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Click here or scroll down to respond to this candidateCandidate's Name , CPAStreet Address
PHONE NUMBER AVAILABLE EMAIL AVAILABLECAREER SUMMARYA skilled CFO/COO executive and CPA with 25+ years of experience in recruiting and building teams, including experience in public accounting, profit, and not-for-profit organizations providing revenue enhancement, strategic management services, workflow and revenue cycle process improvement, operational alignment, and fiscal leadership. Accomplished at developing and implementing standardized business practices and procedures that result in solid improvements in efficiency, productivity, and profitability.Core Competencies and Strengths:Revenue Cycle Forecasting / Budget Financial ReportingProcess Improvement Mergers & Acquisitions Key Metric DevelopmentStrategic Planning Compliance Monitoring Relationship DevelopmentInformation Technology Data Needs and Evaluation Profit EnhancementFunctional Areas of Responsibility:Accounting Human Resources Information Technology Practice DevelopmentPROFESSIONAL EXPERIENCEChief Operating Officer and Integrator 2022 2023The Accounting Company, Phoenix, ArizonaAn Accounting Company offering a variety of outsourcing services.Responsible for implementing the CEO/Owner's vision which meant growing the practice by over 200% in one fiscal year while implementing our organization's Ultimate Intent.Researched, selected, and implemented a production management software, "Jetpack Workflow," which provided visibility of staff availability and client production status on a real-time basis that allowed for the most efficient use of resources with a cost savings of 125%.Developed standard operational practices to position the company for growth.Implemented a new employee integrating process for staff in the U.S. and Philippines.Developed and implemented scorecards aligned with the senior management team's goals.Chief Financial Officer 2017 2022Wave Health Services, San Antonio, TexasPediatric and Adult Durable Medical Equipment provider for the State of Texas.Responsible for formulating budgets, workforce planning, holding people accountable, and performing root cause analysis to identify gaps in service delivery resulting in increased customer satisfaction.Assisted in finalizing the negotiations of a $721,500 lump sum payment on old outstanding accounts receivables from Medicaid Managed Care OrganizationNegotiated a 300% increase in the line of credit with the companys primary banking relationship.Decreased claim denials by 25% by implementing standard operating procedures.Developed and implemented scorecards aligned with the senior management team's goals and objectives and served as the Project Manager for Circuit Lifes e-commerce website.Created an accounting team supporting financial statements for four separate entities.Converted the financials from a modified cash basis to meet GAAP standards.Developed daily and weekly reporting to monitor the revenue cycle process.Automated the daily cash management and forecast reporting processes.Coordinated the compilation and review engagements with outside accounting firms.Vice President of Finance and Support Services 2015 2017Marbridge Foundation Inc., Manchaca, TexasA Non-Profit Residential Community for adults with Intellectual disabilities.Generated a $750K savings in regular labor costs by developing, implementing, and monitoring critical labor metrics and streamlining the delivery of reports to key management team members.Reduced overtime by $100K by converting the payroll system from SmartLinx to ExponentHR and utilizing Monarch software to obtain the necessary system conversion data, which resulted in the organization receiving the Research Information Optimization 2015 Leadership Award.Collected over $1 million in past due receivables utilizing in-house software, filing claims electronically, and initiating a triple-claim check process before submitting any claims.Implemented line-item budgeting resulting in a $250K reduction in overall expenses.Improved the visibility of claim payments by 100% by implementing Point Click Care's billing model.Increased IT network reliability by 500% by installing a new virtual server, manageable switches, and migrating the exchange server to Microsoft Office 365.Doubled internet access speeds by 100 Mbps while reducing costs by 35%.Presented timely financials to the board of trustees and its related committees.Principal Consultant 2010 2015National Healthcare Consulting Services, LLC, San Antonio, TexasA Consulting Firm providing services to asset-based lenders.Improved loan covenant reporting, tracking, and compliance by implementing a standard field exam report linked to the borrower's field exam database.Reduced field exam costs by $600K system-wide by automating much of the Excel worksheet setup process and shifting the field exam worksheet preparation to the client (borrowers) staff, reducing field exam consultant travel and onsite labor costs.Coordinated covenant compliance violations with loan portfolio managers to ensure that loan funds were put on hold, or a waiver was granted as necessary.Assisted clients with merger and acquisition due diligence as needed, both from the seller's and buyer's perspective.CFO / Financial Services Manager 2008 2010CBIZ Medical Management Professionals, LLP, Austin, TexasA Hospital-based physician practice management firmProvided executive-level or CFO services to five hospital-based physician groups, primarily anesthesiology, and radiology.Advised and recommended strategies and implementation plans for potential mergers and acquisitions.Performed due diligence on all mergers and acquisitions in coordination with outside legal counsel and tax experts.Developed and implemented physician compensation plans for physician groups.Implemented key metrics and performance benchmarks, thereby increasing profits by $3 million.Executive Vice President of the MediSun Consulting Division 2000 2008AMERONC, INC., (formerly Medisun Consulting) Austin, TexasA Consulting Firm specializing in lost charge recapture and recovery of accounts receivable.Sold MediSun Consulting to AmerOnc, Inc. for $4 million in cash and assumption of debt.Led the merger & acquisition process, including the integration of the two firms workforce.Generated over $1.5 million in new business in one year through strategic alliances.Managed and directed all aspects of client engagements and day-to-day operations of the firm.Conceived and managed the development of healthcare claims recovery software.Developed and implemented interfaces between clients' data and the firms proprietary software.Made presentations at national and state conferences promoting the company's services.OTHER POSITIONS HELDDirector of Finance 1999 2000Humana, Austin, TexasNational Health Insurance Company Central Texas MarketManager, National Consulting Group 1998 1999RSM McGladrey, Minneapolis, Minnesota6th largest Accounting and Consulting Firm in the U.S.EDUCATION, LICENSES, COMMUNITY SERVICE & HOBBIESBachelor of Business Administration in AccountingIowa State University, Ames, IowaCertified Public Accountant (CPA) TexasContinuing Professional Education (CPE) coursework completed for 2023 Included:Managing Data with Excel Understanding Audit Strategies Ethics Training for Texas CPAsVolunteer Work Manos De CristoBuilt homes in Reynosa, Mexico for the poor.Hobbies Maintain a private pilots license 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