With more than twenty years of experience in finance and accounting and over a decade in senior leadership, Mathew has built his career around strengthening financial performance, improving operational efficiency, and supporting mission-driven organizations.
His foundation began in governmental and nonprofit finance, managing payroll, accounts payable, monthly reporting, and annual budget development for multiple municipalities, while preparing fixed asset reports and audit documentation for more than 180 municipal utility districts, including responsibility for annual reporting on over $800 million in capital assets.
Most recently, Mathew served as Chief Financial Officer in the healthcare sector, overseeing budgeting, forecasting, revenue cycle performance, and financial strategy for a large acute care facility. Under his leadership, the organization achieved a 100% net revenue cash collections target, secured a 12% increase in commercial payor net revenue through strategic contract renegotiations, and reduced key supply costs by 25% through targeted vendor management, maintaining an 18% contribution margin and exceeding EBITDA targets year over year.
Before his CFO role, Mathew led financial operations for a multi-site post-acute care division, managing annual budgets, rolling forecasts, revenue close processes, and regulatory reporting including 990 filings and Medicare cost report support.
Governmental FinanceHealthcare CFORevenue CycleNonprofit / 990Budget & ForecastingCapital Assets
Rick Merritt, CPA
Chief Operating Officer
CPA CredentialedFinancial ReportingStrategic Advisory
Rick Merritt, CPA, is an accomplished accounting and finance professional with more than 15 years of experience helping businesses strengthen their financial operations, improve reporting, and make informed strategic decisions. As a Certified Public Accountant, Rick combines technical expertise with a practical, results-driven approach that empowers organizations to navigate financial challenges with confidence.
Over the course of his career, Rick has worked across a variety of industries, including healthcare, technology, energy, financial services, construction, and nonprofit organizations. This broad experience has given him a well-rounded perspective on the unique accounting and financial needs of businesses at every stage of growth.
Rick has led financial reporting initiatives, managed accounting teams, and collaborated with executives and cross-functional stakeholders to develop meaningful financial insights that support sound decision-making. He has extensive experience analyzing financial data, improving reporting processes, strengthening internal controls, and identifying opportunities to increase efficiency and accuracy throughout the accounting function.
A strong advocate for continuous improvement, Rick has successfully guided organizations through process enhancements and operational changes that streamline workflows and provide greater visibility into financial performance. His ability to translate complex accounting information into clear, actionable guidance makes him a trusted advisor to business leaders seeking practical solutions and long-term value.
Throughout his career, Rick has also overseen budgeting, financial statement preparation, reconciliations, cash flow forecasting, audit support, and team leadership. He is committed to maintaining the highest standards of professionalism while fostering collaboration, accountability, and excellence within every organization he serves.
One of Rick's most rewarding achievements was helping a nonprofit healthcare organization significantly improve its financial position by implementing formal budgeting practices, enhancing performance reporting, and introducing cost-saving measures that quickly strengthened its operations. Experiences like these reflect his belief that effective accounting extends beyond compliance — it serves as a foundation for better business decisions and sustainable success.
Whether partnering with executives, supporting growing businesses, or leading complex financial initiatives, Rick approaches every opportunity with integrity, attention to detail, and a genuine commitment to helping organizations achieve their goals. He believes that trusted financial guidance should not only ensure accuracy but also provide clarity, confidence, and a roadmap for future growth.
