Education
. Bowling Green State University - ****
Bachelor of Science in Business Administration, Major in
Accounting
. Accountancy Board of the State of Ohio - 1984
Certified Public Accountant
. Ohio State University - 1996
Licensed Nursing Home Administrator Certificate
. University of Toledo - 2000
Masters Degree in Business Administration
Professional Experience
. CBIZ - Medical Management Professionals, Inc. - 2002
-Present
- Finance Manager - 2002 - 2005
- Senior Finance Manager - 2005 - Present
Physician practice management firm specialized in managing
hospital based physician practices.
Duties: As Finance Manager, function as CFO/Practice
Administrator for a 19 physician Radiology Practice. As
Senior Finance Manager, maintain several personal clients
and manage Finance Manager and supporting accounting
personnel. Perform internal cash disbursement and refund
audits.
. Harborside Healthcare - Perrysburg - 2001 - 2002
- Administrator
100 bed Nursing and Skilled Sub-acute facility.
Duties: Responsible for all aspects of the operation
including financial performance.
. Heatherdowns Rehabilitation & Residential Care Center -
1998 - 2001
. - Administrator
100 bed Nursing and Assisted Living facility.
Duties: Responsible for all aspects of the operation
including financial performance.
. Arbors at Toledo - 1992 - 1998
- Accountant/Center-Level Controller - 1992 - 1996
- Administrator - 1996 - 1998
100 bed Nursing and Skilled Sub-acute facility.
Duties: As Accountant, manage accounting department
responsible for billing, payroll, accounts payable and
financial statement preparation and analysis. As
Administrator, be responsible for all aspects of the
operation including financial performance.
. Sam Davis, Inc. - 1991 - 1992
- Treasurer
Commercial Real Estate Management Company.
Duties: Manage accounting department and all aspects of
company finances.
. J.R. Beauchamp, CPA - 1981 - 1983 and 1990 - 1991
- Staff Accountant - 1981 - 1983
- Senior Accountant - 1990 - 1991
Public accounting firm.
Duties: Staff Accountant, preparation of client
compilations, reviews and business and personal tax
preparation. Senior Accountant - Staff Accountant duties
plus supervision of Staff Accountant and Bookkeeping staff.
. New York Life Insurance Company - 1990
- Financial Planning/Sales Agent
Financial services sales and planning.
Duties: Generate clients and assist with personal financial
plans, including life insurance coverage and savings
investments. SEC license required.
. Toledo Clinic, Inc. - 1987 - 1989
- General Accounting Manager
A 60 Physician multi-specialty physician practice, pharmacy
and outpatient surgery center.
Duties: Manage accounting department payroll, accounts
payable and cashier functions. Perform all general ledger
and financial statement preparation. Administer pension
and profit sharing plan. Perform internal auditing
functions and coordination of outside audits annually.
. Bennett Management Corporation - 1984 - 1986
- Chief Accountant
A 20 Restaurant Burger King Franchise with 8 different
individual entities.
Duties: Manage accounting department payroll and accounts
payable functions. Perform general ledger and financial
statement preparation. Administer pension and profit
sharing plan and perform internal audit of individual store
cash, coupons and inventory. Coordinate outside auditor
annual audit.
Special Skills and Experience
. Extensive knowledge of Microsoft Office Applications
including Excel, Word, Outlook and PowerPoint.
. Experience with a variety of small business and enterprise-
wide accounting software programs including Peachtree,
QuickBooks and Great Plains.
. Extensive knowledge of Defined Contribution retirement
plans and a working knowledge of Defined Benefit plans.
. Actively participated in numerous internal audit functions
with most positions.
References available upon request[pic]