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Controller, CFO

San Juan, San Juan, Puerto Rico
February 22, 2019

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Nancy Y. Ortiz, MHSA 787-***-****

Entrepreneurial, innovative executive with vast experience as a comptroller, with a focus on healthcare operations and administration. Analytical and highly organized professional skilled in all aspects of corporate and non-profit accounting, fiscal reporting, and compliance. Collaborative communicator, able to forge strong working relationships across all levels of an organization to foster financial success.

Areas of Expertise include:

Healthcare Administration

Billing & Collections

Revenue Cycle

Business Development

Grants Funding

Budgeting & Forecasting

Electronic Medical Record

Project Management

Regulatory Compliance

Professional Experience

SAN BENITO HEALTH FOUNDATION Hollister, CA May 2018 – January 2019

A federally funded FQHC Community Health Center


Responsible for all aspects of financial management, coordinates and oversight of tax returns and financial reports to local, state and federal funding agencies and or taxing government agency and coordinates information systems functions. Oversees all patient accounts and billing policies and procedures to ensure compliance with Foundation and funding agencies’ policies and requirements. Responsible for the coordination and preparation of schedules of FQHC Cost Report. Collaborates in overall program development, management and evaluation of the agency. Serves as a member of the agency’s management team and works in close cooperation with all managers. Utilizes innovative approaches to improve service delivery. Maintains a culture that improves teamwork and values diversity.

Key Accomplishments:

Reviewed internal fiscal control policies and procedures to meet contractual and legal requirements of ongoing fiscal office operations, such as payroll, accounts payable and receivable, purchasing and taxes. To direct and to supervise incorporation of previously outsourced bookkeeping and accounting functions into the company’s finance department.

Collaborated in the preparation of the Foundation’s budget and the budget for new and renewed government contracts or grants. Prepared cash flow projections.

Reviews cost sections of grants, contracts, and proposals for appropriateness, accuracy, and recommendations.

Coordinated next periodic audits required by funding agencies, providing requested information, reconciling differences and modifying procedures as required.

INSIGHT MANAGEMENT GROUP, INC. Canovanas, PR February 2007 – May 2018

A full-service radiology practice.

Comptroller/Privacy officer

Manage all accounting functions for a multi-site healthcare operation, including complex transactions, billing and collections, medical supply purchasing, payroll processing, and required reporting. Directly advise the Board of Directors on all matters related to regulatory compliance, revenue cycle management and projections, and human capital considerations. Direct a staff of 11 employees with full accountability for ensuring conformance with GAAP standards, fiscal best practices and local, state and national government regulatory agencies.

Key Accomplishments:

Lead the establishment and development the company’s Finance Department at its Start-up Phase of Operations in order to accomplish the maximum efficiency in accounting, billing and financial reporting.

Manage billing and collection functions of over 60,000 annual radiology exams for a revenue of over $5M in service fees maintaining a Bad Debt Rate of less than 2.5% of sales and an Accounts Receivables in 120+ days range of less than 12% of Total Aging Balance.

Designed and established a data gathering system from the EHR/RIS/PACS software to evaluate, monitor and compare performance to industry benchmark metrics.

Ensured close collaboration between financial and operations areas for synchronization of tasks to achieve optimal efficiency in the Revenue Cycle.

Appointed as the Privacy Officer, tasked with establishing and enforcing HIPAA compliance protocols.


A homecare and DME services organization.


Designed, executed and managed the billing department for the company’s start-up operation, including the development of protocols, procedures, and reporting templates. Oversaw payroll administration for an employee population of more than 200. Conducted various accounting functions and prepared monthly, quarterly and year-end fiscal analysis and recommendations for senior management.

Key Accomplishments:

Effectively oversaw financial reporting, billing and collections across three warehouse locations for more than $20M in capitation and service fees per year.

Directed purchasing, invoicing, and accounts receivable processes, maintaining an impeccable record for efficient collections and reconciliations.


A radiology, dental and laboratory service provider.

Comptroller and PROEXEC Program Manager

Operations manager for all services provided to Executive-level employees in the PROEXEC Program. Administered employee payroll, purchasing, and accounts payable functions across all departments. Directed all financial reporting and accounting operations, with ultimate responsibility for audit and compliance performance. Oversaw an entire service division providing medical preventative healthcare packages for C-Suite executives of key client companies, including short and long-term planning, financial performance, and reporting.

Key Accomplishments:

Conceptualized the start-up and directed all Accounting Department functions pertaining to $5M in medical services across 5 primary care and 14 specialties from more than 40 physicians, servicing over 200 patients daily.

Lead the establishment of and manage the PROEXEC Program which provides preventive healthcare to key companies’ C-level executives meeting their needs regarding promptness and quality assurance of service.

Education & Training

Master of Business Administration (Healthcare Services Administration)


Bachelor of Science in Business Administration (Accounting, Computer Sciences)


Memberships and Associations

Healthcare Services Administrator

Member American Hospital Association (Puerto Rico Chapter)

Member Colegio de Administradores de Servicios de Salud (CASS)

Member Association of Healthcare Radiology Administrators (AHRA)

Member American College of Healthcare Executives (ACHE)

Member Healthcare Financial Management Association (FHMA)

President Healthcare Business Solutions (HBS)

Former President Colinas de Cupey Residents’ Recreational Association (ARRCC)

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