Functional Skills
Strategic Planning
Cost Reduction
Supply Management
Accounting
Budgeting
Accounts Receivable
Accounts Payable
Benchmarking
Cost Accounting
Leadership Development
Operational Efficiency
Business Intelligence
Financial Management
Compliance and risk
Change Management / Org Design
Software Skills
Storage Area Network (SAN)
Microsoft Excel
SAP CRM
SAP
Workday
Meditech
Tableau
ADP
Sector Experience
Business Services
Consumer Goods
Financial Services
Healthcare
Technology
Languages
English
Fortune 500
Experience
Power Heist Consulting
Management Consulting
Fractional CFO/Founder & Chief Executive Officer
10/2024 - Present
• Advisory Services Operational performance reviews & analysis.
• Profit margin improvement planning and execution.
• Budgeting and forecasting KPI development Capacity utilization, maximization analysis and execution.
• End-to-end assessments of operating infrastructure and transformation of financial operations.
• Profit margin improvement planning and execution.
• Budgeting and forecasting KPI development Capacity utilization, maximization analysis and execution.
• End-to-end assessments of operating infrastructure and transformation of financial operations.
UCSF HEALTH
Data Science / Analytics
Vice President/Chief Financial Officer
10/2021 - 3/2024
Senior advisor to System CFO & Leadership overseeing financial performance & Shared services throughout the enterprise
• Led a 25-member multi-disciplinary team supporting the operations and profitability of each reporting entity and its service lines.
• FP&A, Budgeting & 10yr plan Forecasting, Data Warehouse Operations, Decision Support Services/Cost Accounting, Monthly Operational Reviews & Analyses, Financial Reporting & Service Line Profitability, Ad-hoc Data Analytics, Report Building, Capital Management, Benchmarking, Capacity Utilization, Labor Productivity, Margin Improvement Planning.
• Spearheaded the development of a $4.3B new "Hospital of the Future" funding proposal, resulting in full funding and construction approval, securing one of the largest capital investments within our regional healthcare infrastructure.
• Finance leader for ERP (Enterprise Resource Planning) adoption project.
• Aligned financial operations across each entity Collaborated with Senior Leaders
• Led a 25-member multi-disciplinary team supporting the operations and profitability of each reporting entity and its service lines.
• FP&A, Budgeting & 10yr plan Forecasting, Data Warehouse Operations, Decision Support Services/Cost Accounting, Monthly Operational Reviews & Analyses, Financial Reporting & Service Line Profitability, Ad-hoc Data Analytics, Report Building, Capital Management, Benchmarking, Capacity Utilization, Labor Productivity, Margin Improvement Planning.
• Spearheaded the development of a $4.3B new "Hospital of the Future" funding proposal, resulting in full funding and construction approval, securing one of the largest capital investments within our regional healthcare infrastructure.
• Finance leader for ERP (Enterprise Resource Planning) adoption project.
• Aligned financial operations across each entity Collaborated with Senior Leaders
UCSF Benioff Children's Hospitals
Accounting
Controller
7/2019 - 10/2021
• Responsible for Accounting, Accounts Payable and Payroll departments (staff of 18).
• Led financial initiatives directly related to COVID-19 throughout the organization.
• Preparation of internal financial statements and external reporting Directed annual budgets and external financial audits.
• Strong partnerships with key operational leaders Finance Government Reimbursement Patient Financial Services Shared Services Legal Human Resources Liaison between Health, Campus and UCOP Controllers.
• Educator to department managers for operational finance, accounting policies and procedures.
• Pension plan management, cashflow forecasting, net revenue & accounts receivable analytics.
• Payroll department infrastructure development including implementation of Payroll KPIs and internal audits.
• Staff development and succession planning.
• Led financial initiatives directly related to COVID-19 throughout the organization.
• Preparation of internal financial statements and external reporting Directed annual budgets and external financial audits.
• Strong partnerships with key operational leaders Finance Government Reimbursement Patient Financial Services Shared Services Legal Human Resources Liaison between Health, Campus and UCOP Controllers.
• Educator to department managers for operational finance, accounting policies and procedures.
• Pension plan management, cashflow forecasting, net revenue & accounts receivable analytics.
