Controller

Roger B. Leach

Mobile: 682-***-****

Email: ********@*******.***

OVERVIEW

Results-driven, senior accounting and financial executive who possesses strong analytical skills, expertise, and experience spanning a broad range of industries and areas of specialization. Known as a strategic leader with a proven track record of executing strategies and plans. Demonstrated success leading positive changes; managing projects as well as expectations; building strong, operationally focused teams; developing and implementing financial / operational controls which mitigate risk, highlight problems, forecast results, improve processes. Hands-on, highly motivated professional who excels in a fast- paced, transitional environment. Able to effectively articulate to others targeted goals and how to obtain them. CAREER PROGRESSION

Enhabit Home Health & Hospice Care, Dallas, Texas

Revenue Accounting Project Manager 04/2024 – 01/2025 Consultant 04/2023 – 04/2024

• Engineered sophisticated statistical models to analyze and quantify reserve positions across service lines, payor categories, and aging classifications, enabling precise financial forecasting.

• Formulated comprehensive audit protocols to rigorously validate the integrity and accuracy of mission-critical systems reports that directly inform executive financial decision-making.

• Executed preparation of complex revenue and accounts receivable financial reporting packages in full compliance with Securities and Exchange Commission requirements.

• Served as Interim Manager with full accountability for directing all operations of the Hospice accounting department, ensuring regulatory compliance and financial accuracy.

• Researched and prepared detailed variance analyses on select key balance sheet/revenue/income ledger accounts.

• Developed walkthrough model reconciling off-system subledger accounts to general ledger trail balance accounts.

• Orchestrated financial month-over-month, quarter-over-quarter, month and quarter sequential, year-over-year analyses. Moore Transport, Plano, Texas 09/2022 – 03/2023

Interim Controller

• Created balance sheet reconciliation models which helped reduce the month-end close process from 10 days to 6 days.

• Developed models tying dispatch contracts to revenue projections/recognition in full compliance with ASC 606.

• Implemented tracking tool capturing expenses by tractor/trailer including hourly usage by asset.

• Drove policy, procedures, and process documentation in compliance with the Sarbanes-Oxley Act, internal controls. White Rock Medical Center, Dallas, Texas (Pipeline – filed bankruptcy) 01/2022 – 08/2022 Controller

• Provided leadership to 14 staff in financial reporting, disbursements, general accounting, billing/collection functions.

• Responsible for the Payroll processing for 3 hospitals, 3 physician groups located in Dallas and Chicago.

• Prepared and presented Monthly Operations Report to Corporate Leadership.

• Directed the submission of annual Medicare and Medicaid Cost Reports in compliance with CMS regulations.

• Prepared hospital annual operational and capital budgets along with rolling 12-month cash flow projections.

• Final authorized approver of all purchase requisitions and vendor invoices. CorrHealth, Dallas, Texas 07/2020 – 01/2022

Director of Finance

CorrHealth provides medical, dental, vision, mental health services to County correctional inmates covering 4 states.

• Formed the Finance and Accounting, Accounts Payable, Accounts Receivable, Contract Billing departments.

• Oversight responsibilities for 15 County Correctional & Detention Facilities Costing Matrixes.

• Created Counties’ RFP staffing and operational budgets for healthcare coverages.

• Conducted financial presentations at County Boards Medical Administrative Committee hearings.

• Negotiated pharmaceutical, physician group, and vendor service agreements. Roger B. Leach

Page 2

Wilson N. Jones Regional Medical Center, Sherman, TX 04/2019 – 11/2019 Controller – parent holding company eliminated all C-level Senior Administration and Director positions

• Provided hands-on management for accounts payable, payroll, general accounting, and financial reporting / analysis of WNJ hospital, Sherman MD physician services, and Sherman Anesthesia practice groups.

• Responsible for physician and anesthesiologists’ wRVU and related incentive calculations.

• Oversaw the Treasury functions and banking relationship of the three organizations. Baptist Health System (Vanguard Health/Tenet Health), San Antonio, TX 02/2018 – 11/2018 Group Controller – position eliminated due to Tenet Health restructuring of Texas Region

• Responsible for consolidated monthly operations report (MOR) and analysis of 13 Texas hospitals, 18 rehabilitation facilities, 8 urgent care centers, plus all BHS Market Services including P&L, quality metrics and KPI analyses.

• Responsible for the Shared Services Center of BHS Finance including general ledger reporting, Accounts Payable, Payroll, Fixed Assets, and balance sheet reconciliations.

• Direct responsibility for monthly financial forecasts and annual budget preparation of market system entities.

• Prepared and managed capital business initiative strategies for market entities and departments.

• Negotiated and directed 5-hospital market system Master vendor supplier agreements and service contracts.

• Negotiated 5-hospital, master service agreement with Acadian Ambulance Service.

• Reviewed new physician services contracts for compliance. Approved payments for services within authority level.

