Robert Hagan
Nashville,TN
Summary
Professional finance leader with extensive expertise in financial management, reporting, and strategic planning. Exceptional at fostering team collaboration and driving organizational success through effective budgeting, forecasting, and compliance. Highly adaptable, with strong analytical skills and deep understanding of corporate finance principles. Known for reliability, integrity, and results-driven approach in dynamic environments.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Area Director of Financial Services
The Heritage at Brentwood
Brentwood, TN
02.2017 - Current
- Oversaw comprehensive budget planning for upscale senior living community to enhance operational efficiency and resource allocation.
- Reviewed and finalized monthly financial statements, highlighting key financial metrics and trends.
- Analyzed financial data to produce monthly and year-to-date variance reports for community and LCS leadership review.
- Developed and maintained accurate monthly financial forecasts to support strategic decision-making.
- Presented operating results to resident committees, ownership, and multiple lenders, ensuring clarity and understanding.
- Collaborated with department managers to implement best practices in expense control and labor management.
- Collaborated in weekly sales strategy and hot board meetings to enhance community and regional marketing initiatives.
- Collaborated with team to execute $3.6 million capital renovation project, ensuring community updates aligned with industry standards.
- Instrumental in development of a robust hiring and retention program resulting in an 11% increase to staffing levels allowing a return to normal operations after COVID
- Provided strategic accounting support to optimize financial management processes for Blakehurst, a life plan community in Towson, MD.
- Created a culture of accountability among staff members by setting clear expectations regarding job responsibilities and performance goals consistent with company values.
Finance/Accounting Consultant
Vaco Nashville, LLC
Brentwood, TN
10.2016 - 02.2017
- Engagement with Quorum Health Corporation (Community Health Systems spinoff)
- Executed quarterly asset roll forward to ensure accurate completion of consolidated statement of cash flows.
- Generated detailed reports and analytical insights to support corporate tax compliance and external audit processes.
- Executed special projects assigned by corporate controller to enhance operational efficiency.
Director of Accounting
LCS/Trillium Woods
Plymouth, MN
03.2015 - 10.2016
- Contributed expertise as a vital member of management team in the successful development and opening of an upscale life plan community.
- Oversaw comprehensive annual budget planning and provided accurate monthly financial forecasts to support strategic decision-making.
- Compiled and analyzed monthly financial statements to ensure accuracy and compliance.
- Directed financial management of $1.7M budget to ensure effective procurement of capital equipment.
- Provided strategic consultation to marketing and administrative services to enhance resident closing procedures prior to move-in.
- Established expense control measures to empower department managers in achieving budgetary goals.
Freelance Consultant
Danberry at Inverness (LCS)
Hoover, AL
02.2015 - 03.2015
- Coordinated essential administrative tasks and maintained workflow efficiency during transition period without business office manager.
- Established charge entry processes to guarantee timely completion of month-end deadlines.
- Addressed and rectified prior month billing discrepancies with residents and families.
Controller
Wellbrooke Skilled Nursing/Assisted Living Communities (LCS)
Greenwood, IN
09.2013 - 10.2014
- Oversaw financial operations as controller for six start-up skilled nursing and assisted living communities across Indiana.
- Reviewed and compiled monthly financial statements, providing insights for informed decision-making.
- Provided expert consultation to general managers regarding financial forecasting to ensure accurate cash requirement assessments.
- Delivered comprehensive budget training to enhance financial acumen among general managers and regional management.
Director of Finance
Vanguard Healthcare Services
Brentwood, TN
09.2012 - 07.2013
- Reviewed and assessed financial statements for skilled nursing facilities, contributing to financial oversight of a $225 million revenue portfolio.
- Directed financial reporting processes by supervising two controllers responsible for statements of twenty-five skilled nursing facilities.
- Facilitated fiscal year-end audits, collaborating with state government and lenders to streamline compliance and reporting.
- Created comprehensive cash forecasts on a weekly basis to facilitate informed financial decision-making regarding disbursements and funding.
- Executed monthly debt compliance reporting to lenders, ensuring adherence to financial obligations.
- Collaborated with cross-functional teams to streamline financial reporting processes and ensure timely completion of deadlines.
Director of Financial Services
The Heritage at Brentwood
Brentwood, TN
12.2006 - 09.2012
- Played a pivotal role in management team during the development and initiation of an upscale life plan community, focusing on quality and resident satisfaction.
- Managed comprehensive budget planning process for community, focusing on revenue generation and resource allocation.
- Communicated community operating results effectively to various stakeholders, ensuring transparency and engagement with resident committees, ownership, and lenders.
