Certifications

CMACertified Management Accountant
CPACertified Public Accountant

Sector Experience

Energy
Healthcare
Manufacturing
Retail
Technology

Experience

JR & Associates Management Consulting
Principal
1/2019 - Present
Perform consulting assignments in finance, IT, and analytics with healthcare and non-healthcare companies. Expertise in finance, project management, process improvement and analytics.

Kelsey-Seybold Clinic Operations
Manager, Healthcare Informatics and Finance
1/2018 - 1/2019
Responsibilities include leading healthcare finance department, changing the culture towards a servant leadership mindset and supporting cost-reducing analyses for Operations (Marketing /Enrollment/Customer Service/Pharmacy, etc.) with. Reported to VP & Director Finance, VP of Operations, Chief Medical Officer.

See resume for more details.

QAT Global / Kinnser Software Operations
Director of Product Management of EMR & Financial Systems
12/2016 - 7/2017
Responsibilities focused on revitalizing financial platform for the EMR and build next generation platform. Team management and development to improve quality of bi-weekly product releases.

See resume for more details.

Health Track Rx Operations
Chief Information Officer & Project Manager
12/2014 - 7/2016
Constructed a high performing IT department from scratch, servicing internal and external customers with IT response times surpassing toxicology industry benchmarks inclusive of building turnkey HL7 interfaces and connectivity with hospitals, laboratories and physician groups. Formulated the technology roadmap to realize organization’s strategy and goals while creating its performance management system.

See resume for more details.

Strategic Compliance Group Operations
Director of Data Analytics
8/2003 - 11/2014
Performed financial and statistical analyses for clinical and business teams including revenue and profitability reports and analytics for internal reporting and 3rd Party investors.

Implemented new financial and IT systems and improve reimbursement processes.

Developed and monitored reports (comparative and trend reports) for monitoring operational and business performance for Medicare, Medicaid and Commercial business lines.

Miscellaneous Accounting
CFO, Controller, & Regulatory Expert
9/1992 - 8/2003
Prepared monthly financial statements and reports, statement analyses, budgets, account variances and cash flow reports for management and lenders.

Start-up and or restructure finance departments and reporting processes and implement shared services. Work with operational teams to optimize reporting structure and metrics.

Prepared and validated financial information for board of directors, senior management , and operational departments.