George Adams

Controller at Artesia General Hospital
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Artesia, New Mexico, United States, MX

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

LinkedIn User

George was an asset to Ottumwa Regional Health Center. He assited the CFO in streamlining financial processes and procedures. His knowledge of finanacial organization and procedureal implemetation helped in streamlining departmental budgets and cash control.

Bill Abbott

To whom it may concern, 05/13/09 When I assumed the CEO position of the hospital in Gainesville, TX, there was no CFO, and the finances of the hospital were being kept on a manual paper system. I needed a competent, eager young professional with the ability to see the big picture and learn quickly. From day one, George seized the reins of his position, and, while keeping me informed s to his progress, in a timely fashion, he selected a team to choose the first hospital IT system and had it installed and on line in short order. His grasp of the need to work as a team member and leader was excellent, and our efforts to modernize and streamline the financial operations of the hospital were in excellent hands. I have kept in touch with George and his family, since I returned to the East Coast, and have watched his career closely. If an organization is seeking an individual with a

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Certified Public Accountant
    Texas State Board of Public Accountancy

Experience

  • Artesia General Hospital
    • Hospitals and Health Care
    • 100 - 200 Employee
    • Controller
      • Feb 2019 - Present

      Assist CFO in preparing monthly Financial Reporting Package for presentation to Governing Board And Finance Committee for a 49 bed District Based hospital Manage Staff of seven employees that include Accounting Manager and Subordinate Staff Coordinate Annual Financial Audit , Cost Report Workpaper Compilation and 990 Tax Return Workpapers Work Extensively with Business Office in providing Analytical data to insure Cash Targets are being met and provide daily monitoring of Cash Flow Assist CFO in preparing monthly Financial Reporting Package for presentation to Governing Board And Finance Committee for a 49 bed District Based hospital Manage Staff of seven employees that include Accounting Manager and Subordinate Staff Coordinate Annual Financial Audit , Cost Report Workpaper Compilation and 990 Tax Return Workpapers Work Extensively with Business Office in providing Analytical data to insure Cash Targets are being met and provide daily monitoring of Cash Flow

  • Northeastern Nevada Regional Hospital
    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Controller
      • Jul 2016 - Oct 2018

      Assist CFO in performing in depth analytical review for month end Close presented to Corporate Management Monitor daily tracking of statistical indicators and provide weekly forecast of financial projections for consolidated operations of Hospital and Physician Services Monitor implementation of newly installed Labor Productivity Module to insure departments do not exceed their productivity standards and data is being reported in a timely fashion for concurrent… Show more Assist CFO in performing in depth analytical review for month end Close presented to Corporate Management Monitor daily tracking of statistical indicators and provide weekly forecast of financial projections for consolidated operations of Hospital and Physician Services Monitor implementation of newly installed Labor Productivity Module to insure departments do not exceed their productivity standards and data is being reported in a timely fashion for concurrent review Show less Assist CFO in performing in depth analytical review for month end Close presented to Corporate Management Monitor daily tracking of statistical indicators and provide weekly forecast of financial projections for consolidated operations of Hospital and Physician Services Monitor implementation of newly installed Labor Productivity Module to insure departments do not exceed their productivity standards and data is being reported in a timely fashion for concurrent… Show more Assist CFO in performing in depth analytical review for month end Close presented to Corporate Management Monitor daily tracking of statistical indicators and provide weekly forecast of financial projections for consolidated operations of Hospital and Physician Services Monitor implementation of newly installed Labor Productivity Module to insure departments do not exceed their productivity standards and data is being reported in a timely fashion for concurrent review Show less

  • Fayette County Memorial Hospital
    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Interim Controller
      • Jul 2015 - Jan 2016

