Experience

Exploration Place, Inc.

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Chief Financial Officer/HR

  • Nov 2007 - Present

  As Chief Financial Officer/HR of Exploration Place, Inc. (EP) I am responsible for the financial and human resource functions of the organization. EP has a $4M budget and employs approximately 45 people with annual attendance of more than 170K per year. Several of my primary duties are as follows: •Preparation of all financial statements and budgets, including the monthly review of the statements with the Finance Committee and Board of Trustees. •Supervise the Accounting Assistant who prepares payroll, accounts payable, accounts receivable, etc. •Prepare all audit schedules and work with the auditors to conduct the annual audit for the 6/30 fiscal year end. •Track pledges, project cash position, record depreciation of fixed assets, etc. •Use data to analyze attendance, effectiveness of marketing, average ticket price, cost centers, etc. •Work with the Investment Committee to invest the organization’s endowment (permanently restricted) funds. •Group leader for health/dental/prescription insurance and the administration of the other benefit packages offered by EP. •Commercial insurance renewal, claims, certificates of insurance and other related functions. •Working with the organization’s Personnel Committee to update the Personnel Handbook, develop policies and procedures, job descriptions, job postings, offer letters, etc. •Assist with the organization’s legal needs. •Retirement plan administrator. •Supervise the IT Manager. Show less



Via Christi Senior Services

• Regional Director of Finance

  • Jan 2007 - Nov 2007

  My position with Via Christi Senior Services (VCSS) was Regional Director of Finance. The majority of my time was directed to the largest VCSS subsidiary, Via Christi HOPE (VCH). VCH employed 90 people with an annual budget of $14M. I was responsible for all finance functions of VCH with the exception of some payroll duties which were performed by Via Christi Health System, the parent company of VCSS. I gained a tremendous amount of knowledge in the healthcare industry including a thorough understanding of Medicare, Medicaid, State and Federal regulations, etc. Some of my responsibilities included in the following: •Preparation of the $14M annual budget. •Generating the monthly financial statements on or before the tenth working day of the month. •Management of three accounting staff members. •Submitting $1.2M per year in Part D data to CMS through a customized format. •Collection of past due accounts. •Review correspondence from HPMS, CMS and other federal agencies to maintain compliance with all regulations. •Analyze hospital days per 1,000 per annum, deaths, disenrollments, enrollments, FTEs etc. •Responsible for all aspects of internal controls, internal audits and external audits. Show less



Kansas Cosmosphere & Space Center

• Vice President Finance & Human Resources

  • Jan 1991 - Nov 2006

  In the course of my 16 year career with the KCSC, I was responsible for the accounting and human resource functions of the non-profit, parent company, KCSC, a for-profit subsidiary, Space Works, and a controlled organization, Kansas Cosmosphere Foundation (KCF). Some of my responsibilities included the following: •Preparation of the monthly financial statements. •Creation of the annual budget (approximately $4M in 2006). •Preparation of W-2s, 1099s, quarterly taxes, all other required tax returns and sending the proper tax acknowledgement to donors, members, etc. •Monitoring the market value, bond ratings, etc. of the KCF’s Charitable Remainder Annuity Trust investments and making the required distributions. •Account for all grant income and expense including a $4M federal grant and federal grant funds received on an annual basis. •Responsible for the annual audit and all audit schedules. •Review and improve internal control procedures in the Finance Department, Box Office, Gift Store, etc. on a regular basis. •Analyze financial statements, zip codes, attendance, revenue, advertising, store margins, inventory turnover, etc. to identify inefficiencies and trends. •Accounted for all aspects of fundraising campaigns for exhibit galleries, building expansions and endowment. •Group leader for health, life, short-term disability and all other group insurance. Implemented and managed a flexible spending account. •Handled the annual renewal and audit of worker’s compensation, property, general liability, auto, D&O and umbrella liability insurance. •Developed and implemented human resource policies, advised on all legal issues and reviewed and negotiated contracts. •Managed up to eight staff members and five departments including Box Office, Gift Store, IMAX, Plant Services and Finance. •Used and became fluent with Excel, Word, Access, PowerPoint, Outlook, QuickBooks, etc. and implemented a new accounting software system. Show less