Yleana Rubio
Pennsauken,NJ
Summary
Motivated Director of Finance promoting more than 20 years of proficiency in identifying and analyzing trends and partnering with other departmental leaders. Action-oriented individual with experience tracking actual business results against plans. Offering exceptional issue resolution and staff training skills.
Overview
19
19
years of professional experience
Work History
Director of Finance
CAMcare Health Corporation
04.2020 - Current
- Set clear departmental objectives and developed effective strategies to achieve targeted goals for federally qualified health center.
- Monitor $25 million budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Responsible for monthly reconciliation of 9 bank accounts and take corrective actions on deviations.
- Provide training and development of 2 staff accountants, fostering individual growth and team synergy.
- Forecast trends and recommended improvements based on financial risk analyses.
- Proficiently executed integration of Sage Intacct accounting software, resulting in enhanced processes and increased automation.
Interim Vice President and Chief Financial Officer
CAMcare Health Corporation
11.2021 - 05.2022
- Facilitated complete forgiveness of $2 million dollar PPP loan.
- Prepared monthly financial statements that summarized financial health and business performance and presented to board of trustees.
- Oversaw revenue cycle operations, totaling $25 million annually.
- Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
- Oversaw 3 departments with 13 associates. Responsible for accounting, patient accounts, and financial screeners.
Senior Accountant
CAMcare Health Corporation
03.2016 - 03.2020
- Achieved cost savings of $300,000 within year by assuming additional responsibilities without prior knowledge, rapidly acquiring new skills.
- Reconciled accounts and created documents for monthly closure procedures.
- Completed year-end closing processes with Chief Financial Officer and external auditors.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Collaborated extensively with IT department to establish secure electronic data storage system using shared drive.
Staff Accountant
CAMcare Health Corporation
07.2011 - 03.2016
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Prepared and processed over 400 weekly journal entries to record in general ledger and maintain consistent documentation.
- Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
- Maintained fixed asset records and depreciation schedules to establish accurate calculations.
- Tracked funds, prepared deposits and reconciled accounts.
Senior Tax Associate
PriceWaterhouseCoopers LLP
04.2006 - 10.2008
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry and technical matters to remain current on tax legislation.
- Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of engagement.
- Oversaw team of 3 direct reports handling over 500 submissions per year.
- Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.
Education
BBA - Accounting And Finance
Baruch College of The City University of New York
New York, NY05.2003
Skills
- Financial Management and Reporting
- Innovative and Visionary
- Articulate Communication
- Project Oversight
- Profit and Loss
- Balance Reconciliations
- Detail-oriented and Analytical
- Vendor Relations & Customer Service
- Research, Investigation & Resolution
- Business Accounting Process Improvements
- Microsoft Office
- Accounting Software (Sage Intacct, Abila MIP)
Timeline
Interim Vice President and Chief Financial Officer
CAMcare Health Corporation
11.2021 - 05.2022
Director of Finance
CAMcare Health Corporation
04.2020 - Current
Senior Accountant
CAMcare Health Corporation
03.2016 - 03.2020
Staff Accountant
CAMcare Health Corporation
07.2011 - 03.2016
Senior Tax Associate
PriceWaterhouseCoopers LLP
04.2006 - 10.2008
BBA - Accounting And Finance
Baruch College of The City University of New York