      • Collaborate compilation with CFO of monthly financial statements with analytics for monthly Board Meetings that also includes extensive physician clinic operation, Ambulance Services and Foundation • Maintain timely reconciliations of all balance sheets accounts in preparation for anual external audit • Developed structure of new contractual reserve model to accurately analyze Hospital Net Revenue • Training CFO on Medhost General Ledger Applications • Reasons for… Show more • Collaborate compilation with CFO of monthly financial statements with analytics for monthly Board Meetings that also includes extensive physician clinic operation, Ambulance Services and Foundation • Maintain timely reconciliations of all balance sheets accounts in preparation for anual external audit • Developed structure of new contractual reserve model to accurately analyze Hospital Net Revenue • Training CFO on Medhost General Ledger Applications • Reasons for Leaving-Interim Engagement Completed Show less • Collaborate compilation with CFO of monthly financial statements with analytics for monthly Board Meetings that also includes extensive physician clinic operation, Ambulance Services and Foundation • Maintain timely reconciliations of all balance sheets accounts in preparation for anual external audit • Developed structure of new contractual reserve model to accurately analyze Hospital Net Revenue • Training CFO on Medhost General Ledger Applications • Reasons for… Show more • Collaborate compilation with CFO of monthly financial statements with analytics for monthly Board Meetings that also includes extensive physician clinic operation, Ambulance Services and Foundation • Maintain timely reconciliations of all balance sheets accounts in preparation for anual external audit • Developed structure of new contractual reserve model to accurately analyze Hospital Net Revenue • Training CFO on Medhost General Ledger Applications • Reasons for Leaving-Interim Engagement Completed Show less

  • DB Healthcare, Inc.
    • Hospitals and Health Care
    • 1 - 100 Employee
    • IT Consultant
      • May 2014 - Feb 2015

      IT Consultant working as a subcontractor for Dell Computers in their Healthcare Division assisting an Upgrade of the Meditech General Ledger Module at Adena Regional Medical Center,Chillicothe Ohio Coordinated efforts of Financial Team in making a substantial change in account and corporate reporting structure reducing twenty two reporting corporations to eleven Correlated all meetings and records for General Ledger Team devoted to conversion upgrade Attended all… Show more IT Consultant working as a subcontractor for Dell Computers in their Healthcare Division assisting an Upgrade of the Meditech General Ledger Module at Adena Regional Medical Center,Chillicothe Ohio Coordinated efforts of Financial Team in making a substantial change in account and corporate reporting structure reducing twenty two reporting corporations to eleven Correlated all meetings and records for General Ledger Team devoted to conversion upgrade Attended all training sessions to assist users in making the transition to the new reporting structure. Show less IT Consultant working as a subcontractor for Dell Computers in their Healthcare Division assisting an Upgrade of the Meditech General Ledger Module at Adena Regional Medical Center,Chillicothe Ohio Coordinated efforts of Financial Team in making a substantial change in account and corporate reporting structure reducing twenty two reporting corporations to eleven Correlated all meetings and records for General Ledger Team devoted to conversion upgrade Attended all… Show more IT Consultant working as a subcontractor for Dell Computers in their Healthcare Division assisting an Upgrade of the Meditech General Ledger Module at Adena Regional Medical Center,Chillicothe Ohio Coordinated efforts of Financial Team in making a substantial change in account and corporate reporting structure reducing twenty two reporting corporations to eleven Correlated all meetings and records for General Ledger Team devoted to conversion upgrade Attended all training sessions to assist users in making the transition to the new reporting structure. Show less

  • White Communications LLC
    • United States
    • Chief Financial Officer
      • Nov 2013 - Feb 2014

      Interim Engagement recently completed for Multistate Operation of Independent Contracted Service for Direct TV until securing a Permanent Role in Healthcare Financial Management Developed monthly income statement reporting with metric comparisons for over twenty locations nationwide due to significant growth in operation for benefit of upper management and bankers Generated statements for all twelve months of 2013 Calendar Year Converted financial statements from cash to accrual basis… Show more Interim Engagement recently completed for Multistate Operation of Independent Contracted Service for Direct TV until securing a Permanent Role in Healthcare Financial Management Developed monthly income statement reporting with metric comparisons for over twenty locations nationwide due to significant growth in operation for benefit of upper management and bankers Generated statements for all twelve months of 2013 Calendar Year Converted financial statements from cash to accrual basis to comply with Generally Accepted Accounting Principals that improved the net income by $408K Show less Interim Engagement recently completed for Multistate Operation of Independent Contracted Service for Direct TV until securing a Permanent Role in Healthcare Financial Management Developed monthly income statement reporting with metric comparisons for over twenty locations nationwide due to significant growth in operation for benefit of upper management and bankers Generated statements for all twelve months of 2013 Calendar Year Converted financial statements from cash to accrual basis… Show more Interim Engagement recently completed for Multistate Operation of Independent Contracted Service for Direct TV until securing a Permanent Role in Healthcare Financial Management Developed monthly income statement reporting with metric comparisons for over twenty locations nationwide due to significant growth in operation for benefit of upper management and bankers Generated statements for all twelve months of 2013 Calendar Year Converted financial statements from cash to accrual basis to comply with Generally Accepted Accounting Principals that improved the net income by $408K Show less

