Home Care Senior Financial

JONATHAN D. MORIN

Plaistow, NH 603-***-**** ********@*****.***

TRUSTED CHIEF FINANCIAL OFFICER

VP of Finance • Finance Director • Senior Financial Consultant • Strategic Finance Advisor

Financial Visioning • Growth Strategies • Finance Operations • Budget Management

Directed Finances • Maximized Profitability • Expanded Service • Improved Efficiency

WORK EXPERIENCE

House-Works LLC, Woburn, MA 2021 - present

Director of Finance

● Saved company over $600K in worker's compensation insurance premiums.

● Directed finances for a $400M home care firm, ensuring robust fiscal health.

● Reduced R&M costs by 50% through implementing a fleet maintenance program.

● Improved coverage and reduced cost by 50% for company PL/GL insurance policies.

● Consolidated treasury functions from several institutions into one.

● Oversaw accounting, billing, and ERP systems that improved operational efficiency.

● Facilitated positioning for sale to private equity, securing future growth funding.

● Directed treasury, insurance, and fleet operations to optimize resources and mitigate risk.

American Training Inc, Andover, MA 2018 - 2021

CFO

● Oversaw financial operations for a $25M enterprise employing 380 staff, all while meticulously enhancing service delivery to developmentally disabled individuals.

● Contracted with DDS, DMH, DCF, DTA, & MRC to grow services and boost community ties.

Intercity Home Care, Malden, MA 1996 - 2018

VP/Controller

● Eliminated $150K losses by analyzing financial data and closing unprofitable business.

● Supervised MIS, Billing & Accounting operations for a $4.5M firm and its 4 affiliates.

● Ensured accurate financial statements and rigorous data quality control across operations.

Prior Experience: Home Health VNA, CFO/VP of Finance; VNA of Greater Lynn, Manager

EDUCATION

Babson College, Wellesley, MA

Bachelor of Science, Finance & Quantitative Methods

TECHNOLOGIES, AFFILIATIONS & SKILLS

Technologies: ERP systems • MIS • Accounting software • General Ledger Systems • Accounts Payable Systems • MIS systems • QuickBooks

Affiliations: Home Care Aide Council of Massachusetts - President/Treasurer

Skills: General Accounting • Financial Accounting • Profitability Modeling & Forecasting • Budget Control & Implementation • Continuous Process Improvement • Federal/State Regulatory Compliance • Financial Analysis & Reporting • Strategic Development Planning • Problem Resolution & Decision Making • Mergers & Acquisitions • Corporate Finance • Budgeting

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