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Executive Accounting

Winter Springs, FL
October 20, 2018

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*** ***** **** ****

Winter Springs, FL 32708

Cell Phone 407-***-****

Executive Profile

A Senior Level Financial Executive with over 25 years of Accounting, Finance, & Operations experience, with 15 of those years in a leadership position. Significant experience in the service industry. Operational Finance leader with many years of experience working on Financial Analysis, Forecasting, Strategic Planning, Budgeting, Operational Reporting, Financing, Board & Investor Reporting, and Leadership of Operational Finance Teams. Very comfortable in fast paced, complex organizations with multiple entities.

Professional Experience

US Anesthesia Partners Maitland, FL March 2017 to Present

Private Equity owned Anesthesia Provider. Total Annual Revenues $1.2B.

CFO, Florida

Duties & Responsibilities

Lead financial executive for the FL Division, work side by side with Division Operational Lead, manage all financial areas of division, responsible for building strategy plans for improved bottom line results, forecasting of all new acquisition opportunities, review financial results & determine the best ways for improvement, manage budget process, review all contracts


Helped improve cash collections

Implemented new systems to help operations run the business more efficient

Built new Finance/Accounting Department

Pristine Senior Management Muncie, IN October 2016 to March 2017

Private Investor owned Post-Acute Care Provider with 17 Care Centers. Total Annual Revenues in excess of $100M.

Interim Chief Financial Officer

Duties & Responsibilities

Lead financial executive for the Company, manage all financial areas of organization, responsible for building strategy plans for improved bottom line results, forecasting, review financial results & determine the best ways for improvement, manage budget process, created & presented investor, board, & bank presentations, manage banking, audit, & cost reporting relationships, review all contracts, manage Treasury Function


Revised A/R job functions to improve cash collections

Managing system conversion

Building new Accounting Department

Consulate Health Care Maitland, FL April 2013 to April 2016

Private Investor owned Post-Acute Care Provider with 210 Care Centers in 21 states. Total Annual Revenues of $2B.

Vice President of Operational Finance

Duties & Responsibilities

Lead financial executive for Operating Company, responsible for building strategy plans for improved bottom line results, forecasting, worked with C-Level Team to review financial results & determine the best ways for improvement, created & presented investor, board, & bank presentations, Managed team of District Directors of Operational Finance, acted as Liaison between Operations & Accounting


Revised Key Performance Indicator presentations to work with operators on how to improve financial operating results

Lead financial executive on CON presentations for new care centers to be built

Lead financial executive on committee responsible for building and maintaining relationship with USF Hospital System

Revised the budget process to the current system currently used at Consulate

Part of A/R subcommittee that reduced Bad Debt Expense by 50% from previous years

Created financial portion of company strategic plan to improve EBITDAR by $30M

Part of CMI Task Force that put the strategic plan together to prepare Virginia Centers for the new Case Mix Reimbursed Medicaid System, which improved CMI in the state by .09

Participated on the Bundled Payment Task Force to get Consulate ready for the Medicare Bundled Payment Program

Vice President of Managed Care & Professional Services

Duties & Responsibilities

Lead executive for newly created Contracting/Managed Care Department, Determine financial impact of all payer contracts, Negotiate & execute all new contracts, Manage case management function, Manage relationships with all Managed Care Companies


Created a path to analyze the profitability of each managed care patient

Built new Managed Care Department from ground up

Part of team that put a national contract together with United Healthcare for all 210 centers in the company

Instituted new Optum Program in selected centers

Revised the role of the District Directors of Case Management for the company

Created new cost-out form for all incoming skilled admissions to determine estimated profitability of each patient

Lutheran Family Services of VA Roanoke, VA June 2010 to Oct. 2012

Nonprofit Human Services Provider that provided schools, foster care, & adoption services for children with disabilities, as well as group homes for adult with disabilities. Annual Revenue approximately $25M.

CFO/VP of Finance

Duties & Responsibilities

Oversight for the following functions: accounting, finance, facilities management & IT, Worked on ways to increase the cash flow of the company, Set Strategic Plans & Long Range Goals, Reviewed & signed all contracts, Handled all banking, investment, & audit relationships, Responsible for preparation of agency budget, Participated in all quarterly board meetings.