  • Ottumwa Regional Health Center
    • United States
    • Hospitals and Health Care
    • 100 - 200 Employee
    • Assistant CFO
      • Sep 2012 - Mar 2013

      Supervise staff of eight in generating monthly and quarterly financial package presented to Corporate Office for Parent Hospital, three subsidiaries and consolidation with eliminating entries Perform Daily and Weekly Treasury Functions which include cash forecasting, daily sweep of corporate funds, funding of biweekly payroll, and authorization of weekly cash disbursements for three entities Supervise annual preparation of audit work papers for external audit with Ernst and Young and act… Show more Supervise staff of eight in generating monthly and quarterly financial package presented to Corporate Office for Parent Hospital, three subsidiaries and consolidation with eliminating entries Perform Daily and Weekly Treasury Functions which include cash forecasting, daily sweep of corporate funds, funding of biweekly payroll, and authorization of weekly cash disbursements for three entities Supervise annual preparation of audit work papers for external audit with Ernst and Young and act as chief coordinator for further substantive testing during their onsite field visit Compile and analyze results of annual physical inventory Assisted in conversion of Financial Reporting Module from CPSI to Meditech Analyze actual results in comparison to prior year and budgeted expectations on a monthly, Quarterly and Annual Basis for presentation to Corporate Office Show less Supervise staff of eight in generating monthly and quarterly financial package presented to Corporate Office for Parent Hospital, three subsidiaries and consolidation with eliminating entries Perform Daily and Weekly Treasury Functions which include cash forecasting, daily sweep of corporate funds, funding of biweekly payroll, and authorization of weekly cash disbursements for three entities Supervise annual preparation of audit work papers for external audit with Ernst and Young and act… Show more Supervise staff of eight in generating monthly and quarterly financial package presented to Corporate Office for Parent Hospital, three subsidiaries and consolidation with eliminating entries Perform Daily and Weekly Treasury Functions which include cash forecasting, daily sweep of corporate funds, funding of biweekly payroll, and authorization of weekly cash disbursements for three entities Supervise annual preparation of audit work papers for external audit with Ernst and Young and act as chief coordinator for further substantive testing during their onsite field visit Compile and analyze results of annual physical inventory Assisted in conversion of Financial Reporting Module from CPSI to Meditech Analyze actual results in comparison to prior year and budgeted expectations on a monthly, Quarterly and Annual Basis for presentation to Corporate Office Show less

  • Apache Junction Hospital LLC
    • United States
    • Medical Practices
    • Assistant CFO
      • Jul 2009 - Jul 2012

      Supervise accounting related functions for a newy opened physician owned hospital based in Mesa with a second location in Apache Junction Spearheaded effort to bring finanical statements current in 2009 after being six months in arrears for submission to board and upper management Developed standardized procedures for closing the financial statements on a timely basis prospectively and currently compile monthly reporting package for Hospital Board, upper management and department… Show more Supervise accounting related functions for a newy opened physician owned hospital based in Mesa with a second location in Apache Junction Spearheaded effort to bring finanical statements current in 2009 after being six months in arrears for submission to board and upper management Developed standardized procedures for closing the financial statements on a timely basis prospectively and currently compile monthly reporting package for Hospital Board, upper management and department directors with analytical review of key financial indicators Compiled first annual operating budget for measuring performance with actual results and projecting future growth in facility Coordinated effort in preparing for first financial audit with external Accounting Firm Prepared internal workpapers for compilation of filing annual Medicare Cost Report Coordinated Conversion of Accounting Data from Meditech to HMS Accounting Software in January 2010 for Financial Related Modules Show less Supervise accounting related functions for a newy opened physician owned hospital based in Mesa with a second location in Apache Junction Spearheaded effort to bring finanical statements current in 2009 after being six months in arrears for submission to board and upper management Developed standardized procedures for closing the financial statements on a timely basis prospectively and currently compile monthly reporting package for Hospital Board, upper management and department… Show more Supervise accounting related functions for a newy opened physician owned hospital based in Mesa with a second location in Apache Junction Spearheaded effort to bring finanical statements current in 2009 after being six months in arrears for submission to board and upper management Developed standardized procedures for closing the financial statements on a timely basis prospectively and currently compile monthly reporting package for Hospital Board, upper management and department directors with analytical review of key financial indicators Compiled first annual operating budget for measuring performance with actual results and projecting future growth in facility Coordinated effort in preparing for first financial audit with external Accounting Firm Prepared internal workpapers for compilation of filing annual Medicare Cost Report Coordinated Conversion of Accounting Data from Meditech to HMS Accounting Software in January 2010 for Financial Related Modules Show less

