VP of Finance

Controller VP of Accounting

Budgeting and Forecasting ~ Cost Control and Analysis ~ Process Implementation

Program Management ~ Cross-functional Collaboration ~ Regulatory Compliance

Qualifications Profile

Accomplished, analytical, and results-driven professional, with extensive experience in overseeing overall facets of financial and accounting operations within various industries. Efficient at supervising and guiding staff, leading accounting and financial audits, and deliberating organization’s current financial position and future prospects with the senior leadership, while ensuring compliance with Generally Accepted Accounting Principles (GAAP) and other established standards and procedures. Keynoted as effective leader, with capability to manage multiple teams toward successful fulfillment of set-forth goals and objectives. Armed with exceptional communication and interpersonal abilities in cultivating long-term working relationship with all levels of professionals. Technically proficient with Microsoft Office Suite, PeopleSoft, Candency, Intacct, and Salesforce.

Professional Experience

Women’s Foodservice Forum (WFF) § Dallas, TX

Director of Accounting and Finance Apr 2018–Aug 2020

úTook full charge of creating journals to financial statements for final review by the Senior Leadership Team and Finance Committee as well as coordinating strategic movement of organization

úEfficiently spearheaded annual audit and preparation of 990, in cooperation with outside accounting firm

úInterfaced with senior leadership in deliberating current financial position and future prospect by predicting and examining current budgets

úCultivated long-term business relationships with bank, insurance, and other vendors

úHandled special projects in defining past performance and predicting where we may go

Health Care Service Corporation § Richardson, TX

Manager of Financial Reporting May 2015– Jun 2017

úDirected a staff of seven handling preparation of monthly financial statements for three HCSC subsidiaries which managed Medicare, Medicaid, and Prescription Drug Programs (PDP) for members and two foundations while facilitating annual audit for these subsidiaries

úArranged and inspected quarterly Model Audit Rule (MAR) controls for State Medicaid Programs including Illinois, New Mexico, and Texas as well as PDP subsidiary HCSC Insurance Service Corp’s (HISC) controls for Close the Books (CTB) and Premium, Billings, and Settlement (PBS).

úHeld responsibility in evaluating and authorizing more than 200 journals every month for HCSC and its governmental programs subsidiaries including HISC, GHS Managed Health Care Plan (GHS MHCP), GHS Insurance Company (GHSIC), HCSC Foundation’s The Caring for Children Foundation of Texas (CFCTX), and The Oklahoma Caring Foundation (OKCF)

úKeenly assessed and accepted more than 240 quarterly and 210 monthly account reconciliations for above-referenced entities

úInteracted with Montana Medicaid Operations group to acquire Montana HELP Medicaid Program while guaranteeing it was properly accounted for financial statements

úProvided support in executing account recons from PeopleSoft to Cadency

úCollaborated with the Implementation Team for new accounting software known as Oracle Cloud ERP and improvement of chart accounts throughout all subsidiaries

úFunctioned as point person for MAR audits and timely resolution of findings

úPartnered with staff in enhancing processes and minimizing time spent on journals and reconciliation by allowing team do away with time-consuming processes while managing controls

Financial Manager, Caring for Children Foundation of Texas, Inc., May 2004–May 2015

úTook full oversight of the foundation’s expenses and donations, permitting immunization of more than 60,000 Texas children annually

úFulfilled key tasks such as $1.5M budget administration; long-range financial planning; monitoring of financial processes of foundation from donations; ad hoc financial reports generation; purchasing; budgeting; forecasting; and grant writing

úDemonstrated industry expertise in accomplishing detailed cost analysis for $500K Speaker’s Golf Tournament to guarantee success of the fundraising event

úLed the Financial Committee of the Speaker's Golf Tournament to regulate spending and improve bottom line from fundraising event while ensuring net profit of up to 53% of proceeds

úEnforced annual budget in controlling expenses and maximizing reserves to $1.2M prior to losing Speaker's Golf Tournament in 2011

úDrafted and implemented current accounting policy and procedure manual in guaranteeing compliance with Generally Accepted Accounting Principles (GAAP)of the foundation

Earlier Career

Health Care Service Corporation § Richardson, TX July 2000-May 2004

Financial Analysis and Contractor

Webb Cooley Company § Dallas, TX April 1998 – May 2000

Accounting Manager

Puretan International, Inc. § Dallas, TX March 1997 Feb 1998

Controller

Real Estate Tax Services, Inc. § Dallas, TX Feb 1992 – March 1996

Controller

Freelance § Dallas, TX Oct 1989 – Feb 1992

Contractor Temporary Employee

Edisto Resource Management Corporation § Dallas, TX July 1987 – October 1989

Staff Tax Accountant

Education

Bachelor of Business Administration in Accounting

University Of Texas At Arlington § Arlington, TX

Bachelor of Science in Biomedical Science

Texas A&M University § College Station, TX

Certifications and Licenses

Certified Public Accountant, Valid Until: Mar 2021

Certified Public Manager State of Texas Universities (UTA)

Nonprofit Management Certificate ACET CEU/CFRE

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