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Manager Medical

Santa Fe, New Mexico, 87507, United States
October 05, 2016

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**** ***** ******, **** ***, Santa Fe, NM 87507

612-***-**** Cell

Southwest CARE Center - CFO March 14 - Present

Southwest CARE Center (SCC) (Santa Fe, NM) is a HIV/AIDS clinic founded during the AIDS crisis of the early 90’s. It has been a recipient of federal funds through the Ryan White program for nearly 20 years. Several years ago, the organization merged with a 45-year-old womens health clinic and expanded into primary care to poise itself to become a Federally Qualified Health Center (FQHC). The organization has grown revenue by more than 300% in the past two years and staffing has grown by more than 400%. I joined Southwest CARE Center as the Chief Financial Officer (CFO) in March 2014 after working with them for nearly nine months as a healthcare consultant. During that time, I have paid off all of the long-term debt and tripled reserves. My operational focus has been on building infrastructure to ensure the growing organization has a solid foundation upon which to grow.

Worked collaboratively with the CEO to develop a new organizational chart/structure

Worked collaboratively to prepare for the FQHC on-site to determine preparedness for FQHC status

Engaged consultants around the human resources function:

oPerform a high level, high risk assessment

oDevelop a market based compensation philosophy and wage scale

oEvaluate the HR need and source a HR professional, hired the Chief HR Officer (CHRO)

Developed a Compliance Manager role and hired to fill the position

Engaged consultants to perform a revenue cycle review around provider documentation, coding, billing, patient access and medical records essentially to baseline our starting point.

oDeveloped a Revenue Cycle Manager role and hired to fill the position

oEngaged providers and nursing staff around documentation education

oContinue to engage around further development of revenue cycle functions

Currently chair the Steering Committee for selection and implementation of a new EMR to support the reporting requirements for both the Ryan White and FQHC programs

Developed a Director of Finance, Planning and Analysis role and hired to fill the position

oImplemented zero based budgeting concept

oWorking with the Director to operationalize the new Federal requirements around program costs, allocation of costs and allowance of costs as well as other financial implications

Currently in process to replace the current accounting system with a more robust system to track programs and services, revenue and expenses, both pre and post allocation of overhead

Currently in process to in-source the payroll and time keeping systems in collaboration with the CHRO

Currently in process to add a Human Resources Information System in collaboration with the CHRO

In-sourced the Information Technology function due to growth of the organization and moving to new EMR.

oDeveloped the Director of IT role and hired to fill the position

Developed a Grants & Contracts Manager role to oversee the administrative requirements and coordinated deliverables with federal, state and local grants and contracts as well as insurance (payer) contracts, and hired to fill the position

Centralized the environmental/facilities function

And, much more

REDW, LLC - Sr. Healthcare Consultant June 13-February 14

I joined REDW (Albuquerque, NM) accounting and business advisory firm in June 2013 to pursue healthcare consulting. I quickly missed the hands-on work in healthcare. I resigned my position February 13, 2013.

Paynesville Area Health Care System – CFO/COO Apr 12-June 13

Paynesville Area Health Care System (PAHCS) (Paynesville, MN) was a hospital district that joined the CentraCare System (St. Cloud, MN) October 1, 2013. While the CFO, I was working through the due-diligence process to determine if PAHCS should align with CentraCare. I was also coordinating the implementation of EPIC for our electronic health record. In my short tenure at the facility, I reduced debt 30% while increasing reserves 25%. I left PAHCS to pursue healthcare consulting with a regional firm in Albuquerque, NM.

New River Medical Center – Controller Oct 09-Mar 12

New River Medical Center (NRMC) (Monticello, MN) was a District Hospital on the western edge of the Minneapolis metro. NRMC offers diverse services, which includes an Inpatient Rehab Unit, an 89-bed nursing home, and a Cancer Center. It has several joint ventures with other metro hospitals, including real estate holdings, a clinic, and cancer center. The Controller position was created for succession planning of the CFO. I was charged with overseeing the finance and accounting functions, revenue cycle including patient access, procurement function, reporting, budgeting, cost reporting, annual audits, etc. I left NRMC to return to an administrative position where my skill set could be more fully utilized.

Family HealthCare Center - CFO Jan 09-Oct 09

Family HealthCare Center (FHC) is a Federally Qualified Health Center located in downtown Fargo, ND. Worked collaboratively on several projects with the CEO while strengthening the internal controls and systems, supporting the newly implemented practice management system, developed a new accounting chart of accounts to better track revenue and costs.

