Annie OCHOA
Davie,FL
Summary
Highly accomplished finance executive with proven expertise in financial reporting and cross-functional leadership. At Oak Hollow Healthcare Management, led financial operations, enhancing statutory compliance and investor communications. Skilled in process reengineering and audit support, adept at driving corporate development with a keen focus on mergers and acquisitions.
Overview
18
18
years of professional experience
Work History
VP of Finance
Oak Hollow Healthcare Management
11.2022 - Current
- Financial Management for two skilled nursing facilities located in South Carolina. Responsibilities include:
- Oversee all financial operations for the portfolio
- Prepare, analyze, and present monthly, quarterly, and annual financial statements
- Manage budgeting, cash forecasting and variance analysis processes
- Oversee accounts payable, accounts receivable, payroll, and general ledger functions
- Compile Medicaid and Medicare cost reports for third parties
- ·Coordinate with accounting firms to provide necessary reporting for tax filings and internal and external audits
- Conduct financial analysis
Healthcare CFO
Symmetry Healthcare Management and Millennium Mana
11.2014 - 11.2022
- Prepare and provide budget and financial advice to nursing home management
- Review accounts payable and accounts receivable
- · Oversee 25 staff members within company
- Compile Medicaid and Medicare cost reports for third parties
- Coordinate with accounting firms to provide necessary reporting for tax filings and internal and external audit
- Implemented internal controls and policies
- Work with creditors and vendors
- Report to investors, banks, creditors, lenders, and HUD, on a monthly and quarterly basis
Controller
Symmetry Healthcare Management and Millennium Mana
03.2007 - 11.2014
- Prepare financial statements for individual locations and on a consolidated basis, by portfolio
- Prepare weekly cash forecasting for each location and by portfolio· Review accounts payable and accounts receivable·
- Oversee accounting team of 20 staff members within management company
- Prepare month end and year end financials, as well as ad hoc reporting
- Utilize accounting systems within multiple platforms, including Sage 100, MAS 200, Great Plains, QuickBooks, Yardi
Education
Bachelor of Business Administration - Accounting
University of Florida
Gainesville, FL06-2001
Skills
Statutory Compliance
Cross Functional Leadership
Cash Flow Forecasting
Financial Reporting
Staff Training & Development
Resource Administration
Investor Communications
Process Reengineering
Due Diligence
Audit Management & Support
Corporate Development
Mergers & Acquisitions Support
Timeline
VP of Finance
Oak Hollow Healthcare Management
11.2022 - Current
Healthcare CFO
Symmetry Healthcare Management and Millennium Mana
11.2014 - 11.2022
Controller
Symmetry Healthcare Management and Millennium Mana
03.2007 - 11.2014
Bachelor of Business Administration - Accounting
University of Florida
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