Experienced with financial planning, budgeting, and analysis. Utilizes strong leadership and strategic thinking to drive financial performance. Track record of effective team collaboration and achieving impactful results.
Overview
22
22
years of professional experience
Work History
Director of Finance
Long Valley Health Center
03.2023 - Current
Assisted with recruiting, interviewing, and hiring new department employees.
Facilitated process improvements by automating manual tasks, increasing efficiency within the finance function.
Streamlined financial processes by implementing efficient budgeting and forecasting systems.
Successfully managed yearly audits, ensuring accurate financial information was presented to external parties without discrepancies or delays.
Managed company cash flow by monitoring daily transactions and optimizing working capital.
Improved financial performance through thorough analysis of company expenditures and revenues.
Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
Streamlined financial reporting processes, significantly enhancing accuracy and timeliness of monthly and annual reports.
Achieved significant tax savings by identifying and applying for relevant tax incentives and credits.
Coordinated with department heads to create realistic budgets that aligned with strategic goals, enhancing departmental accountability.
Reduced operational costs by renegotiating key contracts with suppliers, focusing on more favorable terms.
Prepared internal and regulatory financial reports, balance sheets and income statements.
Established internal audit procedures to validate and improve accuracy of financial reporting.
Complied with established internal controls and policies.
Interim Executive Director
Long Valley Health Center
05.2022 - 03.2023
Worked closely with 10 organizational leadership and 12 board of directors to guide operational strategy.
Oversaw financial management, ensuring fiscal responsibility and long-term sustainability for the organization.
Guided 45 staff members through periods of organizational change, maintaining morale and engagement during transitions.
Forge strong relationships with 12 board members, providing regular updates on organizational progress and soliciting their expertise when needed.
Promoted a culture of continuous improvement by encouraging professional development opportunities for staff members.
Negotiated contracts with vendors, securing favorable terms while adhering to budgetary constraints.
Collaborated with external organizations including non-profits, businesses and government agencies to create mutually beneficial partnerships.
Built and maintained strong company teams by hiring and training qualified staff to create positive and productive work environments.
Increased organizational efficiency by streamlining processes and implementing new systems.
Dental Manager/Accountant
Long Valley Health Center
05.2014 - 05.2022
Responsible for overall operations of Dental services, including supervision & evaluation of dental staff
Assists in recruitment and hiring of Dental staff
Advises Management Team on issues relative to dental services including, but not limited to, patient services, staffing, utilization, quality assurance, productivity and special clinic programs;
Manage patient scheduling to optimize revenue and limit no shows
Implements spending in accordance with budget to maintain positive cash flow
Evaluate staff performance and implement Quality Improvement measures
Manage day-today financial operations of Long Valley Health Center
Maintain records of original entry, journals, (cash receipts, cash disbursements, accounts payable, and payroll) and the general ledger to ensure adequate audit trails form source documents to financial reports. Revise accounting system as needed.
Monitor purchasing system and process all accounts payables
Forecast, build, and manage annual budget and report to Board Financial Committee monthly
Provide financial reports to Board of Directors on a monthly basis
Maintain grant and financial reporting through Payment Management System for 330 and Sub Grant Revenue on a quarterly and annual basis
Annual UDS and OSHPD reporting
Maintain adequate management controls and records for cash and fixed assets
Schedule and assist in the annual independent audit of financial records
Monitors and make recommendations regarding necessary changes to fee schedules and charge master on an annual basis
Manage sliding fee schedule by reviewing Federal Poverty Limits annually
Ensure that financial policies and procedure manuals are in compliance with Federal Regulations
Financial/Billing Manager
Harry B Matossian, M.D. Endoscopy Center, & Observatory Surgery Center
02.2010 - 12.2015
Processing of Payroll and Payables
Processing month end reports which include Balance Sheet and Income Statements
Daily Deposits
Payment entry
Billing all insurances and patients
Appealing insurances on all denied and underpaid claims
Contracting and credentialing all providers and facility
Negotiating with insurances on facility reimbursements
Maintaining billing software
Updating staff of all changes pertaining to their jobs
Updating and maintaining all records and files for financials and billing paperwork
Keeping up to date with all current Federal and State laws and regulations
Maintain all HIPPA and Corporate compliance issues
Served on two Board of Directors
Collaborated with cross-functional teams to resolve billing-related issues swiftly, minimizing negative impacts on overall operations.
Trained and mentored staff on procedures, compliance requirements, and collections techniques.
Boosted team productivity through effective delegation of tasks, setting performance targets, and providing constructive feedback.
Worked with customers to develop payment plans and bring accounts current.
Biller
Frank R Howard Memorial Hospital
11.2003 - 05.2010
Appealed 100% underpaid claims often collecting on 90% on those claims
Assisting the collectors with denied claims by either calling or appealing insurances
Attaching proper documentation to claims in order to expedite processing
Checked insurance eligibility by making appropriate phone calls and conducting research on services rendered.
Kept all patient information secure and confidential.
Executed billing tasks and recorded information in company databases.
Identified, researched, and resolved billing variances to maintain system accuracy and currency.
Provided exceptional customer service in handling billing inquiries, resolving disputes promptly and professionally.
Conducted regular audits of billing records, identifying issues and implementing corrective actions.
Followed up with appropriate parties to obtain prompt payments.
Education
AA - Business Accounting, Business Management
Mendocino Community College
Ukiah, CA
05.2017
Certificate - Business Accounting
Mendocino Community College
Ukiah, CA
05.1999
Skills
KPI tracking
Organizational skills
Cash flow management
Budget planning
Strategic financial planning
Revenue recognition
Financial planning
Financial statement preparation
Internal controls management
Attention to detail
Financial reporting and analysis
Audit coordination
Financial policy development
Accomplishments
Documented and resolved an incorrect take back of funds which led to recoupment of funds with interest.
Supervised team of 10 staff members.
Achieved improved operational efficiency by applying Lean Six Sigma Black Belt methodology to identify wasteful process steps and address root causes of low staff performance, resulting in streamlined workflows and increased productivity.
Timeline
Director of Finance
Long Valley Health Center
03.2023 - Current
Interim Executive Director
Long Valley Health Center
05.2022 - 03.2023
Dental Manager/Accountant
Long Valley Health Center
05.2014 - 05.2022
Financial/Billing Manager
Harry B Matossian, M.D. Endoscopy Center, & Observatory Surgery Center
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