Rick Battaglini
Chief Financial Officer at LAGS Medical Centers- Claim this Profile
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Bio
Karri Pereira
Rick B is one of the most effective and supportive leaders in business. His mentoring abilities and enthusiasm for my growth was invaluable to my development as a businessperson. He was a no-nonsense boss, who would clearly define the bigger picture and let me lead a project with a bit of guidance and input along the way. I frequently reminisce on many conversations we had throughout my career that continue to help my growth. He is kind and challenging all at once and one of the most inspiring people I've ever had the pleasure of working with.
Karri Pereira
Rick B is one of the most effective and supportive leaders in business. His mentoring abilities and enthusiasm for my growth was invaluable to my development as a businessperson. He was a no-nonsense boss, who would clearly define the bigger picture and let me lead a project with a bit of guidance and input along the way. I frequently reminisce on many conversations we had throughout my career that continue to help my growth. He is kind and challenging all at once and one of the most inspiring people I've ever had the pleasure of working with.
Karri Pereira
Rick B is one of the most effective and supportive leaders in business. His mentoring abilities and enthusiasm for my growth was invaluable to my development as a businessperson. He was a no-nonsense boss, who would clearly define the bigger picture and let me lead a project with a bit of guidance and input along the way. I frequently reminisce on many conversations we had throughout my career that continue to help my growth. He is kind and challenging all at once and one of the most inspiring people I've ever had the pleasure of working with.
Karri Pereira
Rick B is one of the most effective and supportive leaders in business. His mentoring abilities and enthusiasm for my growth was invaluable to my development as a businessperson. He was a no-nonsense boss, who would clearly define the bigger picture and let me lead a project with a bit of guidance and input along the way. I frequently reminisce on many conversations we had throughout my career that continue to help my growth. He is kind and challenging all at once and one of the most inspiring people I've ever had the pleasure of working with.
Credentials
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Certified Public Accountant
California Board of AccountancyOct, 1987- Oct, 2024
Experience
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LAGS Medical Centers
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United States
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Medical Practice
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1 - 100 Employee
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Chief Financial Officer
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2019 - 2021
Chief Financial Officer and Director of Outpatient Surgical Centers. Recruited by the doctor / owner to obtain financing, create internal processes, structure and leadership into his growing practice. • Established new banking and CPA firm relationships, successfully negotiating the first multi-million dollar Line of Credit and producing first accrual, reviewed financial statements. • Evaluated staffing and operations before closing nine underperforming locations creating cash flow… Show more Chief Financial Officer and Director of Outpatient Surgical Centers. Recruited by the doctor / owner to obtain financing, create internal processes, structure and leadership into his growing practice. • Established new banking and CPA firm relationships, successfully negotiating the first multi-million dollar Line of Credit and producing first accrual, reviewed financial statements. • Evaluated staffing and operations before closing nine underperforming locations creating cash flow gains. Closures non-COVID related. • Created by location financial reporting and projections for the six Outpatient Surgical Centers, which were largest contributors to company’s profits. • Reduced payroll overhead by due to COVID. • Secured $mid seven figure Paycheck Protection Program (PPP) funding, April 2020 and low seven figure Health and Human Services (HHS) funding for medical practices, May 2020. Show less Chief Financial Officer and Director of Outpatient Surgical Centers. Recruited by the doctor / owner to obtain financing, create internal processes, structure and leadership into his growing practice. • Established new banking and CPA firm relationships, successfully negotiating the first multi-million dollar Line of