Experience

PUREVIEW HEALTH CENTER

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

• Clinic Finance Director

  • Jan 2016 - Present



Helena Industries. Inc.

• United States
• Chemical Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • May 2015 - Dec 2015

  Manage the fiscal department, including accounts payable, accounts receivable, payroll and human resources. Develop and implement internal controls throughout the whole department. Prepare and file all regulatory reports (federal, state and other). Report to the Board on a monthly basis. Prepared Cash Flow Projection for the year for the Board. Considerably reduced the data entry time required for journal entries, accounts receivable and cash receipts by developing an Automatic Import function in MS Dynamics (Solomon). Utilized Excel and Automatic Import function to automate payroll data input for every payroll. It reduced the payroll time preparation for about three hours a payroll. Created and implemented a step-by-step payroll checklist to utilize two-step review and internal control over payroll process. These two steps of internal controls have proven to be effective at identifying and eliminating mistakes ahead of time. Utilized Excel and Therap (web-based electronic medical records collection software) to create a tool to automate a billing process to the State of Montana for the people with disabilities. The tool allows to ensure the completeness of Therap records before billed to the State. Utilized the Excel-Therap tool described above to conduct a substantial reconciliation of data between HI and the State records. The tool discovered discrepancies in billing over the course of two years. The State of Montana has asked HI to share this tool with other providers working in the sector.



Rocky Mountain Development Council, Inc

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

• Budget Manager/ Senior Accountant

  • Aug 2013 - May 2015

  Led budget preparation, monitoring and reporting for the whole Rocky Mountain Development Council, Inc. Performed accounting functions for the majority of RMDC’s programs in accordance with GAAP and OMB Circular regulations. Prepared fiscal year-end financial statements and other federal and state regulatory financial reports. Presented RMDC’s financial position to the Board Finance Committee on a monthly basis. Supervised one budget analyst. Developed and implemented forecasting financial module for all RMDC’s programs to track and project financial health of each program and RMDC as a whole. Created Forecasting/Budget/Cash Status Reporting Tool that allows to monitor RMDC as a whole on a fiscal year basis for the Board and Upper Management use. Restructured fiscal department through automation of processes and data flow in accounting and budgeting functions Created Cash Status Projection Report for RMDC Board during RMDC’s financial crisis which captured cash status throughout RMDC’s network of entities. Utilized Automatic Import function in MIP Fund Accounting through figuring out the master file coding. This allowed to reduce the data entry time considerably for existing transactions and add additional entries on a monthly basis to improve the reliability of monthly information. Utilized Excel to create a Compensated Absences Liability Calculation Tool. This tool prepares and automatically imports journal vouchers into accounting system twice a month within around 3 hours a month. Before the compensated liability was calculated only at the year end and required around 4 days to complete. Reduced the amount of administrative processing time on the yearly retirement reconciliation for all RMDC’s employees from two weeks to four hours by creating Excel Retirement Reconciliation Tool.

• Accounting Manager

  • Jul 2012 - Jul 2013

  Oversaw Payroll, Accounts Payable and Accounts Receivable Functions. Reviewed and filed quarterly SUTA and FICA reports. Reviewed bank reconciliations and month end journal vouchers Prepared workers’ compensation yearly audits. Supervised 3.5 FTEs.



Heritage Propane

• Oil and Gas
• 100 - 200 Employee

• Financial Reporting Accountant/Financial Application Administrator

  • Oct 2007 - Jun 2012

  Prepared annual and quarterly financial statements, footnotes and disclosures (10Ks and 10Qs) for SEC and private agencies filings, including audit support documents. Collaborated with credit, wholesale, fixed assets, and other accounting areas. Created and maintained financial and special purpose accounting reports. Researched and reconciled journal entries and G/L. Prepared annual and quarterly financial statements, footnotes and disclosures (10Ks and 10Qs) for SEC and private agencies filings, including audit support documents. Collaborated with credit, wholesale, fixed assets, and other accounting areas. Created and maintained financial and special purpose accounting reports. Researched and reconciled journal entries and G/L.

• Treasury Associate and Accounts Payable Representative

  • Jan 2004 - Jun 2007