Medical Manager
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Jill
GillespieCFO/Controller - Accounting Professional
Jill Gillespie, CPA
*****.*********@*****.***
QUALIFICATIONS PROFILE
Certified Public Accountant with extensive background in public accounting, financial operations and management, full charge bookkeeping, payroll, budgeting, banking relationships, accounts payable, accounts receivable, administration of retirement plans and ad hoc projects. Adept in streamlining accounting procedures and policies, supporting and enhancing operational objectives and identifying and introducing process improvements. Described by coworkers as the go to person when you need to figure something out or get something done; described by the CEO as the person who "tackles the hard jobs everyone else avoids "and figures out how to make them not so hard .
Additional core competencies include:
- GAAP General Ledger/Trial Balances
- Budget development & Analysis
- Monthly Billing Management
- Accounts Payable/Receivable
- Reconciliations
- Benefit Plans & 401(k) Administration
- QuickBooks (various versions)
- Fixed Asset Management
- Payroll & Payroll Taxes
- Property Tax & Sales Tax
- P & L Monitoring
- Contract Compliance & Reporting
- Staff Hiring, Evaluation, Training
CAREER HIGHLIGHTS
- Spearheaded the analysis of open receivables resulting in the write off of a material, but confidential, amount of uncollectable billings and reorganization of a medical billing center.
- Challenged the inconsistent assignment of medical billing codes with a state Medicaid office gaining approval for a contract change that resulted in increased revenue of $100,000 for the year and ongoing increased revenue from the contract.
- Saved $27,000 by challenging the findings from a state audit of unclaimed property.
- Reconciled vendor payables resulting in overpayment credits from 12 vendors.
- Coordinated the completion of annual audits and tax returns.
PROFESSIONAL BACKGROUND
Turnpoint Advisors, LLC
Independent Contractor
Provided financial analysis and due diligence for potential acquisitions.
ComTrans, Inc., (2007 - 2011)
Chief Financial Officer
Supervised and/or completed all accounting activities and financial reporting for multiple companies.
Key Achievements:
- Increased revenue by over $100,000 initially and then ongoing through corrected billing codes.
- Completed a transition to ADP payroll resolving implementation errors and issuing revised W-2s.
- Developed system of cost accounting and overhead allocations for improved internal analysis.
- Decreased accounting staff requirements by 25% through increased efficiencies.
- Modified medical billing systems, procedures and billing codes which improved the accuracy, compliance and turnaround time for collections.
- Completed GAAP and special purpose financial statements.
- Analyzed and reassigned insurance policies to obtain appropriate and cost efficient coverage.
- Assessed and restructured short term and long term debt, maintained banking relationships and completed monthly borrowing base reports, compliance reports and annual renewals.
- Accumulated data and developed analysis procedures for fleet of vehicles.
- Identified cost centers and modified accounting procedures to accumulate and report financial information by cost centers resulting in improved analysis and management.
- Coordinated annual financial audits, 401k audits and tax returns.
- Developed and maintained schedule of fixed assets and depreciation.
- Oversight of general ledger for multiple companies and completion of consolidated financials.
- Completed of staff training programs to improve my understanding of operations:
o Non-violent Crisis Intervention
o CPR Certification
o Driver Safety Training
o Car Seat Safety Training
Southwest Ambulance - 2007
Regional Chief Financial Officer
Chief Financial Officer for one of four regions of a publicly traded corporation that provides fire suppression and emergency medical transportation services to the general public. Responsibilities included executive oversight of the: central warehouse ($500K inventory), fleet maintenance shop (10+ bays), general accounting functions, monthly financial reports, variance analysis, SOX compliance and other projects where needed. Served as Board President and administrator for the Firefighters Pension Plan.
Key Achievements:
- Analyzed excessive aging accounts receivable to identify weaknesses in billing procedures and write off a material amount of expired billings.
- Reorganized the billing center and billing teams and restored a training program.
