Stephen Trolinger

Managed client relationships and assets, provided necessary financial accounts and products to produce financial results for clients.

• Generated and developed leads, scheduled appointments, and built solid customer relationships
• Monitored market trends and economic changes that may affect client portfolios
• Educated clients on the basics of investing and managing wealth in a variety of markets

Booked and analyzed revenue for 4 large scale toxicology labs across the country. Verified lab rates for accuracy and profitability.

• Took the revenue process from 8-9 days to a 3-day close
• Built tools to house revenue data for volume trend and profitability analysis
• Increased revenue by identifying low rates and volumes for clients, allowing management to determine the corrective course of action
• Eliminated errors in revenue calculation by building an automated tool for revenue booking

Responsible for analytical support for all facets of the company (operations, development, accounting and finance) through due diligence and return analysis for targets, KPI metrics for operations and assisted with the five-year outlook, cash forecast and company budget.

• Decreased company expenses by $200-300K per year in correcting management fee errors
• Assisted with preparation of Board of Director presentations, private equity sponsorship and debt holder information requests
• Developed financial models and key performance reports to dynamically compare business units

Provided analytical support for management, contracting and other organizational teams allowing the business to grow.

• Increased revenue $5-6 million per year by uncovering errors in what we received from Centers for Medicare & Medicaid Services (CMS)
• Analyzed profit and loss statements for 10+ physician oncology practices.
• Developed company budget and forecasts for 20+ physician oncology practices
• Created contract negotiation models used for contracting with third party insurance payors i.e. HMO, PPO, Capitation

Performed typical routine accounting duties to facilitate month-end and year-end closes. This included creating journal entries, account reconciliations, balance sheet and account receivable reviews.

• Increased net revenue by ~$1M per year by creating reports to identify errors in revenue and expense recognition
• Reviewed financial information detailing assets, liabilities and capital and prepared balance sheets and profit & loss statements
• Created journal entries and account reconciliations accurately and timely for month-end and year-end close processes