Annie Willett-Thomas

Senior Controller

Annie is a highly skilled and experienced accounting, operations and financial leader. She brings deep expertise in financial reporting, management and process improvement.

Carlsbad, CA

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About Annie

Annie is a highly skilled and experienced accounting, operations and financial leader with 15+ years of ensuring accurate financial reporting, maintaining compliance with GAAP standards across multiple business units in high-growth, high-volume industries, as well as, extensive experience in management and process improvement. She has a record of achieving financial targets across multiple industries and is an expert in cross-functional collaboration and data analysis.

Background

In her prior role as VP of Operations and Healthcare Strategy for a multi-specialty medical practice, she led clinical care and administrative teams to a 40% YoY patient encounter increase, managing growth by utilizing her data analysis skills for gaining insights, standardizing and automating processes, that resulted in a 20% productivity improvement. Her experience spans private industry and client service, including 5+ years as a financial operations manager for a nationwide outsourced accounting and financial services provider.

Annie has fostered a culture of innovation, accountability, and mentorship throughout her career to enhance team member productivity and satisfaction. She is a leader in optimizing operations, driving strategic initiatives, leveraging her business and financial acumen to implement innovative solutions to increase profitability and achieve business objectives.

Education + certifications

B.A., Communications, California State University, Northridge - Cume Laude

Continuing Professional Education courses:
- Lean Six Sigma | Project Management Institute
- Business Management & Organization | Professional Services and Practice Management

QuickBooks Advanced ProAdvisor

Off the clock

Annie is committed to raising a little human to be a happy, smart, upstanding societal contributor and good travel buddy, so she can continue her favorite hobby of traveling!

Favorite quotes: “A cluttered space is a sign of a cluttered mind” - Albert Einstein and “a clean house is sign of a misspent life” - Unknown. Being inherently flexible, I go with the one that fits my week best!