Summary: The CFO advises the CEO of the organization with respect to financial reporting, financial stability and liquidity and financial growth. Directs the organization's financial planning and accounting practices as well as its relationship with lending institutions, shareholders, and the financial community by performing the following duties personally or through subordinate managers. The CFO is a member of the Executive Team and, as such, contributes to overall organization planning, policy development and implementation.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Oversees and directs treasury, budgeting, audit, tax, accounting, purchasing, real estate, long range forecasting, and insurance activities for the organization.

Directs the controller in providing and directing procedures and computer application systems necessary to maintain proper records and to afford adequate accounting controls and services.

Directs the treasurer in activities such as custodian of funds, securities, and assets of the organization.

Appraises the organization's financial position and issues periodic reports on organization's financial stability, liquidity, and growth.

Directs and coordinates the establishment of budget programs.

Coordinates tax reporting programs and investor relations activities.

Analyzes, consolidates, and directs all cost accounting procedures together with other statistical and routine reports.

Oversees and directs the preparation and issuance of the corporation's annual report.

Directs and analyzes studies of general economic, business, and financial conditions and their impact on the organization's policies and operations.

Analyzes operational issues impacting functional groups and the whole institution, and determines their financial impact.

Evaluates and recommends business partnering opportunities.

Establishes and maintains contacts with stockholders, financial institutions, and the investment community.

Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience:
Master's degree (M. A.) or equivalent; or four to ten years related experience and/or training; or equivalent combination of education and experience.

Language Ability:
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Math Ability:
Ability to apply advanced mathematical concepts such as exponents, logarithms, quadratic equations, and permutations. Ability to apply mathematical operations to such tasks as frequency distribution, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory, and factor analysis.

Reasoning Ability:
Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems. Ability to deal with nonverbal symbolism (formulas, scientific equations, graphs, musical notes, etc.,) in its most difficult phases. Ability to deal with a variety of abstract and concrete variables.

Computer Skills:
Word processing, Spreadsheets, Accounting software, General Ledger, Accounts Receivable, Accounts Payable, Internet software, E-mail

Certificates and Licenses:
CPA license

Supervisory Responsibilities:
Directs and manages 3 to 5 directors/managers who supervise a total of 20 to 30 employees in the Financial Reporting, Accounting, and Information Technology functions. Is responsible for the overall direction, coordination, and evaluation of these units. Carries out leadership responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Developed systematic financial reporting standards for over 135 Multi Brand (YUM Brands) restaurants in multi states with over $ 130 million in Gross Sales
Significantly increased financial information reporting reliability and timeliness to owner and management
Implemented financial strategic goals, and objectives
Increased profitability from a little over $ 1 million to $ 9 million a year. In a ten year span

Budgeting / Forecasting: lead the strategic planning, budgeting, and forecasting cycles for revenue, EBIT, and cash flow
Effectively directed the downsizing of an overgrown multi-entity organization. Through business unit and strategic staff reductions, achieving a cost savings over $ 1 million a year.
Developed the financial reporting standards for a multi-specialist physician practice.

Set and maintain annual planning calendar supported by detailed milestone schedules for each cyclical process
Hold kick-off meetings
Provide support and ensure schedules are met
Ensure adequate controls are maintained over finance and accounting processes (including reporting) by establishing a program to conduct regular policy reviews and updates, audit coordination with the Internal Audit function, coordination with the group Controls Assurance Program, and compliance with the Group Financial Controls Manual
Lead and manage the Indirect Operating Budget Cycles to include Indirect Forward Pricing Rates for the Division
Timely and accurate submissions of required schedules and supporting details regarding budgets, quarterly forecasts, actual performance, and variance comments
Develop recommendations and identify risks via business case analysis for lease versus buy decisions, significant capital expenditures, and major contract opportunities
Provide leadership, training, and mentorship to the staff of the Financial Planning and Reporting Department to ensure their professional development and the evolving needs of the business are appropriately met
Recruit highly skilled and motivated professionals as required

Summary: The CFO advises the CEO of the organization with respect to financial reporting, financial stability and liquidity and financial growth. Directs the organization's financial planning and accounting practices as well as its relationship with lending institutions, shareholders, and the financial community by performing the following duties personally or through subordinate managers. The CFO is a member of the Executive Team and, as such, contributes to overall organization planning, policy development and implementation.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Oversees and directs treasury, budgeting, audit, tax, accounting, purchasing, real estate, long range forecasting, and insurance activities for the organization.

