Experienced finance executive providing interim CFO services while seeking a full time position. Areas of experience and focus include accounting system/process design, merger and acquisition diligence and integration, private equity and debt financing, financial modeling, budgeting, revenue cycle optimization, financial planning and analysis, and operational strategy. Past industry focus has been on healthcare, but I have operating and consulting experience in other industries including technology, real estate, and financial services. Please contact me for interim consulting needs or for a full time opportunity.

• Co-founded a risk based primary care business along with colleagues from Vanguard Health Systems following the acquisition by Tenet Healthcare.• Served as an initial board member; developed and presented financial results, projections, and budgets to the board.• Managed accounting, treasury, financial operations, financial modeling and budgeting, provider enrollment and credentialing, insurance, and other processes. • Assisted in negotiating fee for value contracts including capitated and incentive based reimbursement contracts with insurance companies.• Oversaw cash management and contributed to capital raising efforts which resulted in private equity investments and bank loans.• Integrated acquired primary care clinics and developed a de novo clinic in the Philadelphia market under the CityLife Neighborhood Clinics brand name.

• Served as the Chief Financial Officer of the $1.2 billion Ambulatory Care Services division which includes Population Health, Insurance Products, Accountable Care Organizations, Risk Products, Outpatient Services and Physician Services.• Streamlined Insurance Product and Population Health administrative and care management functions in order to reduce costs across the system and capitalize on the scale of our various business units. • Oversaw the transition of revenue cycle and other back office administrative functions for Physician Services to a third party.• Identified and implemented $15 million in annualized EBITDA improvement related to employed physicians. Negotiated agreements with a national hospitalist provider to reduce costs of direct employment.• Assisted in developing the insurance and risk product strategy including a plan to redesign primary care delivery and care coordination across the continuum of care.• Analyzed the financial operations and participated in the strategic planning related to the Medicare Pioneer Accountable Care Organization and several Medicare Shared Savings Accountable Care Organizations which resulted in significant shared savings in the inaugural year of the program.• Managed the successful negotiation, due diligence, and integration related to acquisitions and divestitures of insurance companies, home health agencies, ambulatory surgery centers, and physician practices.• Prepared presentations and participated in meetings with the Board of Directors, the executive team, and outside investors including Wall Street analysts.

• Oversaw the Mergers and Acquisitions Department for a $1.5 billion revenue division that grew at over 20% per year through the acquisition of large, multi-specialty physician practices.• Analyzed reimbursement strategies in order to effectively align physician practices and hospitals resulting in improved patient care and increased productivity.• Monitored, interpreted, and analyzed financial performance in realizing established plans and strategic objectives.• Identified and implemented process improvements related to the credentialing and enrollment of providers that have resulted in over $1 million in additional revenue with the opportunity for a significantly larger impact going forward.• Developed and implemented merger and acquisition protocols pertaining to the accounting and finance functions. Insured compliance with new and existing department policies and internal controls.• Developed and conducted training for the accounting department related to mergers, acquisitions, and divestitures.

• Managed financial, accounting, reimbursement, and governmental reporting functions for the parent company and its various subsidiaries. • Supervised capital raising efforts resulting in numerous private equity and debt financing term sheets. Maintained equity and debt financing contacts during periods of inactivity in order to develop strong financing relationships.• Evaluated acquisition targets by developing and executing due diligence plans. Oversaw the acquisition and successful integration of nine healthcare facilities including behavioral health, medical/surgical, and home health facilities.• Prepared financial projections, project budgets, and variance analyses in order to maximize revenue and reduce costs resulting in an approximate $1 million increase in profitability year over year.• Directed Medicare and Medicaid cost reporting functions leading to clean cost report audits and bad debt recoupments of approximately $2 million annually.• Evaluated and renegotiated reimbursement rates on an annual basis. Increased the average reimbursement rate for one psychiatric hospital by 20% post acquisition resulting in an approximate $1 million dollar increase in revenue.• Led Medicare, Medicaid, Joint Commission, and state licensure and accreditation processes for hospitals and outpatient facilities.

• Provided sales trading coverage for many Top 150 Institutional Accounts based on assets under management. • Supplied clients with research and real-time information on specific stocks, sectors, and market conditions in the U.S. based equity markets.• Communicated and executed trade ideas that generated positive returns for client portfolios resulting in a 100% increase in commissions year over year. • Implemented technological changes including implementing a database of client equity holdings that enabled traders across the firm to quickly identify potential trades resulting in an increase in executed trades.

• Performed interest rate sensitivity analyses on fixed income products and client portfolios in order to evaluate and communicate the potential risks associated with various debt instruments.• Developed models for duration, risk, and total return analysis of fixed income products resulting in increased research productivity and improved client relationships.• Created research presentations for distribution to other departments within the company and to clients in order to inform investors about fixed income markets and specific products of the firm.