Dedicated Controller offering more than 10 years of expertise in healthcare financial management. Skillful in leading financial operations such as accounting, reporting and implementation and maintance of systems.
Overview
28
28
years of professional experience
4
4
years of post-secondary education
Work History
Controller
Bayless Integrated Healthcare
Phoenix, AZ
05.2012 - Current
Created and distributed reports on internal and external finances, audits and budgets.
Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
Provided cash management by overseeing reconciliation of banking activity and credit card processing.
Implemented ERP Sage Intacct for corporate financial accounting records.
Project lead in data transition for the electronic medical records (EMR) to AdvancedMD.
Performed
Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
Managed payroll data entry and processing for 500+ employees to comply with predetermined company guidelines.
Managed budgets, assets, portfolios, accounts payable and receivable and general financial reporting procedures.
Supervised accurate, efficient and compliant completion of monthly financial reporting packages.
Calculated provider commissions based on established parameters and disbursed payments via payroll.
Prepared balance sheets, cash flow reports and income statements.
Assisted in upper-level decision making by creating comprehensive financial reports and collaborating with finance and accounting departments.
Reduced waste and boosted productivity by restructuring finance and accounting departments.
Implemented automated AP processing software utilizing AI for improved accuracy and efficiency in coding expenses.
Implemented time and attendance software Workforce Ready for organization.
Managed outstanding balance amounts by evaluating reports and determining collection statuses.
Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
Accurately completed financial statement audits and thoroughly reviewed results.
Managed daily financial functions in collaboration with accounting and payroll personnel.
Worked with both internal and external users to create detailed financial reports.
Developed commission based compensation program and designed database to calculate commissions efficiently and accurately.
Coordinate with outside accountants, financial auditors and bankers providing information and documentation as needed.
Audit Manager
Mayer Hoffman McCann, P.C.
Phoenix, AZ
01.2011 - 05.2022
Trained and mentored department staff on policies and procedures to establish strong foundation for client development and service activities.
Conducted strategic and technical reviews to verify compliance with quality control standards, schedule constraints and budget parameters.
Attended non-profit, healthcare and insurance industry conferences to gain understanding of trends and engage with current and potential clients.
Interacted with internal staff and clients to improve operational knowledge of relevant financial audit issues and business implications.
Coordinated, managed and implemented auditing projects and prepared for evaluation.
Assisted staff auditors with completing detailed testing and analysis.
Cultivated mutually beneficial relationships with clients and company financial officers to facilitate improved business operations.
Recommended changes to management regarding financial operations.
Prepared working papers, reports and supporting documentation for audit findings.
Developed and implemented corrective actions to bring business areas in line with standards.
Trained new employees on accounting principles and company procedures.
Enhanced audit controls by improving planning and testing processes.
Identified audit risks, prepared budgets and coordinated with management and audit team in preparing related reports.
Completed audit papers by thoroughly documenting audit tests and findings.
Identified management control weaknesses and provided value added suggestions for remediation.
Audit Senior
Mayer Hoffman McCann, P.C.
Phoenix, AZ
01.2008 - 12.2010
Completed audit papers by thoroughly documenting audit tests and findings.
Identified management control weaknesses and provided value added suggestions for remediation.
Evaluated design and operating effectiveness of audit areas.
Enhanced audit controls by improving planning and testing processes.
Identified audit risks, prepared budgets and coordinated with management and audit team in preparing related reports.
Trained new employees on accounting principles and company procedures.
Prepared working papers, reports and supporting documentation for audit findings.
Audit Associate
Mayer Hoffman McCann, P.C.
Phoenix, AZ
05.2005 - 12.2007
Performed auditing work in accordance with rigorous auditing standards and principles.
Gathered and analyzed financial data to determine improvement efforts.
Worked audit engagements for industries in healthcare, non-profit and insurance.
Prepared working papers, reports and supporting documentation for audit findings.
Conducted financial, compliance and operational audits.
Accountant I
Cronstrom & Trbovich, P.C.
Scottsdale, AZ
08.2004 - 04.2005
Completed audit papers by thoroughly documenting audit tests and findings.
Prepared working papers, reports and supporting documentation for audit findings.
Evaluated design and operating effectiveness of audit areas.
Education
Master of Science - Business Administration
Keller Graduate School of Management
Phoenix, AZ
08.2002 - 09.2004
Bachelor of Science - Accounting
DeVry University
Phoenix, AZ
07.2001 - 08.2003
Skills
Processing payments
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Affiliations
American Institute of Certified Public Accountants
Arizona Society of Certified Pulic Accountants
Timeline
Controller
Bayless Integrated Healthcare
05.2012 - Current
Audit Manager
Mayer Hoffman McCann, P.C.
01.2011 - 05.2022
Audit Senior
Mayer Hoffman McCann, P.C.
01.2008 - 12.2010
Audit Associate
Mayer Hoffman McCann, P.C.
05.2005 - 12.2007
Accountant I
Cronstrom & Trbovich, P.C.
08.2004 - 04.2005
Master of Science - Business Administration
Keller Graduate School of Management
08.2002 - 09.2004
Bachelor of Science - Accounting
DeVry University
07.2001 - 08.2003
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