• Payroll department infrastructure development including implementation of Payroll KPIs and internal audits.
• Staff development and succession planning.
Kaiser Permanente
Corporate Strategy & Development
Area Finance Officer II
8/2018 - 4/2019
Serving Oakland Medical Center & Richmond Medical Center
• Led Finance and Accounting, Health Information Management, Supply Chain, Contracting and Revenue Cycle.
• Monthly preparation of all financial statements and managed month-end close process.
• Chief Staffing Officer Implemented weekly productivity council meetings for department heads to educate and drive effective labor management.
• Developed and implemented financial strategic plans and annual budgets.
• Capital funding management, including the development of a three-year capital plan and business plan addressing market trends and service area needs.
• Reporting and analyses relating to health plan membership, revenues, expenses, and utilization.
• Liaison between Hospital Finance and the Medical group.
• Management of a one-week labor union strike utilizing replacement nurses.
• Led Finance and Accounting, Health Information Management, Supply Chain, Contracting and Revenue Cycle.
• Monthly preparation of all financial statements and managed month-end close process.
• Chief Staffing Officer Implemented weekly productivity council meetings for department heads to educate and drive effective labor management.
• Developed and implemented financial strategic plans and annual budgets.
• Capital funding management, including the development of a three-year capital plan and business plan addressing market trends and service area needs.
• Reporting and analyses relating to health plan membership, revenues, expenses, and utilization.
• Liaison between Hospital Finance and the Medical group.
• Management of a one-week labor union strike utilizing replacement nurses.
HCA Healthcare
Operations
Chief Financial Officer
1/2006 - 10/2016
• Provided executive financial leadership during HCA’s transition from a publicly traded to a privately held (PE-backed) ownership company in 2006, and its subsequent IPO in 2011.
• Leader for Finance & Accounting, Cost Accounting and Decision Support, Information Technology & Services (IT&S), Case Management, Supply Chain, Health Information Management (HIM), Revenue Cycle, Patient Access, Contracting, and successful internal and external audits.
• Led successful $100M+ annual cost reduction and revenue enhancements project driving significant margin improvements. Routine implementation of ongoing cash margin/process improvement projects.
• Monthly financial statements, operational performance reviews, analytics & weekly financial projections.
• Service Line strategic planning. Profitability analysis, volume building planning & volume loss mitigation.
• Annual budget and strategic plan presentations to HCA senior leadership.
• Capital funds management for all capital expenditures and
• Leader for Finance & Accounting, Cost Accounting and Decision Support, Information Technology & Services (IT&S), Case Management, Supply Chain, Health Information Management (HIM), Revenue Cycle, Patient Access, Contracting, and successful internal and external audits.
• Led successful $100M+ annual cost reduction and revenue enhancements project driving significant margin improvements. Routine implementation of ongoing cash margin/process improvement projects.
• Monthly financial statements, operational performance reviews, analytics & weekly financial projections.
• Service Line strategic planning. Profitability analysis, volume building planning & volume loss mitigation.
• Annual budget and strategic plan presentations to HCA senior leadership.
• Capital funds management for all capital expenditures and
HCA Far West Division
Corporate Strategy & Development
Division Controller
7/2004 - 1/2006
Serving 19 hospitals in the Far West
• Management of month-end close, assisting field CFOs & Controllers, financial statement reporting & written analysis of Division-wide financial performance for presentation to HCA Senior Leadership.
• Annual budget preparation and presentation to HCA Senior Leadership (financial budgets and strategic plans).
• Reviews with hospital CFOs/Controllers Annual on-site balance sheet reviews Monthly operating review meetings Accounting policy guideline guidance and education SOX controls audits and compliance education.
• On-site financial due diligence for potential hospital acquisitions.
● Additional Experience
• Management of month-end close, assisting field CFOs & Controllers, financial statement reporting & written analysis of Division-wide financial performance for presentation to HCA Senior Leadership.
• Annual budget preparation and presentation to HCA Senior Leadership (financial budgets and strategic plans).
• Reviews with hospital CFOs/Controllers Annual on-site balance sheet reviews Monthly operating review meetings Accounting policy guideline guidance and education SOX controls audits and compliance education.
• On-site financial due diligence for potential hospital acquisitions.
● Additional Experience