Juanita Harbin

About Juanita Harbin

MBA, CPA – Strategic Finance PartnerWith over 30 years of experience, I specialize in financial leadership, business process optimization, and change management. As a Controller at SynergenX Health, a leader in hormone replacement therapy (HRT) and weight management, I oversee financial operations for a rapidly growing organization with 40+ locations in major cities like Chicago, Dallas, Houston, and San Antonio. My responsibilities include managing post-acquisition integrations, enhancing financial systems, and supporting scalability.I’ve led complex financial operations across diverse industries such as healthcare, legal services, technology, and multi-entity organizations, with expertise in- IFRS/GAAP compliance- P&L oversight- Budgeting & cash flow management- Audit coordination & SOX governanceMy standout strength is process optimization, particularly through system implementations. I’ve led post-merger integrations, such as the Prelude & Inception merger, eliminating inefficiencies while ensuring smooth revenue recognition.Collaboration is key to my approach. I’ve worked cross-functionally with IT, HR, and operations teams to align financial processes with strategic goals. I also have a strong track record of building and mentoring high-performing finance teams, driving innovation and cost-saving initiatives.Core Competencies- Financial Management: P&L control, treasury, & risk management- Process Automation: Streamlining workflows & reducing redundancies- System Implementation: Expertise in ERP systems like NetSuite & Sage Intacct- Leadership: Mentoring & leading dynamic finance teams- Internal Controls: Strengthening governance, SOX compliance, & audit processesProfessional Achievements- Reduced financial reporting errors by 90% at William Hart & Boundas LLP- Improved cash flow by 25% at Wrist North America- Saved 50% in payroll processing costs at Integrated Oncology Network- Streamlined operations for 50+ entities at Inception- Shortened month-end close by 40% at Highway TechnologiesI’m also committed to community leadership through roles in Alpha Kappa Alpha Sorority, Inc. and the Pearland Chamber of Commerce.I aim to be a trusted financial partner for small and medium-sized businesses, offering the tools and expertise to help them thrive. Let’s connect! I invite you to visit my website or reach out to explore how I can help your business achieve financial excellence.

Experience

1. Director of Accounting

   Heath

   Jun 2025 — Present · Houston, TX, US

Education

• The University of Texas at Austin

  BBA, Accounting

  1983 — 1987

• Amberton University

  MBA, Business

  2008 — 2010

Skills

• Financial Accounting
• Budget
• Process Improvement
• Auditing
• General Ledger
• Cost Accounting
• Quickbooks
• Sarbanes-Oxley Act
• Financial Analysis
• Gaap
• Management
• Payroll
• Analysis
• 2. Governance, Risk and Control
• Inventory Management
• Accounts Receivable
• Financial Reporting
• Tax
• Variance Analysis
• Project Management
• Peoplesoft
• Account Reconciliation
• Cash Flow
• Forecasting
• Internal Audit
• Internal Controls
• Business Process Improvement
• Budgets
• Finance
• Accounts Payable
• Accounting