CFO, Controller and Accounting Outsourcing Specialist.
Served scores of nonprofit agencies over a 25 year period as well as Commercials Entities for 35 years
Audited Wall Street (SEC” Money Center banks and Fortune 100 Companies.
Developed internal auditing protocols of compliance and revenue documentation for Waiver, Clinical and Education programs. Also designed 21 new internal audit programs, and trained our new Compliance Department staff.
Established internal audit function to comply with Office of Medicaid Inspector General (“OMIG”) revenue and billing audits of program-specific programs and general compliance standards of the agency.
Managing Reconciliation Tuition Rates ("RTR") to current spending and suggesting changes to support RTR
Post Attestation authorized service documentation audits and Billing cap reconciliation in accordance with Appendix K
Establish internal audit function to comply with Office of Medicaid Inspector General (“OMIG”) revenue and billing audits of Home and Community Based Services (“HCBS”) programs and general compliance standards of the agency.
Reconcile each year as you file the CFR to know exactly where the agency stands prior to reconciliation. Present the insights to Executive and Financial staff on how their current spending patterns will support their reimbursement and what can be improved.
Independent evaluation of the agency's overall Financial Management, Operations & Systems Development.
Financial Feasibility Studies for proposed changes to program services and addition of new programs.
Prepare Financial Projections for both expansions of continuing as well as any proposed program changes.
Assist in Accessing the Capital Market for Company Expansion and restructuring company debt.