Experience

Pure Wellness

• United States
• Hospitality
• 1 - 100 Employee

• Controller

  • Feb 2023 - Present



Abri Health Care Services

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

• Accounting Manager

  • Sep 2020 - Feb 2023

  Assisted the Director of Accounting in the month-end financial close processes for eleven senior care centers located in Texas. Hired, trained and managed a team of three offshore accountants. Responsible for reviewing all of their journal entries and account reconciliations. Completed other assignments provided by both the CFO and the Director of Accounting. Reviewed the monthly financials with both the accounting staff and the administrators located at the eleven senior care centers. Assisted the Director of Accounting in the month-end financial close processes for eleven senior care centers located in Texas. Hired, trained and managed a team of three offshore accountants. Responsible for reviewing all of their journal entries and account reconciliations. Completed other assignments provided by both the CFO and the Director of Accounting. Reviewed the monthly financials with both the accounting staff and the administrators located at the eleven senior care centers.



Tenet Physician Services

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Contract Employee

  • Oct 2019 - Jan 2020

  Hired through Wheeler Staffing Partners -Provided assistance in the relocation of accounting service activities to the Philippines. -Accounting duties included the preparation of jornal entries, monthly financial review and close of a regional group of medical office operations, and reconciliation of related general ledger accounts. -Investigated and resolved old previously unresolved general ledger accounts. Hired through Wheeler Staffing Partners -Provided assistance in the relocation of accounting service activities to the Philippines. -Accounting duties included the preparation of jornal entries, monthly financial review and close of a regional group of medical office operations, and reconciliation of related general ledger accounts. -Investigated and resolved old previously unresolved general ledger accounts.



National Food & Beverage, Inc.

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Financial Services Consultant

  • Dec 2018 - Aug 2019

  -Contracted to train the controller in the day-to-day accounting and period-end closing activities relating to a manufacturing operation. -Documented, evaluated, and implemented controls over general processes. -Monitored treasury activity on a daily basis, and reported results to leadership on a weekly basis. -Stepped in as interim controller until the newly-hired controller was hired. -Successfully transitioned responsibilities to the newly-hired controller. -Contracted to train the controller in the day-to-day accounting and period-end closing activities relating to a manufacturing operation. -Documented, evaluated, and implemented controls over general processes. -Monitored treasury activity on a daily basis, and reported results to leadership on a weekly basis. -Stepped in as interim controller until the newly-hired controller was hired. -Successfully transitioned responsibilities to the newly-hired controller.



Mednet Surgical LLC

• Sunnyvale, Texas

• CFO

  • Jan 2015 - Dec 2018

  -Prepared budgets and used budget management tools to drive sales results for a distributor of medical products. -Expanded sales and profits through expansion to other locales. -Managed employees, conducted annual reviews, and processed payroll. -Prepared and filed annual Federal, property, and franchise tax returns. -Used QuickBooks to review, analyze, and report monthly results. -Obtained all insurance coverages based on competitive bids and insurance carrier ratings. -Prepared budgets and used budget management tools to drive sales results for a distributor of medical products. -Expanded sales and profits through expansion to other locales. -Managed employees, conducted annual reviews, and processed payroll. -Prepared and filed annual Federal, property, and franchise tax returns. -Used QuickBooks to review, analyze, and report monthly results. -Obtained all insurance coverages based on competitive bids and insurance carrier ratings.



MEDNET SYSTEMS, INC.

• United States

• Chief Financial Officer

  • Nov 2009 - May 2015

  -Prepared budgets and used budget management tools to drive sales results for a medical-laser rental company. -Managed employess, conducted annual reviews, and processed payroll. -Reviewed monthly sales tax, quarterly payroll, and annual Federal, property, and franchise tax returns. -Sustained continued client business and increased sales through fair service and pricing-mix contract negotiations. -Procured state-of-the-art laser equipment to drive sales results and create reputation as an industry leader. -Expanded sales and profits through acquisitions and expansion to other locales. -Used QuickBooks to review, analyze, and report monthly results for the owner. -Heavily involved in the due diligence necessary to complete the profitable sale of Mednet Systems. -Obtained all insurance coverages based on competitive bids and insurance carrier ratings. Show less



Experis

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Financial Services Consultant

  • Jun 2001 - Oct 2009

  -Participated on SOX Compliance engagements with several mega clients, such as Boeing Co, Marriott International, and Sara Lee Corporation. Documented, evaluated, and tested internal controls in place to provide proof of accurate financial reporting. -Created long-standing relationship to be one of the internal auditors at a well-known insurance carrierin runoff. -Assigned as a temporary financial controller at a food manufacturer in Ohio. Initially assigned to clean up aacounting records in preparation for the outside auditors after their contoller's departure. Show less



Aon Corporation

• Chicago, Illinois, United States

• Internal Audit Manager

  • Jun 1980 - Dec 1999

  -Tained and evaluated staff. -Planned, supervised, and prepared audit report for numerous audit assignments. -Teamed with other financial departments in due diligence reviews on possible acquisitions. -Assisted in preparing the annual audit plan, and coordinated this plan with the outside auditors. -Identified findings resulting in significant positive changes to the income statement. Significant findings were the result of identifying and clearing general ledger account items identified in suspense accounts. -Audit recommendations had been made to identify and follow up on inefficiencies and ineffective procedures. Correction of these items had positive changes to the income statement. -Investigated and quantified reported fraud incidents. Show less