  • Aurora Behavioral HealthCare
    • United States
    • Hospitals and Health Care
    • Chief Financial Officer
      • May 2008 - Feb 2009

      CFO for two Facilities-San Diego, CA and Glendale Arizona in overseeing Business Office Operations,daily Utilization managment and providing monthly financial statements to upper management. Instrumental in San Diego Facility generating $1.1 million gain in net income compared to prior year due primarily to growth in net revenue and shift in Payer Mix. Assisted in coordinating Payroll Sofware Conversion from Paychex to ADP CFO for two Facilities-San Diego, CA and Glendale Arizona in overseeing Business Office Operations,daily Utilization managment and providing monthly financial statements to upper management. Instrumental in San Diego Facility generating $1.1 million gain in net income compared to prior year due primarily to growth in net revenue and shift in Payer Mix. Assisted in coordinating Payroll Sofware Conversion from Paychex to ADP

  • Mercy Medical Center
    • United States
    • Medical Practices
    • 1 - 100 Employee
    • Controller
      • Sep 2005 - Mar 2008

      Supervise Accounting staff of eight people (Accounts Payable, Payroll and Financial Analysts), including preparation of financial statements, External and Internal Audit Engagements, monthly corporate reporting and reporting to external state agencies and assist in annual budgeting process. Attained no audit adjustments or management comments on two consecutive external audit reviews and most recent Internal Audit Review of Balance Sheet Recons. Assisted in coordinating Accounting… Show more Supervise Accounting staff of eight people (Accounts Payable, Payroll and Financial Analysts), including preparation of financial statements, External and Internal Audit Engagements, monthly corporate reporting and reporting to external state agencies and assist in annual budgeting process. Attained no audit adjustments or management comments on two consecutive external audit reviews and most recent Internal Audit Review of Balance Sheet Recons. Assisted in coordinating Accounting Software Conversion for All Financial Systems from Meditech to Lawson. Accounted for operating cost disclosure relative to fire loss sustained by Surgical Center to receive claim reimbursement from insurance company. Improved employee survey scores by 10% for Accounting and Materials Management. Coordinated conversion of foundation financial data upon consolidation with hospital. Show less Supervise Accounting staff of eight people (Accounts Payable, Payroll and Financial Analysts), including preparation of financial statements, External and Internal Audit Engagements, monthly corporate reporting and reporting to external state agencies and assist in annual budgeting process. Attained no audit adjustments or management comments on two consecutive external audit reviews and most recent Internal Audit Review of Balance Sheet Recons. Assisted in coordinating Accounting… Show more Supervise Accounting staff of eight people (Accounts Payable, Payroll and Financial Analysts), including preparation of financial statements, External and Internal Audit Engagements, monthly corporate reporting and reporting to external state agencies and assist in annual budgeting process. Attained no audit adjustments or management comments on two consecutive external audit reviews and most recent Internal Audit Review of Balance Sheet Recons. Assisted in coordinating Accounting Software Conversion for All Financial Systems from Meditech to Lawson. Accounted for operating cost disclosure relative to fire loss sustained by Surgical Center to receive claim reimbursement from insurance company. Improved employee survey scores by 10% for Accounting and Materials Management. Coordinated conversion of foundation financial data upon consolidation with hospital. Show less

  • Colusa Regional Medical Center
    • United States
    • Medical Practices
    • 1 - 100 Employee
    • Chief Financial Officer
      • Aug 2001 - Sep 2005

