Summary
Overview
Work History
Education
Skills
Timeline
Generic

Josephine Uy-Chuang

Glen Cove,NY

Summary

Accomplished financial leader with a proven track record at Motion Sports Medicine/ Excellent Choice Physical Therapy, P.C., enhancing company profitability through strategic financial planning and operational efficiency. Skilled in financial reporting and team leadership, adept at fostering professional growth and optimizing business performance.

Demonstrates exceptional organizational skills and a commitment to driving success through innovative financial strategies. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.


Adept individual with more than 30 years working as Manager for $1.5 Million revenue-generating business. Determined and experienced in mentoring and challenging team members to meet and exceed company goals.

Overview

38
38
years of professional experience

Work History

Office Manager- Physical Therapy

Motion Sports Medicine
08.2023 - Current
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Successfully managed budgets and allocated resources to maximize productivity and profitability.
  • Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Defined clear targets and objectives and communicated to other team members.
  • Established performance goals for employees and provided feedback on methods for reaching those milestones.
  • Set aggressive targets for employees to drive company success and strengthen motivation.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.
  • Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
  • Controlled finances to lower costs and keep business operating within budget.
  • Established team priorities, maintained schedules and monitored performance.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.

Chief Finance Officer

Excellent Choice Physical Therapy, P.C.
02.2002 - 07.2023
  • Established transparent lines of communication between the finance department and key stakeholders, enabling informed decision-making and fostering a collaborative work environment.
  • Negotiated favorable vendor contracts that resulted in significant cost savings for the company over time.
  • Managed capital expenditure projects to ensure alignment with budgetary constraints and strategic objectives.
  • Collaborated with cross-functional teams to develop annual budgets, effectively allocating resources to support organizational goals.
  • Streamlined financial reporting by upgrading legacy systems and adopting new technology solutions.
  • Enhanced company profitability with the development of comprehensive financial strategies and risk management policies.
  • Coordinated audits with external parties, ensuring full compliance with regulatory requirements while minimizing disruptions to daily operations.
  • Improved financial efficiency by streamlining accounting processes and implementing cost-saving measures.
  • Developed comprehensive forecasts to inform decision-making processes, highlighting potential areas of concern or opportunity for growth.
  • Secured favorable financing terms for business expansion projects through strong negotiation skills.
  • Optimized cash flow management to maintain positive liquidity and minimize interest expenses.
  • Spearheaded due diligence efforts for potential mergers and acquisitions, identifying lucrative opportunities for growth.
  • Introduced robust internal controls to safeguard corporate assets and ensure accurate financial reporting.
  • Reduced tax liabilities by implementing effective tax planning strategies in compliance with legal regulations.
  • Led a high-performance finance team, fostering professional growth and ensuring timely completion of tasks.
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Advised executive leadership on strategic planning initiatives, contributing valuable insights based on financial analysis.
  • Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
  • Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
  • Developed and oversaw yearly budgets and capital structure of company to determine best mix of debt, equity, and internal financing.
  • Analyzed operational issues and implemented corrective action to maximize profits.
  • Oversaw accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information.
  • Improved cash flow, retired debt and built cash reserves to control costs and enhance benefits.
  • Created and deployed initiatives to outperform revenue targets and increase company value.
  • Managed financial, operational and human resources to optimize business performance.
  • Represented organization at industry conferences and events.
  • Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
  • Developed innovative sales and marketing strategies to facilitate business expansion.
  • Maintained P&L and shouldered corporate fiscal responsibility.
  • Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
  • Oversaw divisional marketing, advertising and new product development.
  • Directed technological improvements, reducing waste and business bottlenecks.
  • Founded performance- and merit-based evaluation system to assess staff performance.

Chief Financial Officer

Excellence Physical Therapy, P.C.
12.1992 - 01.2002
  • Developed strategic financial plans to support company growth and achieve long-term objectives.
  • Analyzed operational issues and implemented corrective action to maximize profits.
  • Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
  • Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Increased cash flow by optimizing working capital management and reducing outstanding receivables.
  • Managed and led direct reports to handle controllership, treasury and corporate finance functions.
  • Championed effective communication between finance personnel and other departments to facilitate cross-functional collaboration on projects and initiatives.
  • Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
  • Established strong relationships with external stakeholders, including investors, analysts, and regulatory agencies to promote transparency and build trust in the organization''s financial management.
  • Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
  • Oversaw accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information.
  • Negotiated favorable credit terms with banks for increased borrowing capacity and reduced interest expenses.
  • Enhanced profitability with cost reduction initiatives, such as renegotiation of supplier contracts and process improvements.
  • Advised Board of Directors on strategic financial matters, providing insightful recommendations backed by thorough analysis.
  • Initiated back-and-forth communication to negotiate and approve contracts and agreements.
  • Improved cash flow, retired debt and built cash reserves to control costs and enhance benefits.
  • Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
  • Maintained P&L and shouldered corporate fiscal responsibility.
  • Managed financial, operational and human resources to optimize business performance.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Devised and presented business plans and forecasts to board of directors.
  • Directed technological improvements, reducing waste and business bottlenecks.
  • Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
  • Analyzed industry trends and tracked competitor activities to inform decision making.
  • Represented organization at industry conferences and events.

