Work Preference
Summary
Overview
Work History
Education
Skills
Timeline
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Kenneth J. Wagner
Open To Work

Kenneth J. Wagner

Financial Controller
Sun City Center,FL

Work Preference

Job Search Status

Open to work
Desired start date: Immediately

Desired Job Title

Manager of Budget & Financial AnalysisFinancial ControllerManager of Budget and Decision Support

Work Type

Full Time

Location Preference

Hybrid
Location: Sun City Center, FL, US
Open to relocation: No

Important To Me

Work-life balanceCompany CultureHealthcare benefitsWork from home optionPaid time offPaid sick leave401k matchStock Options / Equity / Profit Sharing4-day work week

Summary

A seasoned accounting and finance professional with more than 42 years of experience in healthcare and government sectors. A proven leader with over 30 years of supervisory experience managing teams of up to 30 staff members. Demonstrated success in delivering accurate financial reporting, including year-end audits with zero adjustments, and managing budgets up to $370 million. Holds a Masters of Business Administration and a Bachelors of Science in Business with a double major in Accounting and Business.

Overview

42
42
years of professional experience

Work History

Manager of Budget & Financial Analysis

MCR Health Services
Bradenton, FL
04.2024 - Current
  • Hired as a Full Time Employee.
  • Responsible for the three staff members for a large not-for-profit physician group specializing in primary medical, dental care, mental health, diagnostic, laboratory and pharmacy in the Manatee & Sarasota Counties. MCR Health has an annual budget exceeding $175 million.
  • Responsible for preparing and issuing the following: Annual Budget, Medicare Cost Reports, UDS reports (certain sections), Low Income Pool Reports, Financial Analyses, and Statistical Reports.
  • Responsible for preparing and issuing a new monthly internal statistical reports
  • Selected, installed, partially implemented and responsible for maintaining a budget & decision support system.

Financial Controller

Suncoast Community Health Centers
Riverview, FL
10.2014 - 04.2024
  • Hired as a Temporary Contracted Controller and promoted to Employed Financial Controller.
  • Responsible for the whole finance staff of six for a large not-for-profit physician group specializing in primary medical, dental care, mental health, diagnostic, laboratory and pharmacy in the eastern and southern Hillsborough County. Suncoast has an annual budget exceeding $52 million.
  • Responsible for preparing year-end financial statements and coordinating reporting with financial auditors for obtaining an unqualified opinion with zero audit adjustments.
  • Responsible for preparing and issuing the following: Annual Budget, Medicare Cost Reports, UDS reports (certain sections), HRSA FFR reports, Financial Analyses, and Statistical Reports.
  • Responsible for preparing and issuing monthly internal financial statements and responsibility reports.
  • Responsible for various accounting functions including: Accounts Payable, Payroll, Purchasing, Fixed Assets, General Accounting, Account Reconciliation and Analysis, Grant Draws and Accounting, Pension Accounting, Cash Posting, Treasury Management and various Federal, State and Local reporting requirements.
  • Responsible for maintaining and updating Accounting Policies and Procedures.
  • Installed, implemented and responsible for maintaining a new accounting system with new Chart of Accounts.

Senior Manager of Budget and Revenue

Hillsborough Transit Authority
Tampa, FL
07.2008 - 05.2014
  • Hired as an Assistant Manager of Budget and Accounting, promoted to Manager of Budget and Finance, promoted to Director of Finance, position reconfigured to Senior Manager of Budget and Revenue
  • Responsible for the whole finance staff of thirty for a large local public transit government authority with more than 14 million annual passengers and an annual budget exceeding $100 million.
  • Responsible for the coordination and preparation of the annual financial budget documents and reports which have been recognized by the Government Finance Officers Association for exceptional reporting.
  • Prepared and presented to the authority board the annual financial budget reports for adoption.
  • Responsible for the coordination and preparation of annual financial audits with unqualified opinions and submission of Comprehensive Annual Financial Reports which have been recognized by Government Finance Officers Association for exceptional reporting.
  • Responsible for the coordination and preparation of State of Florida Ad-Valorem compliance reporting.
  • Responsible for all accounting functions including: Cash, Banking and Investments, Accounts Receivable, Inventory, Fixed Assets, Accounts Payable, Payroll, Count Room, Passenger Retail Sales, Grant Accounting, Capital Project Accounting and Monthly Internal Financial Reporting.
  • Worked with various departments with the implementation of new upgrades to an Enterprise Reporting and Planning system, Great Plains.
  • Prepared cost saving projections for conversion to self-funded medical insurance and review of self-funded general liability and workers compensation risk programs.
  • Prepared wage compensation comparative analysis and fringe benefit cost projections.
  • Lead the authority's efforts and gained Federal approval for Indirect Cost reimbursement.
  • Responsible for various financial analyses and projections, including ten year operating and capital projections of revenues and expenses, cash flow forecasts, fund balance projections, and route and program profitability.
  • Responsible for various year-end financial regulatory reports including: National Transit Database and Transportation Disadvantage Report.
  • Worked with authority staff to prepare new board approved financial policies and updating of standard operating procedures.

