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, Allscripts-Misys 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

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. Transferred to SFM Division in July, 2012. Prepared design for Data Migration to SFM product of Financial and Abstracting data for South Australia Hospital system, Texas Medicaid Billing and the update for outpatient and professional billing. Completed Executive Certificate in Business Analysis through the John Cook School of Business at St Louis University in November 2013. Started HL7 Fundamentals Course in March 2014.

FINANCE MANAGER

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

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

• 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 4 Year Trend Report and making major improvements to the annual budgeting process. Became HR/Benefits Coordinator in the Spring of 2003. Also converted from an internal payroll system to an outside service MAS 90 to Harpers and establishing bank on line for A/P bill paying.

SENIOR ACCOUNTANT

• 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, which included: 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 including local and U.S. currency.

CONTROLLER

• 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. Major accomplishments include:
• 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

Supervised accounting staff of 3, which included Payroll, A/P, General Accounting and Financial Reporting functions for this 60 Million division of the North Shore Medical Center. Reported directly to the divisional VP of Finance. Special achievements include:

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 by Contract

Developed budgets and financial projections for medical practice sites, headquarters and consolidated operations for Lahey/HCHP Partnership, a 60 physician MSO. Analyzed reimbursement trends and billing practices to present CPT coding improvements to department chairpersons and administrators at Children's Hospital of Philadelphia on an IDX billing system on behalf of Beacon Partners.

BUSINESS MANAGER

• Reported to the Administrator of the 20 Million Ophthalmology Department with a staff of 20 to
• process Medical Billing and collections for physicians, fellows and residents including grant programs. Major accomplishments include:
• Converted 6.3 Million of A/R to a new IDX billing system with less than a 5 net balance variance.
• 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

• 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. AMA is an HCHP affiliate generating 13 Million in revenue in 1993. Accomplishments include:
• 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 YTD actual to budget results, but also prior year comparative actual results.
• Reduced Fee for Service Accounts Receivable From over 55 Days on Hand to less than 40 Days through increased emphasis on registration accuracy and time of service payments.

SENIOR REIMBURSEMENT ANALYST

• 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 OIG. Reported directly to the Divisional Controller with a full time staff of 2 and a seasonal staff of as many as 4. Major achievements include:
• Designed LOTUS based software system in 1987 to produce HCFA Form 265. Program processes all financial and statistical data to HCFA specifications cutting preparation time and reducing seasonal staff requirements. Program approved on first submission to HCFA on December 15, 1987.
• Instituted documentation and follow-up procedures on Medicare Reimbursable Bad Debts. Enhanced reimbursement from 100,000 in 1984 to 1.6 Million for 1986.
• Promoted from FINANCIAL ANALYST.
• Reported to the Accounting Manager with responsibility for Cost Report preparation and physician profit sharing. Processed physician profit sharing interfacing with multiple departments as related to contracts, payments and 1099 preparation. Developed a subsidiary ledger to record liability for physician consulting, profit sharing, and stock buyback contracts.