Summary
Overview
Work History
Education
Skills
Custom
Timeline
Generic

Phyllis Casey

Birmingham,AL

Summary

Knowledgeable accounting professional offering over 25 years of experience in healthcare financial operations. Strategic business leader, communicator and people manager.

Overview

37
37
years of professional experience

Work History

Senior Accountant II

SOUTHERN COMPANY
01.2022 - Current
  • Lead SNC Nuclear Plant accounting activities, providing support as requested and fostering engagement with Team members at the Sites
  • Oversee SNC’s monthly site financial close process
  • Led the SNC plant accounting integration of Vogtle 3 including training classes and presentations
  • Continue to resolve process issues and recommend enhancements as SOCO continues to adapt to new System wide financial software including attending any knowledge development opportunities and teaching/training others as needed
  • Helped onboard new Staff in our group acting as a resource and guide to overcome process and system challenges
  • Prepare balance sheet reconciliations for assigned accounts and process Uniform Gross Tax Up process for all Nuclear Sites.

Professional Accounting Contractor

WARREN AVERETT
06.2020 - 01.2022
  • Engaged in long-term contract arrangement with Georgia Power in the GPC Nuclear Development Accounting group
  • Prepare monthly journal entries, reconciliations and other ad hoc reporting as needed by GPC
  • Hired and trained remotely; currently working remote.

Senior Accountant/Project Accounting

AVANTI POLAR LIPIDS, INC.
01.2020 - 06.2020
  • Worked part-time to meet several needs in the accounting department including: Month-end close and financial statement preparation, including filing of debt covenant coverage documentation
  • Balance sheet reconciliations
  • Avalara Sales Tax Task Team – implementing application and processes to charge customers sales tax
  • Preparing documentation and support for audit and fielding questions from external audit firm
  • Immediately took ownership of tasks assigned with very little training and limited oversight.

Controller/CFO

ENCOMPASS HEALTH REHABILITATION HOSPITAL OF SHELBY COUNTY
01.2018 - 11.2019
  • Was member of the Administrative Leadership Team and participated in daily Administrative sessions to discuss operations
  • Responsible for all financial matters of the facility including but not limited to: Presenting financial information to Regional Leadership Team and to all facility staff as requested
  • Oversight of all purchasing, accounts payable and payroll activities
  • Initiating all vendor contracts and monitoring process through contract management system
  • Reviewing and monitoring of all insurer contracts including Medicare and Third Party Payers
  • Coordinating all billing matters with the Central Business Office including monitoring of claim holds and denials
  • Preparing numerous reports to present metrics, forecast monthly results and explain variances to budget
  • Preparing the annual Hospital budget
  • Coordinated all requirements related to Internal Audit and ensured compliance with all financial policies.

Controller

AVANTI POLAR LIPIDS, INC.
08.2016 - 01.2018
  • Responsible for monthly financial close and generation of monthly financial package
  • Oversight responsibility for accounts receivable including collection efforts; prepared daily cash management report
  • Participated in the conversion of accounting and billing functions to Microsoft Dynamics and continued as Administrator of the Dynamics system
  • Promoted to Controller from Accounting Manager and assisted the CFO in development of the Accounting Department by implementing policies and procedures, streamlining the close process and ensuring accuracy of financial reporting.

Controller

GRANDVIEW MEDICAL CENTER
10.2015 - 07.2016
  • Member of Leadership Team for the Hospital
  • Had direct responsibility for Finance Department and oversight of all Finance Staff
  • Oversaw preparation of the consolidated medical center financial statements, analysis and reconciliations
  • Managed accounts payable staff, approved weekly cash disbursements, oversaw payroll analyst and services for payroll
  • Assisted CFO with weekly and monthly Corporate (Community Health Systems) reporting.

Controller

ADREIMA
05.2014 - 09.2015
  • Was responsible for all financial accounting of the company including GL, AR, AP and financial statement production
  • Provided leadership in the Birmingham location which housed all financial activities
  • Assisted the CFO in numerous areas including staff selection, training, process improvements, expense controls and cash management
  • Involved in the consolidation of all financial matters from all locations to the Birmingham office, including combination of several general ledgers into one and revamping the COA.