      • Supervise all facets of accounting operations, (i.e. Medical Records, Purchasing, Business Officer and Information Systems), including preparation of financial statements and currently engaged in budgeting process for upcoming fiscal year. • Bridged transition in ownership from prior bankrupt entity to new ownership effective September 1st. Negotiated settlements with major Payable Vendors to reduce expenses and enhance future cash flow. Improved financial performance with hospital… Show more • Supervise all facets of accounting operations, (i.e. Medical Records, Purchasing, Business Officer and Information Systems), including preparation of financial statements and currently engaged in budgeting process for upcoming fiscal year. • Bridged transition in ownership from prior bankrupt entity to new ownership effective September 1st. Negotiated settlements with major Payable Vendors to reduce expenses and enhance future cash flow. Improved financial performance with hospital generating positive pre tax margins in each of its first two months after four previous months of negative performance. • Implemented new policies and procedures in Business Office to improve cash flow such as enhancing the Billing System, bringing Self Pay Collections in-house, implementing Electronic Funding of Government Reimbursement, setting up Group Collection incentives. Show less • Supervise all facets of accounting operations, (i.e. Medical Records, Purchasing, Business Officer and Information Systems), including preparation of financial statements and currently engaged in budgeting process for upcoming fiscal year. • Bridged transition in ownership from prior bankrupt entity to new ownership effective September 1st. Negotiated settlements with major Payable Vendors to reduce expenses and enhance future cash flow. Improved financial performance with hospital… Show more • Supervise all facets of accounting operations, (i.e. Medical Records, Purchasing, Business Officer and Information Systems), including preparation of financial statements and currently engaged in budgeting process for upcoming fiscal year. • Bridged transition in ownership from prior bankrupt entity to new ownership effective September 1st. Negotiated settlements with major Payable Vendors to reduce expenses and enhance future cash flow. Improved financial performance with hospital generating positive pre tax margins in each of its first two months after four previous months of negative performance. • Implemented new policies and procedures in Business Office to improve cash flow such as enhancing the Billing System, bringing Self Pay Collections in-house, implementing Electronic Funding of Government Reimbursement, setting up Group Collection incentives. Show less

  • Tooele Valley Hospital
    • Chief Financial Officer
      • Apr 1999 - Dec 2000

      Supervised all facets of accounting operations including preparation of financial statements and other overhead departments including Maintenance and Quality Management for a 38 bed Acute Care facility and an 84-bed nursing home. Instrumental in increasing net revenue by 17% over prior year through Charge Master enhancement, Global Pricing for ER, Anesthesia, OR services, coding review and price increases where it was deemed warranted. Reduced Bad Debt Expense compared to prior year by… Show more Supervised all facets of accounting operations including preparation of financial statements and other overhead departments including Maintenance and Quality Management for a 38 bed Acute Care facility and an 84-bed nursing home. Instrumental in increasing net revenue by 17% over prior year through Charge Master enhancement, Global Pricing for ER, Anesthesia, OR services, coding review and price increases where it was deemed warranted. Reduced Bad Debt Expense compared to prior year by 39% due to focused collection effort, outsourcing on contingency basis for active accounts where needed, accuracy of admitting data, contract compliance and enhancement, and periodic review of accounts by CFO. Attained $3.8 Million in Earnings before Depreciation, Interest, Taxes and Amortization during first year of management after acquisition from County Hospital District due to dynamic growth in volumes, net revenue and a tighter monitor on various operating expenses. Show less Supervised all facets of accounting operations including preparation of financial statements and other overhead departments including Maintenance and Quality Management for a 38 bed Acute Care facility and an 84-bed nursing home. Instrumental in increasing net revenue by 17% over prior year through Charge Master enhancement, Global Pricing for ER, Anesthesia, OR services, coding review and price increases where it was deemed warranted. Reduced Bad Debt Expense compared to prior year by… Show more Supervised all facets of accounting operations including preparation of financial statements and other overhead departments including Maintenance and Quality Management for a 38 bed Acute Care facility and an 84-bed nursing home. Instrumental in increasing net revenue by 17% over prior year through Charge Master enhancement, Global Pricing for ER, Anesthesia, OR services, coding review and price increases where it was deemed warranted. Reduced Bad Debt Expense compared to prior year by 39% due to focused collection effort, outsourcing on contingency basis for active accounts where needed, accuracy of admitting data, contract compliance and enhancement, and periodic review of accounts by CFO. Attained $3.8 Million in Earnings before Depreciation, Interest, Taxes and Amortization during first year of management after acquisition from County Hospital District due to dynamic growth in volumes, net revenue and a tighter monitor on various operating expenses. Show less

  • Gainesville Memorial Hospital
    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Chief Financial Officer
      • Jul 1997 - Apr 1999

