Qualifications Profile

Growth-focused, results-oriented, and strategic financial professional, offering hands-on experience in financial administration, operations management, and business development. Adept at providing sound financial recommendations to resolve client business issues; prioritizing multiple client demands; and streamlining workflow to ensure optimal productivity. Recognized as a team player with well-honed communication, time management, organizational, and problem-solving skills. Proficient with Microsoft Office Suite (Excel, Outlook, PowerPoint, and Word), Quatro Pro, Hyperion, Great Plains, Microsoft Project, Visio, and HealthPac.

Areas of Expertise

Risk Mitigation and Strategies Formulation

Bookkeeping and Financial Reporting

Interpersonal and Relationship Management

Generally Accepted Accounting Principles

Tax Research and Accounting

Medicare & Medicaid Compliance

Performance Management

Business Development

Professional Experience

AccountTemps – Columbia, SC

Consultant Feb 2017 – Present

Financial, tax, compliance and elder healthcare management consulting

General Accounting – Palmetto Health

BrightStar of Lexington/West Columbia, Lexington, SC

Franchise Owner Feb 2011–Nov 2016

Provide expert supervision to healthcare staff comprised of more than 40 certified nursing assistants, registered and licensed practical nurses

Effectively prioritize and spearhead wide range of daily tasks while maintaining strict adherence to E-Verify and Equal Opportunity Employment laws

Presided over all vital activities, such as bookkeeping, investment management, sales operations, while providing keen observation of business processes and key performance indicators

Conceptualized and supervised operations management and business processes

Prepared and scrutinized financial statements for month-end close, including balance sheet, income statement and statement of cash flows

Guaranteed strict tax compliance through efficient, accurate, and timely preparation of corporate and property tax returns

Rendered effectual resource planning, such as employee staffing and materials management

Notable Accomplishments:

Proactively enhanced private duty in-home care agency within Lexington, Richland and Orangeburg counties from start-up to current annual revenue of $1.1M; with Gross Margin of 42%

Procured and maintained Full Accreditation by The Joint Commission on Healthcare Accreditation

Absolute Total Care, Centene Corp, Columbia, SC

Director of Finance Sep 2007–Nov 2010

Administered all aspects of strategic development planning, including targets, internal controls, business processes, and financial operations

Provided direct monitoring of key performance indicators for Medicaid start-up managed care plan

Distinguished various capital needs through direct supervision of financial planning function in consistent with all Medicaid requirements

Managed the preparation and evaluation of all financial statements, including balance sheet, income statement and statement of cash flows.

Held full responsibility for preparation and observation of annual budget and monthly results for $463M in revenue

Coordinated financial management reporting results to corporate finance and local senior executive team

Rendered direct management of risk management functions to identify enterprise risks, as well as to formulate and implement risk mitigation strategies

Oversaw the calculation of monthly incurred but not reported (IBNR) based on sound actuarial reserving models.

Actively communicated with external actuarial consultants in evaluating medical cost trends, completion factors, and identifying required margins in maintaining adequate reserves

Prepared and coordinated annual actuarial certifications and Premium Deficiency Reserves (PDR) calculations

Notable Accomplishments:

Drove profitability opportunities and Health Benefits Ratio (HBR) by efficiently managing the Cost Containment Committee

Generated $1.5M profit in 2009 from loss of $2.4M in 2008

Increased profitability and mitigated risks through active collaboration with other departments to understand and manage financial implications of data, as well as to review trend analysis and variance analysis.

Carolina Care Plan, Inc., Columbia, SC

Medicare Compliance Officer Feb 2005-May 2007

Oversee all aspects of compliance for Medicare Advantage Product

Submit annual applications and required reports to CMS

Oversee product development for Medicare Advantage Product

Notable Accomplishments:

Successful implementation of Medicare Advantage Product

No reportable issues or complaints from Medicare beneficiaries

Director of Finance Jul 2002–Feb 2005

Manage the strategic financial planning, including establishing targets and monitoring of system reporting capability

Provide direction to the Controller in budget preparations

Manage regulatory compliance from a financial perspective, including maintaining strong relations with the South Carolina Department of Insurance and managing related audit processes

Monitor and manage internal controls to ensure consistency with policies and procedures and enhance operational performance including reviewing financial implications of all new contracts

Manage and monitor cash flow and investments, monitor aged accounts receivable for collectability and implement collection policies, ensure timely and accurate broker commission payments and agent licensing

Notable Accomplishments:

Drove profitability opportunities and Health Benefits Ratio (HBR) by efficiently managing the Cost Containment Committee

Participated in the research, selection and transition to a new administrative system for claims payments, enrollment, billing and commissions

No reportable issues with South Carolina Department of Insurance Audits

PHT Services, Ltd. And Palmetto Hospital Trust, Columbia, SC

Assistant Vice President, Finance Sep 1997–Jul 2002

Responsible for all internal and external financial reporting

Manage cash flows

Amortize investments, working with investment manager to ensure proper reporting of transactions

Perform actuarial valuation

Prepare annual budget

Manage year-end audit

Function as corporate compliance officer, writing and upholding corporate policy and procedures

Supervise accounting, payroll and human resource departments

Notable Accomplishments:

Achieved ISO 9000 certification within one year

Reduced HBR by implementing sharps injury prevention program

Advanced Medical Products, Inc., Columbia, SC

Controller Apr 1995–Sep 1997

Responsible for all internal and external financial reporting including, preparation of financial statements, Securities and Exchange Commission reports, all public company related documents, and corporate tax returns

Daily cash flow management

Budgeting and forecasting

Assist President with mergers and acquisitions

Prepare all required reports and reconciliations to facilitate year-end audit

Supervise accounting and payroll departments

Write and uphold corporate policy and procedures

Notable Accomplishments:

Secured financing for international sales through Exim Bank

Reduced accounts receivable overall by 28%. Reduced receivables over 120 days from 16% to 4%

Decreased bad debt expense from 34% of receivables to 3%

Education

Bachelor’s of Science Degree

Columbus State University (formerly known as Columbus College), Columbus, GA

Accounting Coursework

University of South Carolina, Columbia, SC

LICENSES & CERTIFICATIONS

Certified Public Accountant (CPA)

Associate in Insurance Accounting and Finance (AIAF)

Professional Affiliation

South Carolina Association of Certified Public Accountants, Member

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