Functional Skills
Post-Merger Integration
Financial Modeling
Forecasting / Projections
Financial Statement Preparation
Data Visualization / Reports
Software Skills
Microsoft Access
Microsoft Excel
Microsoft Excel Macros
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Outlook
Quickbooks
Quickbooks Enterprise
Dynamics 365
Certifications
CPACertified Public Accountant
Sector Experience
Automotive
Energy
Healthcare
Life Sciences & Pharma
Manufacturing
Big 4 Accounting
Top Consulting Firms
Experience
Isquarede, LLC
Finance
Financial Executive and Consultant
1/2001 - Present
Provide consulting and interim management services to healthcare and private equity mid-market firms. The services fill gaps and eliminate temporary capacity constraints for work typically performed by the CFO. Because of my specialty I can quickly develop a practical approach to completing both interim and project based engagements. I take responsibility for my work impacting my clients success.
HealthPlus of Michigan
Finance
Chief Financial Officer and Interim Vice-President of Finance
9/2015 - 8/2016
Provided financial leadership in completing merger of distressed plan. This included supporting due diligence of potential merger partners, selection of partner, and navigating impact of material adverse financial deterioration prior to merger close. During the post merger assisted in the leading the consolidation of the finance functions in the merged organization.
Huron Valley Radiology
Operations
Chief Administrative Officer
2/2011 - 2/2013
Senior non-physician executive in a 40 physician radiology practice. Responsible for implementation of a Pacs Radiology Imaging System. Operationally responsible for Finance, Human Resources, and IT. Renegotiated and redesigned major vendor contracts for practice resulting in annual operating savings in excess of $1 million and the establishment of performance metrics within the contracts where appropriate. This represented over a 5% increase in earnings per physician.
Ernst & Young (EY)
Accounting
Senior Manager
10/2004 - 3/2007
Provide daily client interface, technical expertise, training, and project management to multiple audits . Principle attestation clients included multiple health care providers and health maintenance organizations, a Tier 1 automotive supplier, public financial services company which purchases and collects charged off accounts receivable, and a publicly traded utility company.
Allegiance LLC-Trinity Health System Joint Venture
Operations
Chief Administrative Officer
1/1998 - 1/2002
Senior non-physician executive responsible for operating results of the organization. Provide direct oversite of finance, contracting, and provider services, human resources. Indirect oversite of case management and IT. The organization was a Physician Hospital Organization that had full risk for over 100,000 members. Co-lead the turn-around of a multi-million dollar deficit which was eliminated by implementing provider capitation.
HealthPlus of Michigan
Operations
Vice-President of Finance and Operations
4/1994 - 12/1997
Senior financial executive with responsibility for finance, underwriting, claims processing, IT, and facilities. Led finance and operations implementation of Medicaid Product. Led implementation of automation on claims processing initiative. Led implementation of modified risk model in terms of IT requirements and periodic settlement process.
St. Joseph Hospital-Trinity Health System
Finance
Controller
1/1991 - 3/1994
Operational financial director, supporting the senior executives of the hospital.
Oversaw the work of disbursed operational financial analysts through a matrixed reporting relationship. Led purchase of diagnostic facility from hospital based radiologists.
Oversaw the work of disbursed operational financial analysts through a matrixed reporting relationship. Led purchase of diagnostic facility from hospital based radiologists.
Ernst & Young (EY)
Accounting
Senior Manager (final position)
6/1982 - 12/1990
Provide daily client interface, technical expertise, training, and project management to multiple audits . Principle attestation clients included multiple health care providers and health maintenance organizations, automotive suppliers, and a publicly traded homebuilder.