Experience

Bainbridge Senior Living

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Financial Controller

  • Oct 2021 - Present

  Bainbridge Senior Living is the region's premier senior living provider, offering Independent Living, Assisting Living, Respite Care and State-of-the Art Memory Care on beautiful Bainbridge Island, WA. We have four distinct residences: Madison Avenue Retirement Center (AL), Madrona Assisted Living (AL + MC), Winslow Manor Apartments (IL), and Wyatt House Retirement Center (AL). As a member of the Senior Leadership team, the Controller leads monthly financial close, accounting and… Show more Bainbridge Senior Living is the region's premier senior living provider, offering Independent Living, Assisting Living, Respite Care and State-of-the Art Memory Care on beautiful Bainbridge Island, WA. We have four distinct residences: Madison Avenue Retirement Center (AL), Madrona Assisted Living (AL + MC), Winslow Manor Apartments (IL), and Wyatt House Retirement Center (AL). As a member of the Senior Leadership team, the Controller leads monthly financial close, accounting and reporting, ensuring accurate results are delivered on time and for the purpose of providing our leadership team and owners with strategic analysis and business financial forecasts. Responsible for day-to-day company finances, to include accounts payables and receivables, banking and cash management, payroll ,financial reporting, tax filings, budget analysis and preparation, forecasting, and development of internal control policies and procedures. Show less Bainbridge Senior Living is the region's premier senior living provider, offering Independent Living, Assisting Living, Respite Care and State-of-the Art Memory Care on beautiful Bainbridge Island, WA. We have four distinct residences: Madison Avenue Retirement Center (AL), Madrona Assisted Living (AL + MC), Winslow Manor Apartments (IL), and Wyatt House Retirement Center (AL). As a member of the Senior Leadership team, the Controller leads monthly financial close, accounting and… Show more Bainbridge Senior Living is the region's premier senior living provider, offering Independent Living, Assisting Living, Respite Care and State-of-the Art Memory Care on beautiful Bainbridge Island, WA. We have four distinct residences: Madison Avenue Retirement Center (AL), Madrona Assisted Living (AL + MC), Winslow Manor Apartments (IL), and Wyatt House Retirement Center (AL). As a member of the Senior Leadership team, the Controller leads monthly financial close, accounting and reporting, ensuring accurate results are delivered on time and for the purpose of providing our leadership team and owners with strategic analysis and business financial forecasts. Responsible for day-to-day company finances, to include accounts payables and receivables, banking and cash management, payroll ,financial reporting, tax filings, budget analysis and preparation, forecasting, and development of internal control policies and procedures. Show less



Valley View Health Center

• United States
• Medical Practices
• 1 - 100 Employee

• Financial Controller

  • Feb 2020 - Sep 2021

  Valley View Health Center is a non-profit, federally qualified health center committed to providing quality integrated medical, dental, behavioral health, and pharmacy services to families and individuals of all ages, regardless of the ability to pay. VVHC currently has 13 locations, serving patients in three counties. Oversee and perform financial reporting preparation, analysis, review account reconciliations, budget monitoring, accounts receivable, accounts payable, asset management… Show more Valley View Health Center is a non-profit, federally qualified health center committed to providing quality integrated medical, dental, behavioral health, and pharmacy services to families and individuals of all ages, regardless of the ability to pay. VVHC currently has 13 locations, serving patients in three counties. Oversee and perform financial reporting preparation, analysis, review account reconciliations, budget monitoring, accounts receivable, accounts payable, asset management, and assist with financial forecasting in accordance with the policies and standards established by the governing Board, utilizing Sage Intacct Accounting Software (lead successful migration and implementation from Sage 50 in May, 2020 amidst pandemic-related staffing shortages and other wide-spread challenges). Maintain an adequate system of accounting records, a comprehensive set of controls and budgets designed to mitigate risk and enhance the company's reported financial results. Assist in the preparation of the monthly financial statements, annual external audit, and assist with internal audit functions in accordance with Generally Accepted Accounting Principles. Show less Valley View Health Center is a non-profit, federally qualified health center committed to providing quality integrated medical, dental, behavioral health, and pharmacy services to families and individuals of all ages, regardless of the ability to pay. VVHC currently has 13 locations, serving patients in three counties. Oversee and perform financial reporting preparation, analysis, review account reconciliations, budget monitoring, accounts receivable, accounts payable, asset management… Show more Valley View Health Center is a non-profit, federally qualified health center committed to providing quality integrated medical, dental, behavioral health, and pharmacy services to families and individuals of all ages, regardless of the ability to pay. VVHC currently has 13 locations, serving patients in three counties. Oversee and perform financial reporting preparation, analysis, review account reconciliations, budget monitoring, accounts receivable, accounts payable, asset management, and assist with financial forecasting in accordance with the policies and standards established by the governing Board, utilizing Sage Intacct Accounting Software (lead successful migration and implementation from Sage 50 in May, 2020 amidst pandemic-related staffing shortages and other wide-spread challenges). Maintain an adequate system of accounting records, a comprehensive set of controls and budgets designed to mitigate risk and enhance the company's reported financial results. Assist in the preparation of the monthly financial statements, annual external audit, and assist with internal audit functions in accordance with Generally Accepted Accounting Principles. Show less