Controller and Loan Officer

Apollo Beach Management
Apollo Beach, FL
09.2005 - 12.2007
  • Hired as a Controller and Loan Officer
  • Responsible for the whole office staff of three for a residential loan office with loan generation exceeding $60 million annually.
  • Prepared annual sales forecast.
  • Generated and presented monthly and year-end financial statements.
  • Processed accounts payable, payroll and maintained cash flow forecasts.
  • Prepared bank deposits, payroll tax deposits and reconciled bank accounts.
  • Posted payments and maintained accounts receivable.
  • Researched and resolved customer discrepancies and reconciled accounts.
  • Generated mortgage loans exceeding $2 million annually.

Manager of Budget and Decision Support

Bayfront Medical Center
Saint Petersburg, FL
05.1999 - 04.2005
  • Promoted to Manager of Budget and Decision Support from previous associated facility
  • Managed a finance staff of three financial analysts and one clerk for two health care facilities with annual operating and capital expenses exceeding $370 million.
  • Selected, managed, planned, implemented and maintained new Decision Support software system to support department managers with their decision making process, including: departmental actual vs. budget reporting, product line reporting, cost accounting standards and methods, and FTE and productivity reporting.
  • Planned, implemented and processed annual operating and capital budget, including volume and revenue projections, staffing and expense budgets and department and corporate summaries of income. Directed and coordinated Product Pricing and worked with department managers to implement new processes of product set up and implementation.
  • Worked with department managers in planning, preparing and, presenting product line analyses, projections, surveys and ROI analyses.
  • Maintained and reported accounting records for State of Florida regulator reporting.

Sr. Financial Analyst

St. Joseph's Hospital
Tampa, FL
02.1988 - 04.1999
  • Hired as Financial Analyst then promoted to Sr. Financial Analyst
  • Managed one financial analyst to maintain cost accounting for a health care facility with annual expenses exceeding $250 million.
  • Coordinated efforts with department managers in preparing annual volumes and revenue projections.
  • Coordinated efforts with department managers in planning, preparing, presenting product line analyses, projections, surveys and ROI analyses.
  • Prepared various analyses and projections of gross revenues and net reimbursement.
  • Maintained and reported accounting records for Federal/Medicare and Florida/Medicaid regulator reporting.
  • Prepared work papers and worked with external auditors for year-end financial statements.
  • Prepared work papers and projections related to two different acquisitions / consolidations: first, Humana Women's Hospital and Baycare Health Care.

Accounting Manager

Florida Hospital
Tampa, FL
11.1984 - 01.1988
  • Hired as Junior Accountant, promoted to Senior Accountant, then to Accounting Manager
  • Responsible for a financial staff of three for a health care facility with annual expenses of $20 million.
  • Supervised accounts payable, payroll and maintained cash flow forecasts.
  • Prepared payroll tax deposits and reconciled bank statements.
  • Researched, resolved and reconciled general ledger accounts.
  • Generated monthly and year-end financial statements.
  • Prepared work papers and worked with external auditors for year-end financial statements.

Education

Master's in Business Administration -

Everest University
Tampa, FL
07-1991

Bachelor's in Science -

University of Steubenville
Steubenville, OH
05-1984

Skills

  • Microsoft Windows: Outlook, Excel, Word and PowerPoint;
  • Various Accounting Software Systems: Abila/Sage/MIP/Microix/Drillpoint, DataPro, F9, Great Plains, and FRX;
  • Various Decision Support Software Systems: Prophix, Forecaster, EPSI, Trendstar, Vision-Ware, Crystal reporting and Quick-Books
  • Employee development
  • Schedule management
  • Process improvement
  • Good judgment
  • MS office
  • Professional and courteous
  • Scheduling and coordinating
  • Employee coaching and mentoring
  • Training and development
  • Staff training
  • Problem-solving
  • Attention to detail
  • Computer skills
  • Effective communication
  • Innovation management
  • Financial records oversight
  • Revenue management
  • Trend analysis
  • Regulatory compliance
  • Data analysis
  • Business administration
  • Project management
  • Goal setting
  • Task delegation
  • Documentation and reporting
  • Schedule preparation
  • Performance evaluations
  • Budget control
  • Key performance indicators
  • Financial management

Timeline

Manager of Budget & Financial Analysis

MCR Health Services
04.2024 - Current

Financial Controller

Suncoast Community Health Centers
10.2014 - 04.2024

Senior Manager of Budget and Revenue

Hillsborough Transit Authority
07.2008 - 05.2014

Controller and Loan Officer

Apollo Beach Management
09.2005 - 12.2007

Manager of Budget and Decision Support

Bayfront Medical Center
05.1999 - 04.2005

Sr. Financial Analyst

St. Joseph's Hospital
02.1988 - 04.1999

Accounting Manager

Florida Hospital
11.1984 - 01.1988

Master's in Business Administration -

Everest University

Bachelor's in Science -

University of Steubenville

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