Richard T. Leonard, CPA, CMA
Controller at Horizon Health and Wellness- Claim this Profile
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Bio
Credentials
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Beyond the Basics: Data Analytics and Visualization for Accounting Professionals
Gies College of Business - University of Illinois Urbana-ChampaignJul, 2021- Oct, 2024 -
IMA Data Analytics & Visualization Fundamentals Certificate
IMA | Institute of Management AccountantsApr, 2021- Oct, 2024 -
Leadership Gold Level
IMA | Institute of Management AccountantsMay, 2020- Oct, 2024 -
IMA Leadership Academy (IMALA) Bronze Level
IMA | Institute of Management AccountantsMay, 2019- Oct, 2024 -
Leadership Pewter Level
IMA | Institute of Management AccountantsJun, 2018- Oct, 2024 -
CMA
Certified Management Accountant: CMA®Apr, 2018- Oct, 2024 -
Certified Public Accountant
Arizona State Board of AccountancyOct, 2014- Oct, 2024
Experience
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Horizon Health and Wellness
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United States
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Medical Practices
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1 - 100 Employee
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Controller
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May 2022 - Present
Responsible for managing a team of finance professionals committed to process improvement, driving the month-end close, and providing accurate and timely financial statements. Coordinates efforts with various departments within the organization to improve internal controls and maximize fiscal responsiblity. Serves as a team lead on annual audit to ensure financial reporting complies with GAAP and related governmental funding requirements. Responsible for managing a team of finance professionals committed to process improvement, driving the month-end close, and providing accurate and timely financial statements. Coordinates efforts with various departments within the organization to improve internal controls and maximize fiscal responsiblity. Serves as a team lead on annual audit to ensure financial reporting complies with GAAP and related governmental funding requirements.
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Global Payments Inc.
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United States
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Financial Services
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1 - 100 Employee
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Senior Accountant
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Aug 2021 - Aug 2022
Oversee all areas related to daily transactions including accounts payable/receivable, general ledger and reconciliations. Responsible for developing procedures and ensuring compliance with US GAAP to provide reliable, timely and accurate financial data to enhance decision making. Participate in the month-end close, create journal entries, prepare and review revenue recognition entries, and maintain the integrity of the general ledger, including sub ledger to ledger reconciliations. Collaborate… Show more Oversee all areas related to daily transactions including accounts payable/receivable, general ledger and reconciliations. Responsible for developing procedures and ensuring compliance with US GAAP to provide reliable, timely and accurate financial data to enhance decision making. Participate in the month-end close, create journal entries, prepare and review revenue recognition entries, and maintain the integrity of the general ledger, including sub ledger to ledger reconciliations. Collaborate with sales management to calculate and process monthly commissions and quarterly sales bonuses. Work with and mentor junior and staff accountants.
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Accounting Supervisor
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May 2019 - Aug 2021
Responsible for monitoring and supervision of the daily performance of the accounting department. Oversee all areas related to daily transactions including accounts payable/receivable, general ledger and reconciliations. Responsible for developing procedures and ensuring compliance with US GAAP to provide reliable, timely and accurate financial data to enhance decision making. Participate in the month-end close, create journal entries, prepare and review revenue recognition entries, and… Show more Responsible for monitoring and supervision of the daily performance of the accounting department. Oversee all areas related to daily transactions including accounts payable/receivable, general ledger and reconciliations. Responsible for developing procedures and ensuring compliance with US GAAP to provide reliable, timely and accurate financial data to enhance decision making. Participate in the month-end close, create journal entries, prepare and review revenue recognition entries, and maintain the integrity of the general ledger, including sub ledger to ledger reconciliations.
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Community Bridges
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United States
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Individual and Family Services
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1 - 100 Employee
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Senior General Ledger Accountant
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Jul 2018 - May 2019
Responsible for timely monthly close, posting of revenues, cost allocations, variance analysis, and preparation of monthly board financial statements. Provide oversight to finance staff to ensure financial records are complete, accurate, and comply with generally accepted auditing standards, policies and regulations, and facilitate decision support. Serve as a team lead communicating with external auditors on corporate annual financial, 401(k), workers’ compensation, grant and compliance… Show more Responsible for timely monthly close, posting of revenues, cost allocations, variance analysis, and preparation of monthly board financial statements. Provide oversight to finance staff to ensure financial records are complete, accurate, and comply with generally accepted auditing standards, policies and regulations, and facilitate decision support. Serve as a team lead communicating with external auditors on corporate annual financial, 401(k), workers’ compensation, grant and compliance audits. Responsible for compiling and review of financial data to prepare audit schedules. Prepare corporate Form 990s and related tax returns. Responsible for directing finance staff in the maintaining and reconciling of general ledger accounts by verifying, posting, and resolving discrepancies. Prepare and review departmental policies and procedures to ensure accounting processes are streamlined and documented.
