CAREER PROFILE:

• Multiple years of multifaceted general accounting and financial analysis experience with emphasis on small to mid sized companies including Financial Reporting, Budgeting, Accounts Receivable, Accounts Payable, Payroll, System Conversion, General Ledger set up, Project Management and Financial Modeling.
• Computer expertise includes Windows 8/Vista & XP, Microsoft Excel and Word; MFG/Pro, MAS - 90, Meditech, Great Plains with FRX, Sentient and SBT accounting systems; IDX, VERSYSS, Confidential and Compusense medical billing systems; ADP, Harpers and MAS-90 Payroll.
• Recent experience in role of Business Analyst/Designer for hospital financial software documenting business requirements, creating functional specification documents, designing UI using Balsamiq, reviewing Quality Assurance test cases and performing UAT within Microsoft VSTS in an Agile/Scrum environment.

EXPERIENCE:

BUSINESS ANALYST/DESIGNER

Confidential

Responsibilities:

• Contributed to software design in PFM product for state regulatory reporting, ESRD billing and the CMS ICD 10 update including defining business requirements, writing functional specifications, reviewing QA Test cases, performing UAT and making UI updates.
• Prepared design for Data Migration to SFM product of Financial and Abstracting data for Confidential, update for outpatient and professional billing.

FINANCE MANAGER

Confidential

Responsibilities:

• Responsible for Budgeting, Financial Reporting, IT, Medical Billing, Payroll and A/P for a hospital associated Home Care agency with a staff of six.
• The agency generates $6+ million in revenue consisting of Home Care, Support and Assisted Living services.
• Accomplishments include the updating of Financial Policies and Procedures along with documenting the Payroll process instructions.

A/R and REVENUE ACCOUNTING MANAGER

Confidential

Responsibilities:

• Created Sales Flash documentation and proof along with Desktop Procedures and Work Instructions for month end Journal Entries.
• Upgraded A/R and Revenue Account Reconciliations from balance carry forward to true reconciliation and balance control.
• Responsible for entire A/R and Revenue process from customer set up and invoicing, to cash applications, to journal entries for revenue deferral and revenue recognition, to Revenue and A/R Financial reporting.

ACCOUNTING MANAGER/CONTROLLER

Confidential

Responsibilities:

• Reporting to CFO with responsibility for all A/P, A/R, Payroll, Budgeting and Financial Reporting in a privately held $9 million health & fitness corporation.
• Three divisions consist of health club, summer camp and meeting facility. Accomplishments include establishing Payroll Direct Deposit, instituting monthly financial reporting package, creating Trend Report and making major improvements to the annual budgeting process.
• Also converted from an internal payroll system to an outside service and establishing bank on line for A/P bill paying.

SENIOR ACCOUNTANT

Confidential

Responsibilities:

• Responsible for Budget, Payroll and A/P functions for the $80 Million privately held database software company.
• Reported to the VP of Finance with supervisory responsibilities for a staff of 3.
• Produced 3 Month Rolling Revenue Report (monthly analytical revenue report) for senior management along with all sales tax filings.
• Regular duties also involved special projects
• Sales Commission Analysis, Sales Tax Liability and Invoicing procedures, R and D Tax Credit calculation and filings, Incentive Compensation Review and Restructuring, and Excel based Financial Reporting for European Operations.

CONTROLLER

Confidential

Responsibilities:

• Reported directly to CFO in $24 Million startup dialysis division of this privately held company.
• Supervised staff of three with responsibility for Financial Reporting, General Accounting, Home Office Payroll and bank relations.
• Setting up the General Ledger system for all facilities, home programs and the Home Office.
• Designing analytical financial reports to reflect results on a total and per service basis.

CONTROLLER

Confidential

Responsibilities:

• Supervised accounting staff of 3, which included Payroll, A/P, General Accounting and Financial Reporting functions.
• Reported directly to the divisional VP of Finance
• Developed financial reports to properly record Managed Care and Fee for Service Revenue in an 80 physician MSO.
• Established Contractual and Bad Debt Reserves on A/R consistent with actual history.

CONSULTANT

Confidential

Responsibilities:

• Developed budgets and financial projections for medical practice sites, headquarters and consolidated operations for Confidential, a 60 physician MSO.
• Analyzed reimbursement trends and billing practices to present CPT coding improvements to department chairpersons and administrators on an IDX billing system on behalf of Confidential Partners.

BUSINESS MANAGER

Confidential

Responsibilities:

• Reduced A/R from a high of 170 DSO to a level of 96 Days.
• Established an ongoing strategy to further reduce A/R to 70 Days by December 31, 1995.
• Developed a model to determine current Bad Debt Ratio affecting an increase in the reserve by $.7 million over 2 years.

DIRECTOR OF FINANCE

Confidential

Responsibilities:

• Responsible for all financial and HMO operations in a primary care group medial practice.
• Reported directly to the Administrator with a staff of 20 covering General Accounting, A/P, Payroll, A/R, Collections, HMO Member Services and Referral Payment Processing.
• Developed a template for managed care contracting which quickly determined financial feasibility.
• Utilization of the model resulted in immediate increased revenue with vast growth potential as membership increased.
• Instituted a computerized budget system which provided not only current year monthly and Confidential actual to budget results, but also prior year comparative actual results.

SENIOR REIMBURSEMENT ANALYST

Confidential

Responsibilities:

• Duties included responsibility for all phases of preparation and follow-up for cost reporting for free standing dialysis facilities for the largest provider of dialysis services in North America.
• Served as project manager for cost reporting preparation encompassing company policy issues, questionnaire development, seasonal staffing, intermediary queries and audits.
• Project involved interaction with all internal management levels, Medicare fiscal intermediaries, and the Confidential .
• Reported directly to the Divisional Controller with a full time staff of 2 and a seasonal staff of as many as 4.