Manager Management
Resume:
CHERI PHILLIPS, CPA, MBA
**** ******** ***** 972-***-**** 25 Curley Street
Frisco, Texas 75034 *************@*****.*** Long Beach, NY 11561 https://www.linkedin.com/in/cheriphillipscpa
SUMMARY
Senior finance and accounting leader with extensive experience in nonprofit, professional services, health care, start-up organizations and international operations. Skilled at assessing operational capabilities of information systems and designing processes around the organization’s needs. Focused on process improvement and service to internal customers in order to achieve efficiency and growth. International currency experience. Certified Public Accountant (CPA). Masters of Business Administration (MBA). Chartered Global Management Accountant (CGMA). Certified Management Accountant (CMA). Certified Financial Manager (CFM). PROFESSIONAL EXPERIENCE
STAR MEDICAL CENTER, PLANO,TX 2016
Full service surgical facility providing inpatient and outpatient procedures. INTERIM CONTROLLER
Bridged the gap between the exiting Accounting Manager and new permanent Controller, closing the books for the year, providing training and guidance, implementing and documenting processes and procedures, designing financial and analytical reporting tools.
SOCIETY OF PETROLEUM ENGINEERS (SPE), INC., DALLAS,TX 2011 - 2015 Global individual membership association of managers, engineers, scientists and other professionals in the oil and gas industry with over 100,000 members in over 125 countries and operating revenues of USD 90 million. Programs include membership, scholarships and faculty support, subscriptions to journals and technical papers, certifications, conferences, workshops, training courses, and retail book sales.
SENIOR MANAGER FINANCE - WESTERN HEMISPHERE (FUNCTIONED AS CORPORATE CONTROLLER) Led a team of accounting professionals supporting membership activities and operations in 7 global offices on 4 continents.
Rebuilt a fractured team making the Finance Department at SPE among the highest in employee satisfaction and lowest in turnover.
Managed the business office for the annual 4 day Offshore Technology Conference in Houston with approximately 100,000 attendees and over 600,000 square feet of exhibition space.
Led a global team in the successful financial system upgrade from Oracle 11i to Oracle R12, adding the fixed assets module.
Developed and maintained operations metrics for global conferences, workshops and training courses.
Improved, streamlined and automated processes and data integrations from operational systems to the financial general ledger system.
Presented financial results to volunteer Board and Committee Members. MEDMARK SERVICES, INC., DALLAS, TX 2009 – 2010
Provider of primary health services and addiction treatment in 5 states. CONTROLLER
Directed financial operations, budgeting, planning, and reporting. Collaborated with C-level executives on growth strategies and acquisitions and integrations of health services facilities.
Reported financial operations on a combined and consolidated basis for 16 profit and 5 cost centers using Great Plains and FRx Reporting.
Provided financial mentoring and leadership to the clinical operations directors in budgeting and operating metrics.
Developed budget templates for operating units to minimize non-finance staffs’ need for accounting expertise.
CHERI PHILLIPS, CPA, MBA
*************@*****.***
KBA GROUP, LLP (Acquired by BKD, LLP), DALLAS, TX 2006 – 2009 Top 10 Dallas Fort Worth CPA firm specializing in tax, audit and transaction advisory services. CONTROLLER
Participated in executive leadership team which included the managing partner and partners in charge of tax and audit services, providing the operations expertise to the team. OMNI HEALTH MANAGEMENT CORP, CORAL SPRINGS, FL 2002 – 2005 Home health services provider with 50 agencies in 8 states. CORPORATE CONTROLLER
Organized and maintained the centralized corporate finance and accounting infrastructure for a multi- state, multi-entity privately owned start up organization.
Set up the financial and accounting system; Implemented MAS 90 and FRx Reporting for consolidating financial statements by agency, corporate entity and regional group.
Developed the revenue recognition process working closely with the visit and billing software developers for monthly close procedures and reporting.
Built the corporate support function from 2 people to 15, hiring a Director of Human Resources, payroll and accounting staff.
Implemented policies, procedures and internal controls for the organization.
Prepared proforma financial statements for Medicare agency applications and cost reports for compliance with Federal regulations.
ADDITIONAL RELEVANT EXPERIENCE
English McCaughan and O’Bryan, PA (Law Firm) Fort Lauderdale, FL Controller 2001-2002 Frank Weinberg & Black, PL (Law Firm) Plantation, FL Business Manager 1998-2001 CERTIFICATIONS AND AWARDS
CERTIFIED PUBLIC ACCOUNTANT (CPA): Florida licensed since 2002
CHARTERED GLOBAL MANAGEMENT ACCOUNTANT (CGMA): American Institute of CPAs
CERTIFIED MANAGEMENT ACCOUNTANT (CMA): Institute of Management Accountants (2007)
CERTIFIED FINANCIAL MANAGER (CFM): Institute of Management Accountants (2007)
CERTIFICATE OF MERIT: Tenth highest score on Uniform CPA Exam, Florida, Fall 2001 EDUCATION
FLORIDA ATLANTIC UNIVERSITY, BOCA RATON, FL
Masters of Business Administration (MBA) – Accounting (2001) Bachelors of Business Administration (BBA) – Accounting (1999) Summa cum Laude Member: American Institute of Certified Public Accountants (AICPA), Institute of Management Accountants (IMA) and Financial Executives Networking Group
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