Oversaw all aspects of financial and operational strategy and management for a company that operates ten senior
living facilities located in South Carolina, Georgia, Mississippi, and Louisiana
• As a member of the Executive Committee, collaborated with owners and senior leadership to design and implement strategies to improve operations and financial performance; Developed long-term plans to sustain
growth
• Directed accounting and finance department, including budget audit functions, preparation of all financial
statements, including income statements, balance sheets, stakeholder reports, tax returns, and governmental
agency reports
• Audit accounting and operations performance; Developed new processes to improve efficiencies; Developed
training for AR/AP, human resources, and payroll; Oversaw revisions to the HR and AR/AP manuals
• Evaluated employees' and residents' experiences of the business office; Developed and implemented policies that
improved employee and resident retention, including recruiting, onboarding, and benefits, as well as strengthening
communications channels and instituting convenient payment methods
• Lead continuous improvement initiatives, streamlining and integrating accounting, insurance, benefits, and taxes;
Standardized accounting policies, procedures, and internal controls, developing high-performing accounting
teams through training and mentoring
• Implemented KPIs and scorecards; Analyzed metrics to identify trends and opportunities for improvement
• Coordinated communications with a geographically dispersed executive team and regional directors, as well as with business office directors in each building, fostering leadership cohesion and teamwork

Chief Financial Officer

Oversaw all accounting and financial reporting functions for a portfolio of senior living property management
services including independent, assisted living, and memory care facilities, with $95M in annual revenues
• Collaborated with the executive management team in strategic and operational decision making; Advised
management team on short- and long-term financial objectives and policies
• Oversaw all aspects of corporate and property accounting, including properties with residents who receive low-
income tax credits, GAFC, and Pace program benefits
• Collaborated with directors of capital management, revenue, budgets, IT & marketing, compliance, construction
and asset management, sales, and food service as well as property accountants and AP/AR coordinators
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•   Worked with the client management team, managing multiple client engagements, building strong relationships
with for-profit management groups and nonprofit boards of directors and finance committees
•   Partnered with client leadership on financial analysis, projections, and revenue/expense analysis
•   Coordinated audits and oversaw preparation of financial reports for clients, regulatory agencies, and boards of directors and finance committees, as well as investment advisors and bankers
•   Managed benefits and payroll; Collaborated with the revenue and budget director for forecasting; Developed
internal controls for cash management and accounting
•   Led implementation of Paycom, Payroll and HR business system; Collaborated with implementation team for Assisted Living Intelligent Solutions, the AR sub-ledger
•   Performed all due diligence for deals, working with buyers, sellers, and management team to forecast expenses
associated with ramping up new operations
•   Problem solved the implementation of new infrastructure such as payroll services, billing and resident data, and technology services for new management agreements
•   Hired, trained, and managed an accounting team of nine as well as business office directors, fostering a culture of cross-training, staff development, communication, and detail-driven fiscal management
•   Key accomplishments include:
o Created a new position for an analytical AR coordinator to improve AR culture; Reduced outstanding
receivables by 75%; Rolled out a new process in Yardi to track expenses for bill backs
o Implemented a self-assessment review system to measure employee engagement and collect feedback for operational improvements
o Served on the DEI Committee to foster a culture of inclusivity and awareness

Director/CFO

Director, Accounting & Taxation

Oversaw accounting operations for a global strategy consulting firm for healthcare, biotech, medical devices,
diagnostics, therapeutics, and nutrition and wellness companies
• Provided financial analyses for cash flow, profitability optimization, pricing decisions, and contract negotiations
• Collaborated with management team leads to create the annual operating budget; Calculated and reported
variances; Managed the month-end close process; Issued monthly financial statements for senior management
• Designed, implemented, and documented accounting policies and procedures; Managed tax preparation and audit
vendors; Oversaw transaction processing systems, maintaining controls over accounting transactions
• Key accomplishments include:
o Created and maintained a budget package to improve revenue and expense tracking; Implemented and administered time- and expense-keeping system
o Implemented firm-wide payroll frequency change to ensure compliance with DOL, Managed firm bank
change and line of credit
o Coordinated due diligence requests; Supported human resources as a member of the hiring committee

Controller

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