Chief Financial Officer at Bland County Medical Clinic (2024-09 – Present)
- Develop and manage the annual operating and capital budgets
- Monitor cash flow, revenues, and expenses
- Oversee financial reporting (monthly, quarterly, annual)
- Ensure financial sustainability of the health center
- Manage Section 330 grant funding
- Ensure compliance with HRSA financial requirements
- Prepare and submit grant financial reports (e.g., Federal Financial Reports – FFRs)
- Track restricted vs. unrestricted funds
- Oversee billing, coding, and collections
- Ensure proper reimbursement from Medicaid, Medicare, Private Insurers
- Manage the Prospective Payment System (PPS) specific to FQHCs
- Reduce denials and optimize collections
- Ensure compliance with federal requirements for income-based discounts
- Monitor impact on revenue and patient access
- Maintain proper documentation for audits
- Prepare and oversee Medicare and Medicaid cost reports
- Ensure accurate encounter rate calculations
- Maximize reimbursement opportunities
- Ensure adherence to Uniform Guidance (for federal funds) and IRS nonprofit regulations
- Coordinate annual independent audits
- Address audit findings and corrective action plans
- Maintain strong internal controls
- Support expansion decisions (new clinics, services, mobile units)
- Perform financial forecasting and scenario analysis
- Advise CEO and Board on financial strategy
- Evaluate partnerships (including VA collaborations)
- Present financial statements and KPIs to the Board of Directors
- Translate complex financial data into actionable insights
- Support governance and financial transparency
- Work with clinical leadership to align budgets with patient care goals
- Analyze cost per visit, service line profitability, and staffing models
- Support value-based care initiatives
- Identify financial risks (funding changes, payer mix shifts)
- Ensure adequate insurance coverage
- Maintain reserves and liquidity planning
Controller at Mills Automotive Group, Inc. (Dba Crossroads Chevrolet) (2022-06 – Present)
To present a fair presentation of the financial statements of the company, implement controls to ensure compliance, and complete the activities necessary to accomplish these goals. Control cash and factory receivables along with reserves and Finance Product remittance and product cancelations.
- Ensure bank deposits are made and recorded on a daily basis (includes ACH, wire transfers, etc)
- Reconcile all bank accounts daily
- Revise/post monthly standard entries by the 15th of the month
- Maintain fixed asset schedules to ensure they agree with related general ledger accounts
- Work with office staff to ensure they complete assignments on a timely, consistent basis
- Prepare reports as requested by management company and/or department managers
- Prepare tax reports on timely basis (i.e. sales tax, tire disposal tax, lease tax, tangible personal property taxes, etc.)
- On a timely & accurate basis, complete end of month procedures
- Complete accurate & timely reporting of all financial statements as required by the franchisor & management company each month
- Ensure that all accounting schedules are reviewed and properly maintained on a monthly basis
- Ensure that all account reconciliations are completed on a monthly basis (i.e. floor plan, bank, finance reserves, manufacturer's statements, accounts payable, etc.)
- Ensure all finance product sales documents are reported & paid on a timely basis each month (i.e. warranty, GAP policies, etc.)
- Ensure checks for accounts payable are mailed by the 15th of each month
- Make recommendations to improve office operation efficiency
- Meet with company managers on a weekly basis to review expenses, processing issues, status of outstanding contracts, vehicle receivables, accounts receivables, rebate/incentive receivables, etc.
- Assist CFO and dealership managers in preparing budgets
- Ensure Monthly Parts accounts are reconciled and given to the CFO
- Ensure Monthly Physical inventories are performed and given to the CFO and Variable Operations Director
- Ensure that title work is processed accurately & timely
- Ensure that vehicle inventory is stocked in daily as received
- Ensure that vehicle sales, service, parts & body shop sales are processed daily & posted to accounting
- Review outstanding repair orders (WIP) to verify they are being closed on a timely basis. Service department repair orders should not be open for more than 3 working days. Body shop tickets will require inquiry to determine status of the job
- Review open parts tickets to verify they are being closed on a timely basis. Parts tickets should not be open more than 2 days
- Each month have sales managers take physical inventory of vehicles and reconcile to general ledger
- Ensure that monthly accounts receivable statements are mailed on a timely basis each month (includes inter-company) and timely collection of outstanding accounts
- Ensure WIP is reconciled
- Perform semi-weekly and monthly commissions and payroll
- Perform all month end reconciliations to include bank, holdback, and floorplan
- Perform Human Resources duties to include hiring and terminations and documentation of each
Controller at John Howerton Honda (2009-03 – 2022-06)
- Perform semi-weekly and monthly commissions and payroll
- Perform all month end reconciliations to include bank, holdback, and floorplan
- Ensure bank deposits are made and recorded on a daily basis (includes ACH, wire transfers, etc)
- Reconcile all bank accounts daily
- Revise/post monthly standard entries by the 15th of the month
- Maintain fixed asset schedules to ensure they agree with related general ledger accounts
- Work with office staff to ensure they complete assignments on a timely, consistent basis
- Prepare reports as requested by management company and/or department managers
- Prepare tax reports on timely basis (i.e. sales tax, tire disposal tax, lease tax, tangible personal property taxes, etc.)
- On a timely & accurate basis, complete end of month procedures
- Complete accurate & timely reporting of all financial statements as required by the franchisor & management company each month
- Ensure that all accounting schedules are reviewed and properly maintained on a monthly basis
- Ensure that all account reconciliations are completed on a monthly basis (i.e. floor plan, bank, finance reserves, manufacturer's statements, accounts payable, etc.)
- Ensure all finance product sales documents are reported & paid on a timely basis each month (i.e. warranty, GAP policies, etc.)
- Ensure checks for accounts payable are mailed by the 15th of each month
- Make recommendations to improve office operation efficiency
- Meet with company managers on a weekly basis to review expenses, processing issues, status of outstanding contracts, vehicle receivables, accounts receivables, rebate/incentive receivables, etc.
- Assist CFO and dealership managers in preparing budgets
- Ensure Monthly Parts accounts are reconciled and given to the CFO
- Ensure Monthly Physical inventories are performed and given to the CFO and Variable Operations Director
- Ensure that title work is processed accurately & timely
- Ensure that vehicle inventory is stocked in daily as received
- Ensure that vehicle sales, service, parts & body shop sales are processed daily & posted to accounting
- Review outstanding repair orders (WIP) to verify they are being closed on a timely basis. Service department repair orders should not be open for more than 3 working days. Body shop tickets will require inquiry to determine status of the job
- Review open parts tickets to verify they are being closed on a timely basis. Parts tickets should not be open more than 2 days
- Each month have sales managers take physical inventory of vehicles and reconcile to general ledger
- Ensure that monthly accounts receivable statements are mailed on a timely basis each month (includes inter-company) and timely collection of outstanding accounts
- Ensure WIP is reconciled