Chief Financial Officer

ACADIA HEALTHCARE-GREENLEAF CENTERS
06.2013 - 05.2014
  • Member of the management team and was responsible for overseeing all aspects of financial operations
  • Assisted the CEO in operational and strategic planning, business development / service line management, FTE management and margin improvement
  • Held direct responsibility for general accounting, payroll, accounts payable, business office operations, financial and statistical reporting and internal controls
  • Developed the operational and capital budgets which supported the Hospital’s strategic plan.

Senior Manager, Finance Practice

QUORUM HEALTH RESOURCES, INC. (QHR)
01.2008 - 01.2013
  • Supported two independent lines of business under the QHR umbrella; Quorum Intensive Resources (QIR), which provided support to hospitals in dire straits financially and operationally, facing bankruptcy and/or are not meeting debt covenants and Quorum Healthcare Affiliates (QHA), a service line exploring opportunities to purchase a majority ownership in ambulatory surgery centers
  • For QIR: Provided initial financial assessment of hospitals in need of immediate financial and operational assistance through benchmarking and clinical and financial metric comparisons
  • Identified target areas that could create an immediate impact to the hospital’s financial results
  • For QHA: Prepared financial model utilizing data gathered from the ASC to determine current status and project five year results after applying CHS approved assumptions to model
  • Organized due diligence (DD) teams, developed Project Plan, made assignments for review of critical areas of the ASC and assisted in preparation of final report delivered to QHR Corporate leadership
  • Prepared monthly financial statement variance analysis and participated in budget process for the QHR Finance Practice.

Senior Manager, Client Services Reporting

QUORUM HEALTH RESOURCES, INC. (QHR)
01.2011 - 01.2012
  • Directed the creation of QHR's value proposition reports for client hospitals, assembling, editing and reporting on data from numerous data sources to support value proposition reporting figures
  • Was responsible for obtaining specific and measurable value figures from Regional Vice Presidents (RVP), Associate Vice Presidents (AVP), Regional Financial Analysts (RFA), hospital CEO's and CFO's
  • Utilized knowledge of hospital’s financial cycle and key components of hospital operations to identify obstacles related to processes, procedures and staffing.

Regional Financial Analyst

QUORUM HEALTH RESOURCES, INC. (QHR)
01.2008 - 01.2011
  • Assisted in monitoring of client hospital financial performance including review and analysis of monthly financial statements, annual hospital budgets, and monthly QHR key indicator reports and rankings for 23 hospitals
  • Supported the RVP and AVP in hospital Monthly Operational Reviews (MOR) through the preparation and review of analyses as well as participation on the MOR call with hospital personnel.

Financial Services Manager-Corporate Accounting – Budget

CAROLINAS HEALTHCARE SYSTEM
01.2004 - 01.2007
  • Was responsible for preparation of the Carolinas Healthcare System (CHS) operating budget; duties included planning and coordination, preparation and gathering of data relevant to generation of the budget, input of data to computer system and production of related reports and presentations to assist Senior Management; worked with independent financial model to ensure agreement with System budget
  • Provided oversight direction of all sales, use, excise, motor fuel, communications and related tax filings and accurate and timely filing of escheatable property to the State; also monitored System-wide compliance with these tax and escheat regulations.

Financial Services Manager-Accounting Services

CAROLINAS HEALTHCARE SYSTEM
01.2000 - 01.2004
  • Was responsible for financial reporting of nine business units with the Carolinas Healthcare System (CHS) and oversight direction of the cash reconciliation process for the entire System
  • Supervised staff as they prepared journal entries, monthly reconcilements and quarterly financial packages for consolidation with all other CHS business units and participated in all budgeting activities related to these nine business units
  • Was member of internal steering committee engaged in the development of an in-house mail order pharmacy including the selection of a new pharmacy benefits management company.

