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Accounting Sales

San Diego, CA
September 30, 2018

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San Diego, CA


Senior Financial Professional bringing hands on experience in multiple industries with a track record of increasing profitability thru a blend of both financial and operational experience.

Core Competencies

-Acquisitions -Accounting system conversions -Reducing size of accounting staff

-Internal controls -Financial analysis & modeling -Establishing KPI’to improve product costs

-Strategic planning -Lease & vendor management -Accessing drivers of profitability

Career Highlights and Accomplishments

Director Finance & Accounting

Aya Healthcare 9/14 – present

Senior most financial executive responsible for day to day finances of multi entity healthcare staffing company. Lead Company’s first annual financial audit with no adjustments, as well manage 401k, workers comp and lender annual audits. Documented accounting procedures, implemented account reconciliation processes and internal controls, integrated multiple acquisitons, and managed system conversion from Quickbooks to Oracle Financials. Manage daily cash funding requirements and lenser/banking relationship. Manage profitability of $4M weekly subcontractor programs, and developed monthly segment and key metrics reporting.

Controller/CFO 6/05 – 9/14


Senior most financial executive with hands on responsibility for managing the daily finances of multiple entity real estate software ands ervices provider. Supported sales and service functions resulting in growth from $30M to $150M+ over 8 yrs. Manage G/L, A/P, Payroll, Revenue/Cash, Treasury, Tax and Facilities. Lead monthly internal and external operating reviews with VC owners focusing on top line growth and segment line profitability. Manage annual independent audit, oversee multi state tax compliance (sales/use/property/payroll), prepare actual to budget reviews, manage leases and supplier relationships, prepare annual budget and cash forecasts, manage banking/investor relationships and responsible for all product pricing and cost analysis.

Integrated accounting operations from multiple acquisitions into shared service model

Managed multiple G/L system conversions resulting from acquisitions

Led financial due diligence process on multiple acquisitons, and on sale of Company itself

Implemented monthly key indicator reporting tools and staffing models around production center efficiency and cost of services

Rolled out first time product specific price increases to existing customers that yielded $1.5M in revenue

Managed all state registrations, regulatory and annual report filing requirements

Implemented regular profitability reviews with all 30+ branch locations

Developed reporting on $5M monthly COGS to identify cost and profit trends requiring follow-up actions

Implemented supplier re-contracting program which yielded $400k in first year cost savings

Implemented regular management pricing and margin reviews by customer to ensure target margins were met

Developed pricing models for use by sales staff to ensure desired margins were achieved

Developed claim experience loss model used to set claim reserves and contractual allowances

Ensure compliance with documented internal controls in accordance with SOX

Implemented automated sales commission and production incentive models to reduce manual effort

Manage IT for financial systems

Implemented imaging of customer contracts to reduce filing, printing and storage costs

Implemented IT time and cost reporting process for use in capitalizing software development costs

Ensured proper revenue recognition on all custom data/software contracts

Oversee treasury function of $22M in monthly escrow fundings thru 30+ branch locations

Director Finance & Accounting 8/99-6/05

First Health Group/CCN Managed Care (now part of Aetna)

Managed accounting function for $100M healthcare services company (CCN) until acquired by First Health Group (PPO,TPA, Rx) ($1B). Implemented SOX internal control process for four First Health Group subsidiaries.

Successfully implemented Company’s first SOX404 internal control program with no audit issues

Managed company’s external audits, including the first in 5 years with no audit adjustments

Established and documented accounting policies & procedures in revenue, A/P and Payroll

Managed financial due diligence for the sale of two subsidiaries, and the ultimate sale of company to First Health Group

Implemented geographic, product line, and customer profitability management reports to evaluate profitability - increased profitability by $1.8 million via price increases and product retirements

Established internal KPI’s to evaluate claims processing and medical management efficiency

Implemented client auditing process to insure the integrity of self-reported revenue - recovered $400k in the first year

Integrated accounting operations for five acquisitions – resulting in no additional staff

Finance Manager

PacifiCare Health Systems, Santa Ana, CA (now part of United Health Group)

Developed provider contract analytics model for use by contracting staff during contract negotiations to reduce cost of contracted medical services by 1% of premium ($1M annually)

Analyzed monthly medical cost utilization and trends for contracted facilities

Prepared monthly KPI’s related to utilization rated, service costs, and membership trends

Analyzed new product and geographic expansion ROI’s for management and filed regulatory reports

Model and track progress of Company’s annual strategic initiatives/budget

Implemented quarterly 12-month rolling financial forecasting process and reporting

Financial Analyst

PacifiCare Health Systems, Santa Ana, CA (now part of United Health Group)

Accountable for monthly management reporting and financial forcasting

Automated reconciliation between government Medicare/Medical payment detail and internal systems to ensure accuracy

Performed all statutory reporting (Federal & State)


Certified Managerial Accountant

Masters Business Administration, Chapman University

Bachelor of Science Accounting, University of Minnesota

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