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Financial Analyst

Lillington, NC
October 17, 2019

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** ******** **** *****

Lillington, NC *****



Summary of Experience: A highly experienced Financial Executive who has demonstrated the ability to lead a diverse group of individuals and organizations, for profit and not for profit. With over 30 years of experience in the healthcare industry and development of strong technical experience in the financial arena and understanding of healthcare operations I have been able to guide organizations in turn-around situations and become more profitable while not having a negative impact on operations and quality of care. Proven ability of implementing financial reporting systems and provide the necessary training to operation managers on financial components in a variety of healthcare settings.

Professional Experience

Preferred Alternatives of Missouri Inc., Lillington, NC

2014 – Present

Chief Financial Officer

Responsible for all day to day of financial operations of mental health and development disability services

Oversee all employee benefit programs

Provide leadership in development of and implementation of strategic plan

Determine financial viability of expansion of services into other service types and service areas

Healthcare Support Services, Inc., Fayetteville, NC

2010 – 2014

Chief Financial Officer

Assist managed companies owners and employees with financial and operational decisions

Manage all financial and information technology systems and staff

Prepare financial projections for expansion into additional services

Develop financial protocols to ensure effective and efficient systems are in place

Preferred Alternatives, Inc. – Fayetteville, NC

2005 – 2010

Chief Financial Officer

Manage all financial and information technology systems and staff

Review monthly financial statements with Office Administrators

Prepare financial projections for expansion into additional services

Implement and maintain financial systems and policy and procedures

Western Medical Group, Inc., Mamers, NC

2003 – 2005

Chief Financial Officer

Oversee all financial and information technology systems

Provide leadership to all financial staff in completion of non profit annual financial audit

Administered employee benefit program

Train Medical and Dental providers on financial aspects of business

Choice Health Management Services, Asheboro, NC

2001 – 2003

Chief Financial Officer

Oversee implementation of all financial systems, financial reporting, and training operations team on financial reports.

Developed team approach to resolve financial and operational concerns, resulting in turnaround from a $600,000 annual loss to an $800,000 annual profit

Prepared annual operating and capital budgets

Converted Accounts Receivable systems and processes, resulting in a $1,000,000 reduction in Accounts Receivable

Everest Health Systems, Nashville, TN

1999 – 2001

Chief Financial Officer

Completed financial projections to determine business viability

Spearheaded conversion of management companies for 95 nursing homes

Provided leadership to all financial and information technology team members

Mariner Health, Nashville, TN

1997 – 1999

Regional Vice President of Financial Management

Monitor budgetary compliance, develop and implement plan of correction in areas of non-budgetary compliance

Developed cost tracking system to provide more readily available financial information for operation managers

Prepare mid month financial projections

Community Care of America, Naples, FL

1995 to 1997

Regional Controller

Prepare, analyze, and review monthly financial statements

Complete annual operating and capital budgets

Develop and provide guidance in using financial tools

Brian Center Management Corporation, Hickory, NC

1987 to 1995

Financial Analyst

Provide guidance to operations team to enhance Medicaid and Medicare reimbursement

Prepare annual financial and cash projections

Implemented more efficient and cost effective banking system and developed cash monitoring system

Proficient in Microsoft Word, Excel, and Power Point


Gardner Webb College, Boiling Springs, NC

Bachelor of Science in Accounting, 1989

Catawba Valley Technical College, Hickory, NC

Associates Degree in Accounting, 1987

Professional Accomplishments:

Certified Public Accountant, 1991

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