Angela Davis

Angela Davis

$55/hr
Experienced Bookkeeper & Payroll Specialist | Accurate Financial Support for Growing Businesses
Reply rate:
-
Availability:
Hourly ($/hour)
Location:
Hot Springs, South Dakota, United States
Experience:
0 years
Angela L Davis, MBA -- LinkedIn URL Chief Financial Officer Accomplished financial executive with extensive experience driving business objectives and financial performance improvement within Fortune 500 and mid-level organizations. Credible history of directing end-to-end finance/accounting functions, including financial controllership, planning and analysis, compliance, acquisition due diligence, taxation, and auditing through exemplary development and leadership of the finance and accounting team. Adept at identifying areas of improvement in existing processes, formulating robust accounting/finance policies, and developing strong business solutions to ensure the accomplishment of set milestones. Stellar track record of steering annual budget/forecast processes and leading ERP systems implementation, including SAP for automating reporting procedures. Skilled in cost reduction, margin improvement, and expense containment. Areas of Expertise • Financial Planning &Analysis • Budget Control & Cashflow Forecasting • Business Transformation • Capital & ROI Evaluation • Corporate Finance Management • Financial Modelling & Accounting • Merger & Acquisition/Due Diligence • Payer Contract & Debt Negotiation • Policies/Procedures Improvement • People Development/Leadership • KPI Reporting & Management • Stakeholder Engagement Career Experience Medicine for Business and Industry, Phoenix, Arizona 2023 – 2024 Chief Financial Officer, Risk Officer Lead the development and implementation of a scalable platform to support rapid organizational growth, optimizing finance, HR, IT, Facilities, and Sales functions. Successfully streamlined processes, upgraded systems, and built a high-performance team to drive long-term success and expansion. Growing from 19 clinics to 31 clinics and 2 to 4 states in one year. ● Restructure and develop a cohesive finance team, establishing clear expectations and career progression pathways, while building bench strength to support long-term scalability. ● Develop and implement a cash forecasting model, introducing daily cash flash reporting to enhance financial decisionmaking and cash flow management. ● Lead the replacement of six disparate software and advisory packages, consolidating them into a comprehensive payroll and human resources system for increased efficiency and reduced operational complexity. ● Transition from multiple QuickBooks instances to a unified ERP system for accounting, financial reporting, and budgeting, improving accuracy and financial transparency. Build PowerBI reporting for One Source/One Truth reporting. ● Implement Salesforce for enhanced sales development and performance tracking. ● Develop, source, and implement software platform including ERP, CRM, Procurement/Inventory, PowerBI reporting to combine EMR/PMR and financial data, Sales, Compliance, and HRIS. Pinehurst Surgical Clinic, Pinehurst, North Carolina 2021 – 2023 Chief Financial Officer, Compliance Officer Deliver strategic leadership in directing finance staff of eighty-five across Revenue Cycle Management, Check-In Staff, Certified Coders, Accounting and Finance group. Devise/execute organizational compliance strategy, resolve patient/employee queries, and ensure adequate organizational training and internal controls, while serving as the chief compliance and HIPAA privacy officer. Implement a financial foundation built on technology to enable strategic development and scalability, including One Source-One Truth reporting in Tableau, a perpetual inventory system, and accounts payable automation. ● Manage charitable foundation and multiple realty entities, including investment land, clinics up to 120K square feet, medical condominiums, speculation properties, POA medical campus association, and green site build for clinics. ● Rectify segregation of duties, workflow, and cash flow analysis for 120 providers across eleven specialties and ancillaries. ● Expand compliance program, encompassing Fraud, Waste, and Abuse training, compliance hotline, SAM/OIG exclusion list verifications, and HIPAA assessments. ● Increase collections on current productivity by streamlining the revenue cycle management process including developing staff training, payor negotiations, and streamlining the credentialing process. …continued… ● Revamp inventory system and develop perpetual inventory by tying into the practice management system. Advanced Dermatology and Cosmetic Surgery, Orlando, Florida 2020 – 2021 Vice President Financial Services Lead a team of twenty-four in accounting, accounts payable, payroll, facilities, purchasing, provider incentives, tax, treasury, credentialing, and financial planning and analysis groups across the Finance department. Steer efforts in strategic sourcing, recruiting, team development, and cross-training to round out the Finance team and support business needs in a dynamic environment. Execute robust strategies to ensure the smooth running of staff and business office operations. ● Recruit, hire, and train the Facilities Director to oversee 141 locations, including 30 ongoing projects, renovations, de novo, and internal shell construction. ● Update accounting software to Microsoft Dynamics 365 establishing compliance with multi-factor authentication. Nova Medical Centers, Houston, Texas 2018 – 2020 Controller Oversee financial activities including treasury, procurement, accounts payable, accounting, fixed assets, and tax. Prepare loan compliance documents and borrowing base certificates and review bank covenants for all compliance requirements. Direct all aspects of financial performance from financial statement analysis, reporting, budgeting, and forecasting. ● Implement Revenue Recognition, ASC 606, consistent with new FASB rulings effective in 2019, and prepare the structure for the Lease Recognition changes for 2020 due to ASC 842. ● Source/implement purchasing/inventory system, creating restricted formulary and reduce supplies cost by 4% of NR. ● Create forecasts and projections for new clinics with site-specific demographic analysis. ● Refinance all debt for preferred interest rate and debt repayment schedule. ● Establish vendor management system for management of locum tenens, float, and temporary staff across 50 locations. US Healthworks, A Dignity Health Member, Santa Clarita, California 2012 – 2018 Director of Financial Planning and Analysis Supervise financial planning and analysis team, accounting, fixed assets, and tax departments for 26 employees. Forecast and update the financial projections, organic growth models, and acquisition and de novo performance reports. ● Design financial valuation models for 77 acquisitions, two de novo, and ten divestitures involving DFCF (Debt Free Cash Flows), IRR (Internal Rate of Return), terminal value, and cash multiples. ● Direct treasury services and reorganize procedures for 36 bank accounts with an average operating cash balance of $45M. ● Develop and implement bottom-up budget process for 220 clinics, 32 on-sites, and 47 corporate departments. ● Automate patient refund process to reduce backlog and staffing requirements and improve the pay-out cycle. ● Create predictive models for acquisitions, clinic hours modifications, site relocations, insurance contract negotiations, and foreign licensing applications for 220 clinics in 21 states. Financial Planning and Analysis Manager Senior Financial Analyst Additional Experience Regional Field Accountant – Western United States, Stanley Black & Decker, Santa Clarita, California Accountant, Public Accounting Firm, Simi Valley, California Administrator, Progressive Asset Management Services, Simi Valley, California Head Buyer, Young Electronics – a Department of Defense subcontractor, Chatsworth, California Education MBA International Business - California Lutheran University Bachelor of Science in Accounting - University of Phoenix Technical Proficiencies Advanced Excel (pivot tables, formulas, cubes, and linear programming) Great Plains | SAP | Lawson Financial Software | Sage (Intacct)
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