• Had direct oversight and was liaison for all audits performed on BHS facilities including Joint Commission. Hearn Trucking, Weatherford, TX 02/2017 – 01/2018

Interim Controller

• Directed the implementation of Axon fleet software.

• Responsible for full accounting and finance operations.

• Submitted all federal, state, and IFTA filings.

• Negotiated the company’s factoring agreement with an outside financial group. Creative Solutions in Healthcare, Fort Worth, TX 07/2011 – 01/2017 Corporate Controller / Compliance Officer

Directed the Accounting / Financial Reporting functions of 62 acute care, skilled nursing and rehabilitation companies.

• Provided hands-on, leadership to payroll, accounts payable, general accounting, and financial reporting.

• Provided direction to Revenue Cycle Management Team and Central Business Office.

• Directed the annual operational and capital budgeting processes for Corporate and each of 62 individual subsidiaries.

• Led the Corporate Financial Planning and Analyses process ensuring key operational growth metrics are met.

• Prepared due diligence analyses for mergers & acquisitions, divestitures of properties and cessation of operations.

• Maintained, computed, and filed all private equity, financial lending covenants, and borrowing base calculations.

• Administrator of Corporate 401k retirement plan, group medical plan, property & casualty insurance coverages.

• Implemented Microsoft (Great Plains) Dynamics financial/accounting and Point Click Care patient revenue software. Professional Consulting Group / Project Manager 12/2009 – 6/2011

• Darling International: Designed accounting systems process documentation, integration test scenarios/scripts for web- based ERP conversion of 32 off-site rendering plants. Identified/documented key internal control points (SOX).

• Wal-Mart / Sam’s Club: Directed East Coast teams converting cable-based logic systems to wireless connectivity. Executed systems testing to ensure POS transactions were properly recorded at regional distribution centers.

• British Petroleum: Documented, mapped, and tested procedures / processes of key internal controls for BP Human Resource operations to ensure compliance with Sarbanes-Oxley (SOX).

• Oil States International: outsourced Internal Audit Manager providing financial, operational, and compliance audits for international oil/gas equipment and tool manufacturer with 13 multinational facilities. EDUCATION AND PROFESSIONAL AFFILIATIONS

Bachelor of Science Business Administration (Accounting, Mathematics), University of Nebraska, Lincoln, Nebraska Roger B. Leach

Page 3

TECHNOLOGICAL SKILLS

Infor, Axiom, Cerner, Microsoft (Great Plains) Dynamics*, S2K, SAP*, PeopleSoft*, Axon*, Paragon, Sage MIP*, Agility*, Meditech, Blackline, Kantime, Concur, Home-Care-Home-Base, Tableau, Calipso, Epic, Point Click Care*, Hyperion Essbase, Navision, Visio, Ceridian*, ADP*, Kronos*, Paycom*, Paycor*, SharePoint, QuickBooks*, Salesforce, Microsoft 365 Products. (* led implementation)

PROFESSIONAL SKILLS & EXPERIENCE

My accounting and financial experience encompass public accounting, healthcare (acute care, behavioral health, skilled nursing, assisted living, rehabilitation), manufacturing, wholesale distribution, oil & gas field services, property & casualty/workers’ compensation insurance, non-profits, transportation and logistics, government. Executive leadership positions as Chief Financial Officer, Group Controller, Corporate Controller, Compliance Officer, Audit Manager, Project Manager, Director of Accounting and Financial Reporting have provided the basis for my broad and distinct level of skills and expertise.

• Audit - public and internal

• Banking and Treasury relationships

• Budgets - operational, capital, project

• Business process improvement and re-engineering

• Cash Management

• Contracts - vendor negotiations, physician contracts, service agreements, leases

• Compliance: HIPPA, HITECH, Medicare, Medicaid, Lender Equity

• Equity Financing

• Financial modeling

• Forecasting

• Generally Accepted Accounting Principles, Statutory Accounting Principles, Governmental Accounting Standards, International Financial Reporting Standards

• Grant writing, endowments, donations

• Information Technology – system implementation, conversion, integration, migration of data

• Insurance – property, casualty, healthcare, workers’ compensation

• Inventory

• Investment portfolio

• Joint Venture / Partnerships

• Medicare and Medicaid Cost Reports

• Mergers & Acquisitions - due diligence, valuation, integration

• Multi-national, multi-entity operations

• Operational Processes: payroll, accounts payable, accounts receivable, collections, procurement, fixed assets, marketing, facilities management

• Project management

• Revenue Cycle Management

• Statutory Reporting

• Strategic planning

• Supply Chain Management

• Taxes: Federal and State Information Reports: (F990 (T), F1120, F1040, F1065, Franchise, IFTA, Fuel, Sales/Use, Real Estate/Personal Property, NAIC.)

• Transportation logistics

Contact this candidate