Experience

American Shared Hospital Services (ASHS)

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Chief Accounting Officer (CAO)

  • Oct 2021 - Present

• Controller

  • May 2014 - Sep 2022

  Accounting cycle management, revenue cycle, financial statement preparation, and financial analysis, planning, and budgeting • Review monthly journal entries and GL reconciliations to determine if financial statements and related accounts are accurately stated which ensures accurate financial reporting; and • Manage, oversee and review the work of the Assistant Controller, Senior Accountant and AP and AR Clerk; and• Prepare monthly Blue Book presentation of financial results which is distributed to the Board of Directors so they can understand the Company’s current operations and accordingly make decisions for the business; and• Facilitate the quarterly reviews and year end audit, and prepare required schedules for both in order to remain compliant with SEC reporting requirements; and • Partner with the hospitals the Company is contracted with in order to manage and maintain AR. Prepare quarterly estimates of AR for retail sites by analyzing the patient accounts and historical collection rates; and• Prepare annual budget and assess the impact of volume, insurance reimbursement, payer mix, contracts, and operating costs on the budget. Present budget to the Board for approval and field questions regarding decisions made; and • Present financial statement results, budgets, projections, and ad hoc financial requests quarterly at the Board meetings and respond to inquiries from the Board; and• Accumulate and prepare bi-weekly payroll, manage employee FSA accounts, manage 401K contributions, act as liaison with 401K third party administrator, and reconcile payroll data submitted to GL; and• Review and approve weekly AP and manage cash flow of the Company on a daily basis. Show less

• Assistant Controller

  • Apr 2013 - May 2014



Daughters of Charity Health System

• United States
• Hospitals and Health Care
• 200 - 300 Employee

• Director of Finance

  • Jun 2011 - Apr 2013

  After working in public accounting for almost 5 years, Alexis moved to private industry. With her experience in auditing healthcare, working for a hospital system was a great fit. At St. Louise, Alexis was promoted from Senior Financial Analyst to Director of Finance after 1 year. As the Director of Finance, she was responsible for preparing the annual budget for the hospital by assessing the impact of union contracts, CDM, insurance carrier contracts, volume, and payer mix on the budget. She also presented budget to the System Directors for approval and fielded questions regarding decisions made. Other responsibilities included, calculating and distributing monthly and fiscal year projections to the hospital CFO and the System finance team, collaborating with the hospital CFO to manage revenue cycle and various departments which impact net patient revenue, partnering with the pricing consultant to perform break-even studies for CDM price increase impacts in departments, and meet with System CDM Manager on a weekly basis to review pricing and billing issues occurring at the hospital and communicate the results to the CFO and Directors. Alexis also managed the quarterly compliance charge audit by acting as a liaison between clinical departments and the auditors and trained and managed workload for Senior Financial Analyst, which included: review and presentation of business cases for new and existing service lines, month end close, quarterly reporting and monthly package, managing productivity in the various hospital departments through analysis of volume and staffing levels. As a member of the Finance department, Alexis also participated in various committees, including: Finance and Audit Committee, Revenue Cycle, Denials Task Force, Recovery Audit Contractor, Corporate Responsibility, and High Dollar and Length of Stay. Show less



Moss Adams LLP

• United States
• 1 - 100 Employee

• Business Assurance Senior

  • Sep 2006 - Apr 2011

  Alexis joined Moss Adams in 2006. In her years there, she provided accounting, auditing and consulting services for various organizations and businesses. These include non-profit hospitals, ambulatory surgery centers, skilled-nursing and assisted-living facilities, medical groups, Knox Keene health plans, SEC filers, ski resorts, telecommunication and agricultural co-operatives, and manufacturing and distribution companies. As a Senior she was responsible for planning, completing and issuing statements for audit engagements. The planning processes involved evaluating client’s internal control processes and providing recommendations for areas of improvement, analyzing internal financial statements to assess risk areas, and identifying significant fluctuations in operations. Fieldwork involved performing technical research and proposing solutions for complex technical accounting and reporting issues including, but not limited to, fair value concepts, OTTI, lease accounting, and revenue recognition. Last, she was responsible for evaluating and preparing annual GAAP and GASB financial statements, confirming compliance and inclusion of all necessary disclosures, and analyzing and preparing 10-K and 10-Q financial statements and footnotes for public companies, including confirmation of compliance and inclusion of all necessary disclosures. Professional skills exemplified during these years encompass overseeing field engagements, managing the daily budget, prioritizing work, multitasking, supervising staff with one to three years of experience, setting expectations for staff and performing timely review of their work. Alexis also participated in several internal initiatives, including, training new staff on accounting and data mining software. She was a member of the Technical Research Committee where she performed research, developed power points and presented on technical topics at the monthly Business Assurance meetings. Show less