Louisville, Kentucky, United States
Finance and accounting MBA/CPA with 25+ years of experience in a variety of leadership roles, including CFO/Controller of a highly-successful venture capital firm, FP&A Director at a Fortune 500 healthcare company, and Manager at a public accounting firm. Expertise in budgeting, forecasting, financial analysis and support, financial consolidation and reporting, and General Ledger analysis and reconciliation. Experience with SAP enterprise software, CCH Tagetik CPM software, Adaptive Insights business intelligence suite, and various small and mid-market accounting systems, including MAS 90/Sage 100 ERP and QuickBooks. Professional strengths include team leadership, process improvement, problem solving and a high attention to detail.
Provided financial analysis and support to RehabCare PLUS agency direct bill group. Prepared monthly operating reviews for contract therapy senior operational leadership team. Managed division incentive compensation plan and payout model for over 1,100 participants. Negotiated and implemented contract labor staffing agreements with third-party therapy providers.
Developed annual operating budget for rapidly growing care management division with over 600 locations in 41 states. Prepared monthly financial forecasts for senior management, including division president, division CFO and regional vice presidents. Monitored and reported division performance measures using Balanced Scorecard framework. Administered short-term incentive compensation plan for division leadership team.
Managed the accounting, financial and tax reporting for more than two dozen investment entities with aggregate assets in excess of $50 million. Evaluated all potential acquisition targets by performing due diligence and detailed profitability analysis. Administered the 401(k) Retirement Plan, covering over 150 participants with more than $3 million in plan assets. Managed the employee benefits program and negotiated provider contracts for venture holding company and each of its subsidiaries.
Consulted with business owners and managers regarding accounting and information systems. Advised clients in the areas of personnel management, income, sales and property tax compliance. Managed all areas of audit and review engagements for small businesses and non-profit clients. Trained and mentored para‐technical and clerical staff members in the areas of tax return preparation, financial statement compilation and various client support services.
Audited freight and perishable inventory control accounts for Louisville, Little Rock and Memphis Kroger Marketing Areas. Posted more than $1,000,000 worth of accounts payable invoices from nation-wide meat and produce vendors on a daily basis. Managed freight accounts for all produce delivered to Louisville warehouse.