Jason Cuellar, CPA
DIRECTOR OF CLIENT SERVICES
- 22+ Years of Experience with a Track Record of Driving Change
through strengthening infrastructure and building cohesive teams to support growth
- Proven Process Improvement & Efficiency Leader
by tightening accounting and operational controls, enriching the budgeting and forecasting process, establishing better and more consistent financial and KPI reporting, accelerating the month-end close process, and improving the audit completion cycle
- Value-Add Business Partner
working with C-Suite team members to enable more informed decision-making
ROLES
- Installed financial and operational controls to mitigate risk across functional areas.
- Established a 13-week cash flow to help determine cash use and source needs.
- Negotiated contracts and settlements with vendors for maximum project ROI.
- Led a 30-person department including accounting, finance, purchasing, inventory, treasury, HR and IT.
- Managed the financial reporting process including recon and close process enhancement.
- Managed the external audit process for completion of financials.
- Enhanced the Treasury function including daily cash projections & more efficient AR collections.
- Worked with leadership to establish budgets and perform monthly analytics for multi-location clinics.
- Established G&A budget process and worked with department heads to streamline costs.
- Worked with private equity owner – developed, automated, and presented monthly reporting package.
- Facilitated automation of debt covenant tracking and reporting to ensure compliance.
- Led the accounting/reporting function including monthly close, financial reporting, AR, AP, and payroll.
- Created effective roadmap to integrate acquired companies into the accounting function.
- Successfully implemented Hyperion Financial Management and Oracle Financials.
PROJECTS
- Reduced support services costs by 10% or $4M through cost savings program.
- Enhanced Capex purchasing workflow and reduced average order and delivery time of medical equipment from 30 to 15 days.
Shortened close time by 10 days or 50%.
Accelerated audit completion year-over-year by two months.
Reduced average DSO (AR Collections) from 68 days to 45 days or 33%.
Reduced average change order processing time from 45to 20 days.
Installed annual reporting and budgeting process for increased visibility.
Negotiated over $4M in deferred payment terms with zero interest for past due balances.
Reduced monthly close timing from 12 days to 3 days.
Automated the intercompany and global currency eliminations process.
- 2 years as a Regional Controller (expat) in Frankfurt, Germany for newly created offices.
- Designed and implemented a budgeting process in Hyperion Planning for the region.
