Suzanne Shifflet, Cpa Email & Phone Number

Austin, Tx, Us

Advising the founders and leadership on matters concerning current business strategy and playing an active role in setting direction, providing strategic input on how to position and improve the Company’s products, and helping leadership build strategic relationships.

Las Vegas, Nevada, Us

Carrollton, Texas, Us

Austin, Texas, Us

A highly awarded company recognized for cutting-edge artificial intelligence technology, SparkCognition offers business critical solutions for enterprise customers in energy, oil and gas, manufacturing, finance, aerospace, telecommunications, defense, and security.

Atlanta, Georgia, Us

Partnership providing on-demand executive talent to high potential companies to accelerate growth and value of client’s organizations. Recruited to expand the Atlanta based partnership into the Austin marketplace. Responsible for business development, recruiting and post-contract execution in C-level finance and operational roles. One of the top sales producers for the firm. Clients in multiple states, countries and industries. Clients include a PE backed eDiscovery company, a Fin-Tech company, three technology enabled healthcare companies varying from early revenue to $70M, and an Oil and Gas logistics software company.

Sarasota, Fl, Us

Clinical communication software company providing HIPAA compliant communication for texting, alarms, and voice over the hospital’s VoIP and Wi-Fi. Currently has more than 20,000 Smartphones installed in over 90 hospitals nationwide, which are used by 40,000 healthcare professionals.Recruited by the board to fulfill growth strategy and ready company for IPO. Provides strategic vision regarding revenue recognition, institute formal processes and internal controls, and bring the financial reporting function to a more professional level while also leading the Services and Support organization, HR, Logistics, Legal and Customer service• Completed two-year financial audit with KPMG establishing VSOE for the first time • Reorganized the Services teams and hired a senior executive to scale the organization• Year over year revenue growth over 100%• Completed two rounds of equity financing totaling $17M• Identified opportunity to migrate from PEO; cost savings $200K annually • Created programs first-time benefits, payroll and corporate 401K plan. • Realigned the commission plan to motivate sales team to meet the corporate goals• Analyzed contracts to identify areas to streamline the revenue recognition process• Instituted collections process to focus on collecting past due payments• Overhauled the board package increasing confidence in the management team • Instituted departmental P&L financials • Strategic cash management to achieve cash flow positive status • Created communication strategy to provide customer data via dashboard• Established weekly communication with board members and audit committee

Austin, Tx, Us

Company includes three contract rehabilitation companies offering turnkey rehab solutions to skilled nursing facilities and other long term care entities in multiple states across the nation. Annual revenue $65 million. Employs 1500+ healthcare professionals Operations: *Streamlined Corporate and Field Operations -Savings $750k annually in salaries -Physical plant changes saved $1Million initially $275 annually*Developed Operations Dashboard / KPI Reporting Tool -First month impact to bottom line $200K; 13% margin -Increased compliance and regulatory awareness -Optimized revenue using strategic billing practices*Pricing Initiative -Increase to top-line ~4% / $3Million annually*Business Development/Customer Service -Developed “Partnership Advantage” –Partner conducted surveys results increased from 3 to 8.5 -Designed and developed Structured Marketing program; including social media *Recruiting/HR -Standardized interview, training and annual evaluation processRisk and Financial Management:*Compliance -Advocating with congressional leaders at the state and federal level -Automated chart audit system to ensure regulatory compliance -Denials management; 96% success rate; annual savings of $500K in customer billing -Training policy with tracking and monitoring system*Restructured Health Benefits -Moved to Self-insured platform; $1.5M first year and on going savings -Stabilized workforce by reducing employee contributions by up to 25% -Increased case management; resulting in single digit increases*Changed 401K platform -Savings in participants fees $300K annually -Shared fiduciary responsibility reduced exposure -Cleaned up non-vested accounts; $230K reduction in expense/$200 annually*Account Receivable Management -Reduced balance by $2M by increasing collection efforts; Increased working capital -Reduced W/O $500K; reduced bad debt accrual from 3% to .5%

Collaborating with CEO and new business entrepreneurs to craft business plans, board presentations, and funding options. ·Medical Device Manufacturing – Worked with CEO and Product Engineering to develop an international business model and distribution channels analyzing the world-wide market and product launches; prepared 409A and 123R valuations; aided company in consolidating financial reporting across multiple international locations including all aspects of cost and inventory accounting and foreign currency transactions.·Government Contract Manufacturing – Served as Controller; developed accounting system to properly report 10 million dollar government contract taking business from pre-product through market launch stages. Responsible for governmental reporting and audits.·eCommerce Start-up – Worked with CEO through various innovative funding plans to bring the company from pre-accounting stage to audited financials and cash flow break even.·Venture Capital Partnership – Served as Controller; worked with general partner on all aspects of multi-fund venture capital company including closing new funds and investor relations.·Participated in numerous closing and integrations of Savings and Loans as part of the Southwest Plan under the FDIC from small independent Savings and Loans to multi-billion dollar Banks.

Austin, Texas, Us

Highest ranking finance executive executed all of the traditional CFO function. Developed and maintained the entire financial process for VC-backed software development company. Managed the finance and HR function. Instituting controls and procedures unique to a start up environment.Negotiated $2 million line of creditNegotiated and finalized multiple $10 million rounds of financingManaged all due diligence and interface interface with legal counselFormalized HR policies and proceduresResponsible for $13 million annual budgetDeveloped policy for revenue recognition under SOP 97-2Managed all intellectual property and patent registrations Negotiated multi-million dollar OEM and partnership contracts from beginning to endInfrastructure design, acquisition planning and integrationDeveloped pricing strategies and alternative business modelsFacilitated year-end audits and tax preparationDeveloped system for 409A compliance and tracking

Responsible for the entire accounting process, reporting, and tax filing for four oil and gas corporations and an affiliated sole-proprietor. Interfacing with the president, the proprietor, investors, and staff at multiple field locations. Re-engineered various accounting systems into a sophisticated standardized financial management tool. Automated the accounting and tax records for the sole-proprietor utilizing thirty years of manual records.Maintained all accounting records for exploration and production properties, futures and options investments, along with the general and administrative accounting including payroll processing and tax reporting. Facilitated favorable outcome for an IRS Congressional audit resulting in a refund of over $1 million relating to futures/options income.