Customer Service Management
Resume:
David J. Hopkins, CPA, CGMA, MST
*************@*****.***
Ashburn, VA 20147
Mobile 414- 507-0244
Senior Finance and Accounting Executive
Strategic Planning, Compliance, and Controls Expertise
Overview
More than 20 years of private, public and non-profit experience,
including cross-functional leadership in financial management, general
accounting, cost accounting, human resources, and information
technology. Effective team leadership, written/interpersonal
communication skills, and presentation delivery to executive teams,
boards of directors, and finance committees. Experienced working with
governmental funding programs and accounting standards.
Skills and Attributes
Strategic Analysis and Financial Evaluation
Statistical Analysis and Model Development
Operating and Capital Budget Development
Contract Review and Negotiations
Cash Forecasting and Timing
Human Resource and Technology Management
Organizational Improvements and Cost Controls
Professional Experience and Accomplishments
Chief Financial Officer
Reston Association - Reston, VA July 2007 to November 2013
Recruited to the leadership team of a 60,000 member 501(c) 4 community
association with a $16 million operating budget, combined assets of
$50+ million, and billing/collection for 21,000 membership units.
Primary accountabilities include strategic planning, budget
development, accounting, banking/treasury management, capital
planning, contract negotiations, and board reporting.
Led a team of eight with three management reports; oversaw cross-
functional team in accounting, cost/variance analysis and budget
development (2,000+ G/L accounts). Treasurer of 501(c)3 Friends of
Reston for Community Projects.
Corrected non-GAAP accounting processes and brought repair/replacement
reserve account into compliance with state regulatory requirements.
Actively involved in obtaining bond financing for acquisition of new
headquarters building and indoor recreation facility. Worked closely
with realtors and banking firms to identify/select suitable properties
and financing terms.
Assistant Director Fiscal and Human Resource Division
Milwaukee County Department of Aging - Milwaukee, WI June 2005 to June
2007
Oversaw the $150 million annual fiscal component of the Management
Care Organization serving 6,200 county residents (age 60+, former FFS
Title 19 recipients) through 700
community agencies. Accountable for strategic planning, contract
selection/negotiations, rate calculations, budget development, and
high-level committee/county board reporting.
Ensured proper internal controls and compliance with funding sources.
Led a team of 19 with six direct, management-level reports.
Reversed a $14.0 million deficit from fiscal year 2004 and delivered a
$12.5 million budget surplus through the development/implementation of
a new approval methodology and rate-setting committee.
David J. Hopkins, CPA, CGMA, MST
Implemented better controls obtaining $250,000 in previously
uncollected fees.
Disputed state funding reductions and led successful negotiations
yielding an addition $1.5million in revenues.
Vice President Finance/Chief Financial Officer
Milwaukee Protestant Home, Incorporated - Milwaukee, WI 1998 to 2004
Non-profit, independent living CCRC and skilled nursing facility with four
entities in SE Wisconsin.
Key member of the senior leadership team, responsible for financial
management of the parent and three subsidiaries ($35 million operating
budget with combined assets of $120 million). Primary accountabilities
included strategic planning, accounting, budgeting, banking/treasury
management, capital planning, cash flow planning, contract
negotiations, payroll management, IT management, compliance (Medicare
Compliance Officer), and Q&A management.
Oversaw a team of ten with three management-level direct reports.
Developed projections and analyzed financials to support short-term
and long-range strategic planning and ensure the future viability of
organization.
Oversaw financials for renovation/on-site addition and development of
a new facility (400+ total capacity).
Negotiated terms and calculated financial impact of $12 million in
variable-rate and $38 million in fixed/variable rate (5% weighted
average) tax-exempt bond issues.
Through leveraging, grew investment portfolio 100%.
Met arbitrage exemption guidelines through bond issue and timely
completion of construction projects.
Managed cross-functional teams tasked with reviewing technology needs
(network, hardware, software, integration issues) and implementing
best solutions.
Health Care Consultant
Kolb and Company - Milwaukee, WI 1997 to 1998
Privately held certified public accounting firm.
Developed organization's long-term healthcare practice.
Resolved payroll tax issue with federal and state authorities
resulting in zero penalties to client. Structured automated system to
produce financial statements.
District Finance Manager/Chief Financial Officer
Mount Carmel Milwaukee - Milwaukee, WI 1995 to 1997
A division of Hillhaven Corporation, a publicly held provider of long-term
healthcare services with 300+ centers nationwide.
Recruited to manage business operations, billing, and collections
areas-oversaw a staff of eight with annual operating budget of $12+
million. Reviewed and analyzed financials (labor and general costs,
budget variances); provided information and recommendations to senior
management. Prepared regional facilities' budgets. Oversaw staffing
and performance review system.
Education
MS (Management/Taxation) - University of Wisconsin-Milwaukee, 2006
BBA (Accounting) - University of Wisconsin-Milwaukee, 1982
Professional Affiliations
VSCPA, WICPA, AICPA, (Former WICPA Leadership Committee Member and
Health Care Committee Co-Chair)
Transitional Living Services, Board Member (1998 to 2005), Treasurer
(2002 - 2005)
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