to ensure accuracy. My role includes training, coaching, and mentoring business office personnel; identifying complex problems; and implementing resolutions to optimize revenue and cash flow. In addition, I produce county and state cost reports for LA and Orange Counties in California; prepare for government, financial statement, and 401(k)/workers compensation plan audits; and implement, update, and streamline software and receivables.◆ ORGANIZATIONAL IMPACT:▶️Increased monthly revenue $58,000 (~$1,300 per patient).▶️Justified receipt and spending of CARES funds, eliminating responsibility for returning any funds following a government audit.▶️Anticipated reporting requirements, assisting in the creation of PRF/CARES Act COVID-19 internal control policy/reimbursement plans.▶️Helped transform 4 distressed senior communities across 3 states, working with executives to upgrade processes and efficiency to position for a profitable sale in 3-5 years.▶️Guaranteed maximum reimbursement in future years.▶️Averted penalties and ensured delivery of payments on schedule. ▶️Capped expenses and enabled more accurate budget forecasting.▶️Aligned the company vision and mission statement.▶️Improved efficiency and productivity.▶️Forecasted future needs.▶️Ensured thoroughness and accuracy.▶️Streamlined admission paperwork signing for assisted living communities spanning 5 states.▶️Freed the CEO to focus on larger projects and business endeavors while reducing his time in the office to 3-4 months per year.
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Business Office ManagerDevon Gables Health Care Center, Inc. Dec 1993 - Apr 2001◆ SCOPE: In this role, I decreased staff needs, increased the AR timeline for collections, and maximized revenue for ancillary supplies, developing a system-based AR and electronic billing and implementing bar code systems for medical supply inventory tracking. I led projects, including a phone system installation and industry-specific software implementation.To ensure business continuity, I cross-trained personnel and established processes. Additional duties included reviewing income monthly with the CEO, managing collections, preparing the monthly close and taxes for a multimillion-dollar payroll, overseeing budgeting with department heads, and liaising between the community and company president. Maximizing revenue, I increased accounts receivable collections from 80% to 95% within 1 month by streamlining processes, including bill private pay, private insurance, Medicare, Medicaid, and co-insurance for a skilled nursing facility. I also built relationships with local insurance companies.
Sonja Martinez, Mbatm Education Details
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University Of PhoenixMaster Of Business Administration Technology Management -
University Of PhoenixConcentration In Accounting
Frequently Asked Questions about Sonja Martinez, Mbatm
What company does Sonja Martinez, Mbatm work for?
Sonja Martinez, Mbatm works for Healthsource Saginaw
What is Sonja Martinez, Mbatm's role at the current company?
Sonja Martinez, Mbatm's current role is Chief Financial Officer | Transforming Businesses, Improving Systems & Processes to Optimize Revenue, Efficiency & Productivity | Financial Analysis & Reporting | Forecasting & Budgeting | Accounting.
What schools did Sonja Martinez, Mbatm attend?
Sonja Martinez, Mbatm attended University Of Phoenix, University Of Phoenix.
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