Tim Matsubara, Cpa, Chie Email & Phone Number

Gainesville, Fl, Us

Miami, Fl, Us

Reporting to Sentara Health Plan’s Chief Financial Officer and AvMed’s President, responsible and accountable for leading teams responsible for operations in accounting, reporting, financial planning & analysis, and all treasury functions. 1. Lead and mentored a team of over 30 finance professionals focusing on career development, operating efficiency, and process improvement2. Successfully led the finance team through the sale of AvMed from SantaFe Healthcare (SFHC) to Sentara Health, managing the finance role in the RFP process, due diligence, and transaction closing in December 2022, in less than seven months. 3. Led team in successful migration from PeopleSoft to Workday ERM. 4. Managed the financial planning cycle, including preparation of short- and long-range financial forecasts and annual budgets. 5. Managed audits including external GAAP & Statutory audits, OIR examinations, HHS MLR audits and CMS Medicare audits. 6. Finance lead for a seven-year, $200M+ contract with a technology and business process outsourcing partner, overseeing all aspects of technical accounting and financial reporting for the contract.7. Successfully directed the Finance Team through a two-year organization-wide replacement of AvMed’s entire technology platform, enhancing efficiency across all core business applications.8. Responsible for the annual completion and filing of IRS Form 990 tax filings for over ten entities within the SFHC organization, ensuring compliance with federal regulations.9. Completed AvMed’s Own Risk Solvency Assessment (ORSA) and ensured timely submission to regulators.10. Monitored cash flows and preparation of cash flow projections.11. Collaborated with CFO for ratings agency management, including preparation of presentation for annual on-site review and financial rating.12. Oversaw all administrative aspects of SFHC’s pension plan and defined contribution plans, including accounting, annual audits and 5500 filings.

Miami, Fl, Us

Promoted to Director, then promoted to Controller reporting to the Vice President, Finance, managed team responsible for the general accounting and financial reporting operations for AvMed, and SFHC including the corporate consolidation process for ten entities. 1. Implemented process improvements that enhanced financial reporting accuracy and efficiency, contributing to overall organizational effectiveness.2. Successfully implemented PeopleSoft and Hyperion ERM platform in under a year3. Developed Financial Systems Management technology support function within Finance. 4. Managed the annual audit process, which included three individual audit firms issuing 9 audit reports (including GAAP and statutory financial statements) annually.5. Led team responsible for commission accounting, and successfully implemented Callidus broker commissions system. 6. Prepared documentation and testing for initial Model Audit Rule (MAR) implementation, along with ongoing monitoring and testing of controls to ensure compliance.7. Responsible for IBNR claims reserves and worked with Actuarial Department to rebuild process and tools for estimation of monthly reserves. 8. Developed MLR reporting for all lines of business to comply with requirements of the Affordable Care Act9. Worked in collaboration with CFO to develop and staff a new Senior Living corporate finance function10. Established quarterly monitoring and reporting of compliance with debt compliance requirements for senior living communities, shared with senior management and the Board.

Miami, Fl, Us

Miami, Fl, Us

Responsible for leading the month-end close process and GAAP financial reporting for AvMed, and SFHC on a consolidated basis. Also responsible for fixed asset accounting, monthly broker commission payments and finance operations for self-funded line of business. Established policies and procedures for the Accounting Department ensuring key internal controls were in place. Developed financial reporting function across the enterprise for completion and issuance of GAAP financial statements and audit reports for all SFHC entities. Point person for research, position paper documentation and implementation of all technical GAAP accounting guidance across the enterprise.

Us

Responsible for all consolidated accounting and management and SEC financial reporting (10-K’s, 10-Q’s, 8-K’s, 11-K’s, etc.) for a publicly traded, multinational, manufacturing corporation with 12 domestic and international operations. Prepared all SEC reporting for the corporation, including the filing of with the Securities and Exchange Commission. As Manager of Internal Audit, reporting directly to the Chairman of the Audit Committee, developed and implemented a comprehensive methodology for the company’s internal control structure, and compliance with SOX.

London, Gb

Senior auditor responsible for supervising all aspects of multiple client engagements including planning, budgeting, project management, and staff supervision and evaluation. Identified, researched, and evaluated complex accounting issues for oral and written presentation to firm senior management and client executives. Clients consisted of both publicly traded technology and manufacturing companies with annual revenues in excess of $1 billion, as well as large, not-for-profit hospital systems.