Professional Summary

Director of Finance & Accounting with more than 15 years of experience honing executive expertise in finance, accounting, strategic negotiations and partnerships, business development, 990 taxation, regulatory compliance, and team leadership for renowned and underserved healthcare organizations. Dedicated, results-driven professional with a proven track record of working with executive leadership to develop and execute strategic, long-term plans (LTP) that facilitate explosive growth and enhance profitability, leveraging a unique ability to rapidly implement procedures that support regulatory compliance. Entrepreneurial, analytical leader utilizing strong interpersonal skills to motivate and drive cross-functional teams to achieve business targets and increase professional satisfaction.

Areas of Expertise

Month-End Closing

Financial Statements Preparation

Audit Preparation

Budgets & Forecasting

Cost Reporting Preparation

Regulatory Compliance

Profit & Loss (P&L)

Financial Analysis

Reimbursement Analytics

Team Leadership

Third Party Reserve

Accounts Payable (AP)

Accounts Receivable (AR)

In-House Payroll

Professional Experience & Accomplishments

Norwegian American Hospital Chicago, IL 2016 – Present

Consulting Manager of Reimbursement and Analytics

Led a team of direct reports in the day-to-day management of daily and monthly net revenue, reporting, and accounts receivable (AR) of more than $300M for the 250-bed hospital including 25 clinics and Emergency Room.

oOversaw responsibility for third party reimbursement.

Successfully implemented processes with the goal of shortening month-end closing period, leveraging Excel and Access databases (alongside Pivot tables and Macros) to manipulate and generate automated reports.

oResulting in completion of AR packing for analytic review 2 ahead of schedule.

Began development of a new contractual model, utilizing historical data to calculate percentage for generating contractual adjustments as needed.

oProviding better depiction and accuracy of Net Revenue on monthly and yearly basis.

Spearheaded an internal transition of payroll infrastructure, utilizing Ulti-Pro to digitize and modernize payroll processes throughout the organization.

Developed a new revenue model for the organization, analyzing AR and streamlining processes by designing new logic for net revenue, facilitating bottom line transition from negative to positive.

oRan models simultaneously to ensure alignment with budget and each other for configuration.

Supervised all external communications and survey reports for compliance with outside government agencies.

Worked closely with the Billing Department on Price Index development, in addition to overseeing cost report preparation and Medicare bad debt for period interim payments (PIP).

Oversaw generation of ad hoc reports as needed, presenting to the team and upper management.

Loretto Hospital Chicago, IL 2015 – 2016

Director of Finance & Accounting

Oversaw all accounting and finance functions for the organization, supervising more than $90M in annual revenues, in addition to month-end closing, internal/external reporting, and annual audits.

Developed a new revenue model for the organization, saving more than $5M on the bottom line, in addition to creating more efficient statutory reporting processes.

Professional Experience & Accomplishments Continued

oAssisted the company in returning to compliance with taxation reporting, successfully eliminating the company’s previous three-year reporting lapse.

Worked closely with the Billing Department to increase cash collections, generating more than $2M per month in additional cash resulting an increased focus on collections.

Developed a comprehensive bonus structure for the collections team, improving employee motivation.

Served as the Team Lead for Revenue Cycle improvement projects, creating and implementing

several operational efficiencies that successfully reduced bad debts expenditure.

Implemented comprehensive accounting process overhauls, enhancing organizational compliance

to reporting agency guidelines, as well as building functions for long-term audit compliance.

Worked with Department Managers to design and execute effective cost reporting measures, improving cash flow and creating a surplus.

Society of United Neighbors (SUN) Chicago, IL 2013 – 2015

Director of Finance & Accounting

•Led a staff of six professionals, overseeing all accounting functions, policies, local and federal compliance, and assets for 10 organizational programs; managed all financial statements and reporting.

•Successfully streamlined the audit practice, implementing procedures facilitating net asset schedule for the Circular OMB A-133 audit.

•Directed the development of an extensive Budget annual package, including salary, Revenue Cycle and Analysis, and various other budgetary requirements.

•Worked closely with the CEO and department heads to develop long-term strategies and financial plans to facilitate growth and compliance, in addition to scalability and sustainability.

Various Healthcare and Non-Profit Organizations Chicago, IL 2011 – 2013

Independent Consultant (Director)

•Managed a staff of up to eight individuals, overseeing accounting and finance functions, as well as compliance elements, for several healthcare and non-profit organizations.

•Developed streamlined processes and improved efficiencies managing a billion-dollar payroll for the Chicago Transit Authority (CTA), building sustainable methodologies for future growth.

oPartnered with Oracle to streamline payroll processes.

•Worked with the Salvation Army to develop compliance protocols for statutory reporting, assisting with average daily census and ad-hoc reporting for upper management decision support.

•Led Health Information Management Systems (HIMS) through a transition to a new auditing firm, assisting with the preparation of audit packages and K-1 preparations for 990.

oConverted fixed assets from double declining to straight line depreciations, in accordance to GAAP regulation and guidelines.

•Established an ability to liaise between finance functions within organizations and government agencies, ensuring organization compliance to regulations and auditing guidelines.

PCC Community Wellness Center Oak Park, IL 2010 – 2011

Chief Financial Officer

•Managed a staff of 10 accountants and billers, overseeing all accounting functions for $60M in revenue, in addition to improving local and federal compliance for 10 sites.

•Successfully increased the organization’s financial position by $2M, creating a complex reserve for troubled or doubtful accounts, in addition to streamlining the grant reporting system to track expenses.

•Developed a comprehensive training manual supporting sustainability within the accounting function.

Previous Experience:

Family Christian Health Center Controller Sinai Health Systems Sr. Accountant

St. Anthony Hospital Sr. Accountant Westwood Medical Centers Internal Auditor/Net Revenue Analyst

Education Master of Business Administration (MBA): Indiana University (Keller School of Business)

Bachelor of Science (BS), Accounting Information Systems: DeVry University

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