      Supervised all facets of accounting operation including preparation of financial statements and management discussion for an 81 bed licensed Acute Care and Skilled Nursing Facility. Instrumental in upgrading existing Financial Accounting System, adding full scale order entry and Clinical Applications, a Local Area Network with E-Mail and Internet Capabilities, Automating Time and Attendance. Performed Comprehensive Year 2000 Compliance Review for all Date Sensitive… Show more Supervised all facets of accounting operation including preparation of financial statements and management discussion for an 81 bed licensed Acute Care and Skilled Nursing Facility. Instrumental in upgrading existing Financial Accounting System, adding full scale order entry and Clinical Applications, a Local Area Network with E-Mail and Internet Capabilities, Automating Time and Attendance. Performed Comprehensive Year 2000 Compliance Review for all Date Sensitive Applications Instrumental in engaging Lost Charge Recovery Service in capture unbilled surgery charges providing an additional net $58K in income to hospital Implemented several enhancements in business office, which included electronic funding of all government payers, collection incentives and automated transmission of collection agency data. Responsible for managed care contracting and Corporate Compliance. Show less Supervised all facets of accounting operation including preparation of financial statements and management discussion for an 81 bed licensed Acute Care and Skilled Nursing Facility. Instrumental in upgrading existing Financial Accounting System, adding full scale order entry and Clinical Applications, a Local Area Network with E-Mail and Internet Capabilities, Automating Time and Attendance. Performed Comprehensive Year 2000 Compliance Review for all Date Sensitive… Show more Supervised all facets of accounting operation including preparation of financial statements and management discussion for an 81 bed licensed Acute Care and Skilled Nursing Facility. Instrumental in upgrading existing Financial Accounting System, adding full scale order entry and Clinical Applications, a Local Area Network with E-Mail and Internet Capabilities, Automating Time and Attendance. Performed Comprehensive Year 2000 Compliance Review for all Date Sensitive Applications Instrumental in engaging Lost Charge Recovery Service in capture unbilled surgery charges providing an additional net $58K in income to hospital Implemented several enhancements in business office, which included electronic funding of all government payers, collection incentives and automated transmission of collection agency data. Responsible for managed care contracting and Corporate Compliance. Show less

  • St. Elizabeth Medical Center
    • United States
    • Biotechnology Research
    • 1 - 100 Employee
    • Controller
      • May 1996 - Jul 1997

      Managed all facets of accounting operation including preparation of financial statements and management discussion for a 500 bed tertiary facility in Southeast Texas. Instrumental in attaining excellent review during year-end External Audit by Ernst and Young within three months of acquiring position Compiled extensive work paper package for the annual 990 Tax Return. Supervised development of monthly reporting function and physician compensation for eight rural health clinics linked to… Show more Managed all facets of accounting operation including preparation of financial statements and management discussion for a 500 bed tertiary facility in Southeast Texas. Instrumental in attaining excellent review during year-end External Audit by Ernst and Young within three months of acquiring position Compiled extensive work paper package for the annual 990 Tax Return. Supervised development of monthly reporting function and physician compensation for eight rural health clinics linked to facility. Show less Managed all facets of accounting operation including preparation of financial statements and management discussion for a 500 bed tertiary facility in Southeast Texas. Instrumental in attaining excellent review during year-end External Audit by Ernst and Young within three months of acquiring position Compiled extensive work paper package for the annual 990 Tax Return. Supervised development of monthly reporting function and physician compensation for eight rural health clinics linked to… Show more Managed all facets of accounting operation including preparation of financial statements and management discussion for a 500 bed tertiary facility in Southeast Texas. Instrumental in attaining excellent review during year-end External Audit by Ernst and Young within three months of acquiring position Compiled extensive work paper package for the annual 990 Tax Return. Supervised development of monthly reporting function and physician compensation for eight rural health clinics linked to facility. Show less

  • Medical Center of Winnie Health Network
    • Chief Financial Officer
      • Apr 1994 - May 1996

