Controller, Fiscal Management, Financial Analysis, Cost Management

Professional Summary:

Highly reliable, loyal, and dedicated Hospice Professional with in-depth technical knowledge in Hospice Functions ranging but not limited to; Hospice Fiscal Management, Hospice CAP Management, Growth Strategies, New Office Setup, EMR Software, QAPI, Metrics\Analytics, Medicare Cost Reporting, and Hospice Operations Management. Able to bring value to a Hospice Organization that is focused on growth and stability. Hospice background displays a track-record of making quality intellectual contributions to Agencies which resulted in increased operational efficiency and fiscal revenues by using a multi-dimensional perspective approach to problem solving and management. Adept to performing business functions in such a manner which aligns to an Agency Vision\Goals while working within established business framework.

Objective:

Carry out business initiatives in an Altruistic manner that benefits the Agency and its stakeholders. To provide value to an Agency and its stakeholders with reliability in the means of assisting with making effective, informational-based decisions that will positively affect financial performance. To uncover and resolve root issues before they cause damage or disruption to the organization. To be reactive and time sensitive to business issues that arise, in an effective manner with a sense of urgency. To increase efficiency of established business process models and work within Agency defined guidelines. To measure my own progress and success from professional and intellectual investments made into that of Agency and my Colleagues. I am looking to fill an open Leadership Positions, Project Management, or take on a Leadership Support Role.

Areas of Core Competencies:

- Advanced Project Planning and Management skills; with the ability to begin, progress, and finish extensive projects while meeting challenging deadlines.

- Intuitive and adept in Business Intelligence (Processing and Analyzing RAW Data, Performance\Process Improvement, Root Cause Analysis, Developing Action Plans and Resolutions, and ability to make informational based decisions when necessary.

- Able to create a variety of Metric tools designed to identify and resolve fiscal\operational issues before they cause substantial damage.

- Technical Hospice Experience ranging from Fiscal and Operations Management, CAP Management, supporting, Organizational infrastructure, and multidimensional problem-solving.

- Proven ability to stay well composed in high stress environment while managing stress factors and multiple projects with challenging deadlines.

- Expert communicator in written and verbal communication skills with Clients and Colleagues with an advocacy in educational development in 1on1 or group presentation environment ranging from technical or general audiences.

- Professionalism and high standard in representing the agency values in personality and professional work.

PROFESSIONAL EXPERIENCE:

Finance Director: (Aug 2015 to September 2016); Helping Hearts Hospice, LLC; 678-***-****), Reported Directly to CEO

Duties\Responsibilities: Fiscal Management (Financial Accountability- Signer on All Business Accounts, Fiscal Stability, Day to Day Fiscal Management, Account Reconciliation, A/R Tracking, Accounts Payable, Cost Management and Cost Containment, Financial Recordkeeping, Justification of Business Expenditures, Payroll Management, Financial Planning and Analysis – Producing\Analyzing Financial\Operations\Hospice Specific Reports, Hospice CAP Management, Hospice PPD Management, Insurance Renewals, Medicare Cost Reporting), Operations Management (Day to Day Business Operations Management, Project Management, Performance Metric Report Analysis, Conflict Resolution, Multidimensional Problem Identification and Solving, Process Development/Improvement, Designing Organizational Infrastructure, Facilitating Meetings and etc.), Strategic Planning (Identifying New Markets, Growth Strategies, Hiring Strategies, Employee Management Strategies, Coordinating\Execution of Medical Director Agreements, Coordination/Execution of Facility Agreements), Vendor Management (Creating\Executing\Renegotiating Agreement, Contact Analysis, Resolving Vendor Related Issues, Managing Professional Vendors i.e. Lawyers, Medicare Biller, External Accountant, Estate Planning, and etc.), IT Management (Supervision of IT Team and Consultants, IT Innovation, High Level IT Project Management, Setting up IT Infrastructure and Processes), HR Management (Supervision of HR Manager, Development and upholding of HR Policies, Responsible for updating Employee Handbook and Employee Agreements, Implementing Employee Benefits, Employee Coaching, Employee Disciplinary Actions and Terminations, Handling of all high level HR Issues, Employee Retention and Recruiting, Selecting New Hire Candidates, Facilitating Interviews, HR Project Management), Conducting Business Meetings as an Agency Representative with Clients and Vendors, Responsible for Identifying and Resolving Issues that affect Business and Growth, Taking “Ideas\Feedback” from the Hospice Team to developing methods to transform the ideas to concrete realities, Delegation of Personnel as required by Job Needs and Projects.

