|
|
Title: |
CFO Nonprofit Organization
|
Location: |
US-North Carolina-Raleigh/Durham-RTP
|
Work History: |
Baptist State Convention of North Carolina, Cary, North Carolina, Comptroller
December Direct the financial management of this non-profit corporation with an annual budget
2001 to exceeding $38 M. Responsibilities include supervision of Payroll, Accounts Payable, Cash
Present Management, General Ledger and Corporate Budgeting. Direct the allocation of over $60 M to various agencies and institutions. Duties include management of cash and investments with various financial institutions. Implemented cost saving measures throughout the organization, which contributed to the reduction of the corporate budget by over $2 M. Replaced an antiquated DOS based Accounting system with a Windows / sequel based Blackbaud Financial Edge system. This replacement included standardization of the corporate chart of accounts. Proficient in use of Microsoft Word, Excel and PowerPoint software. Implemented an automated system of employee travel expense reporting via a web based application. Assisted in obtaining and reporting of grants and endowments. Completion of Grantsmanship Training Program.
October 1997 AXA Advisors / Equitable, Roxboro, North Carolina, Financial Planner
- December Researched, recommended, placed over $35 M in investments for clients, and performed complex
2001 calculations related to client financial plans. Obtained Life, Health, Medicare Supplement and Long-Term Care Insurance and securities licenses 6, 7, 63 and 65 during this time period.
April 1989 Person Memorial Hospital, Roxboro, North Carolina, Assistant Administrator / Controller
- Sept. 1997 Directed financial management of this 50 bed acute and 43 bed extended care facility. Supervision of Financial Services, Patient Accounting, Admitting, Data Processing, Materials Management and Medical Records departments. Implemented and maintained automated accounting and clinical computer systems. Presented the annual operating budget and interim financial reporting to management and the Board of Trustees. Participated as part of the hospital steering committee for Quality Improvement. Directed the application process for a certificate of need for additional extended care beds. Managed the planning process and start-up of both a $7.5 M and $3.8 M construction project. Assisted in the start-up and ongoing operations of the hospital’s first owned physician practice.
June 1986 – University Memorial Hospital, Charlotte, North Carolina, Assistant Administrator of Finance
March 1989 Managed Financial Services, Patient Accounting, Medical Records, Admitting and Materials Management of this 130-bed facility.
Dec. 1980 – Blue Cross & Blue Shield of South Carolina, Columbia, South Carolina, Cost Department
June 1986 Manager, Assistant Manager of General Accounting and Supervisor of External Reporting
|
Skills: |
Direct the financial management of this non-profit corporation with an annual budget
2001 to exceeding $38 M. Responsibilities include supervision of Payroll, Accounts Payable, Cash
Present Management, General Ledger and Corporate Budgeting. Direct the allocation of over $60 M to various agencies and institutions. Duties include management of cash and investments with various financial institutions. Implemented cost saving measures throughout the organization, which contributed to the reduction of the corporate budget by over $2 M. Replaced an antiquated DOS based Accounting system with a Windows / sequel based Blackbaud Financial Edge system. This replacement included standardization of the corporate chart of accounts. Proficient in use of Microsoft Word, Excel and PowerPoint software. Implemented an automated system of employee travel expense reporting via a web based application. Assisted in obtaining and reporting of grants and endowments. Completion of Grantsmanship Training Program.
Directed financial management of this 50 bed acute and 43 bed extended care facility. Supervision of Financial Services, Patient Accounting, Admitting, Data Processing, Materials Management and Medical Records departments. Implemented and maintained automated accounting and clinical computer systems. Presented the annual operating budget and interim financial reporting to management and the Board of Trustees. Participated as part of the hospital steering committee for Quality Improvement. Directed the application process for a certificate of need for additional extended care beds. Managed the planning process and start-up of both a $7.5 M and $3.8 M construction project. Assisted in the start-up and ongoing operations of the hospital’s first owned physician practice.
|
Education: |
Liberty University, Lynchburg, Virginia
Masters in Business Administration
Clemson University, Clemson, South Carolina
Bachelor of Science in Financial Management
|
Top People Endorsing Robert
Robert has received 0 endorsements.
click here to view all of the Members endorsing Robert |
| |
Rank |
Title |
Location |
Details |
No endorsements.
|
|
Top People Robert Endorses
Robert has endorsed 0 Members.
click here to view all of the Members Robert has endorsed |
| |
Rank |
Title |
Location |
Details |
None.
|
|
Recent Public Messages sent to Robert
|
| From |
Date |
Message |
No public messages. |
|
|