Created new Key Financial Indicator Metrics to better analyze financial results of organization

Lead executive of the $1M acquisition

Improved the Financial Board Package which all board members liked

Automated many of the manual systems that were in place when I arrived

Changed pay schedule for the teachers, to better maximize company cash flow timing

Smith Packett Med Com Roanoke, VA Nov. 2007 to May 2010

Multi-Million Dollar Commercial Real Estate Development Firm that average 8 new development projects per year. Average cost of each project was $10M.

Director of Finance

Duties & Responsibilities

Managed the Accounting/Finance Department of company, performed forecasts of each potential project to determine financial viability, member of the Executive Management Team, prepared projections and forecasts of financial results, coordinated with lenders to obtain financing for all projects, responsible for investor reporting and communication with investors, worked on financial models to determine the best project for the company and investors


Refinanced 6 SNFs from conventional lending to HUD Financing

Set up finance department for newly created operating company

Set up mezzanine financing for projects that needed funds for the gap between traditional lending & investor funds

Managed waterfall calculation spreadsheet which changed investor returns percentages after certain waterfalls were achieved

Consulate Health Care Roanoke, VA January 2005 to November 2007

Investor owned Post-Acute Provider with 210 Care in 21 states. Total Annual Revenues of $2B.

Corp Operations Controller & Division Controller

Duties & Responsibilities

Managed the operational side of the Finance Department of Consulate, analyzed company results to determine ways to better financial performance, prepared projections and forecasts of financial results, analyze and project information on potential acquisitions, managed company budget process, worked with auditors during Year-End Audits, created and institute policies and procedures


Rebuilt and managed Operational Finance Department with restructuring of company

Decreased A/R by 10 Days

Key member of team responsible for A/R System choice and conversion

Revised Key Performance Indicator Reports used to manage financial results

West Penn Allegheny Health System Pittsburgh, PA Sept. 2003 to Dec. 2004

Health System that Managed 6 Hospitals and 50 Physician Practices. Estimated Annual Revenues of $1B.

Director of Corporate Accounting

Duties & Responsibilities

Managed Corporate Finance Departments, developed more efficient procedures, created and instituted policies and procedures, prepared department budget, reviewed and analyzed month-end results, worked with Corporate VPs and CFO


Managed $5M Payroll System Conversion

The Jewish Association on Aging Pittsburgh, PA April 1999 to Aug. 2003

Faith Based Nonprofit Continuum of Care that included a SNF, 2 ALFs, Hospice, and Home & Community Services Division. Annual Revenues approximately $25M.

Chief Financial Officer, Director of Finance Controller

Duties & Responsibilities

Worked on ways to increase Revenue streams and decrease costs, participated as a member of the Executive Management Team, investigated avenues for potential business growth, set long range goals for the organization, served as an Officer on Home Health Venture Board of Directors, reviewed and analyzed month-end results, prepared the yearly budget for the organization, managed Cash Flow and determined ways to improve Cash Position of the organization


Coordinated IT System Conversion

Rebuilt entire Finance Department

Worked with CEO to revise operating processes to move operating results from a $2M loss to a $2M gain in just 2 years

Omnicare Pharmacy Services Greensburg, PA Dec. 1997 to April 1999

Division of a Fortune 500 Pharmacy Company.

Manager of Accounting

Duties & Responsibilities

Managed the entire Accounting Department, reviewed and analyzed month-end results, completed various month-end closing reports and schedules, participated in Human Resource management of the division


Rebuilt entire Finance Department

Converted Local Pharmacy Company to the Omnicare processes

Monongahela Valley Hospital, Inc. Monongahela, PA Feb. 1992 to Nov. 1997

500 Bed Community Hospital

Senior Accountant

Payroll Accountant

Duties & Responsibilities

Coordinated all financial activity of $10 Million Parent Company, completed and analyzed three different sets of financial statements, conducted various account reconciliation and analysis, audited all incoming Cash


Duquesne University - Pittsburgh, PA

MBA with Accounting Concentration, July 1997

Overall GPA 3.40

The Pennsylvania State University – University Park, PA

BS in Accounting, May 1990

Overall GPA 3.00

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