Staff Accountant/ Payroll Analyst

Hospital For Joint Diseases Orthopaedic Institute
07.1986 - 10.1992
  • Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
  • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
  • Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
  • Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.
  • Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
  • Assisted comptroller with year-end financial audits.
  • Helped with preparation of year-end and statutory accounts to compare past reports and evaluate financial health of company.
  • Increased accuracy of financial statements through diligent attention to detail and thorough review processes.
  • Maintained fixed asset records and depreciation schedules to establish accurate calculations.
  • Collaborated with external auditors to provide information for audit process.
  • Supported management decision-making by providing detailed financial analysis and recommendations backed by data-driven insights.
  • Created journal entry schedules to improve efficiency, support, and documentation of accounting processes.
  • Conducted thorough variance analyses comparing actual results to budget projections highlighting areas for improvement.
  • Coordinated with Human Resources department on payroll-related matters ensuring accurate compensation calculations for all employees.
  • Aided in preparing budgets and forecasting expenses and costs to make informed decisions regarding future financial performance.
  • Developed strong relationships with external auditors to facilitate efficient audit process.
  • Tracked funds, prepared deposits and reconciled accounts.
  • Maintained integrity of general ledger and chart of accounts.
  • Collected and reported monthly expense variances and explanations.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
  • Cooperated with senior leaders to create operating budgets and initiate financial planning.
  • Provided exceptional customer service when addressing employee inquiries about paychecks or withholdings, fostering positive workplace relations.
  • Managed year-end reporting tasks such as W-2s preparation and distribution, ensuring timely delivery to employees.
  • Maintained strict confidentiality of employee information, adhering to company policies and legal requirements for data protection.
  • Resolved payroll discrepancies promptly, addressing employee concerns and maintaining satisfaction.
  • Optimized workflow by creating detailed procedure manuals for each step in the payroll process, reducing errors and enhancing efficiency.
  • Developed strong relationships with internal departments to streamline communication regarding employee data updates and changes affecting payroll calculations.
  • Enhanced payroll accuracy by conducting thorough audits and ensuring proper documentation of all transactions.
  • Reconciled general ledger accounts related to payroll liabilities, providing accurate financial reports for management review.
  • Collaborated with Human Resources to manage employee benefits administration, including enrollment and deductions tracking.
  • Ensured compliance with federal, state, and local regulations by staying current on tax laws and reporting requirements.
  • Reduced overpayments by implementing a robust system of checks and balances throughout the entire payroll processing cycle.
  • Assisted in budget planning by providing accurate forecasting of future payrolls based on historical data analysis.
  • Supported audit teams during annual reviews by providing requested documentation in a timely manner, demonstrating strong organizational skills .
  • Improved the timeliness of payroll processing by implementing new procedures and training team members on best practices.
  • Managed payroll data entry and processing for 500+ employees to comply with predetermined company guidelines.
  • Resolved payroll discrepancies quickly and successfully.
  • Provided customer service to employees regarding payroll inquiries and issues.
  • Created new hire and termination documents for payroll.
  • Documented and processed all garnishments for bankruptcies, student loans, and child support orders.
  • Researched payroll errors and processed payments for federal and state taxes, social security, Medicare and various employee deductions, annuity contributions, and retirement plan withholdings.
  • Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
  • Verified and submitted timekeeping information for accurate and efficient payroll processing.
  • Reviewed time records for 500+ employees to verify accuracy of information.
  • Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions.
  • Collaborated with human resources, adcounting and other departments to confirm payroll accuracy.
  • Confirmed compliance with all applicable federal, state and local payroll laws and regulations.
  • Created and maintained precise and accurate models, charts and reports.
  • Helped clients make optimal decisions on amounts and timing of capitalization.

Education

BBA - Computer Information Systems Analysis

Baruch College of The City University of New York
New York, NY
06.1993

Skills

  • Customer Service
  • Office Management
  • Organizational Skills
  • Office Administration
  • Excellent multi-tasking ability
  • Data Entry
  • Customer Relations
  • Billing
  • Scheduling and calendar management
  • Administrative Support
  • Payroll Processing
  • Bookkeeping
  • Document Management
  • Payroll and budgeting
  • Clerical Support
  • Account Reconciliation
  • Credit and collections
  • Relationship Building
  • Mail handling
  • Scheduling
  • Staff Management
  • Employee Supervision
  • Operations Management
  • Human Resources
  • Conflict Management
  • Staff hiring
  • Administrative Oversight
  • Training and coaching
  • Documentation and control
  • Policy Implementation
  • Workflow Optimization
  • Financial Reporting
  • Financial Tracking
  • Expense Reporting
  • Team Supervision
  • Staff Training
  • Financial Accounting
  • Report Preparation
  • Business Administration
  • Travel Coordination
  • Computer Skills
  • Decision-Making
  • Customer Relationship Management
  • Problem Resolution
  • Teamwork and Collaboration
  • Good Judgment
  • Documentation And Reporting
  • Professional and Courteous
  • Team Leadership
  • Task Delegation
  • Goal Setting

Timeline

Office Manager- Physical Therapy

Motion Sports Medicine
08.2023 - Current

Chief Finance Officer

Excellent Choice Physical Therapy, P.C.
02.2002 - 07.2023

Chief Financial Officer

Excellence Physical Therapy, P.C.
12.1992 - 01.2002

Staff Accountant/ Payroll Analyst

Hospital For Joint Diseases Orthopaedic Institute
07.1986 - 10.1992

BBA - Computer Information Systems Analysis

Baruch College of The City University of New York

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Josephine Uy-Chuang