Resume

Specialties

Preparation of financial statements and executive reporting packages • Leading and coaching high performing teams • Budgeting and forecasting • Business combination accounting • Healthcare accounting • Data analysis and report creation • Building predictive analytical models • Leveraging technological infrastructure to drive efficiencies and profitability

Experience

Lyra Health
Head of Financial Business Systems, 5/21 - present

AmSurg Corp
Senior Director of Financial Services, 4/18 – 5/21

  • Create scheduled and ad-hoc reports for upper management and key decision makers.
  • Provide financial analysis and guidance to internal and external stakeholders.
  • Mentor and coach staff, seniors, and managers in financial analysis and reporting skills.
  • Create reporting for annual budget process of 300+ surgery centers, including detailed variance analysis.
  • Department project lead for Azure/Tableau-based revenue cycle data warehouse. Provides a single source of truth for billing, accounting, and operations to access common performance metrics.
  • Financially integrated company’s first multi-location ophthalmology practice acquisition. Created the budgets, chart of accounts structure, and executive reporting packages.
  • Authored SQL components of web application that processes $1 billion in annual revenue and fees.
  • Retained responsibilities from previous role.

Director of Financial Services, IT Specialist, 7/16 – 4/18

  • Account for surgery center acquisitions including opening balance sheet, budget, and systems integration.
  • Review surgery center income statements monthly and provide feedback to staff.
  • Assist with consolidation of 300+ accounting entities with variable ownership.
  • Developed SQL Server Reporting Services and IBM Cognos reports for upper management.
  • Improved month end close efficiency through development of SharePoint sites, lists, and Nintex workflows.
  • Coordinate development, testing, and deployment of finance web applications.
  • Design, implement, and monitor process improvement projects using Agile techniques.
  • Create documentation and materials for cross functional finance projects.

Manager of Financial Services II, 6/11 - 7/16

  • Supervised team of staff accountants, senior accountants, and accounts payable personnel.
  • Managed operating/capital budgets and monthly accounting processes for 30+ ambulatory surgery centers.
  • Assisted physician partners and operations colleagues with financial issues and questions.
  • Responsible for successful wind-down of entities placed in discontinued operations.
  • Approved and released ACH transfers including partnership distributions.
  • Created workflows to replace existing paper-based report processes (1M+ sheets of paper annually).
  • Created dashboards and reports for department leadership.

LifeWay Christian Resources
Financial Analyst, 1/09 - 6/11

  • Data analysis, budgeting, forecasting, and reporting for LifeWay’s Church Resources Division.
  • Developed annual operating, working capital and fixed asset budgets for three departments.
  • Performed quarterly projections of revenues and expenses.
  • Created pro formas and recommendations on new initiatives.
  • Compiled quarterly divisional reporting package for executive leadership.
  • Developed reports to gain insight on customer retention, revenue trends, and fully-loaded product cost.
  • Served as technical consultant on design of a data warehouse for key financial and customer data.
  • Annually trained and managed 20+ temp financial personnel across the United States.
  • Performed M&A due diligence on acquisition that increased a department’s revenue by 30%.

Deloitte & Touche LLP
Senior Consultant, Data Quality & Integrity, 9/06 - 10/08

  • Provided audit and consulting services to healthcare, automotive, and financial services clients.
  • Used computer-assisted audit tools and techniques to identify transactions with high audit risk.
  • Documented and tested internal controls.
  • Audited major financial statement categories including significant management estimates.
  • Clients included Nissan, Bridgestone, Community Health Systems, and AmSurg.
  • One of three SAS 99 data quality specialists for Tennessee.
  • Managed projects across the Southeast region and internationally between Tennessee and Hyderabad, India.
  • Chosen as a member of the first Nissan North America audit engagement team upon their move to Tennessee.
  • Led new hire training on Audit Command Language (“ACL”).

Additional Experience

Belmont University
Adjunct Professor of Accounting, College of Business Administration, 8/09 - 12/09

  • Taught Accounting Principles II to 30 students at night during the fall 2009 semester.
  • Created presentations, tests, assignments, and games to facilitate classroom learning.

Education

Belmont University - Jack C. Massey Graduate School of Business
Master of Accountancy, 2005 - 2006

  • GPA: 4.0 Full scholarship through graduate assistantship. Member of Beta Gamma Sigma, Beta Alpha Psi.

Belmont University
Bachelor of Business Administration, 2000 - 2004

  • GPA: 3.9 Four year academic scholarship recipient. Member of Beta Gamma Sigma, Alpha Chi.

Honors

  • Federation of Schools of Accountancy 2006 Student Achievement Award

Associations

  • American Institute of Certified Public Accountants
  • Tennessee Society of Certified Public Accountants

Certifications

Courses