Joanna Freeman Resume
Joanna Freeman, CPA
Orange, CA 92867
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PROFILE
Dedicated, loyal and resourceful finance executive with experience managing and working in a variety of financial and operational areas. Significant experience in being both a leader and participant in a variety of successful teams. Key contributor in exponential growth and development of my former employer. Demonstrated willingness and ability to get the job done by thinking both practically and creatively.
SKILLS OVERVIEW
? Certified Public Accountant ? Management of a variety of functional areas
? Underwriting, GAAP & Statutory Financial reporting ? Budgeting, forecasting, audit oversight
? Experience in rapid high growth “start up” business ? Financial Statement preparation & analysis
? QuickBooks, Sage Intacct/100 & MS Office proficient ? Team player, quick learner, self-starter
PROFESSIONAL EXPERIENCE
Dental Health Services
Healthcare / Insurance Industries
Chief Financial Officer, July 2019 to April 2020
Responsible for the overall financial well being of the Company, including the following:
• Oversight of all financial reporting including general ledger, accounts payable & accounts receivable
• GAAP and Statutory reporting, including regulatory filings, IBNR and Board of Directors reporting
• Work with external auditors (financial & regulatory) and actuaries.
• Manage a varied team of professionals in accounting & facilities, part of multi-functional management and executive committees
• Developing & implementing financial procedures, implemented first corporate budget as well as new accounting software
• implemented underwriting process for systematically renewing business including analysis of experience
• Implemented RFP process to successfully replace incumbent auditors
Crean Lutheran High School
Private High School, 800 students
Director of Accounting, October 2017 to July 2019
Responsible for the underlying accounting records for the School, including the following:
• Management of General Ledger
• Budgeting, including creating templates and working with functional departments to determine potential growth and related financial impacts
• Implemented two new accounting software packages to improve financial reporting and access to financial data. Created policies and procedures, improved financial reporting for departmental leaders to help them become more financially literate and accountable, involved in space planning for new offices
C.P.A. / Independent Contractor
November 2016 to October 2017
Working with a variety of clients for their accounting & business needs, including:
• Bookkeeping work, using QuickBooks Pro & QBO. Data entry, bank reconciliation, financial statement preparation & review. Financial projections, budgeting, financial analysis. Preparation of business plans, assistance in SWOT analysis.
The Salvation Army
Not-For Profit Entity
Envoy, September 2012 to November 2016
• Responsible for the oversight and management of the Salvation Army Anaheim Corps (Church) & Community Center, including financial reporting for facility to headquarters including cash receipts, accounts payable, deposits, annual budget preparation, and financial statement review. Teaching, preaching, counseling congregation, staff oversight & management.
Superior Vision Services, Inc.
Healthcare/Insurance Industries, grew from $250K to $140M annual revenue during tenure
Chief Financial Officer, Sr. VP Finance, May 2010 to August 2012
Vice President, Finance/Controller, March 1996 – May 2010 (Reporting to CEO)
Responsible for the overall financial well being of the Company, including the following:
• Monthly close and financial statement preparation, oversight & analytical review
• Underwriting of the insurance benefits offered by the Company, statutory reporting & filing including IBNR and RBC
• Board of Directors reporting, working with Private Equity investors, external auditors and actuaries
• Bank management & reporting, working with all departments to create annual budget
• Key participant in recapitalization of the Company, including investor presentations & due diligence
• Manage the following departments: Proposals, materials fulfillment, billing, receivables, group administration, underwriting, finance/accounting, accounts payable, and human resources/payroll (including doing many of the functions personally for quite a few years).
• Key part of a management team, and developed an administrative team, that worked successfully together to build the company exponentially during our tenure.
• Oversaw several office moves including lease negotiation. Responsible for managing insurance coverage.
Vesta Healthcare
Accounting Manager, June 1994 – March 1996
• Preparation of monthly financial statements
• Reporting to President
• Oversight of inventory, customer service, billing & collections
Deloitte & Touche
Staff / Senior Accountant, September 1990 – June 1994
• Auditor, specializing in insurance & not-for-profit industries with increasing levels of responsibility
EDUCATION
Indiana University, Bloomington, IN
Bachelor of Science Degree with a major in Business, emphasis in Accounting
CERTIFICATIONS
Certified Public Accountant, Active, CA 1992 – present
SOFTWARE
QuickBooks, QuickBooks Online, Sage Intacct, Sage 100, The Complete Package, FIS, Creative Solutions Accounting. Microsoft Office Suite
Joanna Freeman, CPA
Orange, CA 92867
------------ | ------------
PROFILE
Dedicated, loyal and resourceful finance executive with experience managing and working in a variety of financial and operational areas. Significant experience in being both a leader and participant in a variety of successful teams. Key contributor in exponential growth and development of my former employer. Demonstrated willingness and ability to get the job done by thinking both practically and creatively.
