Highly organized and positive detail-focused Financial Consultant who provides Full-Charge Accounting and Bookkeeping services with a track record of accurately and efficiently supporting overall accounting activities for small businesses.
Overview
29
29
years of professional experience
Work History
Accounting & Bookkeeping Consultant
01.2022 - Current
Director of Operations and Business Development, Owner
Calabash Enterprises, Inc
01.2014 - 01.2021
Finance Manager
Quality Dialysis
01.1996 - 01.2020
Performed all financial activities to include P&L statements and management reports
Negotiated and completed bank loans and reconciliations; created invoices and collected overdue accounts
Researched and resolved healthcare billing and collections disputes
Managed payroll and prepared payroll tax returns
Interacted with external clients and vendors on a regular basis, cultivating strong professional relationships
Supported an increase in productivity levels by streamlining accounting processes
Negotiated and completed Insurance Company Facility/Provider (Dialysis) Contracts
Saved company nearly $350K per year in FT CPA costs, monthly rent, and staffing
Devised, facilitated, and implemented new finance department software’s by transitioning to cloud based Intergy and McKesson (Healthcare), Peachtree, Business Vision and QuickBooks (Accounting) consolidated systems
Grew company profits from 9M to 25M over a period of 15 years
Excelled within a challenging and demanding environment, continually taking on increased levels of responsibility
Consistently demonstrated talent for quickly learning new tasks and completing assignments ahead of schedule while maintaining a high degree of accuracy
Substantially reduced outstanding accounts receivable through improved collections processes.
Education
Bachelor Of Business - Accounting
University of Nebraska - Lincoln
Lincoln, NE
05.1997
Associate Of Applied Business - Business Administration And Management
Southeast Community College
Lincoln, NE
04.1992
Skills
Fundamental Business Understanding
Data Analysis
Critical Thinking
Organization
Project Management
Attention to Detail
Communication
Problem-solving
Microsoft Products
Roles And Responsibilities
Perform all financial activities to include P&L statements and management reports.
Negotiated and completed bank loans and reconciliations; created invoices and collected overdue accounts.
Research and resolve healthcare billing and collections disputes.
Manage payroll and prepare payroll tax returns.
Interact with external clients and vendors on a regular basis, cultivating strong professional relationships.
Supported an increase in productivity levels by streamlining accounting processes.
Negotiate and Complete Insurance Company Facility/Provider (Dialysis) Contracts.
Saved company nearly $350K per year in FT CPA costs, monthly rent, and staffing.
Devised, facilitated, and implemented new finance department software’s by transitioning to cloud based Intergy and McKesson (Healthcare), Peachtree, Business Vision and QuickBooks (Accounting) consolidated systems.
Grew company profits from 9M to 25M over a period of 15 years.
Excelled within a challenging and demanding environment, continually taking on increased levels of responsibility.
Consistently demonstrated talent for quickly learning new tasks and completing assignments ahead of schedule while maintaining a high degree of accuracy.
Substantially reduced outstanding accounts receivable through improved collections processes.
Implemented new procedures and technologies that improved efficiency and streamlined operations.
Provide accounting leadership and support by successfully leading teams in different departments to exceed sales goals while maintaining excellent relationships with company CEO’S and company Board Member’s.
References
Available upon request.
Timeline
Accounting & Bookkeeping Consultant
01.2022 - Current
Director of Operations and Business Development, Owner
Calabash Enterprises, Inc
01.2014 - 01.2021
Finance Manager
Quality Dialysis
01.1996 - 01.2020
Bachelor Of Business - Accounting
University of Nebraska - Lincoln
Associate Of Applied Business - Business Administration And Management