Accomplishments:

Responsible for Fiscal Management of all Accounts\Assets [approx. 4M] - acted as a Controller for the Business. CEO offered position of Chief Financial Officer within 2 months of employment of which was respectfully declined.

Developed initial strategy to identify and resolve underlying organizational issues that affect Finance Management, and implemented cost management strategies to ensure fiscal growth and an increased revenue stream.

Within 10 months of obtaining Hospice License, developed a proactive Fiscal Growth Strategy which resulted in Profit Margin gains from 16% to 58%.

Stabilized Finances to support Organizational Growth Strategy.

Designed Organizational Infrastructure - Finance\Accounting, HR, and IT Departments.

Developed Chart of Accounts and Bookkeeping Practices.

Negotiated/Renegotiated and Executed Vendor Contracts and Agreements.

Created PPDs Spreadsheet and performed Month to Month PPD Reports.

Responsible for Hospice CAP Management.

Created IT Department and evaluated\selected EMR software.

Created Employee Handbook and Various HR Forms\Agreements.

Resolution of all Medicare \ Medicaid Billing or Regulation Issues.

Resident Expert (99% of staff were all new to Hospice) for training colleagues on various hospice related areas such as CAP Management, PPDs, Medicare Cost Report, Hospice Processes, Hospice Market Strategy, Day to Day Fiscal Management, Hospice Operations (Best Practices), Contracts, and other Hospice functions.

Entrusted Advisor to CEO on Personal and Business Matters.

BUSINESS PROCESS ANALYST (FINANCE and Business Operations – 1200 Patients and 16 Business Sites): (Jun 2012 to Aug 2015); Homestead Hospice- Corporate Office; 678-***-****), Reported Directly to COO/ Acting CFO

Duties\Responsibilities: Corporate Project Management (Multidepartment Projects with Executive Team – Operations\ Finance\ Accounting\ Marketing\ QAPI\ HR \IT\ Business Development\ Process Improvement Departments), Process Improvement (Revising or Refining Existing Tools to become more effective in use), Finance and Operations Analysis, Hospice CAP Study\Management on 16 Business Sites, Developing Business Processes for Agency, Training of Business Processes to Office Administrators and Personnel, Development of Standard Operating Manuals and User-Guides for Employees, Standardization of Business Processes amongst 16 Business Sites, Development of Various Analytical Performance Metric Spreadsheets and Tools, Multidimensional Problem Resolving and Analysis (under direction and approval of COO), Conducting Operations Feasibility Research and Producing Written Reports on Findings, Producing Work Process Flowchart Diagrams and Graphs, Data Collection, Business Presentations to Governing Body and Board of Directors as required, EMR Support as needed, Working with Executive Directors on resolving issues as needed.

Accomplishments:

Promoted to Process Analyst from an ‘Intern’ Position and was mentored directly by Hospice COO, Director of Finance, and other Hospice Executive Directors.

Earned trust of Chief Officers and Executive Team by becoming privileged to sensitive Agency information and responsibility of performing and managing highly confidential projects. Worked as part of Executive Team.

Spent 5 months to 1 year in various departments as part of Executive mentorship and learning Hospice Operations [Accounting\Finance, Policy and Procedures, Business Processes, Billing, QAPI, HR].

Responsible for the Root Cause Analysis of Information Technology and Vendor issues which cut expenses of Agency approx. of $140,000 annually during my tenure.

Improved Quality\Performance of QAPI Department by creating a Performance Metric Spreadsheet tool that assessed operations of 17 offices to assist with Regional Operations Management.

