Collaborate with the outsourced CFO to develop and execute financial strategies, budgets, and forecasts for clients to optimize their financial performance.
Provide proactive financial advice and guidance to clients, identifying areas for cost reduction, revenue enhancement, and overall financial improvement.
Conduct regular financial reviews with clients, presenting findings and recommendations to aid in strategic decision-making and goal setting.
Assistant Controller
The Okay Cool Group, LLC
10.2021 - 06.2023
Manage a team of three accounting professionals.
Oversee the accounting operations of 16 different legal entities with annual revenues over $11M.
Lead and oversee all functions and activities of the finance department.
Maintain proper accounting procedures within complex and unusual business structures.
Ensure compliance of 5 liquor licenses with complex legal agreements and $5M in annual alcohol revenue.
Senior Accountant
Providence Mental Health
04.2021 - 10.2021
Oversee and manage the medical billing department averaging 4M in medical claims annually.
Ensure compliance with federal and state regulations.
Analyze insurance billing activity to ensure maximum insurance payment and lowest patient co-pay.
Prepare month-end and year-end financials.
Education
Master of Professional Accountancy -
Montana State University
Bozeman
05.2020
Bachelor of Science - Business - Accounting
Montana State University
Bozeman, MT
05.2019
Skills
Weekdays after 4:00 pm
Weekends
One weekday a week before 4:00 pm can be accommodated
Certification
Certified Public Accountant, Montana #033271, Wisconsin #30092
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