1. KIMBERLY SUGARMAN, CPA MSAC MBA CPA
7361 Allens Park Drive, Colorado Springs, Colorado 80922
Home: (719) 596-5591 • Cell: (719) 325-9753
asugarman443@yahoo.com
EXECUTIVE PROFILE
Career-oriented position as a Chief Financial Officer or VP of Finance, which will utilize current skills and ability, while
providing professional challenge and growth. Ambitious professional who creates strategic alliances with organization
leaders to effectively align with and support key business initiatives. Builds and retains high performance teams by
hiring, developing and motivating skilled professionals.
SKILL HIGHLIGHTS
Strong communication skills QuickBooks
Client account management Operating and capital budgets
Human resource management Employee relations
Forecasting Lawson
Employee relations Microsoft Excel
Strong leadership Microsoft Word
Staff development PowerPoint
Strong interpersonal skills Oracle
Project management Outlooksoft
Operations start-up PeopleSoft
Strategic Planning DI Financial/EPSI
Financial Modeling
CORE ACCOMPLISHMENTS
Leadership
Reduced employee turnover by establishing a more positive work atmosphere.
Lead a high performing team
Mentor and guide team members
Set clear expectations
Ethical and leads by example
Project Management
Work with Client to determine where gaps are and develop recommendations
Determine system requirements for a new financial management system
Presents solutions that are outside the box to continue process
Financial Accomplishments
Reduced expenses year over year by $500,000
Increased cash reserves by over $400,000
Identified and helped implement key areas for cost containment
Developed key metrics and tracking to align with business goals and objective
EXPERIENCE
AMERICAN VEIN & VASCULAR
Colorado Springs, CO
Controller/CFO 03/2015 to Current

2. Strategic development of pro-forma for new business lines
Part of executive team responsible for strategic turnaround
Part of strategic team developing and implementing short and long term strategic goals
Part of the executive team focused on long term strategies including internal control framework and identifying strengths and
weaknesses within our organization
Integral part of executive team identifying new opportunities
Valuation of target markets for expansion and or mergers and acquisitions
Cash Flow Management to ensure sufficient operating funds on a daily basis
Development of Cash Flow projection tool enabling executive team to identify time periods of low cash flow
Ensuring Financial Statements are current and recorded according to GAAP
Incorporating Key Performance Indicators into Financial Statements
Development of Rolling Income Statement Forecast to assist executive team to be able to anticipate revenue and expense trends
Work with executive team to plan and execute 5 year corporate strategy
Initiating and overseeing development of Executive Dashboard
Ensure compliance with loan covenants
Oversee Accounting and Finance Department
Special Accomplishments
Increased available cash from .5 days to over 12 days
Helped decrease daily spend from $48,000 per day to $33,000 per day, with a net YOY decrease of over $3,000,000
Reduced accounts payable and long term debt by over $500,000 year over year
Development of KPI's
Brought current financial statements that were 7 months in arrears
Developed and implemented 12 weeks and 12 month rolling Cash Flow Projection
Developed and implemented rolling 12 month income statement forecast
Assessed and corrected financial statements to be in accordance with GAAP
Developed and implemented internal controls
Co-developed processes and procedures for accounting department
Worked with VP of Operations to determine areas where improvement could be made
Part of an executive team responsible for a successful financial turnaround
CGI
Colorado Springs
Consultant - Financial Analyst Manager 08/2013 to 03/2015
Strategically offer business solutions to client and internal IT team
Collaborate with client and external vendor to design and implement new Financial Management System, making
recommendations to ensure it is done in accordance with GAAP and meets business needs
Collaborating with Business Analysts to author and document processes and procedures in preparation of State
Audit
Collaborative effort with client to refine financial and accounting duties
Implementation of processes and procedures within a start- up environment
Collaborate internal IT team to implement new financial management system
Cooperatively engage analysts, team lead and IT to make sure all aspects of financial management are done
timely, accurately and consistently
Recognize gaps within financial area and make recommendations to improve processes and procedures
Identify areas where defects in current system may exist, implement solutions and manual work-arounds to ensure
timeliness and accuracy
Ensure reconciliations are done according to GAAP in anticipation of external audit
Ensure sufficient evidence exists to back up manual work-arounds due to system limitations and defects.
CENTURA HEALTHCARE
Pueblo, CO
Assistant Controller 05/2012 to 08/2013
Responsible for management of accounting staff
Responsible for month end close duties in accordance with GAAP
Lead monthly financial review

3. Assist with yearly budget for all departments within the hospital
Responsible for the Pueblo Step-Up monthly close (non-profit grant accounting)
Responsible for timely completion of all account reconciliations monthly
Make recommendations to improve processes and procedures
Assist with yearly cost reporting to Medicare Handle requests for information from Internal/External audit
members
Approved accounts payable for payment
Advised department heads on developing their budgets
Lead workshops to educate department leaders on their budget
Developed a manual for department leaders to help them with accounting systems
Special Accomplishments
Reconciliations were completed by the 20th of each month, 12 month in arrears at time of hire
Bank reconciliation was over a year in arrears at time of hire, was completed during month end close
Stream lined the month end close process to allow for financial review before close is complete
Managed team of professionals.
AMERICAN MEDICAL RESPONSE
Colorado Springs, CO
Senior Financial Analyst 03/2007 to 05/2012
Responsibilities include being in charge of performing month-end duties for operations in five different states.
Prioritize work according to regular schedule or urgency needs.
Prepare budgets for 15 different operations totaling over $20,000,000
Oversee Quality Control in my department
Resolve any problems with tact and diplomacy.
Ensure positive customer relations and satisfaction
Collaborate with Business Development to provide pro-formas for new and existing business to determine
profitability
Performed pro-forma work for Mergers & Acquisitions department on possible business combinations
Read and understand Requests for Proposals for pro-forma work, including several large city and county
contracts
Provide yearly and quarterly information for necessary audits
Prepare rolling forecasts of all operations
Prepare journal entries in accordance with GAAP
Revised existing pro-forma templates to increase productivity
Analyzed service contracts for requirements and profitability
Special Accomplishments
Reduced 100 pro-forma requests to 5 within 60 days.
Lowered wait-time for business analysis from months to one week.
Determined marginal rate of return on rate increases and IRR on investments.
EDUCATION
MASTER OF SCIENCE: ACCOUNTING 2015
Keller School of Management, Colorado Springs
MASTER OF BUSINESS ADMINISTRATION 2005
Webster University, Colorado Springs
BACHELOR OF SCIENCE: ACCOUNTING
Metropolitan State University, Denver
CERTIFICATIONS
Certified Public Accountant, Active
State of Colorado