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Chief Financial Officer Resume

Oklahoma City, OK

TECHNICAL SKILLS:

Excel, Word, PowerPoint, QuickBooks and various other accounting software packages.

PROFESSIONAL EXPERIENCE:

Confidential, Oklahoma City, OK

Chief Financial Officer

Responsibilities:

  • Responsible for the financial and accounting operations of both corporate and four Valir businesses a hospice, a non - profit senior healthcare entity (PACE), a transportation company and an inpatient medical detox facility.
  • Duties included assuring Confidential compliance, cash management, AP/AR functions, audit management, monthly close, budget preparation and forecasting, monthly board reporting, income tax and property tax filings, 401K plan oversight, lender compliance reporting and Medicare/Medicaid (CMS) reporting.
  • Directly contributed to the bottom line by initiating and cultivating several new profitable business acquisitions and partnerships.

Confidential, Oklahoma City, OK

HR & Financial Reporting

Responsibilities:

  • Directly responsible for all employee benefits including payroll, HRA, FSA, health, life, disability, COBRA & other. Educated and supported all employees in HR & benefit matters, and managed external relations with all benefit providers (Blue Cross, UNUM, Boston Mutual, etc.)
  • Financial reporting Directly responsible for all tax matters of the foundation, including preparation of federal and state trust and affiliated fund tax returns, and all aspects of the annual budgeting process. Also participated heavily in monthly close and annual audit.

Confidential, Oklahoma City, OK

Vice President and Chief Financial Officer

Responsibilities:

  • Responsible for all financial and accounting operations, polices and procedures for all Confidential entities - two ambulatory surgical centers, two surgical hospitals, a community hospital, a sleep lab and an imaging center.
  • Duties also included internal and external consolidated financial reporting, audit and tax prep oversight, individual entity and consolidated budgeting, staff management of 22 direct reports and cash management.

Confidential, Tulsa, OK

Senior Accounting Analyst

Responsibilities:

  • Primary responsibility was to analyze and research accounting issues and recommend proper Confidential treatment.
  • Also performed entity and investment valuations for impairment or sale analysis, acted as liaison between company and IBM (accounting contractor) to resolve accounting issues, worked with external auditors to maintain Confidential compliance and proactively discovered and implemented streamlined accounting policies and procedures.

Confidential, Tulsa, OK

Senior Financial Analyst

Responsibilities:

  • Participated heavily in the planning, budgeting and monthly closing duties for two large divisions.
  • Performed job cost and accrual analysis, account reconciliations and financial statement compilation.
  • Also responsible for asset accounting for all divisions, including AFEs, capitalization policies and depreciation management.
  • In this roll, managed the first PP&E audit of Confidential in 15 years at Zink’s Tulsa facility.

Confidential, Tulsa, OK

Senior International Planning Analyst

Responsibilities:

  • Assisted the Managing Director of International Business Development in analyzing potential acquisitions, mergers, investments and other new business ventures.
  • Performed project coordination activities such as due diligence, preparation of project presentations for upper management and interfacing/team building with legal, finance, tax and various other business groups within Williams.

Senior International Business Development Analyst

Confidential

Responsibilities:

  • Was responsible for internal accounting and executive reporting activities for international division, reporting directly to division president.
  • Created monthly operating and financial summary reports for CEO of Williams, discussing budget variances, operational highlights and updated forecasts.
  • Acted as accounting coordinator for several international projects, tracking costs and preparing billings to foreign branches and partners according to negotiated contracts.
  • Also performed several internal financial and operational audits.
  • Conducted financial analysis of both foreign and domestic business entities targeted for prospective acquisition.

Confidential, Tulsa, OK

Operations Financial Analyst

Responsibilities:

  • Compiled, analyzed and reported preliminary monthly financial flash data for the CEO and COO.
  • Completed special projects as assigned by the CEO and COO. These included cost/benefit analysis, preparation of financial forecasts and capital expenditure requirements, budget variance investigations, assisting in contract negotiations and enhancing/modifying operating procedures.
  • Traveled approximately 30% of the time to provide training to district managers and other personnel on how to analyze, manage and report district financial performance and ensure compliance with company operating procedures.

Accounting Supervisor

Confidential

Responsibilities:

  • Developed accounting closing calendar and closing - duty checklist. Supervised accounts payable department consisting of thirteen employees. Wrote many company accounting procedures. Also compiled, edited and continuously updated company accounting manual.
  • Prepared and analyzed actual monthly financial statements, improving the efficiency and readability of many reports and developing several new ones.
  • Accurately filed state and federal corporate income tax returns for approximately 25 states, achieving zero late fees and penalties. Also prepared 1099 s, achieving zero late fees and penalties. Responsible for preparing and filing ad valorem returns for approximately 30 counties in the USA.
  • Provided accounting training, support and information for both district and corporate office employees. Prepared and implemented performance enhancements company-wide.

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