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Chief Financial Officer Resume

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Queens, NY

SUMMARY:

  • Highly accomplished, results driven senior accounting and financial management executive with more than 15 years of progressive experience in finance and operations management with start - ups and multi-billion dollar organizations.
  • Demonstrated ability to streamline business operations that drive growth and increase efficiency and bottom-line profit.
  • Strong qualifications in developing and implementing financial controls and processes in addition to productivity improvements, and change management.
  • Possesses solid leadership communication and interpersonal skills to establish rapport with all levels of staff and management.
  • Strategic and Financial Planning Expert
  • Accurate Forecasting and Budgeting
  • Billing and Revenue Cycle Management
  • Process Implementation
  • Staff Leadership Development and Resource Management
  • Proficient in Microsoft Office Suite of Products, Oracle, Hyperion, MS Dynamics GP, Concur, GE Centricity, SAP
  • Expert in Compliance Regulations (SOX, HIPAA, etc.)
  • Data Trending and Analysis, Advanced Analytics
  • Business Performance Improvement utilizing Six Sigma Methodologies (Certified Six Sigma Black Belt)
  • Superior Effective Communication Skills
  • Growth Strategy Development

PROFESSIONAL EXPERIENCE:

Chief Financial Officer

Confidential, Queens, NY

Responsibilities:

  • Develop and formulate short-term and long-range planning, forecasting and budget development to support company goals.
  • Generating new financial models to analyze true viability of planned projects, manage and mitigate risk.
  • Oversee all financial reporting, accounting, controls, treasury, audit, budget, revenue cycle management and tax functions.
  • Spearheaded
  • Established new forecasting tracking and management reporting system to improve availability and accuracy of financial data, triggering 25% increase in accuracy .
  • Defined, developed, and implemented an end to end revenue cycle process that ensures the proper monitoring coding, charge entry, claims processing, explanation of benefit management, denial management, insurance and patient receivables, payment processing and cash posting.
  • Implemented business development projects that include business acquisitions, new product design and systems enhancements.
  • Leading the integration of the new EMR/EHR and other IT systems for optimal organizational performance.
  • Built new internal financial, accounting, AP, AR, budgeting and Revenue Cycle Management divisions.
  • Monitor fiscal operations including, fiscal accounting, reporting and control; billing and payroll; third party reimbursement and contracting; regulatory cost reporting, internal auditing and budget coordination and forecasting.
  • Directed the implementation of Human Resources plans to achieve strategic goals and objectives including organizational development, recruiting, compensation, training and development and employee relations.

Senior Vice President of Finance & Accounting

Confidential, Melville, NY

Responsibilities:

  • Developed and Implemented Concur Accounts Payable System. Digitalized all invoices, streamlined the AP audit process and wrote many Policies and Procedures around these changes.
  • Researched, developed and coordinated the implementation of strategic plans, policies and standards for Revenue Cycle Management to include maximizing market share, growth strategies, expense control, space allocation, and technological equipment and information systems.
  • Established a Financial Sharepoint site with divisional portals as well as corporate guidance & policies hub.
  • Set-up a cash management system, complete with daily cash tracking and weekly cash reconciliations.
  • Constructed a Quality Revenue Committee in order to meet with carriers and develop cohesive and comprehensive reporting. Doubled Revenue by over 50% in 2016.
  • Managed the financial & tax reporting responsibilities for all 37 divisions, as well as the financial fiduciary oversight of the investment funds and partnerships to provide timely & relevant information.
  • Developed centralized purchasing which furthered GPO’s and Inventory Management integration.
  • Developed the monthly financial package consisting of but not limited to, statement of earnings, cash position reporting, balance sheet, Accounts Payable reporting, corporate overhead analysis.
  • Led the annual budgeting, forecasting and long term financial planning initiatives in order to achieve the organizations mission and vision through short and long term goals.
  • Led the 401k audit, financial year end preparation, Bank Covenants, LOC Audit and line letter renewal.
  • Responsible for all banking such as lockbox management, Month end deposits, line of credit usage, allowable cash usage capital reserves, master note amendments, member certificates and all ACH activity.
  • Developed Real Time Accounts Receivable reporting on a newly formed online Dimensions Insights tool.
  • Led change management by transitioning all finance and accounting functions from former MSO.
  • Built a new partner distribution and profit sharing model.
  • Led a newly formed centralized billing initiative for over 8 divisions of the company.
  • Spearheaded capital financing project to consolidate and optimize all technology for 37 divisions.
  • Set up a consolidated Corporate Commercial card program that resulted in over $400,000 of incentive monies as well as improved GL reporting and documentation.
  • Developed a Real Time Business Intelligence Finance and Accounting dashboard.
  • On boarded over 6 new divisions. Increase in Revenue over the course of one year by over $10M.
  • Developed proper Vaccine inventories, while spearheading negotiations and group pricing / incentives.

