Experience

Blue Cloud Pediatric Surgery Centers

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

• Controller

  • Apr 2023 - Present



Surgery Partners, Inc

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Senior Director, Finance

  • Sep 2019 - Apr 2023

  Nashville, Tennessee, United States • Directing a team of accountants (Directors, Manager, and Staff) in the monthly financial reporting and SOX compliance for twenty-eight surgery centers, a mix of multi and single specialty • Serving as subject matter expert for accounting processes in efforts to automate standard monthly entries, including design, implementation, and testing • Supervised successful transition of Staff and Sr. Accountant responsibilities to offshore resources, continuing to foster improvement and… Show more • Directing a team of accountants (Directors, Manager, and Staff) in the monthly financial reporting and SOX compliance for twenty-eight surgery centers, a mix of multi and single specialty • Serving as subject matter expert for accounting processes in efforts to automate standard monthly entries, including design, implementation, and testing • Supervised successful transition of Staff and Sr. Accountant responsibilities to offshore resources, continuing to foster improvement and consistency • Gathering and summarizing regional financial and operating metrics to assist VP in identifying risks and opportunities to drive improved business decisions • Providing strategic enhancements and leadership to the budgeting process • Continuing duties performed in AVP position

• AVP, Financial Operations

  • Dec 2016 - Aug 2019

  Greater Nashville Area, TN AVP, Financial Operations—Surgery Partners December 2016-August 2019 • Managed a team of five accountants in the monthly financial reporting and SOX compliance for twelve surgery centers, a mix of multi and single specialty • Supported Operations related to key processes impacting accounting and financial reporting • Developed budgets and other financial projections • Performed analysis to determine proper levels for reserves • Analyzed and presented explanations for variances… Show more AVP, Financial Operations—Surgery Partners December 2016-August 2019 • Managed a team of five accountants in the monthly financial reporting and SOX compliance for twelve surgery centers, a mix of multi and single specialty • Supported Operations related to key processes impacting accounting and financial reporting • Developed budgets and other financial projections • Performed analysis to determine proper levels for reserves • Analyzed and presented explanations for variances to budget and prior periods • Created analysis template using reports from the patient accounting systems to summarize revenues by specialty and to quantify impact of financial class or acuity shift as compared to budget and prior periods • Provided evidence and analyses for internal and external audit • Participated in process improvement initiatives with other AVPs and members of my team



Meridian Surgical Partners

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

• Controller

  • Sep 2012 - Dec 2016

  Brentwood, TN • Manage the accurate and timely monthly financial reporting and analysis for up to seventeen surgery centers and the corporate office. • Perform consolidating and eliminating procedures for the multiple entities. • Direct the annual budget and external financial audit processes. • Analyze financial data and write financial reports using Management Reporter. • Supervise and develop up to three Senior Accountants including training them in Great Plains, reviewing their work, and… Show more • Manage the accurate and timely monthly financial reporting and analysis for up to seventeen surgery centers and the corporate office. • Perform consolidating and eliminating procedures for the multiple entities. • Direct the annual budget and external financial audit processes. • Analyze financial data and write financial reports using Management Reporter. • Supervise and develop up to three Senior Accountants including training them in Great Plains, reviewing their work, and involving them in projects. • Develop and manage internal control and accounting policies and practices, particularly surrounding cash disbursement and A/R collections.

• Sr. Accountant

  • Sep 2007 - Aug 2012

  • Responsible for financial reporting and ad hoc projects for up to five surgery centers. • Performed reconciliations, reviewed transactions made by center staff, recorded necessary journal entries, and explained variances against budget and prior periods. • Coordinated with centers and company executives to develop annual budgets. • Compiled information and prepared analyses for annual external financial audit. • Assisted in the development of policies and… Show more • Responsible for financial reporting and ad hoc projects for up to five surgery centers. • Performed reconciliations, reviewed transactions made by center staff, recorded necessary journal entries, and explained variances against budget and prior periods. • Coordinated with centers and company executives to develop annual budgets. • Compiled information and prepared analyses for annual external financial audit. • Assisted in the development of policies and procedures. • Trained center staff in Great Plains and provided support for the A/P and A/R functions.



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Senior Associate

  • Mar 2006 - Sep 2007

  Nashville, TN • Developed and oversaw audit procedures for a variety of clients including public, private, not-for-profit, and governmental. • Supervised and coached associates as they performed audit procedures. • Monitored and communicated engagement progress against schedule and budget.

• Associate

  • Aug 2004 - Mar 2006

  Nashville, TN • Performed audit procedures by inspecting clients’ documents/processes. • Prepared workpapers/reports/analyses and communicated findings.



University of Tennessee

• Higher Education
• 700 & Above Employee

• Student Auditor with Audit and Consulting Services, part time

  • Oct 2001 - May 2004

  Knoxville, TN • Conducted audits of departmental procurement cards and presented findings. • Supported other audit projects and helped with office duties as needed.



Rodefer Moss & Co, PLLC

• United States
• Accounting
• 1 - 100 Employee

• Intern

  • Jan 2003 - Apr 2003

  Knoxville, TN • Prepared federal and state tax returns for individuals, partnerships, and corporations. • Assisted with audits and compiled/organized client data.



Tennessee Valley Authority

• United States
• Utilities
• 700 & Above Employee

• Intern - OIG

  • May 2002 - Aug 2002

  Knosville, TN • Assisted with contract compliance audits by performing testwork and analysis on coal data. • Supported projects by performing research.