Accounting Manager

R. Halladay Swanson, CPA

**** *** ***** **** ********, New York 14733 716-***-**** *********@***.***

Summary

Enthusiastic & accomplished professional, from public accountant to CFO. Strategic thinker with strong financial acumen and extensive experience in analysis, investment management, budgeting, and information systems and processes. Adept leader of diverse teams. Experience in public accounting, nonprofit and for-profit companies.

Experience

Controller, Baker Victory Services, Lackawanna, NY (2016-present)

Manage finance & billing department of health & human services organization with $52M budget, including payroll for 900+ employees and $25M fixed assets.

Implemented budgeting, forecasting and reporting systems to measure and communicate performance results internally.

Redrafted/developed policies and procedures.

Initiated paperless AP process with electronic workflow system.

Manage annual audit and review of corporate tax returns.

Researched & instituted tech solution to Medicaid auto-posting issues.

CFO, Community Health Net, Erie PA (2016)

Responsible for direction and administration of accounting and billing departments for multi-site Federally Qualified Healthcare Center.

Supervisory of 7 staff.

Finalized overdue financial audit, Medicare Cost reporting and federal grant reporting, resulting in the reinstatement of payments from State.

Senior Accountant (Contract), ProNexus Pittsford, NY (2015-2016)

Provide interim accounting services to clients as assigned.

Responsibilities include implementing software functionality, financial analysis & reporting, budgeting, account reconciliations, projections and monthly financial reporting as needed, payroll & related tax preparation.

Finance Manager, Conewango Products Corp., Falconer, NY (2014-2015)

Responsible for finance operations, inventory, policy and procedure implementation and IT functions for $7M distributor.

Prepare monthly financial reports with analysis for operating entities, work with corporate accounting department in New Zealand to complete timely and accurate reporting and budget development.

Oversight warehouse functions including product assembly, inventory receipt & appropriate landed cost assignment, & re-order process.

Accountant, Renold, Inc., Westfield, NY (2012-2014)

Responsible for special projects, cost and analysis for manufacturer.

Assist with management reporting, account analysis and reconciliations

Initiated data extract from ERP for various reporting and daily KPI reports.

Completed quarterly testing related to ISO9001.

R. Halladay Swanson, Page 2

CFO, Chautauqua Foundation, Inc., Chautauqua, NY (2001 – 2011)

Responsible for the development and execution of all financial operations, endowment management and activities $60M Foundation.

Accounting and administrative controls, operating budget, endowment and payout controls, and asset and investment controls.

Developed complex financial models to analyze operating and investment results.

Provide primary support to finance, audit & investment committees.

Manager, Buffamante Whipple Buttafaro, P.C., Jamestown, NY (2000)

Responsible for planning and managing audit, tax & accounting services primarily for nonprofit clients of regional public accounting firm.

Supervise staff accountants assigned to engagements.

Controller, Clinical Radiologists Medical Imaging, Silver Spring, MD (1995-2000)

Responsible for accounting, payroll, billing and information systems for outpatient radiology firm.

Financial reporting and analysis on monthly basis, including revenue cycle.

Supervise staff of 4 and manage relationship with medical billing company ensuring appropriate and timely process of charges for multiple modalities.

Responsible for selection, installation and migration to networked accounting software system to handle financial reporting and recording by cost center.

Skills

Education

Software: Adaptive Insights, KRONOS, Creative Solutions, QuickBooks, Microix Workflow, Ultipro, Intuit Enhanced Payroll, Great Plains Dynamics, Sage MIP, Microsoft Office Suite, Laserfiche, RealVNC, FourthShift ERP, M3 ERP,

Project management coursework

Advanced Excel skills – Pivot, vLookup; Data extraction to CSV/Excel format

Bachelor of Science – Accounting

University of Maryland – College Park, College Park, Maryland

Memberships /Community Affiliations

American Institute of Certified Public Accountants (AICPA)

Maryland Association of CPAs

Certified Public Accountant (CPA) Maryland

Erie Hunt & Saddle Club

US Eventing Association

Volunteer, Finger Lakes Finest Thoroughbreds, Inc

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