Erik Holmberg Email & Phone Number

Boston, MA, US

Boston, Massachusetts, United States

Boston, Massachusetts

• Lead Multi-year Financial Plan process to forecast the five-year Institute financial outlook, which is also leveraged externally by Institute partners, lenders, & ratings agencies for strategic planning & debt capacity.
• Develop & oversee the creation of new reporting at the direction of Board and Executive leadership including Disease Center and Chair Profit & Loss analyses.
• Present analyses and findings to the Finance Committee, Executive & Senior leadership, Institute Chairs, and Disease Center leaders.
• Work closely with the Senior Director of Financial Planning, Vice President of Finance, Chief Finance & Business Strategy Officer, and Directors of Budget & Financial Analysis and Revenue & Reimbursement.
• Work cross-functionally with Institute partners including Business Initiatives, Research, Strategy & Organizational Effectiveness, Clinical Planning & Network Operations, BODFI, COBA, Cell Therapies, Institute Chairs.
• Work with external Institute partners including Brigham & Women’s Hospital, Boston Children’s Hospital, Massachusetts Hospital Association, Goldman Sachs, PwC, KPMG, EY, Ropes & Gray, and Strata.

Boston, Massachusetts

• Experience includes over 30 transactions with not-for-profit hospitals, physician practices, long-term care facilities, post-acute residential rehab facilities, therapy clinics, imaging centers, and staffing &.
• Manage buy and sell side financial due diligence engagements which include acquisitions and divestitures by private equity investors and strategic corporate buyers.
• Lead client meetings while interacting with top-level management to obtain pertinent information for financial analysis including key revenue and cost drivers.
• Analyze trends in operating results and working capital and identify commitments & contingencies and debt-like items.
• Analyze historical and projected financial results as well as operating and commercial trends to identify non-recurring, unusual, or out-of-period transactions that affect reported earnings.
• Draft and review transaction advisory reports specific to key issues such as normalized earnings, achievability of management’s budget, indebtedness considerations, and post-transaction working capital analysis.

Boston, Massachusetts

• Lead and manage multiple teams across a diverse client base, including planning and executing audit, tax, cost reporting, and consulting engagements, while developing and maintaining client relationships.
• Facilitate monthly KPI reports for leading Boston teaching hospitals with revenues in excess of $2B.
• Perform audits for a diverse client base with up to $200M in yearly revenue, primarily in the not-for-profit healthcare industry including hospitals, community health centers, nursing homes, and physician groups.
• Prepare and review IRS form 990 and MA form PC, form 1120, and form 1065.
• Prepare and review Medicare and Medicaid cost reports, including 2552-10 & 403 cost reports.
• Perform ERISA audits of 401(K), 403(B), and defined benefit plans in compliance with DOL standards.

Boston

Effective May 1, 2016, the partners and staff of Feeley & Driscoll have joined BDO USA, one of the nation’s leading professional service organizations.

Master Of Business Administration (Mba)

Master Of Science, Accounting

Bachelor Of Science, Business Administration - Accounting

Activities and Societies: Beta Gamma Sigma Honor Society Member, Pi Sigma Alpha Honor Society Member, PricewaterhouseCoopers xTax.

Study Abroad