Dean Z.

Experience

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  Kaiser Permanente

  May 2005 - Jun 2009

  Pharmacy Clerk

  Taking orders while simultaneously answering the phone, filling orders, processing transactions, and providing excellent customer service; Handling nightly deposits, cleaning, record keeping, and answering phone calls; Working closely with pharmacists, doctors, team members, and other pharmacies to fill new and re-occurring prescriptions; Assisting management with DEA inventory of controlled substances; Ability to prioritize tasks during busy hours to allow the organization to run smoothly.

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  King Soopers

  Jun 2009 - Nov 2014

  Certified Pharmacy Technician

  Passing of Certified Pharmacy Technician Exam, lead on DEA inventory of controlled substances, top 10% in the nation in all speed and accuracy metrics as a technician, outstanding customer service award recognition. Balancing and prioritizing several tasks including inventory, phones, filling orders, processing transactions, record keeping, cleaning, audits, loss prevention, MD orders, and insurance expertise.

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  CBIZ MHM, LLC

  Dec 2014 - Jan 2017

  Tax Associate

  Preparation of tax returns for corporations, s-corporations, partnerships, individuals, non-profits, and trusts. Preparation of financial statements, audit work papers, projections, forecasts, provisions, fixed asset schedules, equity roll-forwards, and various state and federal compliance reporting. Prioritizing and balancing several tasks at once while ensuring all deadlines are promptly met. Worked closely with managers, directors, and partners throughout the preparation and review process. 1800+ Billable Hour Expectation. Providing the highest level of client service through prompt responses and availability. Worked with Caseware, Prosystems fx, Gosystems, Outlook, Quickbooks Enterprise, Quickbooks Online, Microsoft Excel, Spark Show less

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  Stem Ciders

  May 2018 - Mar 2019

  Senior Accountant

  Full cycle accounting for restaurant, taprooms, and other subsidiaries with focus on managing inventory, decreasing costs, optimizing operational decisions. Utilizing QuickBooks, EKOS Inventory Management System, Arryved, and Gather for Private Events. Prepare and present weekly financial statements to the VP of finance for the restaurant and taprooms; includes private event and deferred revenue calculation, analysis of product performance, intercompany purchases, and reconciliation of employee benefit programs. Intercompany transactions, preparation of quarterly financials for investors, remote close of 2018 financials, assisting 3rd party CPA in tax preparation requests, Processing and Retention of HR documentation, fixed asset addition, depreciation, and amortization, Managerial accounting, split allocating expenses between classes, and extensive record keeping. Worked with Quickbooks Enterprise, Google Drive, EKOS, Arryved, Gather, Remote Desktop Show less

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  Resource Management Systems

  Mar 2019 - Mar 2021

  Senior Accountant

  Full Cycle Accounting, Client Billing, Property Management Board of Directors, Daily Banking Related to Client Payroll Processing, Daily Payroll Taxes and State Withholding Payments, Quarterly SUTA and Monthly OS WH Tax Payments, Annual FUTA and OS WH Tax Payments, Federal Compliance Reporting 940, 1099s, W-2s, PPP Loan Applications and Forgiveness, Client Cost Sharing Program, City and State Tax Reporting 941 OPT OS WH, Preparation of Financial Statements, Monthly Accruals, Intercompany Transactions, and Background Screening for all 100+ clients. Drafted Response Letters for prior notices from Federal and State taxing authorities. Reconciling several large bank accounts and credit cards, 40 different insurance plans (2,000 employees), several OPT accounts, 100 Work Comp Accounts, several OS WH accounts, 120 SUTA accounts, payrolls, PTO, and PPP Reports. Fixed and improved several accounting and operational processes, trained staff, improved client relations, generated additional client revenue, obtained prospective client meetings, created several work papers and processes, maintained multiple email accounts, created training manuals and procedures, analyzed cash flow to determine operational deficiencies on weekly basis, ERP Implementation Microsoft Dynamics 365, and completed over 200M in banking with $0 in errors. Worked with Great Plains Darwin, Dynamics 365, Microsoft Excel, Outlook, Slack, Prism HR, Integration Manager, EBS, Crimcheck, Sharefile, First Bank, Pinnacol, EFTPS, Insurance Carriers, SBA, Crowe, Federal, State, and Local Taxing Authorities Show less

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  Encompass Health

  Apr 2021 - Mar 2023

  Controller / CFO

  Month-End Close Submission in Oracle People Soft (strict deadline), Monthly Accruals >$500,000 in total, 3 Weekly Projections (EBITDA, Contract Labor Expense, Premium Pay), Quarterly JV board presentations, Preparation of robust annual budget in Oracle Hyperion, Bi-Weekly Payroll Submission, Contracts (Negotiations, Implementations, and Disputes), Contract Labor Management (ShiftWise), Internal Audit, Monthly Variance Analysis, Monthly Operating Review, Quarterly Projection, Patient Experience Ambassador, Governing Body Member, Utilization Review Member, Quality Council Member, Environment of Care Rounds Member, and Pharmacy & Therapeutics / Infection Prevention Committee Member.Direct Supervisor for 5 departments and 6 staff (Accounting & Finance, Central Supply, Medical Records, Reception, Information Technology); Adopted two additional departments within six months of hire date including Information Technology Champion for the hospital employees, patients, visitors, and vendors. Assist with precepting new Controllers in the region. 2 staff members under my mentorship earned promotions. Created and lead a strategic focus initiative on researching and improving accuracy in Case Mix Index (Acuity KPI) in Q4 2021 after CEO departure. Implemented admission scoring and comorbidities accuracy meeting with senior team and critical staff in Q1 of 2022. Resulted in additional rehab days for hospital patients and generated > $620,000 in additional inpatient revenue. 5.91% Improvement on KPI (< $90,000 and < 0.9% Improvement in previous two consecutive fiscal years). Created Robust Staffing Matrix to Manage Labor in Relation to Census. Train and educate senior team and clinical staff on importance of KPIs, how they work together, and how to influence and improve them. Improvement and Innovation of Internal Controls in relation to Cash, Equipment Rental, Purchasing Cards, Supplies, Contracts, and Contract Services, etc. Show less

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  UHS

  May 2023 - now

  Chief Financial Officer