David M. Zvonec, MBA

Fractional CFO | AI & Digital Transformation | ERP | BI Dashboards | KPIs | Revenue Cycle Management

dmzconsulting LLC · Southern California

Aug 2010 – Present(15 yrs 9 mos)

Improving Operational Excellence, Strategy, Finance & Accounting for LA, SD, Orange, Riverside and San Bernardino county companies.

UC Health Information Technology Financial Transparency Team Program Manager

UCLA Health · Westwood, California, United States

May 2016 – Aug 2025(9 yrs 4 mos)

Successfully automated UCLA Health Information Technology's Cost Avoidance / Cost Savings reporting by fiscal year into ServiceNow working with our ServiceNow developers. UCLA Health IT surpassed over $100M in cumulative total savings since inception in fiscal year 2017. Orchestrated the financial management of a $250M+ Information Technology annual budget (OpEx + CapEx) Program Manager lead for the UC Health Information Technology Financial Transparency Team. Project Manager lead for the UC Health Information Technology Leveraging Scale for Value teams.

Regional Finance Director

Elements Behavioral Health · Los Angeles, CA

May 2014 – Jun 2015(1 yr 2 mos)

Manage finance, accounting & utilization review teams for Promises Treatment Centers & SRI, reporting to the Regional Vice President and Chief Accounting Officer. EBITDA improvement of 60% in Q1 2015. Successfully reduced overtime by 25% and auto fuel expenses by 40%, saving approximately $264K EBITDA annually. Report Operational Excellence KPI metrics monthly to RVP, COO and CAO. Assist the corporate headquarters with month-end general ledger close. Analyze and produce variance analysis for the CAO and COO on all general ledger accounts with proper reconciliation reports for all balance sheet items. Record recurring monthly journal entries as well as any adjusting journal entries applicable for each period. Responsible for generating accurate and timely, monthly financial statements and operational/clinical metrics to both corporate and regional senior management teams. Perform ad-hoc report analysis as requested by either corporate or regional teams. Assist with annual audit and lead regions budget process. Daily revenue and census reporting for all regional programs. Maintain an accurate fixed-asset schedule for all regional facilities. Review and post bi-weekly payroll and monthly payroll accrual journal entries into Great Plains.

Regional Finance Liaison / Sr Financial Analyst 12.2010-05.2014/Financial Analyst II 02.2009-11.2010

HealthCare Partners Medical Group · Torrance, CA

Feb 2009 – May 2014(5 yrs 4 mos)

Decision Support Services Department - Internal Consulting/Healthcare Economics/Analytics Responsible for project coordination and management of various analyses assigned to the Decision Support/Business Intelligence/Internal Consulting team. Prepare high level summaries with detailed reconciled support by coordinating internal requests from the following departments: claims payment, utilization management, health plan risk pools, subcontractor capitation, internal projects and subcontractor risk pools. Create, develop and maintain financial models for new ventures, provider contract proposals and subcontractor capitation. Identify trends in claims expenses and recommend methods for cost reduction. Perform historical studies to forecast future internal costs and research industry performance measures in order to accurately evaluate client contracts.

Finance / Accounting Consultant (Part-time)

Corbin, Athey & Martinez · Downtown Los Angeles

Jan 2012 – Apr 2014(2 yrs 4 mos)

Responsible for timely financial statements of the firm and year end documentation for tax purposes. Initiated, reconciled and managed a successful financial reporting software conversion from TABS (Time & Billing Software) to PCLaw. Meet regularly with the partners of the firm to discuss cash flow forecasts and provide decision support analysis on financial and strategic capital expenditures.

Finance Consultant / Interim CFO (Part-time)

Eureka One-On-One Review

Oct 2008 – Jan 2013(4 yrs 4 mos)

Responsible for timely financial statements of the firm and year end documentation for tax preparers. Coordinated a team of MBA professionals to write a three year strategic plan by identifying three important key issues with both short and long term recommendations in order to achieve increased and diversification of revenues, stronger human capital and strengthening of Eureka’s brand in the California market. Identified and resolved cash flow difficulties, due to the seasonality of revenues, by obtaining a sufficient line of credit. Meet regularly with the CEO and President to advise and provide decision support analysis on financial and strategic issues.

