Penny Conner
Colonial Heights
Summary
Dynamic Chief Financial Officer with a proven track record at Kudzu Health + Safety, LLC, driving strategic financial planning and risk management initiatives. Expert in financial reporting and budget development, I fostered a culture of continuous improvement, enhancing profitability through cost reduction strategies and effective team leadership.
Proficient Chief Financial Officer knowledgeable about financial leadership and operational needs. Resourceful and tech-savvy decision-maker with a deep understanding of market conditions.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
26
26
years of professional experience
Work History
Chief Financial Officer
Kudzu Health + Safety, LLC
01.2025 - Current
- Led financial strategy development, aligning fiscal goals with organizational vision.
- Directed budgeting processes, ensuring alignment with operational and strategic objectives.
- Implemented financial reporting systems, enhancing accuracy and timeliness of data analysis.
- Oversaw risk management initiatives, mitigating financial exposure through effective controls.
- Collaborated with executive team to drive cost-saving measures and revenue growth strategies.
- Developed strategic financial plans to support company growth and achieve long-term objectives.
- Analyzed operational issues and implemented corrective action to maximize profits.
- Collaborated with executive leadership to establish budgetary guidelines and allocate resources efficiently across the organization.
- Fostered a culture of continuous improvement within the finance team, encouraging professional development opportunities for staff members.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Oversaw budgets, payroll, and accounts payable and receivable.
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
- Developed and oversaw yearly budgets and capital structure of company to determine best mix of debt, equity, and internal financing.
- Increased cash flow by optimizing working capital management and reducing outstanding receivables.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Ensured accurate financial reporting, maintaining compliance with GAAP, SEC regulations, and internal policies.
- Implemented tax planning strategies that minimized liabilities while ensuring full compliance with local, state, and federal laws.
- Oversaw accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information.
- Enhanced profitability with cost reduction initiatives, such as renegotiation of supplier contracts and process improvements.
- Maintained P&L and shouldered corporate fiscal responsibility.
- Managed financial, operational and human resources to optimize business performance.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Initiated strategy to drive company growth and increase market share and profitability.
- Founded performance- and merit-based evaluation system to assess staff performance.
Patient Service Representative
Virginia Commonwealth University Medical Center
02.2000 - Current
- Managed patient scheduling and appointment confirmations to enhance operational efficiency.
- Provided exceptional customer service by addressing patient inquiries and resolving issues promptly.
- Utilized electronic health record systems to maintain accurate patient information and streamline workflows.
- Collaborated with healthcare teams to coordinate patient care and ensure timely service delivery.
- Trained new staff on office procedures and best practices for patient interaction and support.
- Implemented process improvements that reduced wait times and improved patient satisfaction scores.
- Oversaw daily operations of front desk activities, ensuring compliance with institutional policies and procedures.
- Led initiatives to enhance communication between departments, fostering a collaborative environment for patient care.
- Participated in ongoing training programs related to HIPAA compliance, maintaining up-to-date knowledge on regulatory requirements.
- Verified insurance eligibility and coverage for patients.
- Handled sensitive patient concerns with professionalism and empathy, fostering an atmosphere of trust within the clinic.
- Filed and maintained patient records in accordance with HIPAA regulations.
- Provided exceptional customer service to patients, answering questions and addressing concerns.
- Improved patient satisfaction by providing exceptional customer service during check-in and check-out processes.
- Managed patient registration process, confirming data accuracy and completeness.
- Used [Software] to schedule appointments.
- Maintained a well-organized front desk, contributing to a welcoming environment for patients and visitors.
- Handled customer service inquiries in person, via telephone and through email.
- Assisted patients in filling out check-in and payment paperwork.
- Facilitated patient registration by accurately entering demographic and insurance information into electronic health record systems.
- Entered patient demographic and insurance data into electronic medical record system.
- Processed medical records requests efficiently, safeguarding patient privacy while ensuring timely information access for healthcare providers.
- Served as a reliable source of information for patients regarding appointment scheduling, insurance coverage inquiries, and general office policies.
- Assisted with insurance verification tasks, ensuring accurate billing and timely reimbursement for services rendered.
- Built and maintained positive working relationships with patients and staff.
- Actively participated in team meetings focused on improving workflows and enhancing overall practice performance.
- Handled complex insurance pre-authorization processes accurately, enabling timely delivery of necessary medical services.
- Coordinated referrals efficiently between primary care providers and specialists, ensuring a seamless patient experience.
- Streamlined appointment scheduling for increased patient convenience and reduced wait times.
- Collaborated with clinical staff to coordinate care plans, resulting in improved patient outcomes.
- Reduced no-show rates through consistent appointment reminder calls, leading to improved clinic productivity.
- Enhanced office efficiency by managing multi-line phone systems and promptly directing calls to appropriate personnel.
- Applied administrative knowledge and courtesy to explain procedures and services to patients.
- Provided compassionate support for patients facing financial challenges, assisting them in navigating available resources and payment options.
- Supported new Patient Service Representatives'' orientation process by sharing expertise on office procedures.
- Stayed calm under pressure to and successfully dealt with difficult situations.
- Answered incoming calls, scheduled appointments and filed medical records.
- Provided excellent customer service to patients and medical staff.
- Verified patient insurance eligibility and entered patient information into system.
- Greeted and assisted patients with check-in procedures.
- Followed document protocols to safeguard confidentiality of patient records.
- Trained new staff on filing, phone etiquette and other office duties.
- Facilitated communication between patients and various departments and staff.
- Compiled and maintained patient medical records to keep information complete and up-to-date.
- Offered simple, clear explanations to help clients and families understand hospital policies and procedures.
- Engaged with patients to provide critical information.
- Responded to inquiries by directing calls to appropriate personnel.
- Resolved customer complaints using established follow-up procedures.
- Helped address client complaints through timely corrective actions and appropriate referrals.
- Worked with patients to ascertain issues and make referrals to appropriate specialists.
- Organized patient records and database to facilitate information storage and retrieval.
- Delivered support to medical staff in completion of patient paperwork.
- Recommended service improvements to minimize recurring patient issues and complaints.
Education
No Degree - Social Sciences
Columbia Union College
Takoma Park, MDSkills
- Strategic financial planning
- Financial management
- Financial reporting
- Performance metrics analysis
- Financial policy creation
- Reporting expertise
- Budget development
- Financial strategy development
- Risk management
- Corporate leadership
- Working capital management
- Cash flow management
- Operational decision making
- Fiscal management
- Accounting principles understanding
- Operational management
- Financial process improvement
- Regulatory compliance
- Strategic planning
- Program leadership
- Continuous learning mindset
- Documentation compliance
- Debt management expertise
- Financial administration
- Documentation requirements
- Tax planning and strategy
- Risk management proficiency
- Accounting principles
- Corporate governance
- Controls oversight
- Financial analysis expertise
- Cost reduction strategies
- Executive leadership
- Profit and loss management
- Results orientation
- Process improvements
- Budget planning
- Organizational development
- Financial leadership
- Business development
- Relationship and team building
- Human resources
- People and culture
- Adaptable and flexible
- Goal setting
- Employee motivation and performance
- Management team leadership
- Capital expenditure planning
- Leadership and people development
- Program administration
- MIssion and vision
- Contract negotiation
- Policies and procedures
- Approachable leader
- Staff management
- Planning and coordination
Timeline
Chief Financial Officer
Kudzu Health + Safety, LLC
01.2025 - Current
Patient Service Representative
Virginia Commonwealth University Medical Center
02.2000 - Current
No Degree - Social Sciences
Columbia Union College