Regulatory Compliance & Reporting
General Accounting & Month-End Reporting
Earnings Analysis & Forecasting
Financial Modeling & Income/Expense Projections
Investment Finance & Portfolio Analysis

PROFESSIONAL EXPERIENCE
CFO/CFOO Chief Financial Officer, Chief Finance and Operations Officer (Jul to Sept), NORTHWEST HEALTH SERVICES, St. Joseph, MO, Jan 2015 to Oct 2015
NWHS is an FQHC – Federally Qualified Health Center with over $18 million in gross revenue and $3.2 million in grant revenue. NWHS operates eight primary care, behavioral health, and dental clinics serving 15 counties in Northwest Missouri. Was able to facilitate the change in operations from a Jan 2015 Net Income Loss of $1.5 million with a loss of operating cash of $860,000 to a Net Income of $760,000 with an increase in operating cash of $286,000. Negotiated settlement of 5 prior year unclosed cost reports with the State of Missouri for $3.2 million over a three year repayment period.
Compilation of monthly financial statements for Board of Directors.
Direct report for 8 employees. Indirect report of 69 employees.
Directs General Ledger, Accounts Payable, Health Information, Maintenance, Housekeeping/Laundry, Materials Management, and Behavioral Health.
Compilation of annual Audit of Records by outside firm.
Monthly calculation of contractual adjustments.
Corporate compliance, audits, charge audits, 340B audits
All general office equipment and software.
Microsoft Word, Excel, Access, PowerPoint, Outlook
Great Plains Financial software.

CFO/Corporate Compliance Officer, EXCELSIOR SPRINGS HOSPITAL, Excelsior Springs, MO, 2012 to 2014.
ESH is a 25 bed critical access hospital with over $50 million in gross revenue. Also operating a 60 bed long term care facility, 20 bed assisted living facility and a 30 apartment independent living center. ESH operates a home health/hospice and a stand-alone provider based physician clinic.
Compilation of monthly financial statements for Board of Directors.
Direct report for 10 employees. Indirect report of 48.5 employees.
Directs General Ledger, Accounts Payable, Health Information, Maintenance, Housekeeping/Laundry, Materials Management and Dietary departments.
Compilation of annual Audit of Records by outside firm.
Monthly trap calculation of contractual adjustments.
Completed 990 annual IRS filings.
Completed the Community Health Needs Assessment 2013.
Corporate Compliance Officer, audits, charge audits, 340B audits
All general office equipment and software.
Microsoft Word, Excel, Access, PowerPoint, Outlook
Crystal Report Writer
Creative Solutions Asset software
CPSI Financial software.
CFO, KEARNY COUNTY HOSPITAL, Lakin, KS, 2011 to 2012
KCH is a 25 bed critical access hospital with $26 million in gross revenue. Also operating a 60 bed long term care facility and a 40 bed assisted living facility. Also operates a home health and a provider based physician clinic.
Compilation of monthly financial statements for Board of Directors.
Direct report for 10 employees. Indirect report of 4 employees.
Coordinated beginning of new Admissions department.
Directs General Ledger, Accounts Payable, Payroll, Business office, Admissions, Health Information departments.
Compilation of annual Audit of Records by outside firm.
Monthly trap calculation of contractual adjustments.
All general office equipment and software.
Microsoft Word, Excel, Access, PowerPoint, Outlook
Crystal Report Writer
Creative Solutions Asset software
CPSI Financial software.

Controller, PERSHING HEALTH SYSTEM, Brookfield, MO, 2004 - 2011
PHS is a 25 bed critical access hospital with over $50 million in annual gross revenue. The facility also operates a home health/hospice, and a campus located rural health clinic.
Monthly reconciliations for all 9 bank accounts.
Monthly reconciliations for General Ledger, Payroll and A/R.
Monthly contractual adjustment calculations.
Monthly and annual operating and capital budget.
Compilation of month end accrual and journal entries.
All year end journal entries, along with audit entries.
Supervises all A/P and G/L functions, staffing and schedule.
Annual 1099 and W-2’s, 5500 and 990 filings.
Maintain all fixed asset records along with monthly depreciation.
Project Manager for EMR implementation with McKesson Paragon system (Financial, Clinical and RHC)
Compilation of annual Audit of Records by outside firm.
Monthly trap calculation of contractual adjustments.
All general office equipment and software.
Microsoft Word, Excel, Access, PowerPoint, Outlook, Crystal Report Writer
Creative Solutions Asset software
Healthland AS400, RS 6000 Financial software, converted to McKesson Paragon in 2010.
Chairman EMR implementation committee.
EMR Stage 1 Project Manager.
Microsoft windows XP database servers.
Desktop management and peripheral installation/maintenance.

Office Manager, ROGERS IMPLEMENT SERVICE, Brookfield, MO, 2000 to 2004 PT until 2010
All A/P, Payroll and A/R functions.
Monthly, Quarterly and Yearly tax filings.
Converted system from manual to computer based.
Created inter-office wireless network.
QuickBooks financial software.
All general office equipment and software.

EDUCATION xxx-xxx-xxxx Walden University Minneapolis, MN
MS in Accounting.
xxx-xxx-xxxx Missouri Western State University St. Joseph, MO
BSBA in Accounting.
AACSB accredited business school.
xxx-xxx-xxxx North Central Missouri College Trenton, MO
AAS in Accounting.
Member of Phi Mu Epsilon.

MEMBERSHIPS
HFMA – Healthcare Financial Management Association - member since 2006
NRHA – National Rural Health Association – member since 2012
Member of rural health congress since 2014

Excellent personal and professional references are available upon your request.