Improved Quality\Performance of Operations Management by standardizing all Agency Forms (approx. 100+ Forms) and developed over 20 comprehensive Standard Operating Manuals (in accordance to Federal and State Regulations) ranging from best practices of Legal Paperwork, QAPI Process, to technical job practices i.e. Administrator, Social Worker, Chaplain, Bereavement Coordinator and others.

Improved Quality\Performance of HR Functions (Revising Employee Handbook, New Hire Orientation, New Hire Process) to assist with HR Management.

Improved Quality\Performance of Finance Department through development of a standardized Timesheet Payroll Process, and Revising of General Ledger for Expense Accounts to assist Accounting Team. Also conducted Payroll Timesheet Audits which caught trends of over-payments to employees due to lack of accountability from Office Administrator.

Improved Quality\Performance of Operations Management by training IT Specialists and Team Members on EMR Troubleshooting. Developed EMR Super users within the Agency to assist with IT Management.

Improved Quality\Performance of Operations Management by creating processes that help set up foundations for the Bereavement and Volunteer Department(s).

Improved Quality\Performance of Strategic Marketing Operations though by conducting Marketing Study on potential Hospice Location sites in South Carolina to assist Business Development Team.

Led a group of Volunteers and completed Full EMR Transition (approx. 500 patient records) with no setbacks in five days.

Became the “Go-To” Resident Expert in many technical based-areas in our business varying from Payroll, Regulatory Changes, HR, IT Applications, Operations Analysis, Project Management and etc.

PRE-CONSTRUCTION MANAGEMENT INTERN: (Aug 2007–Oct 2008, Apr 2010 – Jan 2011); EDT Technologies 770-***-****), Supervisor: CEO\COO

Duties\Responsibilities: Vendor Management, Contract Review and Negotiation, Construction Material Buyouts, Construction Project Estimating, and Delivery of Sensitive Items (Large Amounts of Cash\ Checks, and other sensitive materials)

Accomplishments:

Assisted with pre-construction for projects ranging from $1,000,000 up to $25,000,000 on Government Projects ranging from Veteran Affairs, Amtrack, and Military Base Projects (Fort Jackson, Fort Benning, Fort Gordon, Robins AFB, Moody AFB).

Entrusted by CEO and COO to personally handle and deposit large business checks (ranging from 50K to $2M).

Prepared timely submissions of documents to Governmental Agencies, ensuring such submissions were done error-free.

OFFICE SPECIALIST\BOOK-KEEPER: (May 2005 – Aug 2007); Michael’s Arts and Crafts, Marietta GA 770-***-****), Supervisor: Store Manager

Duties\Responsibilities: Daily Accounting and Auditing, Maintaining a 1-31 Accounting Report File (daily), Accounts Payable\Receivable, Cash Management, Managing Store Supplies, Maintaining all HR-Files with Related Activities\Paperwork, Incident Reporting, Conflict Resolution, Customer Complaint Resolution, Employee Compliance, Payroll, Corporate KPI Reporting, and Training Colleagues at other offices in the District.

Accomplishments:

Promoted to Book-keeper from Part-Time Cashier Position.

Received a Perfect Score in an annual, in-depth Audit conducted by Corporate which was the only department to receive such a high accolade on the store audit.

Sent to other stores to train\ improve performance of the other Office Specialists in the Area.

One of the youngest people in Corporate History to achieve the Office Specialist\Bookkeeper title.

PROFESSIONAL WORK REFERENCES:

Alex Mayhar \ Professional Reference

Atlanta Chiropractic Services ( Business Owner) and Former Venture Capitalist Investor for Helping Hearts Hospice

**********@*****.*** / 678-***-**** (direct cell)

Sol Rezai \ Former Supervisor and Professional Mentor

Homestead Hospice COO and Acting CFO

******@****************.*** / 678-***-**** (direct cell)

Arlene Roberson \ Former Colleague

Roberson Brown Group (Business Owner)

*************@***.*** / 404-***-**** (direct cell)

More References Available Upon Request

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