Nevada Primary Care Association

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Deputy Director

  • Dec 2018 - Feb 2020

  Nevada Primary Care Association (NVPCA) is the federally designated Primary Care Association for the State of Nevada, providing education and advocacy to health centers and other community providers. Operations oversight of the Association; program development and evaluation of programs and services implemented under NVPCA’s mission; management of HRSA and other grants; community collaboration and preparation of reports. Responsible for organizational excellence in the following… Show more Nevada Primary Care Association (NVPCA) is the federally designated Primary Care Association for the State of Nevada, providing education and advocacy to health centers and other community providers. Operations oversight of the Association; program development and evaluation of programs and services implemented under NVPCA’s mission; management of HRSA and other grants; community collaboration and preparation of reports. Responsible for organizational excellence in the following areas: administration, fiscal, human resources, emergency preparedness, data management and information technology. Provide technical assistance to staff and members’ clinics and to the Board of Directors with respect to meetings and committee assignments. Preparation and analysis of financial statements, activity reports and other performance data to measure goal achievement and to determine areas needing improvement. Direct and coordinate organization's financial and budget activities to fund operations, utilizing QuickBooks for Nonprofits. In collaboration with Executive Director, determine staffing requirements, and interview, hire and train new employees. Establish and implement departmental policies, goals, objectives, and procedures, conferring with Executive Director and staff members as necessary. Assist Executive Director in developing correspondence and maintaining relationships with policy makers, legislators and their staffs. Show less Nevada Primary Care Association (NVPCA) is the federally designated Primary Care Association for the State of Nevada, providing education and advocacy to health centers and other community providers. Operations oversight of the Association; program development and evaluation of programs and services implemented under NVPCA’s mission; management of HRSA and other grants; community collaboration and preparation of reports. Responsible for organizational excellence in the following… Show more Nevada Primary Care Association (NVPCA) is the federally designated Primary Care Association for the State of Nevada, providing education and advocacy to health centers and other community providers. Operations oversight of the Association; program development and evaluation of programs and services implemented under NVPCA’s mission; management of HRSA and other grants; community collaboration and preparation of reports. Responsible for organizational excellence in the following areas: administration, fiscal, human resources, emergency preparedness, data management and information technology. Provide technical assistance to staff and members’ clinics and to the Board of Directors with respect to meetings and committee assignments. Preparation and analysis of financial statements, activity reports and other performance data to measure goal achievement and to determine areas needing improvement. Direct and coordinate organization's financial and budget activities to fund operations, utilizing QuickBooks for Nonprofits. In collaboration with Executive Director, determine staffing requirements, and interview, hire and train new employees. Establish and implement departmental policies, goals, objectives, and procedures, conferring with Executive Director and staff members as necessary. Assist Executive Director in developing correspondence and maintaining relationships with policy makers, legislators and their staffs. Show less



