Chris Spruiell

Dallas, TX & Atlanta, GA 214-***-**** adtvdw@r.postjobfree.com

HUB International (Hub Financial Services) – Coppell, TX May 2018 – Present

Manager of Business Planning and Analytics / Surplus Lines Tax Administrator

Report directly to Division President and Division Controller acting as Finance liaison to Accounting

Responsible for month-end close journal entries, reserve calculations, and KPIs

Created and maintain monthly revenue and operational analytics to the President and Producers

Responsible for and redesigned month-end CPI contingency and Mortgage reserve calculations

Designed Earned Premium/Loss Ratio model using Rule of 78s methodology by account

Modeled static pool loss cost analysis and ratios for GAP products

Built and maintain quarterly Automotive GAP performance PowerPoint metrics for Yamaha and Aegis

Created Excel pricing models for mortgage products

Surplus Lines Tax – files, reports, and maintains whole process for each state and audits

Responsible for maintaining active licensure for President and producers

Primary systems used: Excel, Datawatch Monarch, Oracle, EPIC, Focus, and ImageRight

Eyecare Services Partners – Dallas, TX October 2016 – May 2018

Senior Financial Analyst

Communicate directly with Operational Directors/VP’s and report to Director of Finance where we support the CEO, CFO, and Private Equity partners in providing and interpreting financial and KPI data

Primary reporting responsibilities:

oCreated Monthly Operational Report (MOR) for Executives and Board of Directors comparing actual consolidated financial results to budget, YTD, TTM, same store, etc.

oDeveloped from scratch Monthly Operational Metric reports sent to Management and Directors which includes Financial performance data, KPI information, and Business Development tracking for each location and physician

oCreated and maintain Payment Waterfall and Collections Velocity reports to analyze cash collections and future expected cash inflow

oUpdate Daily Flash Reports for Directors to monitor Revenue and Encounters to budget by location

oPrepare Days Sales Outstanding (DSO) report using Microsoft Dynamics NAV accounting revenue to Accounts Receivable

oOversee budgets, budget templates, and forecasts: communicate with Directors and Management to determine annual budgets and forecasts based on historical and expected information

oAd-hoc reporting on various requests from Directors and Management by using primarily NextGen software to mine and analyze data

Integrate new acquisitions into data models by learning and adapting to new systems/databases

Consolidate monthly P&L and KPI reports into Enterprise packages

Calculate quarterly physician bonuses in accordance to employment contracts

Work with Business Development and Integration to ensure smooth transition into ESP’s processes and reports

SNI Companies – Dallas, TX March 2014 – October 2016

Finance & Accounting Recruiting Manager

Surgical Care Affiliates - Birmingham, AL May 2013 - December 2013

Manager of Financial Operations – Central California Division

Provided performance reporting, budgeting, and expert financial analysis to two Regional Vice Presidents and 11 Ambulatory Surgery Centers in California

Responsible for capital expenditure analysis, operational pro-formas, metrics review, expense controls, volume trending, cash collections trends, AR data analysis, creating and managing regional financial databases, and constructing management reports

Developed monthly presentation package and led Governing Board and Partnership Meetings with physician partners and SCA management

Partnered with Asset Management to oversee CAPEX spending for construction projects and ensured spending was aligned with financing parameters with lender

Championed monthly forecasts and quarterly and annual budgets using Hyperion Essbase by working directly with RVP’s and clinical staff

Advanced Excel usage of Pivot Tables, Lookups, data connections with Access, large amounts of data-mining, IRR, and modeling to determine if project is accretive or dilutive

Created models in Excel to determine financial impact of renovation vs. new purchases of facilities

SouthernCare Inc. - Birmingham, AL April 2010 - May 2013

Senior Financial Analyst

Performed analysis on Income Statement accounts and created ad-hoc reports for Management and field employees at 74 hospice facilities across the U.S.

Responsible for compiling Board Reports with in-depth analysis of financial statements and multi-unit performance metrics

Month-end close responsibilities included booking revenue and payroll journal entries into Great Plains

Ad hoc reporting to Operations to clearly explain financial data related to operations for decision-making

Oversaw Quarterly and Annual budgets for multiple locations

Protective Life Corporation - Birmingham, AL June 2007 - May 2009

Senior Internal Auditor

Marmon Highway Technologies (The Marmon Group) - Birmingham, AL July 2006 - May 2007

Internal Auditor

Deloitte & Touche, LLP - Birmingham, AL August 2004 - June 2006

Experienced Audit Staff

Performed substantive financial statement audits and Sarbanes-Oxley audits for public and private companies in the technology, manufacturing, and insurance industries

Education

University of Alabama - Tuscaloosa, AL

Masters of Accountancy - 2004

Samford University - Birmingham, AL

Bachelors of Science Accounting – 2003

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