Phillip Cooley

Phillip Cooley has a diverse and extensive work experience in finance and management roles. Phillip is currently working as the Chief Financial Officer at Automation-X USA since January 2021. Prior to this, they were the owner of Aspen Accounting & Consulting, LLC from October 2016 to October 2022. Phillip also worked as an Accountant at Legacy Planning Group, LLC from July 2020 to January 2021.

From December 2010 to September 2016, Phillip served as the Director of Financial Operations at Mosaic, where they managed financial operations for 12 health plans, with an overall staff of 15 people in 3 states, and handled revenue of over $55 million annually. Phillip was responsible for overseeing financial planning and analysis, revenue cycle management, budgeting, and the development of short- and long-term financial goals. Phillip also led strategic projects and coordinated training.

Prior to their role at Mosaic, Phillip worked at Aetna as a Senior Finance Manager from February 2008 to December 2010. In this role, they oversaw budgeting, forecasting, monthly variance reporting, and financial analysis for Aetna Health Plans with revenue of over $1.3 billion annually. Phillip managed a team of finance and accounting professionals in the FP&A department.

Before joining Aetna, Phillip held various positions at Mosaic. Phillip started as the Finance Director in March 2003 and ended in February 2008. In this role, they managed the financial management of five health plans with revenue of over $30 million annually. Phillip ensured compliance with state and federal guidelines and carried out internal audits and long-range financial planning. Phillip also served as the Executive Director from February 2001 to March 2003, overseeing the business and service delivery functions of the health plan. Prior to that, they were the Business Manager from March 1999 to February 2001, responsible for financial systems, budgeting, compliance, and financial reporting.

Phillip's earlier experience includes working as a Center Manager at ZLB Bioplasma from January 1998 to March 1999. In this role, they implemented operational and financial objectives, managed a multi-million dollar budget, and ensured compliance with healthcare regulations.

Overall, Phillip Cooley has a strong background in financial operations, strategic planning, budgeting, and compliance management.

Phillip Cooley has a Bachelor of Science (B.S.) degree in Health Information/Medical Records Administration/Administration from The Ohio State University. Phillip also holds a Master of Business Administration (M.B.A.) degree from the University of Phoenix. Additionally, they have obtained a certification as a Quickbooks Online Proadvisor.