BayCare Health System

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

• Manager, Accounting

  • Sep 2017 - Dec 2018

  BayCare Behavioral Health is the largest full service, community-based behavioral health system in the Tampa Bay area. We offer both inpatient and community-based programs, along with a full range of comprehensive mental health and substance abuse services tailored to meet the individual needs of adults, adolescents and children. Maintain general ledger data for the Behavioral Health division of the Health System according to generally accepted accounting principles (GAAP) and organizational… Show more BayCare Behavioral Health is the largest full service, community-based behavioral health system in the Tampa Bay area. We offer both inpatient and community-based programs, along with a full range of comprehensive mental health and substance abuse services tailored to meet the individual needs of adults, adolescents and children. Maintain general ledger data for the Behavioral Health division of the Health System according to generally accepted accounting principles (GAAP) and organizational policies, utilizing Infor Lawson Financial Management Solutions. Ensure that the financial records of Behavioral Health division meet audit requirements, and that Management receives accurate monthly and annual financial statements and supporting documentation. Provide management with tools required for monitoring activity from a financial viewpoint, decision-making and strategic planning. Support all levels of management in achieving departmental and organizational goals. Ensure that all financial regulatory filing requirements are met.

• Manager, Finance Operations

  • Jul 2015 - Sep 2017

  BayCare Medical Group is Tampa Bay's leading multi-specialty group with over 500 providers practicing in more than 160 locations in 45 specialties throughout the Tampa Bay area. Oversee management of financial processes including the accuracy, timeliness and consistency of preparing consolidated financial statements for BayCare Medical Group according to Generally Accepted Accounting Principles (GAAP) and organizational policies, utilizing Infor Lawson Financial Management… Show more BayCare Medical Group is Tampa Bay's leading multi-specialty group with over 500 providers practicing in more than 160 locations in 45 specialties throughout the Tampa Bay area. Oversee management of financial processes including the accuracy, timeliness and consistency of preparing consolidated financial statements for BayCare Medical Group according to Generally Accepted Accounting Principles (GAAP) and organizational policies, utilizing Infor Lawson Financial Management Solutions. Ensure that the financial records of BayCare Medical Group meet all audit requirements and that management receives accurate monthly and annual financial statements and supporting documentation. Operational and Capital Forecast, physician compensation, IPA / AP controls and oversight, cash management and financial statement preparation for approximately 200 physician sites.



Lorain County Health & Dentistry

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

• Accounting & Business Manager

  • Mar 2012 - Jun 2015

  Lorain County Health & Dentistry is a Federally Qualified Health Center (FQHC) providing medical, dental, vision, and behavioral health services throughout Lorain County, Ohio. Supervision of non-clinical staff, including customer service representatives, patient account representatives (billing), enrollment assistants (Medicaid / Marketplace Insurance / Sliding Fee Scale) and accounting associates (payroll, accounts payable, cash management) General accounting, budgeting and… Show more Lorain County Health & Dentistry is a Federally Qualified Health Center (FQHC) providing medical, dental, vision, and behavioral health services throughout Lorain County, Ohio. Supervision of non-clinical staff, including customer service representatives, patient account representatives (billing), enrollment assistants (Medicaid / Marketplace Insurance / Sliding Fee Scale) and accounting associates (payroll, accounts payable, cash management) General accounting, budgeting and audit preparation; cost reporting, analysis and evaluation of services utilizing Next-Gen Healthcare Information Systems, Dentrix Dental Practice Management Software, and AccuFund Nonprofit Accounting Software. Recommend improvements to methods and systems related to daily operations, accounting and finance functions to achieve Board-approved financial goals Identify opportunities to improve revenues and manage or reduce expenses Work in accordance with LCH&D's mission to provide compassionate care and uphold the organization's values of Respect, Quality, Compassion and Hope Show less Lorain County Health & Dentistry is a Federally Qualified Health Center (FQHC) providing medical, dental, vision, and behavioral health services throughout Lorain County, Ohio. Supervision of non-clinical staff, including customer service representatives, patient account representatives (billing), enrollment assistants (Medicaid / Marketplace Insurance / Sliding Fee Scale) and accounting associates (payroll, accounts payable, cash management) General accounting, budgeting and… Show more Lorain County Health & Dentistry is a Federally Qualified Health Center (FQHC) providing medical, dental, vision, and behavioral health services throughout Lorain County, Ohio. Supervision of non-clinical staff, including customer service representatives, patient account representatives (billing), enrollment assistants (Medicaid / Marketplace Insurance / Sliding Fee Scale) and accounting associates (payroll, accounts payable, cash management) General accounting, budgeting and audit preparation; cost reporting, analysis and evaluation of services utilizing Next-Gen Healthcare Information Systems, Dentrix Dental Practice Management Software, and AccuFund Nonprofit Accounting Software. Recommend improvements to methods and systems related to daily operations, accounting and finance functions to achieve Board-approved financial goals Identify opportunities to improve revenues and manage or reduce expenses Work in accordance with LCH&D's mission to provide compassionate care and uphold the organization's values of Respect, Quality, Compassion and Hope Show less



