Steve Willis Email & Phone Number

Kalamazoo, Michigan, United States

Kalamazoo, MI

Kalamazoo, Michigan, United States

• Lead, developed, and managed Finance function for remaining services lines after the divestiture of the Medical oncology, Retail Pharmacy, and Hemophilia oncology service lines.
• Lead financial statement audit, Form 990 filings, and all financial reporting efforts.
• Lead budgeting process, including CAPEX and zero-based budgeting efforts.
• Lead wind-down of all legacy receivables and improvement in current receivables.
• Lead efforts to obtain Paycheck Protection Program Loan Forgiveness ($3.2 million), HHS Provider Relief (CARES) funds ($1.6 million), and repayment of Medicare Advance Payment loans ($6.0 million).

Charlotte, North Carolina Area

• Lead, developed, and managed Finance function for newly formed Life Science division. Coordinated efforts of three acquisitions.
• Coordinated integration efforts of three acquisitions which doubled the size of the division.
• Lead budgeting process and implemented financial reporting and forecasting process.
• Added strong talent to the team adding depth and expectations of performance.
• Lead integration efforts for Sarbanes-Oxley (SOX) internal controls compliance for new acquisitions.

Kalamazoo, Michigan Area

• Lead, developed, and managed Pricing and Contract Administration function. Coordinated efforts with Sales, Marketing, Finance business unit leadership and Health Care Systems to achieve or exceed pricing metric.
• Achieved positive price impact for 3 of 4 business units.
• Reduced price risk through achievement of annual pricing metric goals.
• Influenced business outcomes without direct authority through building relationships, establishing structure, and overall process improvement.
• Lead efforts for continuous improvement in areas of human resources, processes (e.g., Model N software implementation), and overall closer alignment with sales compensation and profitability goals.

Phoenix, Arizona Area

• Lead, developed, and managed Financial Reporting, Financial Planning & Analysis, and Compliance functions. Coordinated budgeting and oversight of monthly financial forecasting.
• Improved projection accuracy and predictability through operating expense controls and analysis.
• Built financial acumen throughout the organization through Financial Intelligence training.
• Restructured sales compensation plans through partnership with HR and Sales to drive profitability.
• Added strong talent to the team thereby adding depth and increased performance.
• Built high-levels of team engagement utilizing Gallup tools.

Phoenix, Arizona Area

• Lead, developed, and managed Accounts Receivables (remote team in Lakeland, FL), Accounts Payable, Payroll, General Ledger, and Compliance function.
• Recruited to join leadership team for newly acquired medical device reprocessing business.
• Lead the efforts to achieve a SOX "Green" Audit Report Result, or "Generally Effective" controls over financial reporting, since the prior SOX Audit Report results were “Red”, or “Not Effective” controls over financial.
• Maintained #1 Days Sales Outstanding (DSO) Metric in company contributing to strong cash flow performance for the division.
• Reduced headcount while maintaining high-service levels and delivering results.

Kalamazoo, Michigan Area

• Managed overall US-based audit department (approx. 10 individuals) including managers and staff, including participation in the hiring process, providing staff evaluations, development and training, and review of.
• Developed a comprehensive risk-based annual audit plan, budget, and audit programs.
• Implemented follow-up process to create real, sustainable change within the organization.
• Strengthened and managed external auditor relationship resulting in efficiencies in working relationship.
• Developed new, value added services offerings that were well received by customers.
• Actively recruited top talent to team both internally and externally.

• Lead, developed, and managed internal audit function. Managed and supervised department staff, including participation in the hiring process, providing staff evaluations, development & training, and review of working.
• Restructured the internal audit function by:1. Developing a comprehensive risk-based annual audit plan for Audit Committee approval.2. Developing audit programs to address business risks for major processes.3..
• Presented to the Audit Committee and coordinated quarterly meetings, including summary of internal audit activities, current risk issues, and governance matters.
• Achieved full compliance rating in first Quality Assessment Review of the internal audit function.
• Delivered value to leadership through identified operational improvements and acquisition due diligence.

Greater Grand Rapids, Michigan Area

October 2000 – October 2001 Grand Rapids, Michigan September 1997 – October 2000 Detroit, Michigan

Ba, Economics & Management

Activities and Societies: Gerstacker Program for Professional Management (Honors Business)

Education record