Management Home Health
Resume:
Jeff Wertz
Email: abqels@r.postjobfree.com
Address: **** ********* **.
City: Toledo
State: OH
Zip: 43615
Country: USA
Phone: 419-***-****
Skill Level: Management
Salary Range: $80,000
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
3215 Plainview Dr.
Toledo, OH 43615 Jeff Wertz
www.linkedin.com/in/jeffwertz
Cell: 419-***-****
abqels@r.postjobfree.com
PROFESSIONAL PROFILE
Solution-oriented professional with sound analytical skills and decision-making capabilities for improving organizational performance and profitability. Skilled problem-solver, highly experienced in efficiently managing time, well-organized and confident under pressure. Able to work independently or collaboratively with individuals from diverse backgrounds and in all levels of an organization. Licensed Notary Public in Ohio.
PROFESSIONAL EXPERIENCE
CONCEPT REHAB, INC., Toledo, OH 1998 - 2012
Provides interdisciplinary rehabilitation services to residents in long term care, assisted living and home health.
Controller
Managed all corporate Accounting Departments for Concept Rehab and Concept Rehab Home Health with $30MM in annual revenue. Provided accurate and timely dissemination of financial management reports from internal and external monthly financial statements to annual audits and annual budgets.
* Developed a process that included a complete month reporting package, which measured the company`s P&L in the course of providing service delivery to 55 independent nursing homes.
* Addressed rising costs of medical insurance, by researching available options and introduced a self-funded component to the existing plan that saved the company over $1.4MM over 11 years.
* Streamlined cash reporting functions, which included reports to management on a daily basis.
* Prepared weekly, monthly and quarterly financial forecasts.
* Worked with a third-party payroll service on check preparation, direct deposits and related payroll tax preparation and submittal.
* Interviewed, hired and trained employees along with supervised, scheduled and directed workflow, conducted performance appraisals, delivered constructive feedback, handled disciplinary actions, addressed complaints and resolved problems.
* Established and maintained controls to verify the integrity of all systems, processes and data; and instituted cross checks and balances to ensure the accuracy of financial statements.
* Created a formal budgeting process that included the direct involvement of all department heads; historical data was provided for review and each department head was required to forecast appropriate revenue and expense, and comprehensive P&L statements were issued to designated stakeholders on a monthly basis.
* Oversaw corporate income tax compliance while working with outside tax accountants to assure accuracy and timeliness of filings.
* Advised management on insurance coverage for protection against property losses and potential liabilities.
* Communicated with the bank to ensure compliance with loan agreements by providing monthly financial statements, borrowing base certificates, Accounts Receivable and Accounts Payable reports, as well as monitoring line of credit accounts.
* Managed the IT Department working with the team to upgrade outdated equipment; researched vendor options, approved specifications, negotiated pricing and directed deployment.
* Streamlined billing and reporting functions by creating customized software, resulting in meaningful savings in cost and productivity.
AIR-RIDE, Swanton, OH 1991 - 1998
Trucking transportation.
Controller
Supervised Accounting department for five locations with $53MM in annual revenue and worked with management to initiate cost saving measures.
* Prepared monthly financial statements, reconciled budgets, and negotiated bank loans and leases.
* Developed benefit packages that included company profit sharing, 401k, life insurance and disability programs and led negotiations for health insurance and other company benefits.
STRATEGIC RESEARCH AND CONSULTING, Maumee, OH 1988 - 1991
Marketing research company for the automotive industry.
Assistant Controller
* Reviewed monthly general ledger, supervised job costing data, Accounts Receivable supervisor and staff members.
* Managed all hourly payroll records, inventories and developed new policies and procedures.
GUARDIAN INDUSTRIES, Millbury, OH 1986 - 1988
Glass manufacturer.
Assistant Controller
* Closed general ledger monthly, handled collections and credit applications and generated month end management reports.
EDUCATION
THE UNIVERSITY OF TOLEDO, Toledo, OH
* Bachelor of Science in Business
NORTHWEST TECHNICAL COLLEGE, Archbold, OH
* Associates Degree in Accounting
COMMUNITY INVOLVEMENT
* Treasurer and Committee Member of Local Boy Scouts Troop
COMPUTER SKILLS
Platinum Accounting Software * ADP Payroll * Microsoft Word * Microsoft Excel * Microsoft Outlook
Ceridian * Casamba * Proprietary In House Software
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