Accomplished executive with extensive finance, administration, public accounting, and business leadership experience. Proven communication & interpersonal skills spanning all levels of management. Demonstrated business acumen, critical and analytical problem solving.
Overview
15
15
years of professional experience
1
1
Certification
Work History
CHIEF FINANCIAL OFFICER
Elegance Living, LLC
09.2019 - Current
Provide leadership to a team of twenty-four associates, with six direct reports, for all accounting and finance functions including accounts payable, accounts receivable, general ledger, treasury, purchasing, employee benefits and outsourced information technology for multi-state $132M annual revenue senior housing entity
Participates in annual enterprise-wide strategic planning and implementation
Implemented a cloud-based data warehouse and KPI dashboard that increased financial reporting capabilities and visibilities
In combination with operations and clinical, rolled out a new price per point for care revenue
Transitioned all sites to a new billing platform that directly interfaces with care
Actively engaged in both on-boarding and off-boarding new locations (both third party and internal acquisitions/sales).
CONTROLLER/SVP ACCOUNTING & FINANCE
Pivot Health Solutions
12.2018 - 09.2019
Supervised the accounting and finance team for a private equity backed entity of approximately 250 multi-state clinics and $440M annual revenue
Restructured and improved the month end close processes by adding an in-depth review and reconciliation process
Recommended and developed more robust internal control policies and procedures
Prepared lender, external and internal financial reporting packages, including variance analysis
Served as main liaison with external accounting firm for annual audit and tax preparation
Trained and developed staff.
SVP ACCOUNTING & FINANCE
Milestone Retirement Communities
01.2017 - 11.2018
Provided financial leadership for a national senior living company comprised of 90+ Independent Living, Assisted Living, Memory Care, and Skilled Nursing facilities throughout the U.S
Oversaw the production of month-end financial packages for investors ranging from large REITs to sole proprietors, while supervising a team of six managers and fifteen staff
Delivered monthly budget to actual variance explanations to investors and the Board of Directors
Managed operating cash flow activities for effective financial planning
Reorganized finance and accounting departments and proactively streamlined processes to be more efficient while allowing for scaled growth
Shortened month-end close process by five days
Redesigned AR processes to maximize collections and spearheaded the enactment of ACH and credit card payment methods, thereby reducing write-offs
Automated invoice processing
Executed two third-party payroll implementations for 2,500+ employees (ADP & Ultipro)
Developed internal control programs to enhance financial accountability
Significant experience overseeing acquisition and divestiture of Assisted Living and Skilled Nursing properties.
CHIEF FINANCIAL OFFICER
Capital Funding Home Health Services
08.2013 - 09.2014
Provided leadership and execution responsibility for the integrity of financial information and systems for a home health agency with multiple locations in the U.S
And Puerto Rico
Created monthly, quarterly and annual management and Board of Director reporting package and metrics
Implemented and maintained budget and forecast models
Designed and implemented financial controls and processes in addition to productivity improvements
Developed cash management strategies
Accessed and evaluated targets for potential mergers and acquisitions.
SENIOR MANAGER
Dixon Hughes Goodman, LLP
01.2009 - 01.2013
Managed audits for large clients in the profit and not-for-profit health care sectors to include planning risk-based audit approaches, supervising audit staff throughout audit engagement, performing research for high level accounting issues, preparing and reviewing financial statements and ongoing engagement communications
Participated in health care clients’ mergers & acquisitions, including financial due diligence
Audited employee benefit plans
Trained, coached, developed and evaluated audit staff.