Financial Officer Chief
Resume:
ALBERTO M. DARSA
**** * **** *** ***** Lakes, FL Cell: 786-***-**** ******@*****.***
PROFESSIONAL SUMMARY
Expert in: Financial Management & Reporting ~ Big Four Public Accounting
Dynamic, results-oriented, bi-lingual professional fluent in English and Spanish. Strategic problem-solver who leads corporations to greater efficiency and profitability by providing sound financial guidance and structure to the organization. Hands-on leader with established experience in Big Four Public Accounting and extensive operational skills. Proven abilities in financial accounting and reporting, implementing financial controls, policies, and procedures to maximize efficiencies, cost reduction and protecting corporate assets to maximize profitability, financial modeling, forecasting, and strategic planning. Exhibits exceptional thought leadership identifying and synthesizing trends to provide value added analysis to senior leadership.
CORE COMPETENCIES
Cost Accounting ~ Bi-Lingual ~ IFRS ~ Budget Planning ~ Financial Management & Reporting ~ GAAP ~ Technology
Team Development & Leadership ~ Revenue & Profit Growth ~ Big Four Experience ~ Organization & Communication
Financial Modeling ~ Forecasting ~ Tax Preparation ~ Auditing ~ Cash Management ~ Staff Leadership ~ Strategic Planning
ACHIEVEMENTS
Negotiated $19 million dollars Surety Bonds with no collateral.
Assisted in the opening of 50 medical centers throughout the United States.
Achieved an EBITDA of approximately $38 million dollars in less than 5 years.
Negotiated Leases and Contracts for major medical equipment and properties throughout the United States.
Achieved perfect audit results throughout my tenure at GuideWell Sanitas, I LLC and Affiliates.
Achieved 18% decrease in healthcare insurance premiums for employees at GuideWell Sanitas, I LLC and Affiliates.
Achieved 21% decrease in Business property and liability insurance premiums as well as Professional Malpractice Insurance.
Implemented ERP (Oracle Fusions) for GuideWell Sanitas, I LLC and Affiliates.
PROFESSIONAL EXPERIENCE
HATIKVA ENTERPRISES, LLC SEPT 2020 – PRESENT
PRINCIPAL
We are a healthcare accounting and finance consulting firm. Our areas of expertise are M&A, Due Diligence, Financial Audits and Services, Enterprise Risk Management, Regulatory Reviews & Audit Support, Process, Design, Implementation and Optimization program Management & Restructuring. Strategic Leadership & Operation Development of Accounting/Financial processes, Corporate and Individual Taxes/Internal Audits/Notary Services/Drafting of Leases and Legal Documents/ERP Implementations, Implementation of Internal Reporting Standards (IFRS) and GAAP and Revenue Cycle Management. We also help organizations with Budget Planning Process and Guidelines as well as Operating and Capital Budgets.
We build collaborative relationships with operating entity leadership, executives, physicians, and other key business partners.
WELL AWAY LIMITED & PAYER FUSION HOLDINGS, LLC, MIAMI, FL FEB 2020-SEPT 2020
Chief Financial Officer
Third Party Administrator
Primary Responsibilities:
Provided financial leadership to the management team of the operating entity, including the development and operation of appropriate accounting, budget planning process and guidelines, operating and capital budgets, and revenue cycle policies, procedures and processes using GAAP, IFRS and Tax.
Managed the development, interpretation, coordination, and administration of the finance resources to establish processes and financial reporting systems to support the entity.
Recommended policies and procedures consistent with the principles of effective financial management and ensures financial issues are in alignment with the overall operating entity business objectives.
Directed the strategic and business planning process for areas of accountability, establishes and achieves short and long-range goals, and ensures the identification and implementation of tactics within the strategic business plan.
Shared in the responsibility with operating entity leadership in the achievement of financial goals, outcomes, and targets for entity and system efficiency; works with Executive Team to develop and implement action plans, specific targets for growth, restructuring and integration of activities across departments.
Performed analysis on financial implications of existing and proposed activities, resource allocations, ROI, breakeven analysis projects.
Monitored data and utilized benchmarks for tracking business/financial trends; proactively alerts executive team of potential problems and/or opportunities, including productivity, cost control and quality.
Directed the preparation of financial analyses, reporting and review to determine cost effectiveness of programs, both existing and proposed.
Partnered closely with regulatory compliance and legal to ensure audit findings are communicated and corrected.
GUIDEWELL SANITAS I, LLC, MIAMI, FL MAR 2015 - FEB 2020
Medical Centers
Chief Financial Officer & Treasurer
The Chief Financial Officer is the senior financial executive for the joint venture between GuideWell and Organización Sanitas Internacional, reports to the Board Members and work closely with the Chief Executive Officer of the joint venture, overseeing 64 companies. The CFO develops, recommends, and directs the financial planning, management and control systems and programs to ensure both short and long-term viability of the Joint Venture. This role is responsible for the efficient and effective development and operation of the practice management financial functions; including budgeting, business plan review, patient financial services, revenue cycle and decision support, and will develop and maintain relationships with Clinic leadership, the Board, and executive leadership teams at both partner organizations.
Primary Responsibilities:
Provided financial leadership to the management team of the operating entity, including the development and operation of appropriate accounting, budget planning process and guidelines, operating and capital budgets, and revenue cycle policies, procedures and processes using GAAP, IFRS and Tax.