Hard Hatted Women

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Director of Operations

  • Dec 2010 - Mar 2012

  Hard Hatted Women (now HHW Ohio) is committed to helping women pursue careers in high-demand, high-wage professions as a pathway to economic security. Financial Management: Operating and Capital Budgets, Program Budgets, Cash Flow Analysis, A/P, A/R, G/L, Payroll, Policies and Procedures, Contracts and Vendor Relations, Financial Reporting Human Resources: Personnel Policy and Procedures, Employee and Volunteer Orientation, Benefits Management, VISTA Supervision and Reporting… Show more Hard Hatted Women (now HHW Ohio) is committed to helping women pursue careers in high-demand, high-wage professions as a pathway to economic security. Financial Management: Operating and Capital Budgets, Program Budgets, Cash Flow Analysis, A/P, A/R, G/L, Payroll, Policies and Procedures, Contracts and Vendor Relations, Financial Reporting Human Resources: Personnel Policy and Procedures, Employee and Volunteer Orientation, Benefits Management, VISTA Supervision and Reporting (VISTA Supervisors' Orientation Certificate of Achievement, Feb '11) Facilities and Equipment Management: Building Management, Utilities and Contracts Management, Capital Equipment Evaluation, Purchase/Lease, and Maintenance Development: Coordinate Grant Proposals, Compliance and Reporting; Supervise Grant Writing / Development Staff, Interns, and VISTA; Assure Recording, Tracking and Reporting of Gifts from Major Donors; Produce Reports for Annual Audits and Assessment of Development Plan Community Outreach: Develop and Foster Educational, Governmental, and Employer Relationships; Seek Opportunities for Collaboration with Community Leaders; Supervise Community Outreach Staff Show less Hard Hatted Women (now HHW Ohio) is committed to helping women pursue careers in high-demand, high-wage professions as a pathway to economic security. Financial Management: Operating and Capital Budgets, Program Budgets, Cash Flow Analysis, A/P, A/R, G/L, Payroll, Policies and Procedures, Contracts and Vendor Relations, Financial Reporting Human Resources: Personnel Policy and Procedures, Employee and Volunteer Orientation, Benefits Management, VISTA Supervision and Reporting… Show more Hard Hatted Women (now HHW Ohio) is committed to helping women pursue careers in high-demand, high-wage professions as a pathway to economic security. Financial Management: Operating and Capital Budgets, Program Budgets, Cash Flow Analysis, A/P, A/R, G/L, Payroll, Policies and Procedures, Contracts and Vendor Relations, Financial Reporting Human Resources: Personnel Policy and Procedures, Employee and Volunteer Orientation, Benefits Management, VISTA Supervision and Reporting (VISTA Supervisors' Orientation Certificate of Achievement, Feb '11) Facilities and Equipment Management: Building Management, Utilities and Contracts Management, Capital Equipment Evaluation, Purchase/Lease, and Maintenance Development: Coordinate Grant Proposals, Compliance and Reporting; Supervise Grant Writing / Development Staff, Interns, and VISTA; Assure Recording, Tracking and Reporting of Gifts from Major Donors; Produce Reports for Annual Audits and Assessment of Development Plan Community Outreach: Develop and Foster Educational, Governmental, and Employer Relationships; Seek Opportunities for Collaboration with Community Leaders; Supervise Community Outreach Staff Show less



