Chief Financial Officer

• Jun 2022 - Present

Vice President Finance

• Mar 2021 - Jun 2022

Corporate Controller

• Jul 2012 - Jun 2022

Direct Financial & Accounting functions for diverse Healthcare Management Company. Supervision of the Accounting and Finance Department, including Accounts Receivable, Accounts Payable, Financial Reporting, Internal Controls, Fixed Assets and Cost Reimbursement. • Improved and implemented new processes to improve department efficiencies. • Direct oversight of 26 Entities • 6-CCRC’s, 1-Home Health Care Co., 5-HUD Apartments, 1-Country Club & 13-Real Estate Entities • Process Monthly Financial Statements and analysis. • Budgeting, Financial Analysis & Analytics • Annual preparation for outside Auditors. • Bank Liaison. Responsible for Compliance issues, Debt Covenants. • Improved communications between Finance and Operations departments. Show less

State Accounting Manager

• Mar 2009 - Jun 2012

Direct Financial & Accounting functions for diverse health Service Company. Supervision of the Accounting and Finance Department, including Accounts Receivable, Accounts Payable, Budgeting, Financial Reporting, Internal Controls, Fixed Assets and Cost Reimbursement. • Assisted with implementation of company-wide software for medical documentation & billing function. • Improved and implemented new processes to improve department efficiencies. • Process Monthly Financial Statements and analysis. • Prepared annual budget and quarterly re-forecast. • Implementation and adherence to Sarbanes-Oxley. • Annual preparation for outside Auditors. • Improved communications between Finance and Operations departments. Show less

Financial Controller

• 2000 - 2009

Direct financial management functions including development of monthly/quarterly financial statements, financial forecasts, and budgets. • Oversee general accounting functions, including AR/AP, account reconciliation, and cash management. • Administer all financial management systems, evaluating and integrating new applications. • Develop staff to achieve established objectives. Coordinate and enforce human resource policy and procedures. • Interact with President concerning financial forecasts and reports. • Spearheaded implementation of technology that improved job scheduling, order fulfillment and customer tracking. • Served as leader in effectively managing average 6% annual revenue growth. Show less

Owner

• Dec 1998 - Jul 2000

Directed operations of retail and service company encompassing the following functions: Accounting, Marketing, Sales, Human Resources and Warehouse Management. Directed operations of retail and service company encompassing the following functions: Accounting, Marketing, Sales, Human Resources and Warehouse Management.

Corporate Controller

• Nov 1997 - Dec 1998

Directed financial management functions for 8 long-term care facilities. • Assisted with oversight of general accounting functions, including AR/AP/PR, account reconciliation, and cash management. • Interacted with CFO concerning tax reporting and Cost Reimbursement Specialist regarding Medicare and Medicaid Cost Reporting. Liaison with external auditors. Directed financial management functions for 8 long-term care facilities. • Assisted with oversight of general accounting functions, including AR/AP/PR, account reconciliation, and cash management. • Interacted with CFO concerning tax reporting and Cost Reimbursement Specialist regarding Medicare and Medicaid Cost Reporting. Liaison with external auditors.

Financial Controller

• 1994 - 1997

Directed financial management functions for new startup company. Oversaw general accounting functions, including AR/AP/PR, account reconciliations and cash management. Interacted with Corporate Officers, Facility Administrator and Department Managers in creation of Annual and Departmental budgets and review of monthly financial reports. Closed and prepared monthly financial statements and audit reports. Directed financial management functions for new startup company. Oversaw general accounting functions, including AR/AP/PR, account reconciliations and cash management. Interacted with Corporate Officers, Facility Administrator and Department Managers in creation of Annual and Departmental budgets and review of monthly financial reports. Closed and prepared monthly financial statements and audit reports.

Controller

• 1993 - 1994

Staff Accountant

• 1992 - 1993