      Member of Administrative Committee over all financial affairs for a 76 Bed Acute Care and SNF Facility with seven Rural Health Clinics spread throughout four counties. Prepared and analyzed all financial statements on a monthly basis for corporate management, Medical Staff, and hospital management. Compiled interim and annual Medicare Cost Report work papers. Departmental resonsibility for the Business Office, Purchasing, Accounting, and the Centralized Billing Office responsible for the… Show more Member of Administrative Committee over all financial affairs for a 76 Bed Acute Care and SNF Facility with seven Rural Health Clinics spread throughout four counties. Prepared and analyzed all financial statements on a monthly basis for corporate management, Medical Staff, and hospital management. Compiled interim and annual Medicare Cost Report work papers. Departmental resonsibility for the Business Office, Purchasing, Accounting, and the Centralized Billing Office responsible for the Rural Health Clinics. Prepared and analyzed Audit Work paper package for External Audit. Compiled work papers for SNF Routine Limit Appeal to justify an increase in reimbursement of $250K over two years. Reduced AR Days to Low 50's during 95 FY Implemented purchasing module to monitor inventory on a perpetual basis. Developed a biweekly FTE Report to monitor labor costs on a biweekly basis. Developed a Cash Forecasting Model to monitor cash on a weekly basis and insure maintaining adequate cash reserves. Instrumental in recruiting three physicians to the MCW Health Network. Show less Member of Administrative Committee over all financial affairs for a 76 Bed Acute Care and SNF Facility with seven Rural Health Clinics spread throughout four counties. Prepared and analyzed all financial statements on a monthly basis for corporate management, Medical Staff, and hospital management. Compiled interim and annual Medicare Cost Report work papers. Departmental resonsibility for the Business Office, Purchasing, Accounting, and the Centralized Billing Office responsible for the… Show more Member of Administrative Committee over all financial affairs for a 76 Bed Acute Care and SNF Facility with seven Rural Health Clinics spread throughout four counties. Prepared and analyzed all financial statements on a monthly basis for corporate management, Medical Staff, and hospital management. Compiled interim and annual Medicare Cost Report work papers. Departmental resonsibility for the Business Office, Purchasing, Accounting, and the Centralized Billing Office responsible for the Rural Health Clinics. Prepared and analyzed Audit Work paper package for External Audit. Compiled work papers for SNF Routine Limit Appeal to justify an increase in reimbursement of $250K over two years. Reduced AR Days to Low 50's during 95 FY Implemented purchasing module to monitor inventory on a perpetual basis. Developed a biweekly FTE Report to monitor labor costs on a biweekly basis. Developed a Cash Forecasting Model to monitor cash on a weekly basis and insure maintaining adequate cash reserves. Instrumental in recruiting three physicians to the MCW Health Network. Show less

  • Bayshore Medical Center
    • United States
    • Hospital & Health Care
    • 1 - 100 Employee
    • Assistant Controller
      • Sep 1991 - Apr 1994

      Managed all facets of the financial month end close for a 428-Bed acute care facility along with preparing a detailed 120 page analytical review for variances exceeding budget by 10% or $2,000 Departmental responsibility for Accounting and Reimbursement Departments. Compiled interim and annual Medicare Cost Report Work papers for Fiscal Intermediary. Fully responsible for compiling SEC Work papers on an annual basis with full scope External Audit performed on a periodic… Show more Managed all facets of the financial month end close for a 428-Bed acute care facility along with preparing a detailed 120 page analytical review for variances exceeding budget by 10% or $2,000 Departmental responsibility for Accounting and Reimbursement Departments. Compiled interim and annual Medicare Cost Report Work papers for Fiscal Intermediary. Fully responsible for compiling SEC Work papers on an annual basis with full scope External Audit performed on a periodic basis. Attained high marks on a full scope Internal Audit conducted on a periodic basis. Show less Managed all facets of the financial month end close for a 428-Bed acute care facility along with preparing a detailed 120 page analytical review for variances exceeding budget by 10% or $2,000 Departmental responsibility for Accounting and Reimbursement Departments. Compiled interim and annual Medicare Cost Report Work papers for Fiscal Intermediary. Fully responsible for compiling SEC Work papers on an annual basis with full scope External Audit performed on a periodic… Show more Managed all facets of the financial month end close for a 428-Bed acute care facility along with preparing a detailed 120 page analytical review for variances exceeding budget by 10% or $2,000 Departmental responsibility for Accounting and Reimbursement Departments. Compiled interim and annual Medicare Cost Report Work papers for Fiscal Intermediary. Fully responsible for compiling SEC Work papers on an annual basis with full scope External Audit performed on a periodic basis. Attained high marks on a full scope Internal Audit conducted on a periodic basis. Show less

  • Houston Eye Associates
    • United States
    • Medical Practices
    • 200 - 300 Employee
    • Controller
      • Apr 1990 - May 1991

