Nurse Practitioner Financial Officer

Donna J. Greyling

** ***** ******* **. 415-***-****

Larkspur, CA 94939 ************@***.***

SUMMARY

Experienced senior financial manager and CPA with a proven track record in all aspects of finance (Controller, CFO, BFP&A, Operations, Treasury), audits, mergers and acquisitions, portfolio management, valuations, and profitability measures and has an exceptional ability to influence key Business partners. I have vast experience in finance and has built several companies from the ground up; has structured Private/Public offerings; and is knowledgeable with respect to SEC, Non-Profits (including Fund Raising), Health Care, Insurance, Banking, Consulting, and Retail. Able to effectively manage staff/departments, operations, margins, growth, and audits/risk assessments. I am detailed yet aware of the big picture, skilled, creative, and flexible.

EXPERIENCE

CONSULTANT Bay Area, CA

Senior Coordinator/Executive Advisor/Controller/CFO 1996 - Present

Consulted and provided strategic planning, budgeting & forecasting, risk assessments, and tax consultation for private clients such as: Architectural firms, Non-Profits, Leasing Co’s, Printing Co’s, Contractors, Physician Groups, Retail, Start-up’s, Banks, Tax clients, Investments clients, Sole- Practitioners, and Individuals. Most small companies cannot afford a full charge accountant/tax/CFO individual so I have been successful in fulfilling this need for them in order for the to move to the next level of growth by properly analyzing their financial, tax, risk data their overall “footprint” and making suggestions to improve their business position. Also performed Bookkeeping, Accounting, Reporting, Tax and Operations functions.

Duties include improving profitability & margins, securing proper funding & creating effective banking relationships, improving revenue

streams, negotiating cost effective contracts, insurance & benefit coverage/structures, improving tax or investment positions, changing or improving site locations, implementing effective IT Platforms, designing effective billing/collection/cash forecasting systems to improve their revenue streams, preparing accurate 5 year budget/plan projections in order to secure effective funding thru grants, applications, offering documents etc., and preparing all the necessary documents for the external auditors in order to reduce costs.

Performs risk assessments, procedure & control analyses, for procedure improvement and & implement overall cost effectiveness.

McorpCX LLC and INC. San Anselmo – CA

Bookkeeper & Office Manager January 2020 – May 2020

Interacted with the owners, customers, accountants, vendors, consultants, and clients to perform the Hands-on Bookkeeping functions for these Companies. Responsible for all the Bookkeeping Tasks associated with Vendor and Credit card transactions, Payroll, J/E’s, Invoices, Receipts, Payments, Disbursements, Reconciliations, 10K/10Q reviewed. Audited Accounts and corrected prior year errors.

UCSF – Auxiliary & Friend 2 Friend Gift Shop (Consolidated with UCSF 2013) Cancer Center, Mt Zion, SF, CA

Controller/Consultant & Cancer Patient Liaison 2010 - 2013 (Consultant 2006-2010) Initially hired as a Consultant to create the non-profit financial statements for both the Auxiliary & the Gift Shop from the beginning; in order to satisfy the New Board, Government & UCSF Internal Audit Requirements. Permanent responsibilities included all controllership functions, monthly financial reporting, budgeting & planning, and tax for both entities. I also developed into the role of directly aiding cancer patients to satisfy their needs pre/post chemotherapy, surgery & radiation (the Gift Shops mission; it has been in existence for over 25 years).

Handle all the financial requirements for the shop inclusive of accounts payable, reconciliations, general ledger, payroll, grants, UCSF Board

reporting, budgeting, taxes, audits & annual inventories.

Successfully converted them to QB POS & Enterprise; for more efficient & timely reporting, margin analysis & cost reductions.

Successfully handle all patients needs for mastectomy bras’ (proper fittings), Prosthesis, wigs, medications, hats/scarves’), emotional &

family support. Successfully get them social worker & nurse practitioner aid. I personally have had many years of experience directly with cancer (over 50 years). The goal is to provide the patients the dignity they may have lost.

Help coordinate, structure, and organize all major fund-raising events that funded the Shop; in excess of $250,000, so that it could continue to

aid cancer patients in need (Fall Fashion Frenzy, Love and Laughter, etc.)

SFPA, (Later Divested) San Francisco, CA

Controller May 2008 – January 2010 (Consultant April 2006 – May 2008)

I was their Finance Person who assisted their Practice Manager & the Managing Partner in starting their new practice. My duties included all of Finance (Controllership, A/P, G/L, etc.), Budgeting, Billing, Collections, and Forecasting & Tax.

Developed all the financial reporting, cash flow, forecasting & strategic planning reports in order for them to be able to make appropriate - informed decisions; monitored & improved A/R/billing & collections - doubled cash collected & received significant bonus funding from it’s

external service: Improved revenue (increased rates, reduced contractual allowances, reduced denials, cleared edits, etc.); Controlled Expenses/ AP; and “Managed” the Balance Sheet.

Securing long & short- term financing; Renegotiated interest rates & terms on all debt instruments; Secured Long Term Bank Credit Lines & Effective Leasing arrangements.

Hired and worked with an outside billing/coding professional consultant to perform necessary chart audits as well as billing/coding in order to improve the overall revenue stream.

Preparation of Private/Financial/Tax reports & monthly, quarterly annual financial packages & benchmarking for Partner Review, expense reduction, covenant requirements & appropriate scheduling.

