Dawn Hackney
Trinity,FL
Summary
Over twenty-five years of professional finance and accounting experience in healthcare, SaaS, retail, and hospitality, Results-driven Executive with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitable operations.
Overview
21
21
years of professional experience
Work History
Chief Financial Officer
American Vascular Access
02.2022 - Current
- Leading management company of vascular outpatient facilities with annual revenue of $80 million, I held a critical leadership position within the organization
- Effectively managed the accounting and finance department as well as the revenue cycle management function
- Key Responsibilities and Achievements:
- Financial Strategy and Sale Process:
- Led the company through a successful market entry and sale process, culminating in a successful transaction in April 2023
- Demonstrated strong strategic vision and negotiation skills
- Operational Efficiency and Cost Reduction:
- Implemented electronic process efficiencies that significantly improved productivity and reduced expenses
- These process enhancements streamlined labor time, resulting in cost savings for the organization
- Accounting and Financial Management:
- Oversaw the transition of the company's accounting system from cash to accrual basis, ensuring compliance with accounting standards and providing a more accurate representation of financial performance
- Managed the accounting and finance department, ensuring accurate and timely financial reporting, budgeting, and forecasting processes
- Revenue Cycle Management:
- Provided strategic oversight and guidance for the revenue cycle management function, optimizing cash flow and minimizing revenue leakage
- Implemented effective processes to improve billing, coding, and collections
- Compliance and Regulatory Matters:
- Maintained a strong focus on regulatory compliance, ensuring adherence to relevant industry regulations and financial reporting requirements
- Additional Information:
- Collaborated closely with executive leadership and other stakeholders to develop and execute financial strategies aligned with the company's goals and objectives
- Successfully worked with external auditors, legal teams, and financial advisors during the sale process, ensuring smooth and efficient due diligence and transaction execution
- Demonstrated strong leadership skills by effectively managing and developing a high-performing accounting and finance team
- By effectively managing the financial operations and driving strategic initiatives, I played a crucial role in the growth and success of American Vascular Access.
- Oversaw budgets, payroll, and accounts payable and receivable.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Implemented cost reduction initiatives and process improvements to optimize efficiency and productivity.
- Authored, evaluated and reviewed reports to highlight company financials to key stakeholders.
- Delivered forward-thinking and bold insights to enhance business assets and report financial metrics.
- Assessed company resources to keep business funded and nurture relationships with investors, lenders and key partners.
- Advised other executive leaders on strategies and intelligence to form relationships, understand current performance and set agenda for execution.
Chief Executive Officer and Founder
GreenTree Natural Wellness Center LLC
04.2018 - Current
- Converted to Passive Investor as of Jan 2021, Founded GreenTree Naturals from product idea to execution within year one with currently over 100 B2B accounts and hundreds of B2C clients
- Researched and developed new product line launch of consumable and topicals that consisted of 49 SKUs
- Patent pending on 11 SKUs
- Established foundational processes for business operations.
- Formulated the company’s vision, goals, and objectives
- Participated in all aspects of business development from market research and finance to operations and marketing, ensuring that the company's vision was followed
- Built and maintained professional relationships with potential investors and partners; attended various product launch events
- Developed and implemented business plan and strategy; identified and exploited new opportunities
- First CBD manufacturer to be licensed by State of Florida Department of Agriculture
- Certified Women Owned Business
- Contract Management, Developed Staffing positions, and Policy and Procedures
- Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
- Built productive relationships with industry partners and competitors to support strategic business objectives.
- Identified new revenue generation opportunities to maximize bottom-line profitability.
- Cultivated forward-thinking, inclusive, and performance-oriented business culture to lead industry in innovation and push progress.
Vice President of Finance
Care Access Research LLC
01.2021 - 02.2022
- Privately held by Reify Health
- Managed accounting operations and oversaw transactions related to payroll, benefits, financial reporting, payables, receivables, contracting, Legal and Corporate Compliance
- Served as financial advisor to the CEO and executive team for strategic planning purposes
- Executed company’s financial strategy including Global activity
- Established and developed relations with senior management and external partners and stakeholders
- Directed preparation and accuracy of all financial statements, including income statements, balance sheets, cash flow, shareholder reports, tax returns, and governmental agency reports
- Study long-range economic trends and projected their impact on future growth in sales and market share
- Developed Corporate Compliance Department including anonymous compliance issue hotline
- Developed and was the Chair of the Policy Committee Enterprise wide
- Managed transition from Cash to Accrual basis accounting and restated prior periods for comparable analytics
- Managed and implemented the Clinical Trial Management System (CTMS) Enterprise wide to capture patient visit activity to Finance activity
- Transitioned and streamlined Treasury Management Functions
- Analyzed business plans to validate and identify investment opportunities.
- Developed financial analysis and business plans for proposed acquisitions, partnerships and investments.
Chief Financial Officer
Meridien Research HoldCo
04.2013 - 04.2018
- Celerity Partners L.P and further purchased by Avego April 17, 2018, Responsible for all aspects of financial reporting for Meridien Research as well as their Business Development Company; Insearch.Net Inc
- Manage Finance, Accounting, HR, Payroll, Billing, Contracting, Tax and Collection functions
- Delivered forward-thinking and bold insights to enhance business assets and report financial metrics.
