Kathy Meadows

423-***-**** (cell)

adrscp@r.postjobfree.com

Skills Summary:

I am a financial professional experienced in executive leadership including analysis, compliance, forecasting, budget management, acquisitions, collaboration, account reconciliation, corporate governance, cost accounting, cash management, month end close, auditing, payroll, tax, healthcare reimbursement, consolidated financial statements, year-end close and financial reporting. I can develop actions plans to achieve set goals, avoid, or resolve conflicts, adapt well to change, mentor others, and embrace continuous learning. I can coordinate multiple projects and meet deadlines under pressure. I possess a powerful sense of urgency, drive, energy, and enthusiasm.

PROFESSIONAL EXPERIENCE:

Chief Financial Officer (CFO) 5/2016 – Present

SanStone Health and Rehabilitation, Arden, NC

• Directly manages all accounting and finance functions including budget management, financial statement preparation, federal and state reporting requirements, and audit

• Leads the accounting team by actively listening to their needs, removing barriers to their success, and acting quickly

• Examines financial records of forty-four companies with over $225 million in revenue to ensure compliance with GAAP, pertinent laws, and regulations

• Evaluates whether programs and controls have been suitably designed and placed into operation to address risk situations

• Performs strategic planning and forecast analysis to aid in cash management, and capital/operating budgets preparation

• Protects company revenues and profits to achieve full financial control and sustainable growth while driving systems and process excellence.

• Recruits, and trains accounting department employees and facility personnel. Conducts leadership conference training for facility personnel

• Works with CEO and banks on potential acquisition opportunities: acquired new finance for ten acquisitions in 5 years

• Oversees accounts receivable, billing and collections for 2,346 skilled nursing/assisted living/independent living beds, payroll for over 3000 employees, human resources, accounts payable, retirement plan management, and tax filings

• Drives team understanding of general business operations while identifying trends and opportunities to accurately assess, record and report company financial needs

• Initiates continuous education and independent research of new and emerging financial laws and trends for self and team

• Maintains software proficiency to assist with chart of accounts maintenance, to assist in defining strategic direction, account reconciliation and generating financial statements

• Verifies the accuracy of financial data for data integrity and reporting consistency

• Communicates financial and accounting information in a friendly, positive, honest, and respectful manner to ensure that all parties involved understand the communication as intended

• Applies critical thinking skills to evaluate financial reports apply accounting practices to current information and identify solutions to financial problems within ethical standards of practice

• Prioritizes efforts to ensure tasks are completed efficiently and by required deadlines to avoid penalties from regulatory agencies

• Expands customer service orientation function beyond patient-centric to meet the needs of the organization’s other departments and managers.

Assistant Finance Director 8/2013 – 4/2016

City of Elizabethton, Elizabethton, TN

• Managed and lead day to day financial accounting operations

• Provided financial leadership to department managers and accounting staff

• Prepared monthly and year-end financial statements for City Council, responsible for year-end audit with external auditors - zero findings while employed

• Prepared reports for various state and federal agencies and assures compliance with regulatory and statutory requirements, working knowledge of GAAP/ GASB

• Evaluated whether programs and controls have been suitably designed and placed into operation to address risk situations

• Prepared Management Data Analysis, account analysis, sales tax, and bank reconciliations; works with various departments on grant applications

• Assisted in the preparation of annual operations and capital budgets plus prepares forecast for final budget adjustments before June 30 deadline

• Monitored budget vs. actual spending of department managers city-wide to ensure compliance with approved appropriations for operational and capital spending

• Examined & jointly approved purchase order requisitions

• Performed year-end close procedures – A/P, A/R, Payroll, Utility Billing, G/L

• Reviewed and monitored bank account balances daily; oversees the reconciliation and funding of retirement plan

• Coordinated, analyzed, and reconciled quarterly & annual physical inventory counts

Corporate Accounts Payable/Cash Operations Manager 11/2010 – 8/2013

AGC Flat Glass North America, Inc., Kingsport, TN

Performed for multi-state manufacturing plants

• Managed cash operations more than $720 million annually and supervised A/P for multiple locations (foreign and domestic)

• Forecasted and reported needed cash projections daily

• Prepared monthly journal entries, assisted in month-end accounting close, cash flow projections, and prepared year-end reporting forms

• Reconciled balance sheet account balances and analyzed any general ledger account discrepancies

• Evaluated programs and controls for suitable design to address key risk situations and JSOX compliance issues as well as comply with federal and state laws

• Balanced cash management bank accounts daily and reporting of cash activities

• Assisted team lead on research, design, and implementation of new software to combine three business divisions

• Participated on cross-functional, cultural diversity teams to improve A/P processes with innovative technology, cross-training and by standardizing A/P processing for Primary, Fabrication, and Automotive plants (foreign and domestic)

• Analyzed and monitored A/P debit balances and obtain timely reimbursements

• Processed electronic wires to both US and foreign locations

• Supervised and mentored staff on three-way matching system using JD Edwards and Mapics ERP systems, fended off the constant threat of invoice fraud and duplicate payments

• Produced accurate documentation of any problems/issues, maintained controls over A/P transactions and processes while fixing glitches in the system

• Worked with Purchasing/Receiving Dept. and plant personnel on any concerns/problems related to Purchase-to-Pay process

