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Customer Service Manager

Reading, Pennsylvania, United States
February 01, 2018

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*** ******* ***** **** 610-***-****

Sinking Spring, PA 19608

CHIEF FINANCIAL OFFICER/CONTROLLER/FINANCE MANAGER Strategic and analytical thinker with 25 years of progressive experience in financial planning and analysis, controllership functions, and general accounting. Dynamic financial management professional with a demonstrated record of leading the turnaround and growth of businesses. Skilled at identifying cost containment initiatives and additional revenue streams. High degree of integrity with keen ability to “go the extra mile” while staying abreast of business details within diversified and challenging environments. Creative problem solver and skilled multi-tasker who quickly assesses situations, recommends solutions for achieving results, and motivates teams to produce high quality with limited resources and within tight deadlines. Recognized for strong leadership skills, attention to detail, and ability to integrate people, processes, and technology. CORE QUALIFICATIONS

Strategic Business Planning Operational Analysis Customer Service Management

Accounting, Finance, and Auditing Financial Management & Reporting

Business Process Development

Cross-Functional Team Leadership Forecasting & Cash Management

Corporate & Small Businesses

Continuous Process Improvements Internal Cost Controls Multi-Entity Operational Management


MCCARTHY ENGINEERING (MCCARTHY ENGINEERING ASSOCIATES, INC.), Wyomissing, PA Chief Financial Officer (2015 – 2017) - Multidisciplinary professional engineering services firm that has grown into a regional firm.

• Led the evaluation post acquisition grown and consolidation of the entity from $2.7M to $5.5M

• Reduced ACP on the accounts receivable from 112 days to sub 60 days, strengthening of revenues and cash flows

• Directs daily accounting operations encompassing accounts payable, accounts receivable, and general ledger activities including revenue recognition, billing, cost of goods sold, and job costing. Oversaw long-range planning, budgeting, conducted new business analysis, project analysis and cash forecasting.

• Oversight for month end close, the integrity of financial statements, monthly financial reporting and variance analysis, process improvement, development of commission schedules and internal control initiatives. STEVENS & LEE, P. C., Reading, PA

Financial Manager (2006 - 2015) - Multidisciplinary professional services firm including one of the 200 largest law firms in the nation, investment banking, insurance risk consulting, lobbying units, healthcare risk consulting and tax consulting services with 240 professionals representing clients throughout the Mid-Atlantic region and across the country from 15 offices.

• Led the evaluation and reorganization of the accounts receivable structure and related operational functions leading to a strengthening of revenues and cash flows of $125M entity (including affiliated business lines).

• Implementation of various financial projects to eliminate ‘lost’ revenues, reduce excessive spending, foregoing non- revenue enhancing positions with the ultimate goal of strengthening the bottom line.

• Provide financial analysis, modeling, forecasting, etc. for myriad of client based services including strategic planning, market research, accreditation, organizational development, construction, financial forecasting, operations evaluation and management studies.


Senior Financial Analyst/Lead Consultant/Project Manager (2004 – 2006) – Consulting, Development & Management organization that focuses for adult communities, CCRCs, ALUs, and community based senior services.

• Provide financial analysis, modeling, forecasting, etc. for myriad of client based services including strategic planning, market research, accreditation, organizational development, construction, financial forecasting, operations evaluation and management studies.

EVAN D. SPOHN 610-***-****

PAGODA GOLF AREA, Sinking Spring, PA

General Manager (2002 – 2004) - A regional golf facility serving Berks County and multiple surrounding counties

• Led revitalization of customer service, inventory controls, new revenue streams, organizational management as well as introducing a greater entrepreneurial spirit within the organization. ELLER COMMUNICATIONS MEDIA/CLEAR CHANNEL COMMUNICATIONS, Philadelphia, PA Regional Finance Manager (2001 – 2002) - A $70MIL leader in outdoor advertising

• Responsible for managing a staff of eight and the overall financial aspects of a $70MIL entity, including financial reporting, budgeting, strategic planning, AR/AP, credit, human resources, administration, information technology, materials management, and trade management for a regional division covering PA, Southern NJ, and DE. HEALTHSOUTH READING REHABILITATION HOSPITAL, Reading, PA Chief Financial Officer/Controller (2000 – 2001) - A $65MIL consolidated entity with a Rehabilitation Hospital, Surgery Center, Occupational Medicine Facility, and six Outpatient Therapy sites.

• Responsible for the financial management of a $65MIL operation with nine facilities in an integrated service model. Duties included financial reporting, budgeting, billing, payroll, IT, strategic planning, as well as the daily management of non-clinical operations.

• Directed the successful turnaround of the underperforming operation from a $1.6MIL loss to a $6.35MIL profit in 11 months through the identification of additional revenue streams, effective cost containment initiatives that managed capital expenditures, contract consolidation, and enhanced marketing programs that significantly increased patient days.

PHOEBE DEVITT HOMES/PHOEBE SERVICES, INC., Allentown, PA Corporate Controller (1994 – 2000) - A $75MIL JCAHO certified Senior Services entity that included provided a continuum of care - nursing homes, personal care facilities, elderly housing, therapies, and pharmaceuticals.

• Responsible for the day-to-day financial management of 18 separate corporate entities, 12 facilities, 925 employees, and assets exceeding $150MIL. Duties included AR/AP, billing, budget preparation, collections, cost reporting, treasury management, auditing, and financial reporting/presentations to the Board.

• Led the development, financing, compliance, and construction of two new facilities through a $56MIL bond financing initiative. Managed new projects ranging from start-ups to capital projects and joint ventures.

• Managed and completed all audits (federal, state, and local and internal compliance audits. Earlier Career Experience:

Senior Accountant/Staff Accountant, HALLMARK HEALTHCARE L.P. (GENESIS HEALTH VENTURES) Timonium, MD (1992 – 1994)


Board of Directors, Youth Baseball Commissioner, Head Coach, Assistant Coach, Equipment Director & Safety Director, WILSON YOUTH BASEBALL ASSOCIATION (2009 – Present) Board of Directors, SACRED HEART VILLA (2014 – 2017) Board of Directors, INSTITUTE OF MANAGEMENT ACCOUNTANTS (IMA) – READING CHAPTER, (1994 – 2008) Board of Directors, READING HOST LIONS CLUB, (1996 – 2003) EDUCATION

B.S. Accounting (Major) & Finance (Minor), ALVERNIA UNIVERSITY, Reading, PA

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