- Developed and monitored KPI indicators
- Prepared and presented financial and operational results to senior management and Board of Directors
- Managed, developed and executed the annual budgeting process
- Perform sensitivity financial modeling analysis
- Developed and executed incentive compensation plan
- Lead the annual external and internal audits
- Developed and published internally Revenue Recognition polices in accordance with GAAP
- Implemented new financial and operational CRM system
- Streamlined cash management process and increased collections; Reduced DSO 11 days
- Responsible for Capital Expenditure, Sales Forecasting, and Expense Reporting
- Oversaw treasury management and risk management
- M&A project lead and integration
- Lead the due diligence team on the sale side
Finance Controller
VeriFone Inc.
11.2010 - 03.2013
- SEC registered (PAY) global company with $2B in revenues, Responsible for all aspects of financial reporting for the US and UK credit card transaction and advertising divisions, acquisitions due diligence and integration, as well as external audit management
- Performed the monthly GL accounting close process in accordance with GAAP for the US and UK business units
- Monthly, quarterly and annual financial reporting including budget/actual and forecast/actual
- Manage A/P, A/R, Billing, GL accounting close and Financial Consolidation
- Developed and published internally Revenue Recognition polices in accordance with GAAP
- Integrated accounting process and controls in the US and UK which included development of staff and segregation of duties
- Lead in internal and external audits
- Managed the credit card transaction treasury functions
- Inventory management as well as Asset evaluation impairment analysis
- Developed sales metric reporting by market for the US and UK business units with KPI indicators
- Responsible for Capital Expenditure, Sales Forecasting, Expense Reporting
- Developed and performed the annual budget process
- Manage and perform sensitivity testing of business scenarios to determine business risk and ROI
- Collaborated with internal/external legal counsel regarding customer contracts
- Responsible for approving commercial contracts
- Responsible for due diligence and acquisition integration
- Developed commission plans with the business units SVP and maintain continuity with the annual budget
- Integral in emerging the advertising and credit card transactions into the UK market taking advantage of the Olympics and aligning with the Olympic Officials
- Manage staff in London which broadened my skillset with London employee law as well as time zone management
- Frequent travel to New York, Las Vegas, California and London
Director of Finance, Process and Control
CCS Medical Inc
06.2007 - 11.2010
- Privately held by Highland Capital Management L.P with $1B in revenues
- Responsible for all aspects of financial reporting, strategic planning, process improvement, project management, master data management, internal controls, GAAP and technical research, mergers and acquisitions, and external audit management
- Developed, implemented and managed all revenue recognition and reporting
- Responsible for expense management, purchase programs and cost reduction which had resulted in $700K of annual savings year over year
- Developed the Cash Forecasting model and analysis
- Responsible for recognizing weaknesses, solutions and execution of internal controls including policies and procedures
- Manage the Internal Audit department and developed audit programs to monitor internal controls and processes
- Developed, implemented and automated a companywide purchase order system, paperless expense reporting system (Concur), ADP General Ledger payroll, and standardized financial reporting including interfacing with Oracle’s Business Intelligence (BI) and General Ledger
- Member of the Global Policy and Procedure Committee; members are selected by the CEO
- Collaborate with operations to redesign, and streamline business processes and procedures
- Manage and perform sensitivity testing of business scenarios to determine business risk and return
- Finance liaison to the Information Technology department
- Responsible for creating system financial business requirements for program development within the company’s main operating system
- Responsible for acquisition integration
- Instrumental in the design and system automation of 21 commission plans for a sales force of 300+ along with quarterly and annual sensitivity analysis
- Interim Director of Reimbursement which includes functions from Billing, Cash Collection, Refunds and Denial Management
- Set clear departmental objectives and developed effective strategies to achieve targeted goals.
Director of Finance and Administration
CareMedic Systems Inc
03.2002 - 06.2007
- Healthcare Software for Revenue Cycle Management
- Sold to Optum Health managed by The Lewin Group ~$100M in revenues
Education
B.S - Business Administration, Management
University of South Florida
Tampa, FLSkills
- Software: Oracle, Essbase, Great Plains, Microsoft Office (including Excel, Access, Word, Outlook and PowerPoint), Visio, MAS90, QuickBooks, Richter, Crystal Reports, Hyperion, Retail One, Restaurant Magic, Lotus Notes, Canva, Web development, Clinical Conductor, eMerge, CRIO, Netsuite, Ramp, ChatGPT, Human Resource Information System (HRIS)
- Process & Procedure Redesign
- Market Understanding
- Infrastructure development
- Strategic planning
- Financial Management
Recognitions:
November 2020 Featured as Women of Influence in Tampa Bay Business and Wealth Magazine
2016 Tampa Bay Business Journal CFO of the Year Finalist
Featured at the 2009 CFO Rising conference for excellence in maximizing cost efficiency
Affiliations
BOARD OF DIRECTOR INVOLVEMENT
Treasurer of the Healthcare Businesswomen’s Association (HBA) Board of Directors
2016 Vice President of the Healthcare Businesswomen’s Association (HBA) Board of Directors
2015 Board of Director for the FreeFall Theater
Timeline
Chief Financial Officer
American Vascular Access
02.2022 - Current
Vice President of Finance
Care Access Research LLC
01.2021 - 02.2022
Chief Executive Officer and Founder
GreenTree Natural Wellness Center LLC
04.2018 - Current
Chief Financial Officer
Meridien Research HoldCo
04.2013 - 04.2018
Finance Controller
VeriFone Inc.
11.2010 - 03.2013
Director of Finance, Process and Control
CCS Medical Inc
06.2007 - 11.2010
Director of Finance and Administration
CareMedic Systems Inc
03.2002 - 06.2007
B.S - Business Administration, Management
University of South Florida
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