Robert Irish
SALEM,Oregon
Summary
Skilled financial professional, adept at increasing work process efficiency and profitability. Successfully advised multi-million-dollar corporations, and small businesses. Strong leader with an entrepreneurial spirit. Expertise in merger and acquisition due diligence, GAAP based financial reporting, forecasting, cash management, audit oversight, and team building. Advanced skills in Microsoft Office, Excel, and Google sheets. Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
28
28
years of professional experience
Work History
FINANCE MANAGER
Providence Health Plan / Performance Health Technology
01.2016 - Current
- Developed strategic finance plan with existing staff
- Handle oversite and management of all accounting operations
- Assessed financials, recasting for GAAP prior to first audit with Moss Adams
- Developed two-year rolling financial and cashflow forecasts
- Worked directly with ownership and senior management to implement cost containment plan to bring expenses in-line with revenue
- Developed process to track individual incentive forecasts maintained by each manager
- Assessed finance staff and adjusted positions for prime efficiency
- Work hands-on with operations and support services to keep total staff of 220 employees at optimum level
- Oversee and review month and annual close procedures, annual audits, and tax provision planning with Moss Adams
- Work directly with corporate attorneys, CPA’s, Insurance professionals, and corporate bankers
- Maintain all legal contracts, stock, and professional documents
- Research and advise ownership regarding personal and corporate tax positioning
- Continue to fine-tune, and document processes and procedures
- Complete financial projects and analysis as requested by corporate CFO
- Directly involved in 16-month due diligence which resulted in Performance Health Technology being acquired by Providence Plan Partners
- Following acquisition, became part of Providence finance team to rebuild balance sheet, developed budgets, and handling integration of Performance Health Technology into Providence finance team
- Since transition have continued to maintain Performance Health Technology Accounting, handled new client implementations as well as treasury functions.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making
- Researched and facilitated software integration to streamline accounting and financial processes
CONTROLLER
Sendit Direct Mail and Fulfillment Inc
03.2001 - 01.2016
- Setup accounting/human resources departments within business
- Formulated procedures through ongoing development of standard operating procedure manual
- Negotiated all business loans, business contracts, insurances, legal needs, and capital equipment purchases
- Developed corporate budget
- Handled collection issues, daily cash management, payroll, job costing, and fixed asset management
- Handled all accounting entries in compliance with GAAP guidelines
- Handled month-end close, year-end close, audit, and final tax filing with outside CPA firm
- Reported budget variances to ownership
- Created employee handbook and organized its review by accredited HR agency
- Handled employee recruitment, hiring, and termination
- Negotiated and coordinated employee benefits, including retirement plans
- Reported directly to ownership.
CONTROLLER
Myriad Group Inc
05.1995 - 03.2001
- Supervised accounting/finance team
- Identified inefficiencies within firm, assessed options for improving processes and productivity, and then implemented new procedures and policies to promote efficiency and accuracy
- Finalized close following audit review and final tax filing with outside CPA firm
- Negotiated all business loans, business contracts, insurances, legal needs, and capital equipment purchases
- Managed accounting staff and handled preparation of budget, collection issues, daily cash management, payroll, job costing, and fixed asset management
- Handled all accounting entries in compliance with GAAP guidelines
- Managed corporate projects and pro-forma statements
- Reported budget variances to ownership
- Conducted due diligence on three corporate acquisitions bringing like businesses into Myriad group of companies
- Reviewed existing employee handbook and coordinated final review by legal team
- Handled employee recruitment, hiring, and termination
- Negotiated and coordinated employee benefits, including retirement plans
- Reported directly to ownership.
Education
Master of Business Administration -
Corban University
Salem, OR06.2020
Bachelor of Science - Public Policy, Fiscal Policy & Economics
Western Oregon University
Monmouth, OR06.1990
Skills
- Cash Flow Management
- Verbal and Written Communication
- Corporate Tax & Audit oversite
- Excellent Team Leadership
- Budget forecasting
Timeline
FINANCE MANAGER
Providence Health Plan / Performance Health Technology
01.2016 - Current
CONTROLLER
Sendit Direct Mail and Fulfillment Inc
03.2001 - 01.2016
CONTROLLER
Myriad Group Inc
05.1995 - 03.2001
Master of Business Administration -
Corban University
Bachelor of Science - Public Policy, Fiscal Policy & Economics
Western Oregon University
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