Summary
Overview
Work History
Education
Skills
Timeline

Travis Kliewer

Kalona,IA

Summary

Chief Financial Officer with 12 years of expertise in financial planning, fiscal strategy, and performance metrics analysis. I have proven success in managing cash flow, profit and loss, risk, and working capital, while leading executive teams. With over a decade of broad corporate finance experience, I bring strong analytical skills and excellent communication for impactful financial management and growth.

Overview

23
23
years of professional experience

Work History

Chief Financial Officer

HealthMobile
01.2024 - Current
  • Responsible for all company FP&A and fiscal strategy, developing financial plans to support company growth and achieve long-term objectives
  • KPI monitoring of all mobile lab centers and in-clinic locations for budgets and revenue goals
  • Careful cash flow management to analyze company's financial performance and propose strategic directions to ensure liquidity and healthy operations
  • Profit and Loss analysis of all company divisions and operations
  • Management and oversight of all company accounts, including A/P and A/R
  • Strategic management of Capital Expenditure and Operating Expenses
  • Prepare and present financial reports for investors and financial stakeholders
  • Review and collaborate with Executive Team on company fiscal planning and growth strategy, including weekly reports and monthly forecasts
  • Payroll authorization and processing
  • Work in close collaboration with external CPA for tax, reporting, and compliance considerations
  • Manage risk effectively through comprehensive insurance coverage review and implementation of thorough internal controls

Chief Financial Officer

LJ Roth Restoration, Inc
05.2012 - 04.2024
  • Responsible for financial planning and fiscal strategy and oversight of all accounts across all divisions of $10 million business
  • Responsible for financial reporting and communication between company and stakeholders
  • Establish and maintain positive relationships with corporate stakeholders, vendors and contractors
  • Supervision and maintenance of all company accounts, ranging from payables to costs specific to each job
  • Conduct weekly Work In Progress meetings to establish regular tracking of each job’s progress and promote a sense of mutual accountability throughout the company
  • Provide weekly status reports to management and monthly forecasts to Executive management
  • Monitor job cost analysis for each job to ensure profitability, analyzing cost categories to maximize net profit and identify underperforming job phases
  • Responsible for all expense authorization
  • Monitor, review and collaborate with Executive management on company expense planning and growth strategy
  • Assist with marketing strategy and execution

HR Director

LJ Roth Restoration, Inc
05.2012 - 04.2024
  • Managed employee relations issues with care and confidentiality, maintaining trust with staff members while resolving conflicts effectively
  • Ensured legal compliance in all HR practices, mitigating potential risks related to employment law violations or disputes
  • Payroll processing and wage management
  • Employee hiring and orientation/onboarding
  • Benefits management and regular review, including health insurance group management and 401k
  • Workers Comp management, incident reporting and direct case management
  • Employee welfare, including job performance review and documentation

IT Director

LJ Roth Restoration, Inc
05.2012 - 04.2024
  • Enhanced IT infrastructure by implementing strategic technology upgrades and streamlining system processes
  • Implemented cybersecurity measures to protect sensitive company data and maintain compliance with industry standards with on-site NAS and offsite cloud backup services
  • Ensured risk exposure mitigation to cyber attacks with Next Gen compliant antivirus and comprehensive cyber insurance policy
  • Negotiated contracts with vendors, securing cost-effective services for the organization's IT needs
  • MS Server administration, including domain and all user policies and security
  • Workstation setup and support, hardware and software
  • Employee training and coaching for all experience levels, including company user policy compliance
  • Configuration and support of industry-specific estimation, job costing and accounting software
  • IT budget and expense authorization

IT Systems Analyst

Corridor Radiology
08.2010 - 08.2011
  • Responsible for management and support of MS Server and local domain, McKesson Imaging servers, radiology modalities and workstations
  • System configuration, security, HIPAA compliance and regulation documentation for all medical practice technology
  • Employee, technician, and radiologist training on system use and user policies
  • Provided exceptional end-user support, resolving technical issues quickly and efficiently
  • Coordinated practice relocation to new facility at Corridor Radiology, including design and budget of data center
  • Implemented and installed media systems throughout clinic, exam rooms and office suite
  • Coordinated with Fuji Imaging on design and layout of mammography center

English Teacher

Iowa Mennonite School
08.2001 - 08.2010
  • Developed innovative lesson plans to engage students in English language learning at a highly regarded private high school
  • Taught Language Arts across all four high school levels, including: English I Fundamentals, English II Composition, English III American Literature, English IV Western Literature and Philosophy, and English IV AP English LA015 Literature and Composition
  • Student government faculty advisor
  • Professional Development Committee
  • Implemented transition into full compliance with Iowa Core Curriculum
  • Led faculty/staff in-services and coordinated with Grant Wood AEA on faculty instruction and documentation
  • Igniting Mind and Spirit capital campaign and $5.4m campus expansion project Steering Committee and Communications Committee Chair

Education

Bachelor of Arts - English

University of Iowa

Skills

  • Strategic Financial Planning and Analysis
  • Financial Management
  • Financial Reporting
  • Performance metrics analysis
  • Cash Flow management
  • Profit and Loss management
  • Risk Management
  • Working capital management

Timeline

Chief Financial Officer - HealthMobile
01.2024 - Current
Chief Financial Officer - LJ Roth Restoration, Inc
05.2012 - 04.2024
HR Director - LJ Roth Restoration, Inc
05.2012 - 04.2024
IT Director - LJ Roth Restoration, Inc
05.2012 - 04.2024
IT Systems Analyst - Corridor Radiology
08.2010 - 08.2011
English Teacher - Iowa Mennonite School
08.2001 - 08.2010
University of Iowa - Bachelor of Arts, English
Travis Kliewer