Credit and producing first accrual, reviewed financial statements. • Evaluated staffing and operations before closing nine underperforming locations creating cash flow… Show more Chief Financial Officer and Director of Outpatient Surgical Centers. Recruited by the doctor / owner to obtain financing, create internal processes, structure and leadership into his growing practice. • Established new banking and CPA firm relationships, successfully negotiating the first multi-million dollar Line of Credit and producing first accrual, reviewed financial statements. • Evaluated staffing and operations before closing nine underperforming locations creating cash flow gains. Closures non-COVID related. • Created by location financial reporting and projections for the six Outpatient Surgical Centers, which were largest contributors to company’s profits. • Reduced payroll overhead by due to COVID. • Secured $mid seven figure Paycheck Protection Program (PPP) funding, April 2020 and low seven figure Health and Human Services (HHS) funding for medical practices, May 2020. Show less
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The Source - Supply chain & Cote Hair Care
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Las Vegas, Nevada
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Controller to EVP
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2016 - 2019
Hired by a consulting client to run their three companies in an entrepreneurial, start-up and start-over environment. • Led team for website re-design and first ever social media marketing spend / goals. • Replaced two separately maintained, unlinked software systems with a single system. • Improved profits from a 2016 net loss to a 2018 net income • Profit improvement due to reduction in full time staff by over 50%. closing 4 underperforming locations - from 8 to 4; aligning… Show more Hired by a consulting client to run their three companies in an entrepreneurial, start-up and start-over environment. • Led team for website re-design and first ever social media marketing spend / goals. • Replaced two separately maintained, unlinked software systems with a single system. • Improved profits from a 2016 net loss to a 2018 net income • Profit improvement due to reduction in full time staff by over 50%. closing 4 underperforming locations - from 8 to 4; aligning expenditures to specific employees. • In 2018 overall sales increased 37% over 2017. Due to focus on making face to face sales visits, internal customer service and sales training, reducing warehousing errors, and website sales. Show less Hired by a consulting client to run their three companies in an entrepreneurial, start-up and start-over environment. • Led team for website re-design and first ever social media marketing spend / goals. • Replaced two separately maintained, unlinked software systems with a single system. • Improved profits from a 2016 net loss to a 2018 net income • Profit improvement due to reduction in full time staff by over 50%. closing 4 underperforming locations - from 8 to 4; aligning… Show more Hired by a consulting client to run their three companies in an entrepreneurial, start-up and start-over environment. • Led team for website re-design and first ever social media marketing spend / goals. • Replaced two separately maintained, unlinked software systems with a single system. • Improved profits from a 2016 net loss to a 2018 net income • Profit improvement due to reduction in full time staff by over 50%. closing 4 underperforming locations - from 8 to 4; aligning expenditures to specific employees. • In 2018 overall sales increased 37% over 2017. Due to focus on making face to face sales visits, internal customer service and sales training, reducing warehousing errors, and website sales. Show less
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Interim CFO, COO, Controller, Director of Finance
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2015 - 2016
Interim Controller, Operation’s Officer, and Finance Director. • Client industries: Consumer products; Hair care; Franchising; Global Positioning Systems (GPS); Medical offices; Warehouse fulfillment. • Advisement on: Operations, accounting and tax; Audit preparation; Sales and customer service; Warehousing, Financial statement analysis; Corporate management. Interim Controller, Operation’s Officer, and Finance Director. • Client industries: Consumer products; Hair care; Franchising; Global Positioning Systems (GPS); Medical offices; Warehouse fulfillment. • Advisement on: Operations, accounting and tax; Audit preparation; Sales and customer service; Warehousing, Financial statement analysis; Corporate management.
