Member of the American Institute of CPAs and the Tennessee Society of CPAs

 

Experience

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Special Deputy Receiver and Acting CEO

February 2003 to Present

Nashville, TN

 

Xantus Healthplan of Tennessee

·  Appointed by the Commissioner of Commerce and Insurance for the State of Tennessee to plan, coordinate and control the daily operation of the organization.

·  Establish current and long-range goals, objectives and policies in coordination with the Tennessee Department of Commerce and Insurance.

·  Oversee the adequacy and soundness of the organization's management, financial, technology and medical management infrastructure.

·  Appointed in August 2003 to liquidate the company.

Director of information services

October 2002 to February 2003

Nashville, TN

 

Xantus Healthplan of Tennessee

·  Managed the company’s IT resources and staff and provide leadership in: Business Application Life Cycle Management, Systems Operations, Networks and Telecommunications, HIPAA Compliance, Database Administration, Information Security, Help Desk, Desktop/LAN Technology and Applications, and Systems and Technical Support, Informatics and Database Management.

·  Partnered with executive levels of management to lead the development of strategic information technology plans that best support the growth, profitability and competitiveness of the business.

·  Developed and executed the overall systems architecture, both hardware and software, that supported the goals of the enterprise.

Director of Finance And  Controller

September 2000 to October 2002

Nashville, TN

Xantus Healthplan of Tennessee

·  Directed the planning, staffing, budgeting and operations of the finance and accounting department for this $300 million managed care organization.  Installed internal controls to better manage cash inflows and outflows and to ensure protection of assets.

·  Implemented Great Plains accounting software including intranet financial reporting to expand MIS operations throughout the finance function. Resulted in a measurable improvement in data accuracy, reporting timeliness and long-range business planning.

·  Produced fourteen annual and quarterly NAIC regulatory statements covering a three-year reporting period bringing the company current on financial reporting.

·  Coordinated quarterly and year-end audits performed by financial auditors, state and federal regulatory authorities, and due diligence teams.

Manager and

Chief Financial Officer

April 1997 to September 2000

Dayton, OH

Duvall & Associates CPA

Beacon Health Services

Beacon Technology Solutions

·  Managed the assets and obligations of a $10 million health care organization.  Turned company from loss to profit in less than 2 years through reorganization of operations and management of mergers and acquisitions of privately held health care companies.

·  Improved client business practices by implementing policies and procedures for payroll, billing, cash management and technology usage.  Wrote and implemented a Corporate Compliance Program for a health care organization while acting as the liaison with government agencies on various compliance and regulatory issues.

·  Developed, implemented and maintained Internet and Intranet web presence and communication strategies with the use of various web development, web publishing and collaboration tools.

·  Coordinated network systems implementation and design including hands-on experience with Windows NT, Windows 2000, Novell, Unix, Linux and various networking protocols.

Controller and

Reimbursement Specialist

July 1992 to April 1997

Nashville, TN

Integrated Health Services

·  Maintained all financial and computer information systems for various multi-state health care entities.  Assisted client with Chapter 11 bankruptcy filing and acted as liaison with bankruptcy courts and attorneys.

·  Compiled and presented to Board of Directors periodic financial statements including balance sheet, cash flow and income statement with supporting analysis and recommendations for increasing profitability and cash flow.

·  Managed health care accounting processes, reimbursement systems and government compliance requirements.

·  Coordinated the preparation, audit and settlement of Medicare and Medicaid cost reports.

·  Executed internal audit functions to facilitate Medicare and Medicaid reimbursement and cash flow maintenance.

·  Managed staff responsible for claims research, financial analysis and cost report functions.

Auditor

June 1989 to July 1992

Nashville, TN

 

State of Tennessee, Division of State Audit

·  Audited health care and government entities for financial viability and compliance with government regulations.

·  Supervised and trained auditors during audit work, review and completion.

·  Created and maintained computer systems and templates to facilitate audit testing and analysis.