Sarah McPheron

• Expanded organization from fewer than 25 employees to over 75 employees, in addition to managing 50 contract staff, helping transform the company into a multi-million-dollar enterprise.
• Proven ability to build and lead teams from the ground up, supporting the company’s rapid growth and success.
• Developed and implemented essential systems to support scalability and operational efficiency as the company grew.
• Played a key role in the creation and development of company policies, procedures, and forms, ensuring compliance and operational consistency.
• Spearheaded the acquisition of major assets, including multiple real estate properties and a large vehicle fleet, contributing to the company’s long-term value.
• Maintained a flawless audit record for the financial department, achieving multiple years of perfect audit history under mandatory state and federal audits.
• Provided strategic guidance to the financial department during internal audits and state and federal regulatory audits, ensuring full compliance and audit success.
• Ensured the accuracy, integrity, and timeliness of financial statements and reports, supporting the company's financial health and transparency.
• Oversaw and reviewed bi-weekly payroll processing, ensuring accurate and timely compensation for staff.
• Led internal audits and implemented financial controls to monitor and manage expenses effectively.
• Developed and executed long-term financial strategies, including cost-saving initiatives and efficiency improvements.
• Directed audit and tax preparation efforts, working closely with external auditors and tax advisors.
• Regularly presented comprehensive financial reports to company owners, providing insights into financial performance and strategic recommendations.
• Expertise in healthcare accounting, including revenue management and accounts receivable.

• Managed routine accounting operations and bookkeeping, including accounts payable, accounts receivable, and bank reconciliations, ensuring financial accuracy and timely reporting.
• Oversaw all payroll functions, tax preparation, and compliance with federal, state, and local tax regulations.
• Prepared comprehensive financial statements and company budgets, providing critical financial insights for business planning and decision-making.
• Coordinated month-end closings and collaborated with the CPA for accurate financial data compilation and reporting.
• Monitored, balanced, and audited client/patient accounts to ensure proper financial management and compliance with industry standards.
• Processed Medicaid billing, ensuring accurate claims submission and timely reimbursements.
• Supported routine office operations and performed additional duties as required to maintain smooth business functions.

Controller

• Led routine accounting operations, including bookkeeping, accounts payable/receivable, payroll, and bank reconciliations, ensuring accuracy and compliance with company policies.
• Prepared monthly financial statements and budgets, providing detailed financial insights to support company planning and decision-making.
• Coordinated and managed the month-end closing process, ensuring timely and accurate financial reporting.
• Generated and presented monthly sales reports for the company and loan officers, alongside weekly and monthly reports on loan volume, budgets, and the advertising pipeline to the President/CEO.
• Managed a team of twelve loan officers and three processors, overseeing office operations and ensuring smooth workflow.
• Conducted compliance audits on all closed loans to ensure adherence to regulatory standards and company policies.

Loan Officer

• Achieved top producer status within a mortgage company that was the county’s leading mortgage recorder for four consecutive years, consistently exceeding goals set by the President.
• Maintained a perfect audit history with the Department of Finance, demonstrating a high standard of compliance and accuracy in loan processes.
• Generated mortgage loan leads through proactive relationship-building with realtors, bank officers, lenders, builders, attorneys, and the community, retaining existing clients and attracting new business.
• Conducted financial assessments to help borrowers choose loan programs that align with their financial goals and needs, guiding clients through the entire mortgage application process, from document gathering to ensuring compliance.
• Managed a high-volume pipeline of mortgage applications, ensuring timely processing and approvals.
• Collaborated with industry professionals to collect and prepare all required documentation for underwriting, ensuring smooth loan approvals.
• Developed a strong understanding of company loan policies, federal and state regulations, and industry standards.
• Experienced with Microsoft Office Suite and loan origination software, including Calyx.