Chief Financial Officer

Confidential, Bronx, NY

Responsibilities:

  • Developed Business Strategy which resulted in a 450% growth over a 12 month span for respected lines of business.
  • Developed Payer profiles while negotiating over 30 new contracts. Created Managed Care P&L’s to properly optimize short and long term strategy.
  • Monitored financial performance by measuring & analyzing financials and operational results. Initiated corrective actions based on results.
  • Developed in conjunction with actuaries, the 2014 - 2016 Business Operating Plan & Strategy, including the CMS bid process, QHP validation initiative and overall forecasting for the consolidated financials.
  • Responsible for the addition of over 35 additional provider and PCP networks.
  • Led multiple successful State & Federal Financial Audits as well as the year end audited F/S with E&Y.
  • Partnered with PWC to develop monthly IBNR claim reserves, risk calculations and risk mitigations plans.
  • Developed a provider dashboard in order to track and ongoing financial performance as well as properly align operational goals and risk mitigation.
  • Contributed to areas such as helping sales evaluate and optimize commission structures.
  • Developed a detailed & robust annual budgeting process and revised indirect allocation methodology.
  • Designed a detailed monthly close process and corresponding P&P’s in order to hit BOD timeframe.
  • Helped lead a corporate ERP utilizing Six Sigma methodology.
  • Responsible for AP, AR, Costing / Financial analysis area, GL, P&L, Regulatory Compliance, Financial reporting, Budgeting, Audit, Actuarial, Inventory control and Contract / Provider relations.
  • Evaluated the Risk Adjustment/Risk Corridor and Commercial Reinsurance aspects of the company in order to maximize revenue optimization. Complete Cost Benefit Analysis conducted annually.
  • Main architect of a $45M portfolio firm buyout (acquisition) and recapitalization.
  • Responsible for all financial reporting regarding CMS, DFS and other regulatory factions.
  • Reporting directly to the CEO, main financial voice for the organization.

Director of Finance, Admin

Confidential, New York, NY

Responsibilities:

  • Led annual budgeting and planning process in conjunction with the board of shareholders; administering and reviewing all financial plans and budgets.
  • Utilized cost accounting methodologies in order to determine both fixed and variable costs associated with a multiple product lines to determine break-even points and then ultimately the profit.
  • Developed BI modules that resulted in efficient financial consolidation and reporting processes as well as transparent financial statements and a more robust budgeting process.
  • Performed Activity-based Costing and Cost-Volume-Profit (CVP) Analysis.
  • Developed a corporate financial governance policy and procedures that increased risk management awareness as well as provided a clear and concise auditing trail.
  • Complete P&L responsibility for all 32 service centers across NYU and HJD. Reviewed monthly F/S with each administrator and recommended /implemented operational change.
  • Led an innovative business intelligence transformation involving Oracle and Epic in collaboration with IT management in order to streamline business processes across multiple spectrums.
  • Utilized Cost accounting methodologies in order to determine fixed and variable costs.
  • Implemented a contract/financial management system to ensure contract billing and collection schedules and that financial data as well as cash flow are steady and audited.
  • Developed financial modeling programs while incorporating technological ways of optimizing financial data used for reporting and forecasting.
  • Examined the audited financial statements and corollary data in order to assess risks.
  • Performed in depth ROI analysis while utilizing Hyperion ad hoc queries & Oracle technology.

Regional Director of Financial Operations

Confidential, New York, NY

Responsibilities:

  • Directed P&L and monthly/yearly close of financials.
  • Created presentations to detail spending and trends.
  • Delivered timely, accurate and informative reporting including development of key financial metrics and other KPI’s.
  • Prepared the annual operating budget in conjunction with other areas of management.

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