HealthCare Information Management, Inc. (HCIM)SVP, Chief Financial Officer
Feb. 2024 - Jan. 2025Privately held, on-premise software and consulting services company. Drove financial strategy and day-to-day operations with a strong operational mindset, ensuring seamless integration of financial and operational goals to fuel sustainable growth and efficiency across the organization. I led the company’s financial strategy, operations, and decision-making at an executive level, managing all financial aspects, including cash flow, budgeting, forecasting, and financial analysis, ensuring alignment with the company’s vision and driving sustainable success. • Provided strategic financial guidance, identifying areas of improvement and optimizing profitability in finance.
• Spearheaded the conversion to accrual-based financial statements for improved reporting, including technical analysis of ASC 606.
• Prepared financials for acquisitions, providing key insights and ensuring operational continuity.
• Led quarterly financial presentations to the Board of Directors.
• Oversaw monthly and annual financial reporting, ensuring accuracy and timeliness.
• Managed the finance department, including accounts receivable, accounts payable, payroll, human resources, banking, and investments.
• Performed requests for proposals and contract negotiations related to auditor and ERP software.
• Fostered customer relationships to identify key development opportunities that improved client operations.
• Ensured employees were heard and assisted in bringing their ideas to fruition, saving the company thousands of dollars.
• Sought industry connections and facilitated reconnections on LinkedIn to reopen doors for new sales opportunities.