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Trusts & Estates Tax Manager / Sr. Manager (Cpa Firm) - Hybrid

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I am a financial advisor & I have my own office. I provide accounting services to approximately to hundred companies. I have two intern financial advisors with me and I train them business. I live in Van and my office is located there. I was previously working in a prominent accounting office in 2012 and got my financial advisor license in 2017. I have bigger plans for my future I want to provide adept financial advice and excel in my field.

A team player, with good coaching skills and has dealt with various professionals, clients and colleagues, diligent, multi-tasker, and can work with minimal supervision.


  Certified Public Accountant (CPA)
  QuickBooks Online ProAdvisor, Xero Advisor Certified, Xero Payroll Certified
  10 years of experience in External Audit, Bookkeeping & General Accounting
  With Big 4 accounting/auditing experience (SGV & Co./ EY Philippines)
  International Financial Reporting Standards (IFRS) Accredited and knowledgeable also in International Accounting Standards, International Standards on Auditing, IFRS for Small and Medium-sized Entities, and US GAAP
  Handled clients engaged in real estate, hotels and resorts, healthcare, airlines, not-for-profit organizations and others


 Financial professional with comprehensive understanding of accounting principles and tax regulations. Proven ability to optimize financial performance and support organizational growth. Collaborative team player known for reliability and adaptability, with focus on accuracy and integrity in financial reporting. Offering solid understanding of accounting principles and strong desire to grow in financial sector. Brings analytical thinking and problem-solving abilities to handle complex financial tasks and compliance requirements. Ready to use and develop skills in financial analysis and reporting. 


  Enthusiastic Healthcare Finance Professional with a history of success in Revenue Cycle and Project Management. Demonstrated proficiency to evaluate and implement lean process workflows for denial management. Extremely knowledgeable in Third Party Payer Guidelines, Medical Terminology and Coding, ICD10, CPT and HCPCS. Proven competence in Front End and Back End processes include Patient Registration, Authorizations, Billing and claim Adjudication for Medicare, Medicaid, BCBSPPO and HMOs for both UB04 and 5010. Accomplished Leader and decision maker, with the ability to organize and multitask. Recognized as an analytical person with a focus on results. Goal oriented, collaborator that accepts and respects diversity. Commitment to service excellence and Innovation. Core Competencies include:
  Compliance, Revenue Integrity
  CDI
  Collections Management
  Physician and Facility Billing
  Operations Management
  Physician Credentialing
  Insurance Contract Negotiations
  Physician Onboarding
  CDM Management

Efficient revenue cycle manager adept at implementing procedural improvements and executing revenue metrics analysis to dive corporate financial objectives. Eager to apply several years of account management to increase revenue and add value to the team.
Meticulous revenue cycle manager pursuing an opportunity to apply strong knowledge of accounts payable and receivable in a clinical environment. Diligent and structured with a proven history of implementing improvements to increase financial performance and achieve company objectives. Offering several years of experience at hospitals.
Diligent revenue cycle manager eager to utilize several years of financial analysis and budget monitoring to bring immediate value to a professional role. Highly skilled in managing billing cycle performance and executing financial reporting to inform stakeholders. Eager to offer a passion for process improvement and an unfailing work ethic to a new organization.
Results-driven Revenue Cycle Manager adept at achieving high productivity and efficiency in operations. Specialize in process optimization, financial analysis, and regulatory compliance to ensure streamlined billing practices. Excel in leadership, problem-solving, and communication, effectively managing teams for peak performance and client satisfaction.
Seasoned Revenue Cycle Manager with deep understanding of financial systems, healthcare revenue cycle management and financial analysis. Proven capability in managing billing functions, improving cash flow and reducing bad debt. Notable strengths are in strategic planning, team leadership and process improvement for increased operational efficiency. This experience has led to impactful improvements in both patient satisfaction and bottom-line results.
Versatile professional adept in financial analysis, audit support, account reconciliations and collections. Proficient in preparing financial statements, monitoring controls and completing closings. Highly detail-oriented, proactive, and diligent.
professional and dedicated team player experienced in overseeing operations of individual and multi-unit facilities. Develops successful programs to improve profitability. Seeking new position with exciting challenges where great skills will be valued.
Skilled professional inspired and motivated to help customers build financial independence.
Seasoned financial manager with broad experience in budgeting, forecasting, and strategic planning. Skilled in optimizing financial processes and leading teams to exceed corporate goals through innovative strategies and efficient resource allocation. Proven track record of enhancing operational efficiency and financial health within diverse organizations. Demonstrated ability to analyze complex financial data and recommend actionable solutions that drive growth and profitability.
Strategic in financial management, thrive on maximizing productivity and efficiency in task completion. Skilled in budgeting, risk assessment, and strategic planning. Excel at communication, problem-solving, and leadership, ensuring seamless operations and team synergy.
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth.
Experienced in fast-paced environments and adaptable to last-minute changes. Thrives under pressure and consistently earns high marks for work quality and speed.
Responsible and motivated student ready to apply education in the workplace. Offers excellent technical abilities with software and applications, ability to handle challenging work, and excellent time management skills.
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.

Thomas Whale

Work History

Shareholder CPA Firm

CPA Sole Member

Education

Bachelor of Science

Skills

Timeline

Shareholder CPA Firm

CPA Sole Member

Virginia Polytechnic University

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