SKILLS OVERVIEW
? Certified Public Accountant ? Management of a variety of functional areas
? Underwriting, GAAP & Statutory Financial reporting ? Budgeting, forecasting, audit oversight
? Experience in rapid high growth “start up” business ? Financial Statement preparation & analysis
? QuickBooks, Sage Intacct/100 & MS Office proficient ? Team player, quick learner, self-starter
PROFESSIONAL EXPERIENCE
Dental Health Services
Healthcare / Insurance Industries
Chief Financial Officer, July 2019 to April 2020
Responsible for the overall financial well being of the Company, including the following:
• Oversight of all financial reporting including general ledger, accounts payable & accounts receivable
• GAAP and Statutory reporting, including regulatory filings, IBNR and Board of Directors reporting
• Work with external auditors (financial & regulatory) and actuaries.
• Manage a varied team of professionals in accounting & facilities, part of multi-functional management and executive committees
• Developing & implementing financial procedures, implemented first corporate budget as well as new accounting software
• implemented underwriting process for systematically renewing business including analysis of experience
• Implemented RFP process to successfully replace incumbent auditors
Crean Lutheran High School
Private High School, 800 students
Director of Accounting, October 2017 to July 2019
Responsible for the underlying accounting records for the School, including the following:
• Management of General Ledger
• Budgeting, including creating templates and working with functional departments to determine potential growth and related financial impacts
• Implemented two new accounting software packages to improve financial reporting and access to financial data. Created policies and procedures, improved financial reporting for departmental leaders to help them become more financially literate and accountable, involved in space planning for new offices
C.P.A. / Independent Contractor
November 2016 to October 2017
Working with a variety of clients for their accounting & business needs, including:
• Bookkeeping work, using QuickBooks Pro & QBO. Data entry, bank reconciliation, financial statement preparation & review. Financial projections, budgeting, financial analysis. Preparation of business plans, assistance in SWOT analysis.
The Salvation Army
Not-For Profit Entity
Envoy, September 2012 to November 2016
• Responsible for the oversight and management of the Salvation Army Anaheim Corps (Church) & Community Center, including financial reporting for facility to headquarters including cash receipts, accounts payable, deposits, annual budget preparation, and financial statement review. Teaching, preaching, counseling congregation, staff oversight & management.
Superior Vision Services, Inc.
Healthcare/Insurance Industries, grew from $250K to $140M annual revenue during tenure
Chief Financial Officer, Sr. VP Finance, May 2010 to August 2012
Vice President, Finance/Controller, March 1996 – May 2010 (Reporting to CEO)
Responsible for the overall financial well being of the Company, including the following:
• Monthly close and financial statement preparation, oversight & analytical review
• Underwriting of the insurance benefits offered by the Company, statutory reporting & filing including IBNR and RBC
• Board of Directors reporting, working with Private Equity investors, external auditors and actuaries
• Bank management & reporting, working with all departments to create annual budget
• Key participant in recapitalization of the Company, including investor presentations & due diligence
• Manage the following departments: Proposals, materials fulfillment, billing, receivables, group administration, underwriting, finance/accounting, accounts payable, and human resources/payroll (including doing many of the functions personally for quite a few years).
• Key part of a management team, and developed an administrative team, that worked successfully together to build the company exponentially during our tenure.
• Oversaw several office moves including lease negotiation. Responsible for managing insurance coverage.
Vesta Healthcare
Accounting Manager, June 1994 – March 1996
• Preparation of monthly financial statements
• Reporting to President
• Oversight of inventory, customer service, billing & collections
Deloitte & Touche
Staff / Senior Accountant, September 1990 – June 1994
• Auditor, specializing in insurance & not-for-profit industries with increasing levels of responsibility
EDUCATION
Indiana University, Bloomington, IN
Bachelor of Science Degree with a major in Business, emphasis in Accounting
CERTIFICATIONS
Certified Public Accountant, Active, CA 1992 – present
SOFTWARE
QuickBooks, QuickBooks Online, Sage Intacct, Sage 100, The Complete Package, FIS, Creative Solutions Accounting. Microsoft Office Suite