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John Paul Mitchell Systems
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Cosmetics
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300 - 400 Employee
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Controller to Chief Financial Officer
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1987 - 2014
Chief Financial Officer, 2005 to 2014. Controller to Senior Vice President Finance, pre 2005. Recruited by entrepreneur and celebrity billionaire John Paul DeJoria from KPMG to advance his growing hair care company. By 2014, there was a global consumer brand, full computer integration, 400 employees, international distribution and enviable profits. Management. Over time new responsibilities emerged and previous ones were delegated as growth and new hiring necessitated. During… Show more Chief Financial Officer, 2005 to 2014. Controller to Senior Vice President Finance, pre 2005. Recruited by entrepreneur and celebrity billionaire John Paul DeJoria from KPMG to advance his growing hair care company. By 2014, there was a global consumer brand, full computer integration, 400 employees, international distribution and enviable profits. Management. Over time new responsibilities emerged and previous ones were delegated as growth and new hiring necessitated. During career, I was responsible for accounting, audits, banking, credit, customer service, financial statement analysis, financing, franchising, human resource, leadership and mentoring, operations, payroll, profit sharing and 401k, reporting and warehousing. New Business. 2005 established a corporate franchise division, Nationally recognized in 2009 as a top ten Fastest Growing Franchise in America. Co-authored two five-year financial models. New Financing. Sourced mid eight figure amounts from leading banks, including the company’s first Line of Credit. Funds used for acquisitions and building new warehouse. Acquisitions. 34 acquisitions / partnerships. 33 with 51% ownership, 1 of 100% ownership. Adding high eight figure amount in revenue. Sales and Profits. Collaborated with Vice President of Sales on infra-structure building, hiring and sales strategies. Bottom line profitability at an industry leading percentage. Shareholder distributions paid annually without exception. Transitions. Took over day to day operations underperforming franchises. In the largest, reduced debt to zero; eliminated cash infusion needs; settled all outstanding law suits; improved from a 2011 net loss to 2013 profit. Recorded a record revenue and profits in second location. Spun off and sold underperforming 3rd location. • Key Note Speaker. In 2014 at SUPERCUTS franchise meeting. 2006 thru 2014, multiple time speaker and educator at PAUL MITCHELL franchise and industry events in Las Vegas. Show less Chief Financial Officer, 2005 to 2014. Controller to Senior Vice President Finance, pre 2005. Recruited by entrepreneur and celebrity billionaire John Paul DeJoria from KPMG to advance his growing hair care company. By 2014, there was a global consumer brand, full computer integration, 400 employees, international distribution and enviable profits. Management. Over time new responsibilities emerged and previous ones were delegated as growth and new hiring necessitated. During… Show more Chief Financial Officer, 2005 to 2014. Controller to Senior Vice President Finance, pre 2005. Recruited by entrepreneur and celebrity billionaire John Paul DeJoria from KPMG to advance his growing hair care company. By 2014, there was a global consumer brand, full computer integration, 400 employees, international distribution and enviable profits. Management. Over time new responsibilities emerged and previous ones were delegated as growth and new hiring necessitated. During career, I was responsible for accounting, audits, banking, credit, customer service, financial statement analysis, financing, franchising, human resource, leadership and mentoring, operations, payroll, profit sharing and 401k, reporting and warehousing. New Business. 2005 established a corporate franchise division, Nationally recognized in 2009 as a top ten Fastest Growing Franchise in America. Co-authored two five-year financial models. New Financing. Sourced mid eight figure amounts from leading banks, including the company’s first Line of Credit. Funds used for acquisitions and building new warehouse. Acquisitions. 34 acquisitions / partnerships. 33 with 51% ownership, 1 of 100% ownership. Adding high eight figure amount in revenue. Sales and Profits. Collaborated with Vice President of Sales on infra-structure building, hiring and sales strategies. Bottom line profitability at an industry leading percentage. Shareholder distributions paid annually without exception. Transitions. Took over day to day operations underperforming franchises. In the largest, reduced debt to zero; eliminated cash infusion needs; settled all outstanding law suits; improved from a 2011 net loss to 2013 profit. Recorded a record revenue and profits in second location. Spun off and sold underperforming 3rd location. • Key Note Speaker. In 2014 at SUPERCUTS franchise meeting. 2006 thru 2014, multiple time speaker and educator at PAUL MITCHELL franchise and industry events in Las Vegas. Show less
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KPMG US
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United States
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Financial Services
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700 & Above Employee
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Supervisor
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1983 - 1987
Financial Audits/Tax/Small Business/SEC filings. Financial Audits/Tax/Small Business/SEC filings.
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Education
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1980 - 1983
USC
Bachelor of Applied Science (BA), Accounting and Finance -
1978 - 1979
Pepperdine University
Community