US Crisis Inc

• Cleveland/Akron, Ohio Area

• Accounting Manager

  • Jan 2009 - Dec 2010

  U.S. Crisis Inc. is a privately funded holding company with a portfolio of companies that specialize in the provision of Crisis Management & Response services to both local and global companies and governments. Preparation of Consolidated Financial Statements; Supervision of Accounts Payable, Accounts Receivable and Payroll for Parent Company and Four Subsidiaries (International Management Assistance Corp., Tradesman Alliance Group, Seven Secured, Southeastern Security); Management… Show more U.S. Crisis Inc. is a privately funded holding company with a portfolio of companies that specialize in the provision of Crisis Management & Response services to both local and global companies and governments. Preparation of Consolidated Financial Statements; Supervision of Accounts Payable, Accounts Receivable and Payroll for Parent Company and Four Subsidiaries (International Management Assistance Corp., Tradesman Alliance Group, Seven Secured, Southeastern Security); Management Reporting; Reconciliation of General Ledger Accounts; Oversee Field Administrators daily and weekly reporting (on-site HR/Accounting); Administer and ensure compliance regarding Sales Tax, Workers’ Compensation, and Business Licenses across Multiple (30+) States; Management of Corporate Credit Cards and Fleet Cards (400+); Utilize and maintain Microsoft Navision Financial and Accounting Software and BNA Fixed Assets Software; Manage Field and On-Site Asset Tracking utilizing Wasp Mobile Asset; Social Media Coordinator + Trainer Show less U.S. Crisis Inc. is a privately funded holding company with a portfolio of companies that specialize in the provision of Crisis Management & Response services to both local and global companies and governments. Preparation of Consolidated Financial Statements; Supervision of Accounts Payable, Accounts Receivable and Payroll for Parent Company and Four Subsidiaries (International Management Assistance Corp., Tradesman Alliance Group, Seven Secured, Southeastern Security); Management… Show more U.S. Crisis Inc. is a privately funded holding company with a portfolio of companies that specialize in the provision of Crisis Management & Response services to both local and global companies and governments. Preparation of Consolidated Financial Statements; Supervision of Accounts Payable, Accounts Receivable and Payroll for Parent Company and Four Subsidiaries (International Management Assistance Corp., Tradesman Alliance Group, Seven Secured, Southeastern Security); Management Reporting; Reconciliation of General Ledger Accounts; Oversee Field Administrators daily and weekly reporting (on-site HR/Accounting); Administer and ensure compliance regarding Sales Tax, Workers’ Compensation, and Business Licenses across Multiple (30+) States; Management of Corporate Credit Cards and Fleet Cards (400+); Utilize and maintain Microsoft Navision Financial and Accounting Software and BNA Fixed Assets Software; Manage Field and On-Site Asset Tracking utilizing Wasp Mobile Asset; Social Media Coordinator + Trainer Show less



IMAC - International Management Assistance Corporation

• Accounting Manager

  • Jan 2009 - Dec 2010

  (Subsidiary of U.S. Crisis) (Subsidiary of U.S. Crisis)