ELEAH Medical Center – Interim CFO/COO May 07-Nov 08

ELEAH Medical Center is located in Elbow Lake, Minnesota with three satellite clinics and a clinic and outpatient surgical center in Morris, Minnesota. I provided administrative and financial leadership, coordinated the acquisition of a free-standing clinic and surgical center in Morris, MN, coordinated the selection of the EMR, coordinated the acquisition and renovation of existing space to place an on-site CT, supported the reorganization of the Hospital Auxiliary and subsequent development of a thrift shop run by volunteers, enhanced the understanding of Critical Access Hospital cost based reimbursement methodology.

Divine Providence Health Center/Avera - CEO Aug 05 – Apr 07

Divine Providence Health Center/Avera was a Catholic sponsored medical facility located in Ivanhoe, Minnesota. The medical complex currently has a small nursing home and clinic, the hospital closed in March 2007, during my tenure and under my facilitation at the Boards direction. The facility had a management contract with Avera in Sioux Falls, SD.

Chief Executive Officer/Chief Financial Officer

Worked to maximize the organization’s cost based reimbursement methodology:

Sold the retail pharmacy, Restructured Home Health territory, Closed a low-volume satellite clinic, Closed the attached Convent-occupied by one individual, Discontinued non-core programs, Right-sized the attached nursing home (beds & staff)

Participated in networking through membership of several organizations: Medi-Sota, MN Rural Health Cooperative, Avera Administrators, and the MN Hospital Assoc – Small Rural Hospital Committee

St Aloisius Medical Center/SMPHS - CFO

St Aloisius Medical Center is a Catholic sponsored medical facility located in Harvey, ND. The facility is comprised of a Critical Access Hospital, several clinics, and an attached 106-bed long-term care facility. The medical facility has a management contract with the Sisters of Mary of the Presentation Health System of Fargo, ND.

Chief Financial Officer May 01-July 05

Provided leadership of financial operations including: Patient Financial Services/Admitting, Collections, Accounting, Payroll, Accounts Payable, Purchasing & Central Supply, Data Processing, and Medical Records

Provided leadership to organization as the designated: Compliance Officer, HIPAA Privacy Officer, Risk Manager, Safety Committee Chair, and Human Resources contact

Provided leadership to department management through education on charge master, reimbursement, budgeting, staffing levels, productivity/benchmarks and other topics as necessary

Provided leadership through participation on the Management Team, Quality Improvement Committee, Mission Integration Committee and Compliance/HIPAA Committee

Thoughtfully prepared the annual operating budget based on department manager interviews, facility CEO requests, capital replacement, facility statistical projections, and in-depth understanding of operations and mission of facility.

Responsible for the conversion to a Critical Access Hospital through policy development, facility education, and coordination of survey process

Responsible for implementation of electronic materials management; inventory purchasing, receiving, distribution, and tracking system

Responsible for implementation of multi-site, web-based electronic time keeping system (Kronos)

Secured grant funds through FLEX & SHIP programs by identifying opportunities within the organization that fit within the FLEX program: establish cardiac rehab program, expand cardiac rehab to community wellness, upgrade communication/dispatch system, address HIPAA requirements, address physical security needs, etc.

Significantly participated in the establishment of a secure dementia unit in the attached long-term-care facility

Participated in many networking opportunities both within the community and within the industry

Accountant / Special Projects Jan 99-May 01

Streamlined month-end, annual audit and cost report data collection and reporting processes

Prepared, distributed, and monitored month-end performance reports

Maintained general ledger and reconciled appropriate accounts

Harvey Bakery Jan 97-Jan 05


Emporia State University - Office of Internal Auditing Jan 96-Dec 96

Chief Internal Auditor (Administrative Officer)

University of North Dakota - Office of Internal Auditing June 93-Jan 96

Internal Auditor (Auditor II & Auditor III)


Master of Business Administration, North Dakota State University

Bachelor of Accountancy, University of North Dakota, Graduated Cum Laude

Certified Public Accountant, New Mexico, Minnesota (inactive) & North Dakota (inactive)


Board Member, Treasurer – IMPACT for Personal Safety, Santa Fe, NM 2015

Mayor of Harvey, North Dakota – Elected June 2002-served through September 2005

City Council Member of Harvey, ND – Elected June 2000-served until elected Mayor

Chairman of Harvey Jobs Development Authority – September 2002 – September 2005

Wells County Economic Development Committee Member – January 2002 – December 2004

Received the “Greater North Dakotan Leadership” award in 2004 while Mayor of Harvey

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