Chief Financial Officer
Resume:
S
CONTACT
***********@*****.***
Tampa, Florida
linkedin.com/in/doug
charles 83408354
EDUCATION
Masters Business Administration
In Healthcare Administration
Capella University
Bachelor Science
In Accounting
University of Florida
KEY SKILLS/SYSTEMS
Team Building/Leadership
Strategic Planning
Budgeting & Forecasting
KPI Financial Analysis
GAAP Processing/Auditing
Treasury/Cash Flow Forecasting
Investment Opportunities
Asset Management
M&A Expansion & Scaling
Return On Investment
PE & IPO Attainment
QuickBooks, Sage Inacct, Great Plains,
Microsoft Office, Deltek Costpoint,
Timberline, NetSuite, GSuite
LICENSES
Certified Public Accountant
Series 7 Investment Advisor
Real Estate Sales
Mortgage Broker
Life/Health Insurance
QuickBooks ProAdvisor
Doug Charles
CFO/FP&A
Profile
Chief Financial Officer with 30 years of experience working collaboratively with executive leadership teams. Adept in leading the efforts of various programs to ensure fiscal responsibilities are met and community/investor relationships are strengthened. Concentration on profitability and expansion, having successfully enabled 2 corporations to advance from start up to public status. Professional Experience
Chief Financial Officer
Advanced Medical Integration Clearwater, Florida 03/2021 12/2023
Oversight of 200 medically integrated pain management clinics (PT, GP, Chiropractic, Non Opioid, Invasive Therapeutics)
Inventory & gross profit control of Chinese manufactured therapeutic equipment and US based pharmaceutical products
Implemented major/minor individual KPIs tied to departmental budgeting and weekly cash flow forecasting resulting in a 35% EBITDA Executive Director
HealthLynked Naples, Florida 05/2012 10/2019
Developed a vertically integrated network of healthcare practices
(OB/GYN, Pediatric, GP Modalities)
Utilized EMR system to achieve 4% denial rate and 20 days in A/R
Established MIPS meaningful use performance quality management system
Initiated a red herring, S 1 filing and audit leading to an Initial Public Offering of common stock
Director of Finance
Avow Hospice Naples, Florida 03/2008 12/2011
Standardized patient nursing visits and FTE utilization resulting in $4m increase in net profit annually
Oversaw non profit inpatient acute care hospital, bereavement services and palliative care program fiscal processes
Controlled a $10m capital campaign contribution program Controller
Bolognese Construction Bonita Springs, Florida 06/2001 11/2007
Commercial tilt up and golf course residential development
WIP and budgeted analytics by phase with project average of 20 subcontractors including use of AIAs and NTOs
Co Founder/CFO
RehabAmerica Corporation Tampa, Florida 01/1995 11/2000
Merged/acquired $25m rehabilitation network of 20 physical therapy hubs in major metropolitan locations and 80 subsidiary clinics in ACLs
Funded a $5m Regulation D 504 Private Placement Memorandum
Purchased/merged with a shell public company resulting in secondary public offering of common and preferred stock and LBO by competitor Senior Executive/Project Director
George S. May International Chicago, Illinois 04/1990 12/1994
Implemented and oversaw ISO 9001 management consulting projects for automotive manufacturers
Supervised 5 project directors and 25 staff executives running 10 15 individual projects at any given time
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