David Engelberg Email & Phone Number

Texas, United States

London, Gb

Provide strategic, financial, and accounting services to healthcare and multi-location small to mid-size non-public companies.

Costa Mesa, California, Us

Responsible for Accounting, Accounts Payable, Financial Analysis, Treasury, Tax, Insurance, and Acquisitions.- Integrated a $15M five location acquisition- Created and implemented month-end financial reporting and analysis for management and Board- In sourced accounting support- Created and implemented daily cash tracking and forecasting- Created and implemented a metric-focused annual budget by location, by department

Coppell, Texas, Us

Inform Diagnostics, helps clinicians capture value and sustainability by providing their patients with trusted, high-quality, subspecialty anatomic pathology services. With unparalleled quality and experience, Inform Diagnostics provides subspecialty pathologist-to-physician interaction with timely, definitive patient diagnoses in gastrointestinal pathology, dermatopathology, hematopathology, neuropathology, breast pathology and genitourinary pathology. Inform Diagnostics is profoundly impacting patient care, one diagnosis at a time, by practicing medicine at the intersection of quality, service and solutions. The company is headquartered in Irving, Texas, with additional state-of-the-art laboratories in Boston, New York City, and Phoenix.Successfully sold to Fulgent Genetics for 5x MOIC.

Coppell, Texas, Us

Dallas, Texas, Us

Responsible for general ledger accounting, accounts payable, payroll, acquisitions, tax and insurance for more than 100 locations.- Integrated 23 acquisitions- Implemented GAAP compliant Revenue and Lease Accounting- Reduced cost and preparation time over 50% through the evaluation, selection and implementation of a travel and expense reporting software solution- Decreased monthly variable compensation preparation time 25% and significantly increased accuracy through the implementation of multi-department processes and tools- Evaluated, selected, designed and user acceptance tested new general ledger package solution

Responsible for the finance and accounting leadership of more than 60 legal entities, general ledger accounting, financial analysis, treasury, tax, insurance, payroll, financial reporting and budgeting. Established a monthly financial close and robust financial reporting and analysis capability after directing the restatement of multi-year financial records. Completed due diligence, purchase price allocations, general ledger accounting, and integration for six acquisitions. Created a compliant accounting and finance infrastructure that enabled receipt of a favorable bank financing term sheet and commencement of company transaction activities.

Addison, Texas, Us

Concentra was acquired by Select Medical/WCAS June 2015Responsible for the financial and operational accounting leadership of 300 medical centers, 160 medical onsites, and 32 VA Community-based Outreach Clinics. Completed due diligence, purchase price allocation and general ledger accounting for more than 15 urgent care and primary care practices. Improved accuracy and reduced monthly close time by more than 20% through best practice standardization, process innovation, and strategic staffing. Improved the accuracy and quality of capital return on investment analyses through process and model redesign.

Providing operational and strategic finance and accounting services to ancillary healthcare companies in support of improving company profitability. Areas of focus are budgeting, financial analysis, business metrics, and product/service costing. Clients include a start up reference laboratory, a mid-cap occupational and urgent care company, and a non-profit mental health services organization.

Dallas, Us

Broadlane was acquired by MedAssets November 2010Strategic finance focusing on Forecasting, Budgeting, and Operational Financial Analysis Increased accuracy and decreased new sales financial proforma preparation time by over 75%. Significantly increased accuracy and utility of the monthly financial forecasting tools. Created financial analyses for multiple mulit-million dollar joint venture opportunities.

Secaucus, Nj, Us

Senior ranking Hospital business finance member responsible for financial oversight of four esoteric business units, accounting, financial analysis, payroll, accounts payable, revenue cycle management, materials management, budgeting/forecasting, strategic planning, acquisition/integration, pricing, and contract support functions. Hospital business represents $1B in annual sales. Improved pricing proposal turn-around-time by over 50%, doubled the number of business units supported, and increased sales profitability. Lead financial due diligence and integration of a $60M company acquisition.  Saved $15M annually by implementing a variable budgeting process. Negotiated a $400K insurance settlement for extraordinary business interruption expenses.  Designed and implemented Excel-based tools to accurately consolidate budgeted revenue.

Identified, evaluated, coordinated, and negotiated product acquisitions, divestitures, and licensing opportunities. Performed strategic analysis and managed internal intellectual property opportunities. Generated $8M in revenue from the divestiture of a mature pharmaceutical product. Increased brand revenues and profits 30% and 40%, respectively.  Provided an 18-month pre-launch entry into a strategic physician specialty audience.  Led a high performance team that developed, validated, and implemented a business strategy for utilizing an under-exploited proprietary technology.

Responsible for monthly product performance analysis, managed care contract support, and business development partnerships. Reduced annual managed care concession payments by 40%.  Negotiated a 50% reduction on multi-million dollar data contracts.· Evaluated, contracted, and implemented multiple business development partnerships.

Directed the five-year strategic plan, annual budget, and quarterly forecasts. Evaluated multiple business operations strategies.

Directed the annual budget, quarterly forecasts, monthly financial performance reporting, financial statement preparation, and financial statement consolidation.

Purchase, New York, Us

Financial liaison to the Equipment Supply business managing their strategic planning, budgeting, and forecasting activities. Managed budgeting, and forecasting for the 24 US Food and Supply distribution centers. Annual restaurant distribution revenues exceeded $4B.

Purchase, New York, Us

Purchase, New York, Us

Purchase, New York, Us

Gb

Bsba, Accounting

Masters Course Work

Executive Education, Negotiation Strategy