      Managed all accounting functions which included 8 FTES for a multifaceted opthalmology practice consisting of a 16 member professional service corporation which generated approximately $18 Million in Annual Revenue Developed a month end reporting package and timely reporting consistency for Houston Eye Associates and its three related entities inclusive of financial statements and graphic analysis for the benefit of the Executive Committee and upper management. Developed a three-month… Show more Managed all accounting functions which included 8 FTES for a multifaceted opthalmology practice consisting of a 16 member professional service corporation which generated approximately $18 Million in Annual Revenue Developed a month end reporting package and timely reporting consistency for Houston Eye Associates and its three related entities inclusive of financial statements and graphic analysis for the benefit of the Executive Committee and upper management. Developed a three-month cash flow model to monitor payment of expenses, debt service obligatios, based on historical trends of Accounts Receivable, which significantly reduced interest expense and the need for excessive leveraging to maintain operating expenses. Show less Managed all accounting functions which included 8 FTES for a multifaceted opthalmology practice consisting of a 16 member professional service corporation which generated approximately $18 Million in Annual Revenue Developed a month end reporting package and timely reporting consistency for Houston Eye Associates and its three related entities inclusive of financial statements and graphic analysis for the benefit of the Executive Committee and upper management. Developed a three-month… Show more Managed all accounting functions which included 8 FTES for a multifaceted opthalmology practice consisting of a 16 member professional service corporation which generated approximately $18 Million in Annual Revenue Developed a month end reporting package and timely reporting consistency for Houston Eye Associates and its three related entities inclusive of financial statements and graphic analysis for the benefit of the Executive Committee and upper management. Developed a three-month cash flow model to monitor payment of expenses, debt service obligatios, based on historical trends of Accounts Receivable, which significantly reduced interest expense and the need for excessive leveraging to maintain operating expenses. Show less

  • Credit Bureau Reports
    • United States
    • Financial Services
    • Financial Analyst
      • Mar 1985 - Apr 1990

      Provided analytical expertise in compiling month end executive reporting, flash forecasting, and annual budget compilation for parent company and over ten subsidiaries specializing in the Credit Information Service Industry Laison with External Auditors in fulfilling audit inquires to expedite the workpaper review. Spearheaded automation of a complex billing operation in Salinas, California, the chief subsidiary of CBR, offering credit reports to clients, that was also an affiliate of… Show more Provided analytical expertise in compiling month end executive reporting, flash forecasting, and annual budget compilation for parent company and over ten subsidiaries specializing in the Credit Information Service Industry Laison with External Auditors in fulfilling audit inquires to expedite the workpaper review. Spearheaded automation of a complex billing operation in Salinas, California, the chief subsidiary of CBR, offering credit reports to clients, that was also an affiliate of Experian Credit Bureau Attained CPA Certification working under the direct supervision of the controller upon relocation to the corporate office Show less Provided analytical expertise in compiling month end executive reporting, flash forecasting, and annual budget compilation for parent company and over ten subsidiaries specializing in the Credit Information Service Industry Laison with External Auditors in fulfilling audit inquires to expedite the workpaper review. Spearheaded automation of a complex billing operation in Salinas, California, the chief subsidiary of CBR, offering credit reports to clients, that was also an affiliate of… Show more Provided analytical expertise in compiling month end executive reporting, flash forecasting, and annual budget compilation for parent company and over ten subsidiaries specializing in the Credit Information Service Industry Laison with External Auditors in fulfilling audit inquires to expedite the workpaper review. Spearheaded automation of a complex billing operation in Salinas, California, the chief subsidiary of CBR, offering credit reports to clients, that was also an affiliate of Experian Credit Bureau Attained CPA Certification working under the direct supervision of the controller upon relocation to the corporate office Show less

  • California State Board of Equalization
    • United States
    • Government Administration
    • 400 - 500 Employee
    • Sales Tax Auditor
      • Mar 1984 - Mar 1985

      Performed sales and use tax audits on retailers in the Monterey and San Benito County area to insure California sales and use tax was properly reported over a three year audit engagement. Answered inquiries provided by merchants for interpretation of Sales and Use Tax Regulations in the State of California. Developed workpaper and audit techniques in reviewing accounting records for single and double entry record keeping maintained by taxpayers being audited. . Performed sales and use tax audits on retailers in the Monterey and San Benito County area to insure California sales and use tax was properly reported over a three year audit engagement. Answered inquiries provided by merchants for interpretation of Sales and Use Tax Regulations in the State of California. Developed workpaper and audit techniques in reviewing accounting records for single and double entry record keeping maintained by taxpayers being audited. .

Education

  • California State University-Sacramento
    B.S., Business Administration-Accounting Emphasis
    1981 - 1983
  • Brigham Young University
    Accounting
    1980 - 1981

Community

You need to have a working account to view this content. Click here to join now