Carol Boone

Freelance Accountant & Budgeting Freelancer

Location:San Diego, California, United States
2 Skills
Professional Summary
Carol Boone
A Certified Management Accountant with over twenty years of financial management and general ledger
accounting experience. A highly analytical specialist who works quickly and accurately under tight deadlines.
Special interest and experience in the Health Care Field. Solid reputation with Physicians and Executive
Management for maintaining the highest level of ethics. Experienced in the use of Microsoft Excel, Microsoft
Word, Solomon, Platinum, Peachtree, QuickBooks, and MAS90. Detail oriented, excellent interpersonal skills,
work well under pressure.
Financial Statements Preparation
Budgeting & Forecasting
Cash Flow Analysis
General Ledger
Accounting Management
Financial Analysis & Reporting
Account Reconciliation
Audit Preparation
cCARE January 2012 to Current
San Diego, CA
cCARE is the largest private oncology practice in California with multiple locations in Fresno and San Diego.
cCARE has multiple service lines in infusion, radiation, imaging, lab, and research.
Directed and transitioned accounting system conversions from mergers into QuickBooks financial
Managed $200 million oncology service line revenues including drug rebate, revenue program
forecasting, operations, accounting close and reporting.
Supervised accounting, accounts payable, and payroll team of five.
Produced monthly financial cash reports reflecting cash receipts and expenditures compared to
Performed general accounting functions, including preparation of journal entries, account analysis and
balance sheet reconciliations.
Prepared accurate financial statements at end of the quarter for each service line.
Proposed and published metrics and KPIs.
Provided monthly actuals results compared to forecast corporate management.
Reviewed collection reports to determine the status of collections and the amounts of outstanding
Worked with department managers to develop annual expense plan goals and to ensure expense plans are
Prepared annual audit schedules including all footnote disclosures.
Performed periodic budgeting/modeling to project monthly cash requirements.
Prepared financial reports for presentation to Physician Board Members.
San Diego Pacific Oncology April 2010 to January 2012
San Diego, CA
A Multi-Divisional Oncology Group
Supervised accounting and payroll staff.
Managed accounting and financial needs for multiple practices including account analysis, preparation
Education and Training
of monthly forecasts, forecast analysis and explanation of budget variances, review of all accounts
payable, general ledger maintenance and journal entries.
Reviewed collection and RVU reports with Practice Administrator and Board Physicians to determine
physician compensation formula and other analysis for operational decisions.
Worked with managers to develop budgets for each office and service lines.
Generated and reported monthly expense variances and explanations for executive management.
Discovered major instances of fraud & embezzlement.
January 2008 IGO Medical Group to September 2017
San Diego, CA
A ten Physician OB - GYN Medical Group.
Generate financial statements and facilitated account closing procedures each month.
Work with outside CPA firm to produce quarterly financial reports.
Analyze and researched reporting issues to improve accounting operations procedures.
Create periodic reports comparing budgeted costs to actual costs.
Multiple Companies April 2002 to January 2011
Independent Contractor
San Diego, CA
Prepare financial statements, budgets, accounts payable and financial analysis for small businesses.
Prepare audit schedules and interface with outside CPA firms.
Assist in setting up accounting software and accounting procedures as needed.
Train office staff as needed.
Graybill Medical Group April 2000 to May 2002
Director of Finance
San Diego, CA
A Multi-Specialty, Primary Care Medical Group with 16 FTE physicians.
Manage all financial functions of the medical group including financial statement preparation,
budgeting, accounts payable, payroll, financial reporting, financial analysis and cash management.
Prepare various physician compensation models including risk pool, productivity and RVU's.
Oversee Information Technology Department, Billing and Collections, Transcription and Reception.
Palomar Pomerado Health System March 1997 to March 2000
Finance Manager
San Diego, CA
A non-profit California Hospital District.
Prepare monthly financial statements and special reports for a large multispecialty medical group.
Responsible for developing practice assessments and proformas to evaluate new business opportunities
for the MSO.
Interface with physicians to achieve the financial and operating goals of the medical practices and act as
a liaison to Office Managers for special clinic projects and requests.
Monitor monthly results of all MSO clients comparing monthly results to budget and industry standards
using MGMA.
Prepare monthly financial management reports, annual operating and capital budgets, and develop
reports for presenting clinical and claims information as needed.
San Diego State University
Bachelor of Science: Accounting
San Diego, CA, USA
Certified Management Accountant
Expense Control Decreased overall expenses to 10% during the first year of the joining of two large
practices by negotiation drug contract and major supplies.
Recognized by executive management for bottom line over-all savings.
Implemented a checks and balance SOP between the Revenue Cycle Management Department and
Accounting, by working on adding additional adjustment and payment codes that match with the
accounting system. By doing so, company was able to eliminate additional ongoing software licenses.
Successfully implemented a more efficient AP process for multiple site location, decreasing additional
labor cost and improving payment turn-around.
Integral part in successfully onboarding new physicians and group increasing their revenue through
budgeting and vendor negotiations.
Handled and resolved the large number of reporting discrepancies for new practice joining and able to
Completed KPI Reports for Physician that included their monthly revenues, collections, adjustments and
Skills (2) Rating