Accounting Manager

INTERNATIONAL PHARMACY MANAGEMENT, INC.
01.1997 - 01.2000
  • Responsible for the overall, day-to-day accounting functions including supervision and processing of accounts receivable, accounts payable, general ledger and financial statement preparation and analysis
  • Prepared tax package for external audit firm and coordinated information needed for on-site annual financial audit
  • Converted all accounting records from Dac Easy to Microsoft Dynamics and maintained the system with the support of IS personnel.

Co-owner

PARK LANE FLOWERS
01.1994 - 01.2000
  • Assisted co-owner husband with all strategic business matters related to the corporation and the operation of this small business and provided service as needed in the areas of accounts receivable, account payable, payroll and financial statement preparation.

Controller

SOUTHEAST HEALTH PLAN, INC.
01.1987 - 01.1993
  • Promoted to Controller in 1991 after effective performance as Assistant Controller (1990-1991) and General Accounting Manager (1987-1990)
  • Responsible for accurate and timely consolidated financial reporting and the overall, day-to-day accounting functions including supervision of personnel in accounts receivable, accounts payable, payroll, general ledger and financial statement preparation and analysis.

Education

BS Accounting -

UNIVERSITY OF ALABAMA at BIRMINGHAM
Birmingham, AL

Business -

AUBURN UNIVERSITY
Auburn, AL

No Degree - MBA

UNIVERSITY OF ALABAMA - BIRMINGHAM AL
Birmingham, AL

Skills

  • Microsoft Excel
  • Microsoft Word
  • Microsoft PowerPoint
  • Microsoft Project
  • Microsoft Outlook
  • Oracle
  • Maximo
  • Hyperion
  • HMS
  • Ultipro
  • ETime
  • Salesforce
  • PeopleSoft Financial and HR
  • Microsoft GP/Dynamics
  • QuickBooks
  • SalesPad
  • FRx
  • Cognos
  • Quicken

Custom

References furnished upon request

Timeline

Senior Accountant II

SOUTHERN COMPANY
01.2022 - Current

Professional Accounting Contractor

WARREN AVERETT
06.2020 - 01.2022

Senior Accountant/Project Accounting

AVANTI POLAR LIPIDS, INC.
01.2020 - 06.2020

Controller/CFO

ENCOMPASS HEALTH REHABILITATION HOSPITAL OF SHELBY COUNTY
01.2018 - 11.2019

Controller

AVANTI POLAR LIPIDS, INC.
08.2016 - 01.2018

Controller

GRANDVIEW MEDICAL CENTER
10.2015 - 07.2016

Controller

ADREIMA
05.2014 - 09.2015

Chief Financial Officer

ACADIA HEALTHCARE-GREENLEAF CENTERS
06.2013 - 05.2014

Senior Manager, Client Services Reporting

QUORUM HEALTH RESOURCES, INC. (QHR)
01.2011 - 01.2012

Senior Manager, Finance Practice

QUORUM HEALTH RESOURCES, INC. (QHR)
01.2008 - 01.2013

Regional Financial Analyst

QUORUM HEALTH RESOURCES, INC. (QHR)
01.2008 - 01.2011

Financial Services Manager-Corporate Accounting – Budget

CAROLINAS HEALTHCARE SYSTEM
01.2004 - 01.2007

Financial Services Manager-Accounting Services

CAROLINAS HEALTHCARE SYSTEM
01.2000 - 01.2004

Accounting Manager

INTERNATIONAL PHARMACY MANAGEMENT, INC.
01.1997 - 01.2000

Co-owner

PARK LANE FLOWERS
01.1994 - 01.2000

Controller

SOUTHEAST HEALTH PLAN, INC.
01.1987 - 01.1993

BS Accounting -

UNIVERSITY OF ALABAMA at BIRMINGHAM

Business -

AUBURN UNIVERSITY

No Degree - MBA

UNIVERSITY OF ALABAMA - BIRMINGHAM AL

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