Management Financial

SURENDRA JAKHAR ***- ***-**** (Cell)

*** ***** ****** ********, ** 08518 ****************@*****.***

CAREER PROFILE

Accounting and finance professional with extensive experience in healthcare, IT consulting, education, information management, not for profit & allied fields. Senior level executive responsible for development and implementation of budgets and financial & administrative management. Strong budgeting background; leadership skills; managerial skills; ability to integrate different work cultures and strong organizational skills. Able to provide senior management with a precise view of the financial effects of management actions and financial strategies; internal control; strategic planning and performance appraisal of the organization. A senior level professional who brings both strategic and hands on expertise in financial management & reporting, compliance, business development, strategic planning, legal, financial analysis, for-profit & not-for-profit organizations and consultancy. Proficient with QuickBooks, PeopleSoft Software, Medisoft Software, Great Plains, SAP, Microsoft Office Word & Excel, and Peachtree. With: -

•18+ years of progressive experience

•Strategic budgeting, forecasting, and variance analysis abilities

•Extensive leadership experience while being very hands on with all accounting functions

•Eligibility and working towards CPA

•Great personality and ability to work and present to all levels within an organization

EDUCATION

MBA - Fairleigh Dickinson University, New Jersey USA

Ph.D. – University of Rajasthan, Jaipur – INDIA

MS (Financial Management) University of Rajasthan, Jaipur – INDIA

JD (LLB) – University of Rajasthan Jaipur – INDIA

BS (Accounting) University of Rajasthan, Jaipur – INDIA

CA (Int) – ICAI, New Delhi – INDIA

PROFESSIONAL EXPERIENCE

Healthcare Non-Profit (Not-for-Profit Co. with 10 MM revenue and 134 employees) North New Jersey

Controller From April 2016 - October 2018

•Monitor Revenue Cycle Management (Billing/Coding/AR/Third Party Payers-Business Office)

•Payroll administration, Contract evaluation and dealing with all legal issues of departments

•Basic Treasury functions (District level), Grants writing and project management

•Tax assessment, planning, research, determination and filing 990;

•Preparation, finalization, distribution and allocation of the state budget; Business Development;

•Analysis – Cost, Variances, Policies, Procedures Revenue, Accounts Payables and Cash Flow;

•Company Financials-preparation, closing, auditing, compliances and reconciliations

•Developed and maintained effective internal control system and managing staff

Seabrook House (Not-for-Profit Co. with 25 MM revenue and 254 employees) South New Jersey

Director of Finance/CFO December 2014 – March 2016

•Monitor Revenue Cycle Management (Billing/Coding/AR/Third Party Payers-Business Office)

•Preparation, finalization, distribution and allocation of the state budget Plus, filing 990;

•Analysis – Cost, Variances, Policies, Procedures Revenue, Accounts Payables and Cash Flow;

•Company Financials-preparation, closing, auditing, compliances and reconciliations

•Developed and maintained effective internal control system and managing staff; Business Development

The Mentor Network (Public Co. with 3 BN revenue and 36K employees – Nationwide), New Jersey office

Senior Financial Analyst August 2012 to December 2014

•Preparation, finalization, distribution and allocation of the state budget (50 MM)

•Financial analysis, ad-hoc reporting, expenses tracking, cost reporting, analysis of variance, forecasting, financial statement, risk assessment, presentations, general ledger and cash management and SOX

•Working with the State of NJ employees (Comptroller’s Office) on Cost Reporting and fund release

•Developed and maintained effective internal control system and managing staff

•Overseeing the preparation of schedules, reports and documentation analysis for the annual A-133 audit

ROHNA, LLC, Woodbury, New Jersey (ENT Practice with 16 MM revenue and 96 Employees)

Director of Finance August 2008 – July 2012

•Preparation, finalization, distribution and allocation of the state budget (16 MM)

•Supervised Accounting Functions & policies;

•Participation in strategic goal (financial & non-financial) setting process

•General ledger, month & year end closing, reconciliations and payable management

•Preparation of financial reports and financial analysis; Cash flow management

•Finalization of profit & loss and balance sheet & receivable management

•Complied with Regulatory and statutory reporting;

•Implemented internal control procedures; Business development

•Implemented new projects – Great Plains and Greenway;

•Consultancy services to the affiliated hospitals;

Southwest Pain & Injury San Antonio, Texas (An Orthopedic Practice with 4 MM revenue and 50 Emp.)

Controller November 2005 – July 2008

•Complied with Regulatory and statutory reporting including SOX;

•Financial planning, cash management, monitoring revenue & debt structure and financial analysis, receivable and payable management and preparation of revenue & expense budget

•Developed, promoted and supervised central business office – billing, collection & coding

•Coordinated multi clinic operations; (financial & non-financial)

•Formulation of accounting and financial policies for the practice and Business Development

Government of India (Department of Health, Police, Forest and Higher Education)

Accounts Office/Deputy Director May 1996 – November 2005

•Preparation, finalization, distribution and allocation of the budgets of the Departments;

•Complied with Regulatory and statutory reporting including SOX;

•Developed and maintained effective internal control system and managing staff

•Payroll administration, Contract evaluation and dealing with all legal issues of departments

•Basic Treasury functions (District level), Grants writing and project management

•Financial planning, cash management, monitoring revenue & debt structure and financial analysis, receivable and payable management and preparation of revenue & expense budget

•Developed, promoted and supervised Branches/Sub-Center Offices;

•Coordinated multi clinic operations; (financial & non-financial);

•Administering the Examinations;

•Implemented new software’s (Accounting/Billing/Examinations and collections)

•Formulation of accounting and financial policies for the practice and Business Development

Teaching Experience: -

•Seton Hall University, New Jersey - USA (Adjunct Professor), Management Accounting 2010 -2011

•Indian Institute of Tourism & Travel Management, Gwalior – INDIA 2003 - 2005

•BRJD Public School, Bhorugram, Churu (Rajasthan) – INDIA 1994 -1996

•University of Rajasthan, Department of Financial Management - Jaipur – INDIA 1992-1994

•Mercer County College, Lawrenceville, New Jersey – USA 2015-2016

KEY FUNCTIONS/COMPUTER SKILL SET

•Providing Leadership, Fostering a Service Culture, Promoting Financial Stewardship, Creating Sound Financial Process and Promoting Teamwork and Collaboration

•QuickBooks, Great Plains, Peachtree, SAP, Tally, Greenway, Ariba, MIP, Medical Manager & Med iSOFT (Medical Claims), Pro-System, Creative Accounting Solution, Ultra-Tax & Oracle Hyperion. Infor M3 ERP

AFFILIATIONS/VOLUNTARY ORGANIZATIONS

•American College of Healthcare Executives;

•Healthcare Financial Management Association;

•American Institute of Internal Auditors:;

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