Managed the development, interpretation, coordination, and administration of the finance resources to establish processes and financial reporting systems to support the entity.
Recommended policies and procedures consistent with the principles of effective financial management and ensures financial issues are in alignment with the overall operating entity business objectives.
Directed the strategic and business planning process for areas of accountability, establishes and achieves short and long-range goals, and ensures the identification and implementation of tactics within the strategic business plan.
Shared in the responsibility with operating entity leadership in the achievement of financial goals, outcomes, and targets for entity and system efficiency; works with Executive Team to develop and implement action plans, specific targets for growth, restructuring and integration of activities across departments and geographic sites of care.
Performed analysis on financial implications of existing and proposed activities, resource allocations, ROI, breakeven analysis projects.
Monitored data and utilizes benchmarks for tracking business/financial trends; proactively alerts executive team of potential problems and/or opportunities, including productivity, cost control and quality.
Directed the preparation of financial analyses, reporting and review to determine cost effectiveness of programs, both existing and proposed.
Partnered closely with regulatory compliance and legal to ensure audit findings are communicated, remediated, and sustained.
Built collaborative relationships with operating entity leadership, executives, physicians, and other key business partners
Performed other duties and special projects as assigned
FLORIDA HEALTHCARE PLUS, INC. MIAMI, FL SEPT 2014 – MAR 2015 Managed Care Company, HMO, Medicare, Medicaid
Chief Financial Officer (Interim)
Primary Responsibilities:
Brought in to investigate, correct, and file corrected GAAP and Statutory Financial Statements with the State authorities (OIR).
Reported to the Board of Directors and CEO of the company, responsible for the overall development, implementation and coordination of the Finance and Accounting Department. Directed the financial affairs of the organization and prepared financial analyses of the operation. Responsible for the company’s financial plans and policies, accounting practices, create and maintain relationships with lending institutions and the financial community, maintain of the company’s fiscal record s and the preparation of financial reports.
Overview:
Maintained the company system of accounts and keep books and records of all company transactions and assets.
Coordinated and directed preparation of projections and financial forecasts, institutes and maintain other planning and control procedures, reports, and variances.
Analyzed and reported on individual expense accounts, including medical costs and general expenses.
Responsible for making independent IBNR (incurred But Not Reported) estimates monthly.
Tax planning and Compliance with all federal, state, and local corporate, payroll and other applicable taxes.
Furnished internal and external reports, validate and update reports to be more useful and efficient.
Responsible for Financial Statements, Audit, Fund Pools, Claims, and other internal controls.
Responsible for the preparation, validation, and oversight of required financial filings with governmental agencies.
Prepared budgets.
Planning and forecasting for short and long-range objectives.
Served as the Primary Payment Contact for the company for all federal, state & regulatory agencies, providers, and vendors.
SKELETAL DYNAMICS, LLC MIAMI, FL JUN 2011 – AUG 2014
Startup Medical Devices Company
Executive Director of Accounting & Finance
Expertly directed the Finance, Administration Operations of a startup company, which spawn form Hand Innovations, LLC (Medical Devices Company) with projected annual revenues of $30M. Supervised all accounting, administrative and operations functions consisting of A/R and A/P, Inventory, General Ledger, Year-End Audit, Financial Reporting, and Human Resources, as well as treasury management, due diligence, and accounting system implementation, including MBS and Great Plains.
Managed parent company’s 2 related offshore entities.
Teamed with IT department on various projects to provide company-wide improvements.
Responsible for external financial reporting (consolidation) with the European entities.
Oversee purchasing and operations department
PREVIOUS EXPERIENCE
HEALTH COALITION, INC., MIAMI, FL 1999-2003,
2009-2011
Director of Finance & Business Operations
COLUMBUS NETWORKS, LLC, MIAMI, FL 2006 - 2009
Director of Finance and Administration
HAND INNOVATIONS, LLC, MIAMI, FL 2003 - 2006
Corporate Financial Controller
BRIGHTSTAR CORPORATION, MIAMI, FL 1996 - 1999
Subsidiary Controller
ARTHUR ANDERSEN, LLP, MIAMI, FL 1991 – 1996
Senior Auditor
EDUCATION
Master of Business Administration in Accounting/Human Resources, MAFM, DeVry University, Chicago, IL
GPA 4.0.
Bachelor of Science in Business Administration, Florida International University, Miami, FL
CERTIFICATIONS AND ASSOCIATIONS
The Association for Accountants and Financial Professionals in Business (IMA). #8286061
Association of Certified Fraud Examiners (CFE) #656917
Association of International Certified Professional Accountants. (AICPA) #5638618
Certified Designated Representative California Board of Pharmacy. #20860
Chartered Accountant.
Sigma Beta Delta International Honor Society for Business, Management, and Administration.
TECHNICAL SKILLS
Microsoft Office Suite (versions 97-XP), MAS 90, MAS 200, MAS 500, FS90, Microsoft Dynamics (Great Plains), NetSuite, Oracle, SAP, eClinical Works, Access, Platinum for Windows, AS400, AS2000, SBT, JD Edwards, Great Plains, QuickBooks Pro, Freedom Insurance Package, ACCPAC, Schedule D Investment Package.
LANGUAGES
English (Native)
Spanish (Native)
Hebrew (Conversational)
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