chief executive officer chief financial officer resume example with 20+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :

Accomplished senior executive bringing expertise in business planning, revenue development and change management. Offering 15 years of experience in the healthcare industry combined with entrepreneurial, forward-thinking mindset and demonstrated track record of achievement.

Chief Executive Officer/ Chief Financial Officer, 10/2004 - Current
Autosource Motors Colorado Springs, CO,
  • Marketed practice to referral sources and introduced unique ways to work together to create a win/win situation
  • Spearhead reinventions of all departments to maximize clinic efficiencies and profitability
  • Revitalized business plans and realigned company objectives to increase overall profits
  • Monitored business trend forecasts and adjusted budgets and operational plans to maximize growth and opportunities
  • Directed and oversaw capital improvement projects including all phases from design to construction
  • Established clear and effective policies for standardization across all areas of operations including billing, clinical, and financial
  • Oversaw strategic business decision-making to develop, enhance and enforce POA's mission
  • Transformed departmental operations through aggressive process overhaul and attention to quality
  • Analyzed and determined courses of action to align operations and revenue performance with organizational goals
  • Cultivated strong relationships with advisors and referral sources to promote cooperative interactions and improve insights into current healthcare environment in Atlanta market
  • As a member of the Board, built high-energy, forward-thinking team to modernize legacy operations and keep organization agile in changing conditions
  • Led the partner group to cultivate successful business culture focused on performance optimization and goal attainment
  • Leveraged expert negotiation skills and industry expertise to revamp contracts, revitalize vendor management and save $150,000 per year in purchasing costs
  • Conducted financial analysis, researched business agreements, and negotiated and closed on critical contracts, with insurance companies and vendors
  • Collaborated with healthcare partner hospitals to build valuable relationships and achieve operational targets
  • Oversaw budgetary and financial activities and implemented strategies to grow business and profits
  • Reducing staff expenses by over $1 million through right-sizing labor force and reducing overtime
  • Improved internal processes and stimulated overall organizational efficiency by managing staff workflow and using outside vendors
  • Completed analysis of company financial data and produced reports outlining metrics and results
  • Enhanced company objectives by developing benchmarks and performance optimization strategies
  • Managed company-wide budgets, payroll, accounting and all other financial operations
  • Collaborated with external accountants to prepare annual financial reports, tax returns and pension plan financial statements
  • Developed and monitored internal control systems
  • Managed and made final decision for departments, such as human resources, legal, billing, and compliance
  • Monitored financial policies and set new ones
  • Directed implementation of strategic business plans to achieve goals and objectives
  • Created performance measurements to monitor and evaluate organizational achievements
  • Implemented key decision making input to oversee financial management
  • Supported company objectives by developing solid financial plans
  • Provided oversight to corporate compliance program
  • Explored financially the benefits of owning a surgery and imaging center
State and Local Tax Consultant, 01/1997 - 10/2004
Deloitte City, STATE,
  • Increased client satisfaction by introducing them to cutting edge tax savings ideas
  • Worked with clients on strategy for reorganization into states that would produce tax savings
  • Managed deliverables such as tax returns, extensions and tax planning calculations
  • Produced work papers and lead sheets, tax projects and payment estimations
  • Strategized to help clients reduce liabilities and maximize deductions in future tax periods
  • Corresponded with applicable tax departments regarding customer requirements and issues
  • Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight
  • Responded to state and federal tax notices by preparing written responses or tax return amendments
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities
  • Conducted financial, asset and liability analysis to reduce clients' tax liabilities
Accountant, 03/1996 - 01/1997
Carnegie Capital Management Company City, STATE,
  • Accounted for all transactions within a multi million dollar fund
  • Processed bank reconciliations and financial reports to verify practice of proper due diligence
  • Prepared quarterly and annual filings with the Securities and Exchange Commission
Education and Training
Bachelor of Arts: Accounting And Business Management, Expected in 06/1993
Baldwin-Wallace College - Berea, OH
Status -
Postgraduate Courses For CPA: Accounting, Expected in 06/1996
Baldwin-Wallace College - Berea, OH
Status -
  • In a 2 year period, decreased staff expenses by $1 M
  • Negotiated and implemented a Care Coordination Agreement
  • Developed and implemented a sports medicine program for 21 area high schools including side line coverage and sports physicals
  • Acted as a consultant for a pediatric service line within a hospital to identify and correct inefficiencies to increase revenues
  • Analyzed and negotiated 2 PSA agreements with large healthcare systems
  • Certified Public Accountant
  • Lean Six Sigma Green Belt
  • ACMPE Certified
  • Fellowship Eligible through American College of Medical Practice Executives
  • Revenue growth
  • Strategic decision making
  • Strategic planning
  • Capital expenditures
  • Relationship management
  • Productivity performance
  • Financial administration
  • Regulatory compliance

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Resume Overview

School Attended

  • Baldwin-Wallace College
  • Baldwin-Wallace College

Job Titles Held:

  • Chief Executive Officer/ Chief Financial Officer
  • State and Local Tax Consultant
  • Accountant


  • Bachelor of Arts
  • Postgraduate Courses For CPA

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