- Implemented process improvements that successfully shortened month-end close timeline from ten business days to five business days.
- Developed and implemented billing procedures to maintain compliance with LCS accounts receivable standards.
- Analyzed financial data to prepare monthly cash flow projections, facilitating informed decisions regarding community development funding.
- Established and enforced robust expense control measures to empower department managers in achieving budgetary goals.
- Led team collaboration in implementing point-of-sale system for capturing resident charges.
- Acted as a key resource for accounting personnel in diverse LCS communities, ensuring accurate financial practices.
Finance and Accounting (Multiple roles)
American Retirement Corporation
Brentwood, TN
06.2005 - 12.2006
- Managed accounting tasks to ensure accurate financial tracking for special projects.
- Contributed to billing software conversion task force, ensuring seamless transition and integration.
- Collaborated with new acquisitions to streamline integration of company accounting systems.
- Coordinated and executed month-end billing and financial statement closures, ensuring accuracy and compliance at corporate and community levels.
- Oversaw account management for seven communities, ensuring client satisfaction and retention.
Director of Financial Services
The Hampton at Post Oak (ARC owned rental community)
Houston, TX
10.2001 - 06.2005
- Directed development of comprehensive annual business plan and budget.
- Reviewed and prepared detailed monthly financial statements alongside comprehensive variance analysis for accurate financial reporting.
- Collaborated with department managers to optimize expense control measures and improve financial efficiency.
- Directed management of accounts receivable processes to ensure achievement of days of sales outstanding objectives across multiple payers.
- Facilitated internal assessments and comparative studies with other ARC communities to verify alignment with corporate objectives.
Accounting Manager
ARC Corporate Office
Brentwood, TN
12.1999 - 10.2001
- Managed monthly financial reporting for 32 CCRCs in various states, ensuring timely and precise documentation.
- Managed daily activities of seven senior accountants, fostering a collaborative and efficient work environment.
- Partnered with Senior Vice-President of Finance and Corporate Controller to drive enhancements in accounting systems.
- Facilitated training on accounting policies and procedures for community staff.
- Supported independent auditors in conducting thorough annual financial statement audits to ensure compliance and accuracy.
Senior Accountant
Diversicare Management Services
Franklin, TN
06.1996 - 12.1999
- Evaluated and interpreted financial statements for twenty-six nursing home facilities across multiple states.
- Directed activities of two staff accountants to ensure accurate financial reporting.
- Presented monthly financial results to corporate management, ensuring clarity and accuracy.
- Analyzed and compiled data to prepare accurate multi-state sale and use tax returns for timely submission.
- Facilitated skill enhancement for clerical accounting personnel to ensure operational efficiency.
- Facilitated collaboration with independent auditors during annual financial statement audit.
Education
BBA - Accounting
Marshall University
Huntington, WV01-1993
Skills
- 20 years of senior living community leadership experience
- General Ledger (Oracle EBS, Great Plains)
- Billing (My Unity, Point Click Care)
- Budgeting/Forecasting (Workday)
- Account Reconciliation (Blackline)
- Excel (Intermediate – pivot tables, Vlookup, complex formulas)
- Power Point presentations
- Preparing financial statements
- Cash flow management
- Staff management
- Financial statement review
- Team oversight
- Fixed asset management
Accomplishments
- Reduced accounts receivable days to 2.2 leading to a year-over-year revenue increase of $125,000.
- Collaborated with team of six in the development of community renovation budget and timeline.
- Introduced accounting procedures and stronger financial controls to improve financial reporting and accelerating month-end close by 50%.
Certification
Certified Public Accountant, Tennessee (inactive)
Timeline
Area Director of Financial Services
The Heritage at Brentwood
02.2017 - Current
Finance/Accounting Consultant
Vaco Nashville, LLC
10.2016 - 02.2017
Director of Accounting
LCS/Trillium Woods
03.2015 - 10.2016
Freelance Consultant
Danberry at Inverness (LCS)
02.2015 - 03.2015
Controller
Wellbrooke Skilled Nursing/Assisted Living Communities (LCS)
09.2013 - 10.2014
Director of Finance
Vanguard Healthcare Services
09.2012 - 07.2013
Director of Financial Services
The Heritage at Brentwood
12.2006 - 09.2012
Finance and Accounting (Multiple roles)
American Retirement Corporation
06.2005 - 12.2006
Director of Financial Services
The Hampton at Post Oak (ARC owned rental community)
10.2001 - 06.2005
Accounting Manager
ARC Corporate Office
12.1999 - 10.2001
Senior Accountant
Diversicare Management Services
06.1996 - 12.1999
BBA - Accounting
Marshall University