Richard L. Bowen + Associates

• United States
• Architecture and Planning
• 1 - 100 Employee

• Staff Accountant - Retail Development

  • Oct 2006 - Oct 2008

  Since 1959, Bowen (formerly Richard L Bowen + Assoc.) has provided exceptional integrated architecture, planning, engineering, and construction management services. Interface with Project Managers on financial data; Oversee and assist with invoicing; Monitor project budgets and address variances; Preparation of monthly and annual financial data; Preparation of Utilization Analysis and various other measurement reports; Utilize and maintain Deltek Vision Project Management and… Show more Since 1959, Bowen (formerly Richard L Bowen + Assoc.) has provided exceptional integrated architecture, planning, engineering, and construction management services. Interface with Project Managers on financial data; Oversee and assist with invoicing; Monitor project budgets and address variances; Preparation of monthly and annual financial data; Preparation of Utilization Analysis and various other measurement reports; Utilize and maintain Deltek Vision Project Management and Accounting Software ********************************************************************************** Laid off due to economic conditions in the Retail Development industry ********************************************************************************** Show less Since 1959, Bowen (formerly Richard L Bowen + Assoc.) has provided exceptional integrated architecture, planning, engineering, and construction management services. Interface with Project Managers on financial data; Oversee and assist with invoicing; Monitor project budgets and address variances; Preparation of monthly and annual financial data; Preparation of Utilization Analysis and various other measurement reports; Utilize and maintain Deltek Vision Project Management and… Show more Since 1959, Bowen (formerly Richard L Bowen + Assoc.) has provided exceptional integrated architecture, planning, engineering, and construction management services. Interface with Project Managers on financial data; Oversee and assist with invoicing; Monitor project budgets and address variances; Preparation of monthly and annual financial data; Preparation of Utilization Analysis and various other measurement reports; Utilize and maintain Deltek Vision Project Management and Accounting Software ********************************************************************************** Laid off due to economic conditions in the Retail Development industry ********************************************************************************** Show less



Bottom Line Accounting Services, LLC

• Accountant/Member

  • 2000 - 2008

  Provide accounting, tax, and management services to small businesses and individuals; primarily service providers, healthcare professionals, and retail establishments Perform general bookkeeping, payroll and related taxes, bank reconciliations, and preparation of financial statements utilizing QuickBooks Pro, Peachtree, Business Works, Microsoft Money, and various additional software programs Assist new businesses with start-up and software training; conduct software conversions… Show more Provide accounting, tax, and management services to small businesses and individuals; primarily service providers, healthcare professionals, and retail establishments Perform general bookkeeping, payroll and related taxes, bank reconciliations, and preparation of financial statements utilizing QuickBooks Pro, Peachtree, Business Works, Microsoft Money, and various additional software programs Assist new businesses with start-up and software training; conduct software conversions and internal audits for existing companies; supervision of staff bookkeepers and independent contractors ******************************************************************************* Company merged with DMS Management Solutions, Lakewood OH (www.dmsmgmtsolutions.com) effective January, 2009 ******************************************************************************** Show less Provide accounting, tax, and management services to small businesses and individuals; primarily service providers, healthcare professionals, and retail establishments Perform general bookkeeping, payroll and related taxes, bank reconciliations, and preparation of financial statements utilizing QuickBooks Pro, Peachtree, Business Works, Microsoft Money, and various additional software programs Assist new businesses with start-up and software training; conduct software conversions… Show more Provide accounting, tax, and management services to small businesses and individuals; primarily service providers, healthcare professionals, and retail establishments Perform general bookkeeping, payroll and related taxes, bank reconciliations, and preparation of financial statements utilizing QuickBooks Pro, Peachtree, Business Works, Microsoft Money, and various additional software programs Assist new businesses with start-up and software training; conduct software conversions and internal audits for existing companies; supervision of staff bookkeepers and independent contractors ******************************************************************************* Company merged with DMS Management Solutions, Lakewood OH (www.dmsmgmtsolutions.com) effective January, 2009 ******************************************************************************** Show less



Buckley King

• Law Practice
• 1 - 100 Employee

• Accounting Supervisor

  • 1999 - 2002

  Cash Management, Consolidated Financial Reporting (included 4 satellite offices), Monthly Closing Process, Account Reconciliation, and Payroll utilizing Juris Legal Billing and Accounting System; Supervision of Accounts Payable, Accounts Receivable and Data Entry staff Cash Management, Consolidated Financial Reporting (included 4 satellite offices), Monthly Closing Process, Account Reconciliation, and Payroll utilizing Juris Legal Billing and Accounting System; Supervision of Accounts Payable, Accounts Receivable and Data Entry staff



The Will-Burt Co.

• Accounting Supervisor

  • 1998 - 1999



McCarthy, Lebit, Crystal & Liffman Co., LPA

• United States
• Law Practice
• 1 - 100 Employee

• Bookkeeper

  • 1996 - 1998