Daverick Isaac's Email Addresses & Phone Numbers

Director, Finance @ Scott & White Health Plan Hired to direct and oversee all finance and accounting, billing operations, financial planning and analysis, and annual audits for company with a total annual revenue of $550MM. Report directly to the CFO and serve as key member of the senior leadership team.•Play an instrumental role in company’s post-transition initiatives...

Director, Finance @ Scott & White Health Plan Hired to direct and oversee all finance and accounting, billing operations, financial planning and analysis, and annual audits for company with a total annual revenue of $550MM. Report directly to the CFO and serve as key member of the senior leadership team.•Play an instrumental role in company’s post-transition initiatives such as leading efforts to transition and combine the finance and accounting for FirstCare Health Plans into Scott & White Health Plan. •Spearhead filing and regulatory compliance in coordination with the Texas Department of Insurance and Texas Health and Human Services Commission. •Direct the preparation and timely distribution of all GAAP financial statements, quarterly and annual financial statements, and financial statistical reports in accordance with internal and external obligations.•Leverage strategic leadership skills to manage and oversee the work of 14 staff across all three departments. From October 2015 to January 2020 (4 years 4 months) Austin, TexasAssistant Vice President, Finance & Accounting and Chief Financial Officer @ FirstCare Health Plans Earned numerous promotions and appointed by the Board of Directors and CEO as Chief Financial Officer for demonstrating exceptional financial leadership. Established and oversaw $600MM budget and financial forecasting for the company. Directed numerous departments including, Accounting, Accounting Operations, Financial Planning & Analysis, Provider Contracting, Provider Data Integrity, Credentialing, and Enrollment, and managed a team of 50 employees. •Spearheaded operational efforts for the network management department overseeing contracts as large as $50MM and ensuring accurate and timely credentialing of company’s physician groups.•Served as company Treasurer and as ex-officio board member to deliver financial expertise and counsel to the Board.•Appointed as Corporate Executive Representative of the Finance Operations Committee working directly alongside the CEO.•Fostered relationship with Cogdell Memorial Hospital leading them to using FirstCare as their self-funded health plan administrator. Self-funded membership increased by 300 members (5%) boosting revenue $600K. From September 2017 to March 2019 (1 year 7 months) Austin, Texas AreaDirector, Finance & Accounting @ FirstCare Health Plans Directed the finance and accounting operations for a Texas health insurance company. Managing 8 direct reports including 2 managers, 1 data analyst, 4 senior accountants and 1 cash accountant. Directing the preparation of the financial statements and statutory filings, including preparing and analyzing the monthly GAAP financials statements, the quarterly and annual statutory financial statements, and the HHSC Financial Statistical Reports (FSR). Responsible for managing the annual financial audit, MAR audit, and FSR audit including oversight of preparation of audit schedules and working directly with external auditors. Management oversight of payroll, accounts payable, and accounts receivable operations. Manage the preparation of the board financial statement packet. Responsible for presenting the monthly financials to the Finance & Operations committee.• Corporate liaison for the MAR audit and relationship with contracted internal auditors.• Served as finance representative on the Risk Management Oversight committee.• Served as finance representative on the Corporate Policy and Procedures committee. From December 2016 to September 2017 (10 months) Austin, Texas AreaManager, Accounting @ FirstCare Health Plans Managed an accounting department for a Texas health insurance company covering 117,000 fully insured members. Managed 6 direct reports including 4 financial accountants, 1 senior data analyst, and 1 cash accountant. Directed the preparation of the financial statements and statutory filings, including preparing and analyzing the monthly GAAP management financials, as well as the quarterly and annual statutory financial statements. Responsible for managing the annual financial audit including preparation of audit schedules and working directly with external auditors.•Held same position with the company in 2011•Decreased the time on the month end close process to produce the monthly financial statements earlier for senior management review.•Updated the monthly financial statements to give senior management better understanding of development in claims expenses versus the claim reserves and IBNR.•Implemented new procedures and controls for manual journal entries, CMS Plan to Plan processing and reconciliation.•Revamped the balance sheet review, analysis, and reconciliation process. From October 2015 to December 2016 (1 year 3 months) Austin, Texas AreaAccounting Manager @ Affirmative Insurance Holdings, Inc. Managed all general accounting functions, including the production of financial reports, maintenance of accounting records system, and a comprehensive set of internal controls to mitigate risk, and enhance the accuracy of company’s reported financial results.•Led accurate and timely processing of all transactions in accordance with accounting principles and practice. •Identified deficiencies in internal processes and made recommendations for optimizations and improvements. From September 2013 to June 2014 (10 months) Addison, TXAccounting Manager @ FirstCare Health Plans Managed an accounting department for a Texas health insurance company covering 117,000 fully insured members. Managed 6 direct reports including 4 financial accountants, 1 senior data analyst, and 1 cash accountant. Directed the preparation of the financial statements and statutory filings, including preparing and analyzing the monthly GAAP management financials, as well as the quarterly and annual statutory financial statements. Responsible for managing the annual financial audit including preparation of audit schedules and working directly with external auditors.•Decreased the time on the month end close process to produce the monthly financial statements earlier for senior management review.•Updated the monthly financial statements to give senior management better understanding of development in claims expenses versus the claim reserves and IBNR.•Implemented new procedures and controls for manual journal entries, CMS Plan to Plan processing and reconciliation.•Revamped the balance sheet review, analysis, and reconciliation process. From February 2011 to December 2011 (11 months) Austin, TexasVice President & Chief Financial Officer @ Community First Health Plans Currently overseeing $580M in revenue for a provider sponsored community-based health plan. Direct management of Financial Reporting, Financial Planning and Analysis, and Medical Economics. Serving as company treasurer and as ex-officio board member to deliver financial expertise and counsel to the board. San Antonio, Texas, United StatesController @ Ricochet Fuel Distributors, Inc. Reported directly to the CFO and provided oversight over all accounting, finance, and systems integrations for the company and its subsidiary. Led all efforts related to inventory accounting, billing, accounts payable, tax reporting, and regulatory compliance. •Identified and recommended opportunities for cost-savings, process improvements, and growth initiatives. •Elevated productivity and optimized financial operations by implementing a new automated system to allow for more robust financial analysis and reporting. •Developed new and updated existing policies and procedures for credit card processing, cash management, journal entry, and payroll processing. From June 2014 to September 2015 (1 year 4 months) Euless, TexasAssistant Vice President & Controller @ NTA Life Promoted from Premium Accounting Manager to Assistant Vice President within 11 months of employment and later elevated to Controller position. Provided strategic executive leadership over all financial accounting and premium billing for the organization to include, internal and external financial reporting, annual state filings, regulatory filings, and annual financial audits.•Project managed and led processing system implementation significantly decreasing response and reporting time. •Managed a team of 10 staff members with three direct reports including one billing manager and two staff accountants. From December 2011 to May 2013 (1 year 6 months) Addison, TXAccounting Manager @ CGI Led client accounting services for four clients totaling $400M+ in combined gross revenue, including cash processing, daily balancing, and monthly bank account reconciliations. Managed a team of 5 direct reports with a total staff count of up to 25 employees. Managed all finance and accounting, including financial analysis, financial audits, G/L, commission accounting, payment processing and application, and insurance financial reporting (SAP and GAAP).•Spearheaded the full setup and implementation of financial operations and reporting for start-up insurance company. •Recovered $114K in payments by reconciling client accounts receivable that had been unreconciled for over four years. •Reduced client receivable write-offs by $30K annually by uncovering an internal system error. From October 2007 to November 2010 (3 years 2 months) Fort Worth, TX