Lacey Whitehill
Adel,IA
Summary
Dynamic and detail-oriented professional recognized for exceptional communication and critical thinking abilities. Proven track record of managing multiple tasks simultaneously while ensuring efficiency and accuracy. Skilled in effective collaboration within a team environment, contributing to collective success and project goals. Committed to delivering high-quality results and fostering positive workplace relationships.
Overview
17
17
years of professional experience
Work History
Senior Financial Analyst
Saint Luke’s Physician Group
Kansas City, MO
04.2025 - Current
- Collaborated with my divisions to create the annual budget. Produce monthly financial reports for my divisions. Aide in analyzing variances and prepare month-end accruals. Produce proformas to assist in decision-making of new hires, and changes to service lines.
Accounting Manager
Primary Health Care
Des Moines, IA
10.2023 - 04.2025
- Oversee the Finance team. Which includes Accounts Payable, Payroll, and Staff Accountants. Prepare and review the monthly financials, tracking prepaid purchases, auditing AP and approval of weekly check/ACH run, approving journal entries, track assets, grant reporting, budget preparations, and the production of the annual budget. All annual governmental reporting such as UDS, Cost Report, US Census, and audits are completed by me and my team.
Financial Planning Analyst
Liberty Hospital
01.2020 - 02.2022
- Assist in producing the annual budget for the District, Corporation, and Liberty Healthy Living Corporation. Complete governmental reporting such as Wage Index, Occupational Mix, and Cost Report. Serve as the Capital Liaison to the management team and a business partner to the CFO. Complete service line analysis as needed, FTE justification, and help determine nursing unit staffing levels. Continue to support the CFO as needed. I transitioned to PRN as of Feb 2022 and continued in this capacity until Aug 2024 working on special projects for the CFO.
Controller
Emory Industrial Services
06.2021 - 01.2022
- Developed, implemented, and performed daily accounting procedures, monthly accounting procedures, and accounting procedures.
- Created month end procedures, to control the timeframe of producing monthly financials.
- Managed employees from 3 different locations in both AR and AP departments.
- Create financial analysis documents to show trends and profit margin analysis for new service lines.
Staff Accountant
Liberty Hospital
03.2018 - 01.2020
- Conduct bank reconciliations. Prepare financials for month-end procedures. Track asset purchases. Capitalize assets monthly. Calculate depreciation as a part of month-end. General duties consist of tracking contract labor, reviewing the daily cash flow needs, reconciling balance statement accounts, and managing communications daily with the bank regarding ACH, CPA, and wire transfers. All audit file preparations are done each July.
Financial Counselor/Cashier
Liberty Hospital
08.2016 - 03.2018
- Assist patients with payments; explain the availability of financial aid and the process. Balance gift shop deposits, cafeteria deposits and deposits for the corporation, and foundation. Process bad debt payments collected by third party collection agencies. Discuss any billing discrepancies and assist with the explanation of benefits to ensure proper billing with the business office. Offer long term payment plans with Commerce Bank or work directly with Liberty Hospital.
Office Manager
Bruce A. Harris D.D.S./Kerr Family Dental
04.2012 - 08.2016
- Coordinate the office staff and day-to-day tasks such as scheduling, treatment planning, as well as insurance verification and claims. Manage 401K contributions, monthly accounting reports and balancing accounts.
- Initiated office participation in community health awareness events to promote the practice.
- Facilitate ownership transition.
- Main point of contact for the rental properties located above the facility and coordinate repairs.
Executive Director
Osceola Chamber Main Street
12.2008 - 04.2012
- Meet regularly with the businesses within the Main Street District. Tasks include managing seven different committees, financial reporting, and accounts receivable. Interaction with several different volunteers and board members makes it essential to communicate effectively to achieve goals.
- Oversee the restoration of a historic building into 6 apartments. $1.9 million project.
- Created a budget for the organization while managing the accounting for the rehab project.
- Developed an annual sponsorship campaign and raised an additional $40,000 for the organization.
- Create all marketing materials for events/campaigns.
Education
Master of Business Administration - CPA Eligible
Kansas State University
Manhattan, KS05-2019
Bachelor of Science - Business Management
William Penn University
Oskaloosa, IA06-2008
Associates of Science Degree - undefined
Des Moines Area Community College
Des Moines, IA12-2005
Skills
- Budgeting and planning
- Variance reporting
- Account reconciliation
- Annual budgets
- Leadership & Development
Timeline
Senior Financial Analyst
Saint Luke’s Physician Group
04.2025 - Current
Accounting Manager
Primary Health Care
10.2023 - 04.2025
Controller
Emory Industrial Services
06.2021 - 01.2022
Financial Planning Analyst
Liberty Hospital
01.2020 - 02.2022
Staff Accountant
Liberty Hospital
03.2018 - 01.2020
Financial Counselor/Cashier
Liberty Hospital
08.2016 - 03.2018
Office Manager
Bruce A. Harris D.D.S./Kerr Family Dental
04.2012 - 08.2016
Executive Director
Osceola Chamber Main Street
12.2008 - 04.2012
Bachelor of Science - Business Management
William Penn University
Associates of Science Degree - undefined
Des Moines Area Community College
Master of Business Administration - CPA Eligible
Kansas State University