- Modified the testing procedures and reporting to improve compliance with corporate SOX requirements.
- Spearheaded the revision of annual inventory procedures for two warehouses and the stock of over seventy locations (fire stations and/or separate ambulance quarters) resulting in a clean audit opinion.
Medical Transportation Management, Inc & Affiliates (1999 - 2007)
Vice President Accounting & Internal Audit, MTM Holdings
Vice President Accounting & Finance, MTM
Controller, MTM
Job title and level of responsibility increased over time and varied between the affiliates of a holding company. The largest of the companies was Medical Transportation Management (MTM, Inc.), a broker of non-emergency medical transportation services. Primary responsibilities were financial and accounting functions with other operational, contract and internal audit involvement as needed. Industries under the umbrella of the holding company included:
- Non-emergency medical transportation (included contracting with clients, operation of call centers and sub-contracting with transportation providers)
- Medical staffing (temporary nurses and nurses aids)
- Medical waste management (included transportation and disposal or incineration of infectious waste)
- Courier services for bank deposits and for specimens from medical labs and water treatment facilities
- "EPSDT medical appointment tracking and scheduling
- Travel agency used to schedule long distance medical transports by rail or air
- Commercial and residential rental property construction and rental
Key Achievements:
- Managed daily cash flow.
- Projected cash flow for new contract implementations.
- Designed, implemented and served as administrator for a complex multi-employer 401(k) plan.
- Selected software and completed conversion from QuickBooks to MAS200 without exception.
- Assisted with contract negotiations for privately owned and governmental agency contracts.
- Designed, supervised and participated in internal audits.
- Completed/Managed in-house payroll and payroll taxes for all companies, locations and states.
- Prepared consolidated and contract specific financial statements and bank reports.
- Coordinated the completion of the annual audit and tax returns.
- Developed and managed the Kansas City office with 30 employees and 4 direct reports.
Dickey & Wolf, LLC (1997 - 1999)
Audit Manager
Participated in audit engagements for a diverse client base including: "low income housing tax credit properties, local municipalities, utility company, Not-for-Profits and school districts.
Key Achievements:
- Completed payroll and compilation services for local businesses.
- Developed audit programs for the firm.
- Spearheaded a change in disclosure to include accrual basis footnotes for cash basis clients.
Center Unified School District (1994 - 1996)
Business Manager
Accounting Supervisor
Accounting Supervisor and Interim Business Manager for a rapidly growing school district with six accounting staff, modified accrual basis of fund accounting, ongoing construction projects, federal and state grants, collective bargaining units and a budget process that included community based committees and public forums.
Key Achievements:
- Developed and implemented a IRC125 Plan and 403b retirement plan.
- Played a key role in the budget development of the school district, community members and Board of Directors through presentations at public meetings.
Perry-Smith & Co, LLC, Audit Supervisor (1991 - 1994)
Supervising Audit Supervisor (1994)
Supervising Audit Senior (1993)
Staff Auditor (1991 - 1992)
Maintained accountability for all aspects of audit and consulting engagements. Determined audit scope and coordinated fieldwork. Supervised and coached staff during operational and financial audits. Drafted and presented audit reports to senior management and Board of Directors. Led audit engagements for: banks, school districts, community colleges, not-for-profits entities, retirement plan administrators, and employee leasing agencies.
Key Achievements:
- Provided classes in revenue recognition for the firm's in-house "CPE .
- Specialized in compliance reviews and reporting.
- Completed consulting engagements developing staff manuals and providing staff training for clients.
EDUCATION & CERTIFICATIONS
- B.S., Business Administration, Accountancy, California State University, Sacramento
- Certified Public Accountant (CA, MO, AZ)
- Completion of 40+ hours of continuing education annually
- Certification Non-violent Crisis Intervention
- CPR Certified
AFFILIATIONS & COMMUNITY INVOLVEMENT
- Career Day presenter for Missouri Society of Accountants "LEAP program
- Volunteer for various community events including local Special Olympics
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