Richardson, Texas, United States
I have over 10 years’ experience with accounting for small and middle market healthcare companies. I work across all levels of management to gain a complete understanding of the company goals and culture. Then, within that context, I provide employees with tools for greater productivity related to accounting procedures. Expertise includes proficiency in multiple accounting software platforms, revenue cycle operations for clinics and hospitals, managing third-party billing companies, payroll, cash flow management, general accounting and financial reporting. I also assist with preparation of audits, tax work papers and tax returns.
CFO Advisory Services provides business solutions that create value and specialize in accounting and accounting procedures for small and middle market healthcare companies. Clients work with CFO Advisory Services and have specific goals, such as maximizing employee use of existing accounting systems. CFO Advisory's objectives are to work to improve processes that include general ledger, accounts receivable, fixed asset accounting, and cost accounting. The work is tactical or strategic, based on client need.
Balanced strategic and tactical responsibilities across two companies, Star Medical Center and Lumin Health, LLC. Responsibilities included: analyze and monitor month-end financial statements, manage accounts payable personnel to ensure accuracy, analyze cash flow, create cash flow forecasts for presentation to executive management, and create fee schedules. Also involved with day-to-day hands-on review and reconciliation of cash deposits, analyzing and processing payroll, interacting with IT to generate ad-hoc reporting for physicians and executive management team. Also expanded duties to serve as interim office manager for five months in 2013-2014, gaining overall business perspective in addition to financial management.
Provided accounting services for accurate tracking and reporting of financial statements and balance sheets, and worked with administrators to ensure proper accounting procedures. Coordinated with third-party property management group for tasks related to rent expenses. Prepared a rent analysis tool, ensured accuracy of accounting for rent expenses and tenant improvement, and reviewed sublease contracts. I also acted as liaison with third-party accounts payable vendor.
Ensured accuracy of accounting procedures for financial statements and sales tax reports. Responsible for monthly balance sheet reconciliations, daily cash receipts and productivity reports. Assisted with fixed asset reporting, cost accounting, budget preparation, and yearly cost report for Medicare and Medicaid.
Performed sales tax audits of business operations, evaluated internal controls by reviewing financial statements and performing reconciliations to verify accuracy. Examined accounts receivable, accounts payable, fixed assets, and other accounts to ensure legal compliance. Presented findings and made recommendations for corrective action.