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Street Address  Candlewood DriveAvon, OH Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEAccounting/Finance/ManagementInstrumental in the development of financial standards and procedures to streamlineaccounting procedures within multi-division entities.Retired 12/31/2023ASSISTANT CONTROLLER providing 20 years of experience and leadership in the financial and healthcare industries. Experience with privately held, small to midsized profit and non-profit organizations. Contributing to organizational success by developing organizational systems to improve efficiency by standardizing procedures, tracking inefficiencies and implementing strategies for continuous improvements.Extensive experience in all aspects of finance and accounting for diverse companies including new and mature organizations, adding value to corporations through cost cutting plans and streamlining processes. Problem-solver always working towards higher efficiencySelected Financial Achievements:Developed strong vendor relationships provided the foundation to establish low pricing contracts which resulted in multi-million dollar savings. Compiled and implemented standards and procedures that guaranteed unnecessary cash outflow and maximized the opportunity for discounts. Streamlined payroll processing eliminating 105 hours per month of data entry. Created tracking system that identified income owed from Broker Dealer that was previously uncollected. Instrumental in developing the work-flow of a new imaging software improving processes, efficiency and transparency.QUALIFICATIONS:General Accounting Financial Statement Development SEC Reporting Financial Reporting and Analysis P&L Management Accounts Payable Accounts Receivable Payroll Vendor Relationships Benefit Plan Audits External Audits Cost Control Leadership Financial Due Diligence Staff Training and DevelopmentCAREER CHRONOLOGYCenters for Dialysis Care Shaker Heights, OH 2003 - PresentASSISTANT CONTROLLERStaff: 4 Direct Reports  2 AP Specialists, 1 Accounting Services Rep., 4 Indirect -Staff AccountantsOversee corporate accounting for 22 hemodialysis facilities, 5 Physician offices with approximately 600 employees. Span of control includes profit & loss, cash flow improvements, analysis, corporate accounting, cost saving strategies, financial reporting, IRS and government agency communications and reporting.Fostered excellent business relationships with vendors to establish low contract pricing in a challenging business environment resulting in several million dollars of savings.Staff development and training/Performance appraisals and reviewsEncouraged the adoption of the most up-to-date accounting software to produce more appropriate and concise financial statements and expanding capacity for future growth.Instrumental in developing the work-flow, integrating accounting functions with a new imaging software improving processes, efficiency and transparencySZARKA FINANCIAL MANAGEMENT North Olmsted, OH 2001-2003CFO/COMPLIANCE OFFICERStaff: 8 Indirect Reports  3 Sales assistants; 3 Planners; Administrative Assistant, ReceptionistJoined a multi-million dollar financial planning firm to set up new accounting, reporting, payroll and compliance functions. Contributed to financial improvements through leadership in profit & loss management, cash flow management, analysis, and reporting, corporate accounting, accounts payable, accounts receivable, payroll, corporate taxes, and cost accounting.Encouraged and implemented the adoption of the most up-to-date accounting software to produce more appropriate and concise financial statementsDesigned tracking mechanisms to ensure accurate and timely commission income.Implemented and enforced Broker/Dealer compliance policies and procedures.Monitored investment clients for NASD/SEC complianceCompliance - Branch Audits for Financial Planning FirmSet up and maintained the RIA designation through the State of Ohio and updated annually.Managed all aspects of the accounting process and produced monthly financialsWorked closely with accounting professionals for tax preparationLiaison for all audits from various agencies.LIBMAN, RYDER & CO. - Independence, OH 1995 to 2001CORPORATE FINANCE MANAGER/COMPLIANCE OFFICERStaff: 3 Direct Reports  Office Manager, AP Specialist, Receptionist, 1 Indirect  Administrative AssistantContributed to financial improvements through leadership in profit & loss management, cash flow management, financial analysis, and reporting. Managed accounts payable, accounts receivable, payroll, corporate taxes, and Broker/Dealer securities compliance.Staff development and training/Performance appraisals and reviewsImplemented new accounting software improving accounting processes/financial reporting and providing a platform for better executive decision making.Developed tracking mechanisms to ensure accurate and timely commission income improve efficiency.KITE COMPANY, INC, dba Whats Up  Chagrin Falls, OH 1995 to 2005CONSULTANT/ACCOUNTINGProvided guidance and expertise for the establishment of accounting processes and implementation of new accounting software to produce accurate and timely financials. Provided the assistance on an as needed basis.Compiled/reviewed financial statements with ownerEDUCATIONMaster of Business Administration, (Finance concentration) Bachelor of ScienceCleveland State University, Cleveland, OH Kent State University, Kent OH 3.92 average. Inducted into the Honor Society