• Developed and updated department policies, procedures, and goals

• Compiled and reviewed department budgets and ensures compliance with budget allocations

• Provided audit items to internal/external audits for quarterly audits

• Collaborated with other accounting personnel on the preparation of budget, cost of sales, fixed assets, and audit issues

• Worked with banks on forward currency contracts to purchase foreign currency

• Initiated requests and prepared application for Standby and Commercial Letters of Credit

Dir of Control & Finance/Controller/Cost Acct Mgr 9/1996 – 1/2009

Care Centers Management Consulting, Inc., Johnson City, TN

• Directed and supervised the complete day to day financial accounting operations, budgeting process, month & year-end closings, completion of monthly consolidated financial statements, ad hoc reports, year-end financial reporting, variance/trend analysis and account reconciliations for multiple corporations

• Directed and oversaw all aspects of the Finance & Accounting functions

• Managed accounts receivable, billing and collections for 865 SNF beds, accounts payable, fixed assets, payroll for over 2500 employees, human resources, tax filings, and lead for internal/external audits

• Recruited, trained, and managed corporate accounting department employees and facility personnel. Conducted leadership conference training for facility personnel.

• Held monthly meetings with nursing homeowners and board members for financial review and strategic development of financial objectives

• Collected and examined financial records to ensure company compliance with pertinent laws and regulations

• Evaluated whether programs and controls have been suitably designed and placed into operation to address risk situations

• Reorganized duties in the accounts receivable department to improve efficiency in billing and collections, boost productivity, and realized 98% on-time delivery of assigned projects

• Implemented new procedures in A/P to prevent overpayment to vendors

• Performed strategic planning and forecast analysis to aid in Cash Management and Capital/Operating budgets preparation

• Enforced internal controls, accounting policies and procedures

• Completed cost reimbursement analysis functions (Medicare and Medicaid) related to projected and annual home office and skilled nursing facility cost reports

• Prepared the cost reports for multiple federal and state intermediaries

• Analyzed accounts for accuracy, verified and authorized adjustments

• Implemented check and balance client billing logs to general ledger for 100% cost reporting accuracy

• Procured and prioritized cash and asset management

• Evaluated and jointly approved all purchasing and capital expenditure requests

• Led in the purchase negotiations and installation of new accounting software saving the company 15%; assisted in vendor contract negotiations

• Coordinated and reconciled quarterly physical inventories

Master Tax Advisor – IRS Enrolled Agent (Seasonal) 12/1991 – 4/2022

H & R Block, Eastern Tax Services, Inc., Johnson City, TN

• Perform professional client interviews

• Prepares individual, business, partnership, limited liability companies, non-profit organizations, Estate and S Corporation client tax returns with a goal of 100% accuracy emphasizing satisfaction guaranteed

• Assist clients with tax planning

• Introduce and market new products to clientele

• Accountable for maintaining old clientele as well as recruiting new clientele

• Schedules appointments: takes client complaints and empowered to manage those complaints

• Balances cash receipts with returns prepared daily

• Independent tax research and analysis

EDUCATION:

• Kaplan University, Master of Business Administration GPA 4.0/4.0-point scale

East Tennessee State University, Bachelor of Business Administration Major: Accounting. GPA 3.2/4.0-point scale

SKILLS:

• Beneficial Traits: sense of urgency, preciseness, diligent worker, adaptability, flexibility, good mathematical skills, good interviewing techniques, honesty, integrity, energy, drive, enthusiasm, leadership, intellectual firepower, curiosity, courage, self-assurance, and sense of humility

• Computer Expertise: experienced in ACCPAC accounting software, KeaneCare accounting software, VISTACARE software, Tax Works, ATX, TPS Tax Software, PeopleSoft, Microsoft Excel, Microsoft Word, QuickBooks, Real World Accounting, VISTA, Stockamp, Quadramed, Incode, CSA, AS400 – Mapics & JDEdwards, Cognos and Powerlink, Point Click Care, MatrixCare, Intacct, WorkForce Go

• Analytical: synthesizes complex or diverse information

• Problem Solving – identifies and resolves problems in a timely manner and gathers and analyzes information skillfully

• Communication – speaks clearly and persuasively in positive or negative situations, demonstrates group presentation skills, and conducts meetings

• Management Skills – includes staff in planning, decision-making, facilitating and process improvement; makes self available to staff; provides regular performance feedback; and develops subordinates’ skills and encourages growth

• Quality Management – looks for ways to improve and promote quality and demonstrates accuracy and thoroughness

• Judgment – displays willingness to make decisions, exhibits sound and accurate judgment and makes timely decisions

• Delegation – delegates work assignments, gives authority to work independently, sets expectations and monitors delegated activities

• Planning/organizing – prioritizes and plans work activities, uses time efficiently and develops realistic action plans

• Safety and security – actively promote and personally observes safety and security procedures, and uses equipment and materials properly

• Customer Service Orientation – Patient-centric and team approach

HONORS, ACTIVITIES, ACCOMPLISHMENTS:

• Enrolled Agent – Enrollment to practice before the IRS

• CMFO - Certified Municipal Finance Officer

• Kentucky Colonel - High honor given by Commonwealth of Kentucky

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