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Financial Reporting Analyst
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Sep 2014 - Jul 2018
Responsible for producing monthly, quarterly, and annual RBHA and SABG financial reports for $56M in funding sources. Provided reconciliation of general ledger accounts in preparation of monthly close and annual financial audit. Collaborated with multiple departments to compile and analyze financial data to produce annual budgets. Assisted with corporate A-133, 401(k), workers’ compensation, and various compliance audits. Furnished specialized Excel reports for senior management, finance, and… Show more Responsible for producing monthly, quarterly, and annual RBHA and SABG financial reports for $56M in funding sources. Provided reconciliation of general ledger accounts in preparation of monthly close and annual financial audit. Collaborated with multiple departments to compile and analyze financial data to produce annual budgets. Assisted with corporate A-133, 401(k), workers’ compensation, and various compliance audits. Furnished specialized Excel reports for senior management, finance, and HR departments. Assisted in developing, modifying, and maintaining financial reporting procedures, including documentation and internal controls. Supervised payroll and accounts payable employees and operations.
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Accountant II
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Aug 2012 - Sep 2014
Assisted with payroll processing and review for 750 employees. Assisted with corporate A-133, 401(k), and workers’ compensation annual audits. Responsible for insurance benefits, payroll, and various account reconciliations. Worked closely with other departments and external parties to resolve financial issues. Utilized advanced Excel formulas to prepare and streamline financial reports for management.
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TERROS
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France
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IT Services and IT Consulting
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1 - 100 Employee
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Staff Accountant
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Dec 2004 - Aug 2012
Facilitated and completed all aspects of monthly close and financial statement preparation for two companies, each with more than $23M in annual revenues. Analyzed expense trend variances. Reconciled bank and balance sheet accounts. Managed $8M in fixed assets. Assisted in auditing bi-weekly payroll for 700+ employees. Assisted with financial, 401(k) and related audits. Managed company credit card and bank accounts. Responsible for posting cash receipts. Reviewed A/P invoices. Worked closely… Show more Facilitated and completed all aspects of monthly close and financial statement preparation for two companies, each with more than $23M in annual revenues. Analyzed expense trend variances. Reconciled bank and balance sheet accounts. Managed $8M in fixed assets. Assisted in auditing bi-weekly payroll for 700+ employees. Assisted with financial, 401(k) and related audits. Managed company credit card and bank accounts. Responsible for posting cash receipts. Reviewed A/P invoices. Worked closely with HR department to manage benefit reconciliations. Assisted Controller on various projects as needed. Show less Facilitated and completed all aspects of monthly close and financial statement preparation for two companies, each with more than $23M in annual revenues. Analyzed expense trend variances. Reconciled bank and balance sheet accounts. Managed $8M in fixed assets. Assisted in auditing bi-weekly payroll for 700+ employees. Assisted with financial, 401(k) and related audits. Managed company credit card and bank accounts. Responsible for posting cash receipts. Reviewed A/P invoices. Worked closely… Show more Facilitated and completed all aspects of monthly close and financial statement preparation for two companies, each with more than $23M in annual revenues. Analyzed expense trend variances. Reconciled bank and balance sheet accounts. Managed $8M in fixed assets. Assisted in auditing bi-weekly payroll for 700+ employees. Assisted with financial, 401(k) and related audits. Managed company credit card and bank accounts. Responsible for posting cash receipts. Reviewed A/P invoices. Worked closely with HR department to manage benefit reconciliations. Assisted Controller on various projects as needed. Show less
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Accountant
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May 1998 - Oct 2004
Managed all aspects of accounting, including AP, AR, GL, payroll and commissions for 50+ employees, month-end closings, quarterly payroll reports, year-end tax statements. Produced monthly financial statements, including account and variance analysis. Responsible for forecasting company cash flows and tracking monthly revenue and expenses. Conducted job costing and project management assistance to upper management. Aided with annual financial statement audits. Managed all aspects of accounting, including AP, AR, GL, payroll and commissions for 50+ employees, month-end closings, quarterly payroll reports, year-end tax statements. Produced monthly financial statements, including account and variance analysis. Responsible for forecasting company cash flows and tracking monthly revenue and expenses. Conducted job costing and project management assistance to upper management. Aided with annual financial statement audits.
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Art West
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United States
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Libraries
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Accounting Assistant
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Mar 1997 - Apr 1998
Assisted Controller in managing client base of 3,500 customers including AP/AR and aided in establishing credit limits for new and existing clients. Responsible for cash and general ledger postings, including preparing daily bank deposits. Prepared month-end financial reports for management. Assisted Controller in managing client base of 3,500 customers including AP/AR and aided in establishing credit limits for new and existing clients. Responsible for cash and general ledger postings, including preparing daily bank deposits. Prepared month-end financial reports for management.
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Education
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1986 - 1989
Miami University
Bachelor of Arts (B.A.), Economics -
2014 - 2014
Louisiana State University
Auditing -
1996 - 2014
University of Phoenix
Accounting and Finance
Community