Directs the controller in providing and directing procedures and computer application systems necessary to maintain proper records and to afford adequate accounting controls and services.

Directs the treasurer in activities such as custodian of funds, securities, and assets of the organization.

Appraises the organization's financial position and issues periodic reports on organization's financial stability, liquidity, and growth.

Directs and coordinates the establishment of budget programs.

Coordinates tax reporting programs and investor relations activities.

Analyzes, consolidates, and directs all cost accounting procedures together with other statistical and routine reports.

Oversees and directs the preparation and issuance of the corporation's annual report.

Directs and analyzes studies of general economic, business, and financial conditions and their impact on the organization's policies and operations.

Analyzes operational issues impacting functional groups and the whole institution, and determines their financial impact.

Evaluates and recommends business partnering opportunities.

Establishes and maintains contacts with stockholders, financial institutions, and the investment community.

Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience:
Master's degree (M. A.) or equivalent; or four to ten years related experience and/or training; or equivalent combination of education and experience.

Language Ability:
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Math Ability:
Ability to apply advanced mathematical concepts such as exponents, logarithms, quadratic equations, and permutations. Ability to apply mathematical operations to such tasks as frequency distribution, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory, and factor analysis.

Reasoning Ability:
Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems. Ability to deal with nonverbal symbolism (formulas, scientific equations, graphs, musical notes, etc.,) in its most difficult phases. Ability to deal with a variety of abstract and concrete variables.

Computer Skills:
Word processing, Spreadsheets, Accounting software, General Ledger, Accounts Receivable, Accounts Payable, Internet software, E-mail

Certificates and Licenses:
CPA license

Supervisory Responsibilities:
Directs and manages 3 to 5 directors/managers who supervise a total of 20 to 30 employees in the Financial Reporting, Accounting, and Information Technology functions. Is responsible for the overall direction, coordination, and evaluation of these units. Carries out leadership responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Significantly increase the reliability and timelines of financial information and provided consistent reporting to executive management on a timely basis.
Streamlined and enhanced the corporate budgeting process and forecasting.
Developed investment and company strategic goals and objectives.
Improved financial performance from $ 3 million to over $ 5 million in annual profits from operations

Corporate Controller
St. Francis Ministry Corporation, Wichita, KS 1984 - 1994
(Via Christi) - the largest medical center in Kansas

Significantly improved the financial reporting system to make financial information more reliable and timely to meet the needs of the Medical Center.
Participated in the development and implementation of strategies for a fully integrated healthcare delivery system.
Co-leader of a Revenue Enhancement Project, creating efficiencies in the medical collection process

Chief Financial Officer
Health Affiliates< Inc, Wichita, KS 1992 - 1994
Subsidiary of St. Francis Ministry Corporation (Via Christi)

Combined strategic planning and business development expertise with strong technical qualifications to establish finance operations responsive to long range corporate objective for growth and profitability.
Analyzed and participated in negotiations of many major acquisitions and divestitures which enhanced the strategic thrust of the company, increasing gross revenues from $ 5 million to over $ 30 million.
Prepared numerous financial feasibility studies and implemented new joint ventures which included surgery centers, a fitness center, and a multi-tenant medical office building.
Significantly increase the reliability and timelines of financial information and provided consistent reporting to executive management on a timely basis.
Streamlined and enhanced the corporate budgeting process and forecasting.
Developed investment and company strategic goals and objectives.
Improved financial performance from $ 3 million to over $ 5 million in annual profits from operations

President
Affiliated Property Service< Inc, Wichita, KS 1990 - 1994
Subsidiary of St. Francis Ministry Corporation (Via Christi)

Developed and coordinated numerous Medical real estate projects including a 16 acre medical office campus, surgery center, and multi-tenant medical office buildings. Combined strategic planning and business development expertise with strong technical qualifications to establish finance operations responsive to long range corporate objective for growth and profitability.
Managed the day to day operations of several multi-tenant medical office buildings in excess of $ 14 million dollars worth of real estate. Increase net earnings from operations from $ 100 thousand deficit to over $ 200 thousand in profit over a three year span.

SENIOR MANAGER OF AUDITS , TAX PREPARATION