Jason T.

Fractional CFO

Freelance

Jun 2025 – Present(11 mos)

Chief Financial Officer

PsychPlus

Apr 2025 – Jun 2025(3 mos)

Head of Finance

PsychPlus

Feb 2025 – Mar 2025(2 mos)

Traveled & Relocated from CT ---> CO

Self-Employed

Dec 2024 – Feb 2025(3 mos)

Senior Director Internal Audit

Waveny LifeCare Network · New Canaan, Connecticut, United States

Apr 2023 – Nov 2024(1 yr 8 mos)

Director of Finance

Talkiatry · New York City Metropolitan Area

Mar 2021 – Apr 2023(2 yrs 2 mos)

Director of Accounting

Ivy Rehab Physical Therapy · White Plains, New York, United States

Mar 2020 – Feb 2021(1 yr)

• Oversee and proactively monitor monthly close and accounting projects • Partner with Controller to define, implement, and drive processes and policies in order to enhance internal controls, efficiencies, and accountability within the department • Review journal entries, reconciliations, and other workpapers of Accounting Managers, Senior, and Staff Accountants • Lead actual-to-budget and month-over-month variance analysis and commentary for P&L • Assist in efforts to clean up historical entity accounting while implementing scalable accounting processes • Assist with external audits and K1 tax filings including preparation of necessary workpapers • Create true up process for monthly re-occurring expense accruals (clinic level) to ensure expenses are not overstated • Lead efforts to contact EMR vendors to consolidate monthly invoices to allow for streamlined A/P accrual process • Spearhead efforts to clean up Vendor Master File to ensure clean transfer of data to Concur A/P system • Collaborate with Revenue Cycle team to analyze reimbursement rate per visit and create commentary on monthly trends

Financial Reporting Manager

Stamford Health · Stamford, Connecticut

Apr 2019 – Mar 2020(1 yr)

Senior Accountant

Stamford Health

Jun 2017 – Apr 2019(1 yr 11 mos)

• Manage monthly financial reporting process for SH/HSS partnership by collaborating with finance and operations teams to ensure reporting and analysis are delivered in an accurate, cohesive, and timely manner • Create financial models that leverage Tableau and excel formulas automate financial reporting process • Collaborate with informatics team leaders to develop Tableau reports and incorporate into financial reporting process • Prepare Consolidated Income Statement, Balance Sheet metrics, and ad hoc analysis for the SH/HSS partnership • Analyze utilization, payor mix, and denial trends for forecasting and actual to budget variance analysis • Present monthly financial results and variance analysis to senior leadership at monthly operations meetings • Lead allocated purchased services analysis by partnering with senior management to identify appropriate cost drivers and establish sound methodologies to calculate cost per unit estimates for inter-partnership chargebacks • Communicate with SH and HSS Senior leadership regarding operating budget to resolve discrepancies, communicate concerns, and provide recommendations to enhance the value of actual to budget variance analysis • Maintain and strengthen relationships and credibility with TSH and HSS finance teams • Create financial reporting work flow documentation for financial reporting

Deputy Treasurer

Village of Mamaroneck · Mamaroneck, NY

Jul 2014 – Mar 2017(2 yrs 9 mos)

• Liaised with auditors and supported the preparation of financial statements and related footnotes • Prepared ad hoc analysis requests from Village Manager and Village Treasurer • Managed daily accounting operations, forecasted monthly cash flow, journalized debt issuances and capital purchases • Assisted with preparation and execution of 33 million annual budget • Reviewed reconciliations and journal entries performed by accounting staff for accuracy • Supervised, trained, and supported three staff members

Senior Revenue Accountant

Frontier Communications · Stamford, CT

Jul 2013 – Jul 2014(1 yr 1 mo)

• Assisted Director of Accounting with the preparation and variance analysis of 10Q and 10K reporting and ad hoc analysis for revenue, A/R, and bad debt reserve • Reviewed and evaluated monthly aging adjustments and incorporated into financial reporting analysis • Updated and examined monthly reserve calculation and allowance schedules • Built and ran queries from GL system as needed for data mining and reporting needs

Audit Staff Accountant

Oconnor Davies, LLP · Harrison, NY

Nov 2011 – Jul 2013(1 yr 9 mos)

• Prepared annual financial statements in accordance with GAAP • Tested the validity of management assertions by examining various monthly reconciliations and accruals • Performed test of controls for cash disbursements/ receipts, payroll reconciliations, and retirement plan contributions • Rotations in healthcare, nonprofit, commercial, employee benefit plans, and government entities

Audit Staff Accountant

Baker Tilly US · New York City Metropolitan Area

Jul 2010 – Nov 2011(1 yr 5 mos)

• Assisted in the preparation of GAAP financial statements • Assisted in performing risk-based assessment of key audit areas to determine audit procedures • Prepared detailed analytical reviews of balance sheet and income statement accounts • Participated in audits of 10Q’s and 10K’s for publicly traded manufacturing and marketing industries • Rotations in commercial, employee benefit plans, and public entities

Billing Manager

The Sports, Spine and Pain Treatment Center of Westchester

Oct 2002 – Jul 2010(7 yrs 10 mos)

Hands-on manager of revenue cycle process from coding and charge capture to cash collections, appeals, and arbitration