Jeffrey B. Email & Phone Number

Washington D.C. Metro Area

Largest Academic Physician Practice in the DC Metro Area, employing nearly 1,000 providers of many specialties. Staff Physicians are Clinicians, Researchers, Professors at GWU Medical School, Hospital Administrators, and serve the White House, Congress, and the European Union Delegation in DC. MFA partners with governmental and private healthcare organizations to provide advanced medical services.Senior Director of Finance: Aug 2021-May 2023Director of Finance: Sept 2019-Aug 2021Main Responsibilities: o Enterprise-wide financial management: evaluation of financial results and revenue cycle performance, Board and Chair presentations, M&A analysis, decision support, predictive analytics, EPIC system implementation, budgets, rolling forecasts, physician comp, many ad hoc projects.o Leadership of the Operational Finance and FP&A teamso On Executive Team for implementation of Epic; Vice Chair of Revenue Cycle sectiono On Executive Team for development of multi-specialty physician compensation modelKey Accomplishments:o Built from scratch a high-performing team of FP&A and Operational Finance leaderso During COVID, led a clinical team of department chairs and staffs in tracking and classifying efforts supporting pandemic containment work at GWU Hospital. This resulted in the Medical Faculty receiving a $1 million reimbursement from the hospital.o Rebuilt and transformed Cognos budgeting and financial reporting system. Added many analytical capabilities to TM1 and monthly departmental P&L viewing capability to BI.

Florida, United States

Interim CFO and Contract Executive for large corporate clients.

Boca Raton, Fl

Fortune 200 omni-channel retailer (E-Commerce, B2B, Stores) of office and technology products.ERP Business Systems PlanningManaged a team responsible for financial/operational analytics and ERP systems integration. Envisioned the going-forward version of the post-merger Office Depot/Office Max ERP Supply Chain and Sourcing system. Collaborated with IT, Finance, and Operations in developing and gaining approval for my proposals on ERP system design and operational changes. Ensured superior results to customers at minimum cost. Performance Management of Wholesale and Virtual VendorsManaged a team responsible for the performance of over 300 vendors generating over $750 million in annual sales through Office Depot’s online and contract channels. Set and ensured high standards for Wholesale and Virtual Vendor performance, which allowed Office Depot to reduce inventory without detriment to customer experience. Substantially improved KPI, controls, and customer satisfaction. Identified a variance between contracted and actual vendor freight rates that led to nearly $1 million saving.

Chicago, Il

Top-ranked academic hospital and healthcare system. Affiliated with Northwestern University.Managed Budgeting, Internal Reporting, Performance Measurement, Forecasting, and Financial Planning and Analysis for the total Health System. Served as financial management partner with Clinical and Operational Leaders. Advised Senior Leadership in setting volume, revenue, expense, and FTE targets. Collaborated across the Finance organization and Medical Center Clinical areas to develop budget and forecast volumes, gross and net revenues, expenses, and FTEs. Managed or coordinated all components of annual budgets and forecasts. Prepared the Board budget book and presentations including detailed pro forma financials. Analyzed proposed strategic initiatives. Participated in monthly reviews of financial performance and directed preparation of monthly reporting packages and dashboards which included financials, labor expense reporting, flex budgets, and productivity measures. Implemented action items from leadership monthly review meetings. Identified and led expense reduction initiatives. Managed a team of accounting and finance professionals. • Led the successful design and implementation of IBM Cognos TM1 as the consolidating budgeting and reporting platform for the healthcare system. Sought and incorporated industry best practices and suggestions from users into the design.• Integrated budgeting, internal reporting, performance measures, and ERP systems for the acquisitions of Lake Forest Hospital and Northwestern Memorial Faculty Foundation. Led the customization and rollout of IBM Cognos TM1 for budgeting and reporting at these newly acquired entities.

Naperville, Illinois, United States

Global manufacturer of cellular, internet, and cable networks.Group Manager Global Operations: Led implementation of Sales and Operations Planning Process and related Steelwedge forecasting system. Oversaw Demand Management and Forecast for domestic and international product lines. Ensured alignment between Sales, Supply Chain, Procurement, Inventory Management, and Production. Managed teams in Europe.Senior Manager Finance: Financial Partner with Regional VPs. Directed all accounting and financial operations in the $400M Latin America and Asia regions. Led strategic planning and business cases, established new offices, set accounting processes, policies, and internal controls, and ensured compliance with US and foreign regulatory reporting requirements.Financial Analyst: Responsible for FP&A, Budgeting, and Financial Reporting for the International Division. Ensured compliance of all international locations with HQ requirements. On a team that successfully implemented SAP FI/CO/BW.

Master Of Business Administration (Mba)

Awarded Academic Merit Scholarship

Bba, Accounting, Finance

Awarded Accounting Department Scholarship