Financial Assistant

James P. Crisci, CPA

845-***-**** • Ossining, NY • *********@*****.*** • www.linkedin.com/in/james-crisci-5a11b319

Dynamic Chief Financial Officer who leads financial operations, organizational development, funding acquisition and M&A support for growing healthcare and human services organizations. Leads and collaborates with cross-functional teams, Boards, C-level executives, government agencies and community entities to implement solutions that optimize performance. Strong expertise in general accounting, budgeting, risk management, corporate governance and regulatory compliance. Selected achievements:

Footprint Expansion: Introduced multiple programs into Connecticut for CP of Westchester after working with another state agency to share operations and provide new agency revenue stream, representing $1.5M in new volume.

Financial Support: Negotiated 50% increase in line of credit for Saint Dominic’s with interest rate decrease of 0.75% after soliciting competing bank proposals.

M&A Transition: Smoothly navigated merger and acquisition of two agencies, representing $2M, for St. Luke’s, including system and cultural integrations.

School Programs: Collaborated with COO at St. Dominic’s to increase school solutions by 20% that enhanced capacity and tuition rates.

Property Development: Heavily involved in the acquisition, financing and redevelopment of over $50M in property development over the course if career

Critical Talents that Produce Peak Results

Strategic Planning

Operational Excellence

Financial Acumen

Continuous Improvement

Governmental Relations

Employee Benefits

Clinical Operations

Redundancy Minimization

Board Accountability

Banking Relationships

KPI Metric Analysis

Team Leadership

Business Forecasting

Funding Acquisition

Medicaid Funding

Government Grants

Increasing Market Position and Enhancing Efficiencies

St. Dominic’s Home, Blauvelt, NY 2016 – Present

$55M human services organization with 800 employees (union/non-union) and 2.000 clients across 30 sites in New York State.

CHIEF FINANCIAL OFFICER / SENIOR VICE PRESIDENT

Specially brought on to stabilize financial operations and provide better Board reporting. Direct 15-person team in coordinating all financial operations and corporate governance. Serve as agency liaison on financial matters with different government offices – NYS OPWDD, DOH, SED, OCFS and other federal, state and local funders.

Recently negotiated 50% increase in line of credit with decrease in interest rate of 0.75% through contact with competing bank offerings.

Organized and executed turnaround plan that eliminated $1.3M deficit This was done through a combination of revenue maximization and strategic cost cutting.

Expanded school program offerings by 20% with COO in order to increase capacity and tuition rates.

Intimately involved in the agency’s conversion from grant based income to fee based managed care

Cardinal McCloskey Community Services, Inc., Valhalla, NY 2015 – 2016

$65M human services provider to 2,000 individuals in NYC and Westchester County.

CONTROLLER

Hired to eliminate backlog of government reporting and annual audit requirements. Managed all fiscal and annual governmental reporting aspects. Collaborated with senior management and Board to design and implement full range of operating policies and procedures.

Successfully revamped audit and government reporting from scratch within one month of hiring, resolving 60 days behind status and eliminating fines.

Updated and restructured payroll reporting to simplify future reporting activity.

Community-Based Services, Inc., North Salem, NY 2008 – 2016

$16M institution supporting 150 individuals with intellectual disabilities.

CFO (CONTRACT)

Hired to Provide financials oversight and to eliminate backlog of government reporting and annual audit requirements. Led financial operations, along with annual independent audit and government reporting tasks.

Performed due diligence to evaluate potential acquisition targets and later helped in smoothly integrating two small firms, representing $2M in annual revenue.

Intergral in the organizations expansion from $8M to $16M

Stayed on past contract schedule to recommend and identify highly qualified, full-time CFO.

Cerebral Palsy of Westchester, Inc., Rye Brook, NY 2007 – 2015

$23M agency serving 800 individuals with intellectual disabilities with 450 employees.

CHIEF FINANCIAL OFFICER

Recruited to revamp financial functions and collaborate with senior leadership in all daily operations. Directed all fiscal, budgeting and property management aspects. Acted as agency liaison on financial issues with various government entities, including NYS OPWDD, DOH, SED and other funders. Closely liaised with Board on all corporate governance issues.

Nominated as “CFO of the Year” in 2014 for Westchester County because of outstanding job performance.

Worked with Board and senior management to increase overall agency direct care base salaries by 20%.

Streamlined independent audit process, decreasing completion from over five months to less than 45 days

Personally negotiated over $10M in loans and leases with various financial institutions; also fully reorganized purchasing procedures to recover over $500K.

St. Luke’s Community Services, Stamford, CT 2001 – 2006

$6M human services agency with 100 employees.

CHIEF FINANCIAL OFFICER

Challenged with stabilizing financial department, resolving supportive housing programs facilitated organizational merger between two agencies. Led 15 staff in handling all fiscal, budgeting, personnel, IT and facilities functions, as well as being accountable for finances and funding for three supportive housing projects. Collaborated with Budget & Finance Committee and Board of Trustees – Agency Endowment.

Successfully piloted the acquisition and integration of two agencies into parent corporation.

Instituted spending and operational changes that extended LIHTC funding reserves by five years.

Active member of team tasked with preparing tax credit application for two supportive housing projects; also completed certificate program to create supportive housing resource.

Saved over $100K annually with extensive cost reduction measures; also doubled size of IT network.

PRIOR EXPERIENCE:

Leake and Watts Services, Yonkers, NY

Not-for-profit social services agency in NYC.

ASSISTANT FINANCIAL DIRECTOR

Succeeded in increasing revenue from $12M to $20M over two years; also deployed better vendor tracking platform to optimize accuracy.

Marks Paneth, New York, NY

US accounting firm.

SENIOR AUDITOR

Effectively conducted comprehensive financial audits, federal/state compliance audits and agreed-upon procedures; also detected and resolved unusual financial activities.

Education

MBA – General Studies, State University of New York, Oswego, NY

BS – Accounting, State University of New York, Albany, NY

Professional Training & Activities

- Certified Public Accountant, (CPA) since 1994; Member, American Institute of CPAs (AICPA) and New York Society of CPAs.

- Member, Financial Managers Association, CCF Home Finance Committee and Inter Agency Council.

- Proficient in MS Office Suite, MS Dynamics, Fund EZ, Financial Edge, ADP, Paychex, CareLogic, Accumed, GSI and Medisked.

DRIVING FINANCIAL PERFOMRANCE WITH AGILE, AUTHENTIC LEADERSHIP

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