Provided a variety of services including executive coaching, workflow analysis, business system implementations, strategic planning and leadership insight in health care and senior living sector.

A $60M Not for Profit Retirement Community system with multiple service lines including Continuing Care Retirement Community, Assisted Living, Greenhouse Homes, Skilled Nursing, Home and Community-Based Services, Wellness Clinic (medical practice), and a Foundation.Recruited to grow business line, expand product offering, improve service level, grow footprint, increase revenue and be a Change Agent.Created and led a business plan to grow the Home and Community-Based service line while implementing a “WellBeing” philosophy that interconnects, Wellness, Fitness, LifeStyle, and Health Care.Introduced benchmarking against industry standards and competitors to raise service levels and grow revenue

A $130M Not for Profit Retirement Community system with multiple business lines including Continuing Care Retirement Communities, Assisted Living, Skilled Nursing, Home and Community-Based Services, Foundation, Information Technology Services and Marketing Services.Recruited to develop and execute a new business line to expand product offering, grow footprint, increase revenue and position the company for health care reform.Executed the startup of a multi-state/multi-site entity and grew revenue to $5.8M.Created and led business plan and a business model canvas producing a focused growth plan by market complete with targets and tactics.Led double digit growth of clients served year over year.Developed and facilitated a target acquisition opportunity list that led to engaging a business broker and resulted in a strategic acquisition in a market controlled by a Certificate of Need.Established marketing plan including web sites, social media, and contact management system ending in branding, published Google certified articles, and an increase of 60% in lead generation.Launched client and associate satisfaction survey process that led to earning the “Best of Home Care®” award, increased associate engagement and improved recruitment and retention by 40%.Developed and implemented Key Performance Indicators resulting in proactive trend reports that facilitated course corrections before the end of the fiscal period.Introduced benchmarking against industry standards and competitors leading to the identification of niche market and creation of consumer value proposition.Mentored and developed associates to create bench strength resulting in promotions, regional oversight assignments, and net savings in staffing of $175K per year.Created state specific Policy & Procedures and executed Standard Operating Procedures for “Best Practice.

A $119M senior lifestyle business encompassing multiple business units including Continuing Care Retirement Communities, Assisted Living, Skilled Nursing, Home Health Care, Nurse Practitioner Clinics, Group Purchasing, Development, Management Services, and Insurance.Served as key senior leader in overall business strategy and operations of a $32M divisionManaged portfolio of offices with service lines of Home Care, Certified Home Health, and Clinics WITH revenue of $17MLed an acquisition and multiple start-ups resulting in expansion of service locations and revenue growth.Developed networking infrastructure and negotiated contracts with new referral sources.Developed and implemented budgets ensuring financial targets were met.Developed and executed financial and operational dashboards for business unit to quickly allow management to focus on operational improvements.Oversaw Information Technology Systems resulting in elimination of outdated in-house proprietary software and improved data integrity.

Promoted to the lead financial role to oversee accounting and finance for the Health Care Group. Responsibilities included maximizing profitability, financial modeling and analysis, preparation of financial statements and consolidations of multiple entities, budgeting, annual audit, maintaining chart of accounts, and business lead on new initiatives. Grew company from $12M to $32M in revenue with 10 new offices and 8 additional states as a member of the senior management team.Contributed to overall company growth and operations as member of The Board of Directors.Completed credentialing process to become Medicare Certified increasing annual revenue $6M via new service line.Saved $250K as a result of a successful Medicare audit appeal setting precedence for future Cost Report calculations.Secured $225K refund via arbitration with software vendor for breach of contract.Functioned as key player within launch of new business line for Nurse Practitioner Clinics resulting in $1M annual revenue growth.Negotiated vendor contract to outsource client billing saving $600K over five years.Increased interest income 500% annually by implementing a sophisticated treasury management system utilizing a lock box and Zero Balance Account strategy.Improved operations for consulting contract for Hospice and Homecare agency.Converted ERP system from legacy system to Oracle and HealthMedx.Created Standard Operations Manual utilized by division.Created budget model utilized in preparing annual operating budgets.Created and deployed management reports to measure financial health.Enhanced “Site Visit” audit tool to ensure corporate consistency and benchmarks.Coordinated and facilitated relocation to new office space with zero down time.Recognized for contribution within Information Technology Work Group by company President.

Managed Financial Statement preparation for multiple entities.Oversaw annual audit from external accounting firm.Recruited and trained a nine member finance team.Developed innovative financial management report systems and automated accounting systems enhancing efficiency and accuracy within all financial operations.Created a Cost Benefit Analysis on IT purchases and subsequent network design.Participated on Selection Committee for clinical documentation software.