Achievement-oriented and dependable professional with strong public accounting and healthcare industry experience. Advanced level Compilation, review, audit and tax experience. Systematic Results-driven professional accountant experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
33
33
years of professional experience
7
7
years of post-secondary education
Work History
Director of Finance
ASAS Health LLC
6 2021 - Current
Improved accounting processes with data management systems, established internal controls to reduce fraud.
Fostered culture of accountability within the finance department, emphasizing importance of meeting deadlines and delivering accurate financial data to stakeholders.
Reduced overhead costs by identifying inefficiencies and implementing targeted cost-saving measures across various departments.
Established Financial reporting process to provide timely financial information and trends to th management
Managed cashflow to meet all working capital requirements of operations
Overall control and management of over 30 locations in S Texas
CEO
Pulse CFO Solutions PLLC DBA Value Focus Consulting
06.2016 - Current
Tax preparation, Tax planning, Accounting, Payroll and Medical Consulting.
Established new revenue streams by identifying market opportunities and launching innovative products or services for clients.
Developed financial models to assess and analyze financial performance of clients.
Created financial plan for clients to serve as framework for organizing components of financial situations.
Collected and reported monthly expense variances and explanations.
Improved financial transparency for senior management by developing custom reports highlighting key performance indicators.
Contributed to annual budget preparation by analyzing historical trends and forecasting future expenses for various departments.
Managed payroll operations for clients managing over 300 employees
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Performed tasks related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
Kept up to date on current income tax developments and advised clients to make proper adjustments.
Developed strong relationships with clients by maintaining open communication lines and addressing concerns promptly.