Adam West
San Pedro,CA
Summary
Dynamic Chief Financial Officer with a proven track record at Gold Star Medical Business Services. Drives revenue growth through strategic planning and financial modeling. Expert in data analysis and team leadership, successfully enhancing profitability and optimizing operations while fostering strong client relationships. Delivers impactful insights that inform executive decisions and guide long-term business strategies.
Overview
3
3
years of professional experience
Work History
Chief Financial Officer
Gold Star Medical Business Services
Austin, TX
06.2022 - Current
- Assisted in developing pricing models for products and services offered by the company.
- Oversaw finances for revenue generated by management projects.
- Monitored business trend forecasts and adjusted budgets and operational plans to maximize growth and opportunities.
- Oversaw cash flow management activities including accounts receivable and payable processing, payroll administration and banking functions.
- Delivered speeches and attended industry conferences to promote company image and engage with buyers.
- Oversaw requisition and procurement processes to guide purchasing decisions.
- Made proactive adjustments to fiscal policies according to available company resources and desired outcomes.
- Hired, trained, and mentored staff members to maximize productivity.
- Drove revenue by cultivating successful client relations.
- Managed company-wide budgets, payroll, accounting and other financial operations.
- Oversaw corrective action plans to remedy structural, organizational and departmental issues.
- Implemented risk management strategies designed to protect assets while mitigating potential losses.
- Led strategic planning and execution to enhance profitability and company growth.
- Implemented strategic offerings to enhance company's suite of products and services.
- Guided internal audits, risk assessments and compliance monitoring.
- Negotiated and managed contractual agreements to secure ideal terms and drive effective financial engagements.
- Provided strategic and financial growth advice to other company executives.
- Devised strategies to drive organizational vision and grow revenues.
- Developed and implemented financial strategies to drive growth, improve profitability, and maximize long-term value.
- Analyzed business operations, trends, costs, revenues, financial commitments and obligations to project future revenues and expenses.
- Developed long-range plans for business growth, resulting in increase in annual sales.
- Oversaw technological improvements, successfully reducing waste and eliminating business bottlenecks.
- Prepared detailed reports for executive leadership regarding key performance indicators such as sales growth or expense ratios.
- Monitored economic conditions in order to provide insight into potential impacts on the organization's finances.
Education
Bachelor of Arts - Economics
Harvard University
Cambridge, MA05-2022
Skills
- Strategic Planning
- Program Oversight & Project Management
- Data Analysis
- Financial Modeling & Forecasting
- Operations & Process Optimization
- Proficiency in Microsoft and Google Suites
- Team Leadership
- Effective Communicator & Public Speaker
- Conflict Resolution
- Interpersonal Awareness
- Strategic Relationship Development
- Adaptable & Coachable
- Handles High-Pressure Situations Effectively
Affiliations
- Part of Young-Adult and Student Ministry Leadership teams at my church. Includes mentorship, logistics, and public speaking in the form of sermons.
- Avid snowboarder, hiker, and basketball player.
- I love to read and research topics that I am interested in.
Accomplishments
- Ivy League Football Champion (2021)
- 'Lead Dawg' Award - Given "....." (year)
- Other HF award
References
References available upon request.
Timeline
Chief Financial Officer
Gold Star Medical Business Services
06.2022 - Current
Bachelor of Arts - Economics
Harvard University
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