Accounting Manager

New Wave Entertainment, Inc

Apr 2007 – Aug 2008(1 yr 5 mos)

• Manage accounting department (five individuals) and directly report to Corporate Controller and CFO. • Responsible for Trial Balance, Income Statement, Balance Sheet and month-end/year-end close of New Wave Entertainment & Zoo Street Music, LLC. • Prepare monthly written financial notes for budget variances to each department head, including Film Finishing, Motion Graphics, Talent Management, Development, Home Entertainment, Music and Post Services. • Supervise A/P, A/R, collections, accounting storage and New Wave Entertainment’s annual audit. • Conduct annual reviews of all subordinates and lead monthly accounting meetings. • Act as finance contact to each department for any revenue discrepancies or vendor payment problems and/or issues.

Accounting Manager

Pacific Dimensions Inc

May 2005 – Nov 2006(1 yr 7 mos)

• Managed accounting department (four individuals) activities including A/P, A/R, Sales Tax (multiple states), Warehouse and Collections. • Assisted VP of Finance with Trial Balance, Financials and month-end/year-end close. Processed year-end 1099s. • Responsible for human resources including security management, processing new hire and termination paperwork, overseeing medical, dental and 401k plans. Back-up VP in processing bi-monthly payroll (ADP/45 employees), and maintained records of employee vacation accruals and paid time off.

Family Office Manager

Ryder Stilwell Investment Advisors Inc

Aug 2003 – May 2005(1 yr 10 mos)

• Managed all expenses and financial reporting of high net worth individuals (avg. net worth $6-7M). • Analyzed, reconciled and reviewed general ledgers for all entities of Ryder Stilwell companies and their clients, pensions and partnerships. • Implemented and successfully completed a software conversion from AS400 to MAS90 in all company and trust accounts. • Handled all the bookkeeping for the following corporate entities: Ryder Stilwell Inc./Ryder Stilwell Properties, Inc./Ryder Stilwell Oil Co./Ryder Stilwell Investment Advisors, Inc. • Prepare Cash Flow Analysis/Income Statements/Balance Sheets on all companies, clients and partnerships.

Account Executive

Robert Half International · Westwood, California, United States

May 2002 – Nov 2002(7 mos)

• Established and led the Banking, Insurance & Financial Services division at Robert Half International in LA, the sixth city after NY, Chicago, Boston, Miami and SF. • Successfully recruited over 20 consultants/contractors within six months for top firms in DTLA and Westwood. • Managed both inside and outside sales, effectively procuring talent and securing job orders. • Contributed to the growth of Robert Half in a competitive market, building client relationships as well as a diversified book of talent.

Senior Accountant

myCFO Inc.

Aug 2001 – Apr 2002(9 mos)

• Managed all expenses and financial reporting of high net worth individuals (avg. net worth $40M), including month-end financial statements and end of the year balance sheets. Analyzed, reconciled and reviewed general ledger for all entities. • Supervised, trained and managed client account consultants to help institute standardized office procedures. • Successfully tested and helped launch a new online platform which integrates with our accounting software, Datafaction, on a daily basis. • Trained all senior accountants on new software after successful launch of the integration project.

Staff/Senior Accountant

Firstlook.com, an idealab! Kleiner Perkins Company

Apr 2000 – Jul 2001(1 yr 4 mos)

• Reviewed all outside vendor contracts and prepared a cash flow analysis on each contract. Created a consolidated spreadsheet that helped the CFO determine future cash flow and burn rate. • Analyzed all debt obligations and prepared a consolidated principal and interest schedule along with a fixed asset register. • Developed and managed all records of invoices received and payments issued for all bills to FirstLook.com while meeting budget and approval guidelines from seven departments. • Organized, with Finance Director and Senior Accountant, our Financial Statements, including: budget, cash flow analysis/management, board presentations and 1099s. • Negotiated with vendors (and our Business Development department) to obtain large corporate discounts and/or free service in return for long-term commitments. • Established a new system of filing which increased Finance Department’s efficiency.

Registered Representative

Prudential Insurance

1998 – 1999(1 yr)

• Developed and maintained all customer account relationships, solved problems, assisted with transaction activities, and ensured individual and branch objectives were met by adhering to bank sales processes. • Responsible for the coordination of platform activities in order to bring in new business, while also making alternative investment sales with the proper documentation according to policies and compliance guidelines.