Jason Cuellar, CPA


  • 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



  • 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.


  • 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.