Liaison with CPA’s, Insurance Brokers, Agents, Payroll/401K/FLEX, Bankers, & other outside parties: as well as Managing Partner to better runs the overall practice.

MARIN GROUP and ISLAND FOOTWEAR, (Sold in 2005) Novato – CA, UK, Italy

Senior Vice President & Chief Financial Officer August 2005 – February 2006

Interacted with the owners, bankers, attorneys, customers, accountants, underwriters, vendors, designers, sales force and clients to perform the Hands-on “all” functions of these start-up Companies.

Responsible for transitioning the Companies (Tacchini Footwear) to a new owner on the East Coast after the London Owner decided to sell.

CIRCLE BANK & NEW WEST BANCSHARES (Formerly: Novato Community Bank) (Later Sold to Umpqua Bank) Novato, CA

Chief Financial Officer 2000 – 2005

I was the CFO and was responsible for all the Finance, Budget, G/L, Payroll, Reporting, Investments, IRR, Audit, Board, Regulatory functions.

Successfully strengthened Controls to Improved their Ratings Significantly with the Federal & State Regulators in order to keep them in good standing.

Facilitated the capital infusions via trust preferred instruments (with independent banks) & secured adequate borrowing arrangements with the FHLB and conducted profitable secondary market sales of loan products. Allowed Re-Branding (Name conversion, Branches, Expansion, etc.).

Implemented procedures to comply with Sarbanes-Oxley and GLB – new requirements.

Successfully Responsible for all phases of internal and external financial reporting including managing the internal/external/regulatory audit functions to produce above average results in all categories even in a changing banking environment.

FEDERAL HOME LOAN BANK OF SAN FRANCISCO San Francisco, CA

Vice President of Internal Audit 1998 – 2000

My main purpose was to improve the overall audit department in order to improve the quality & effectiveness of the audits to increase their standing with the External auditors, and Office of Supervision.

Organized and managed an independent audit oversight for the entire bank this meant developing an innovative framework of identification

and effective management of all components of balance sheet risk by analyzing every process and controls related to it within the entire Bank.

Effectively functioned as a member of senior management of both the ALCO, Audit and Credit committees, to meet & discuss strategy to make

the necessary improvements to effectively run the Bank in Regulatory compliance.

GE CAPITAL ASSURURANCE (AMERICAN EXPRESS from 1989-1996) San Rafael CA, NY, WI, MN

Vice President – Finance, Controller, Assistant Secretary, & Treasurer 1989 – 1997 Direct reporting departments (managed & trained over 100 personnel): Audit, Securities, General ledger, AP, A/R, Reconciliations, Tax, and Financial Reporting (statutory, GAAP, Tax, Budgets, Forecasts, Board & Management), Payroll, Treasury, Reinsurance and Commissions, Agents Incentives & Benefits programs. All Lines of Business, Life, Health, Air flight, LTC, Property & Casualty, etc.

Took these 5 shell Companies from Fireman’s Fund in 1989 and thru effective management of all aspects of these insurance companies- inclusive of the actuarial/reserve components, investments, margins, agency programs, underwriting and claims created a very successful.

Conglomerate worth millions and facilitated the sale of them to ALLIANCE & GE Capital at a healthy profit for AMEX.

Interfaced with IT and other Operational personnel to design, improve and maintain accounting/agency/actuarial/budgeting systems to improve margins, increase revenue & reduce expenses (over 50 inter-related systems – that produced immediate results).

Created the long-term care insurance product for the senior market –the 1st of its kind.

Assisted in the building of the agent’s sales force (over 2000 agents across the country), inclusive of the

Top 10% agent sales meetings, annual events, created the successful agent benefit/loan/incentive programs. This team and programs are still in existence today and produce the largest share of Long- Term Care Insurance.

NATIONAL INSURANCE GROUP, (Originally an Insurance Shell & Broker) San Bruno, CA

Controller, Secretary, Treasurer, Auditor 1985 – 1988

Controlled all finance operations. Created a holding company and raised funding thru Two Private & One Public Offering for this group of Companies.

COMMUNITY NATIONAL BANK, (Sold to First of America) Pontiac, MI

Departmental Audit Officer & Cashier, (inclusive of Fraud Audits) 1981 – 1984

KPMG (Peat, Marwick, Mitchell & Co.) Detroit, MI

Internship then Supervising Senior (all industries). 1/74 – 6/79

EDUCATION

University of Detroit – BS – Majored in Accounting; Minor in economics, accounting & mathematics. Graduated with high honors (1975) Certified Public Accountant – CPA (1978)

Life & Health Insurance License – (1995) Long Term Care Specialist – (1996)

Registered Investment Advisor – (1997) Not Active Series 7/63/53 Licenses NASD) – (1995) “ “

MICPA – Michigan Association of CPA’s CALCPA – California Association of CPA’s

Life, Annuities, Health and Long - Term Care Agent

COMPUTER SKILLS

Word, Outlook, PowerPoint, Excel, G/L Packages, Securities Software, Medical Software, Enterprise Scheduling Software, Quick Books, POS, Workamajig, Peachtree, Enterprise, Tax Packages, etc. Also have had retail experience (Department Stores, Designer Clothing Manufacturer, Restaurants, UPS, etc.).

Contact this candidate