Laurie Jackson

Laurie Jackson Email and Phone Number

Chief Financial Officer ✦ Executive Leadership in Finance & Operations ✦ Effective M&A ✦ Turnarounds & Transformation
Laurie Jackson's Location
Frisco, Texas, United States, United States
Laurie Jackson's Contact Details
About Laurie Jackson

My passion is building healthcare organizations with industry-leading financial metrics, strong business plans, world-class teams, and value-added services that reduce costs and drive operational efficiencies.I have 30+ years of proven excellence in financial and operations management. I am a key leader in shaping organizational strategy, supporting decision-making across all areas of business, and driving successful change. My solution-oriented leadership helps companies increase their profitability and improve operational success through key metric development.My strengths as a financial leader are the foundation for my successful operations experience. I leverage my strong analytical finance foundation, and I strategically apply strong processes and internal controls to operations. Along with that, I have a keen understanding of business, employees, and customers. These insights give me context to accurately interpret financial data. My leadership ability and contagious passion for problem solving help me attract the right talent, get them excited about new initiatives and execute these initiatives effectively. By blending strategic vision with practical acumen, I've helped many organizations achieve ongoing growth and success.Key Skills:• Building organizations to achieve significant financial growth• Leadership in shaping organizational strategy• Strong aptitude for change management and negotiation• Extensive experience with Boards, committees, and corporate strategy development• Extensive success with mergers and acquisitions and related integration• Expertise in team building and creating a caring, positive work environment that recognizes top performanceI'm proud of the reputation I've developed, as my colleagues know they can trust me to be honest, professional, committed to our goals, and have a sense of calm--especially under pressure.I'm on LinkedIn to build connections with like-minded people. Feel free to connect with me here.

Laurie Jackson's Current Company Details

Chief Financial Officer ✦ Executive Leadership in Finance & Operations ✦ Effective M&A ✦ Turnarounds & Transformation
Laurie Jackson Work Experience Details
  • Wirb-Copernicus Group
    Chief Financial Officer » Achieving Growth Through Operational Excellence
    Wirb-Copernicus Group 2017 - 2022
    Princeton, New Jersey, Us
    As CFO, I drive efficiency in the clinical trial space through sound financial management of our many product lines. I continue to grow our company through operational excellence and being committed to finding agile ways to implement solutions. We have a metric-driven focus on performance indicators around quality and customer service that enables and encourages our employees to continually strive for improvement.I have a key role on the committee that plans and leads our M&A efforts. I have vast experience in pre-merger due diligence and post-merger integration of newly acquired groups' financial, budget, and audit functions. I also serve on the operating committee for the Ethical Review Division.I love being able to work for a company that strives for excellence every day. It is tremendously satisfying to have a leadership role in an industry I'm passionate about and to see my passion translate to others. I'm proud to be part of an organization that makes a difference by supporting the advancement of life-saving and life-enhancing treatments to more people more quickly.
  • Wirb-Copernicus Group
    Cfo & President-Ethical Review Division » Restructuring | Post-Merger Integration | Transformation
    Wirb-Copernicus Group 2017 - 2018
    Princeton, New Jersey, Us
    I was promoted to a dual role to manage the financial responsibilities of WCG, as well as lead the operations of the Ethical Review Division, the largest division of the company. Executive leadership asked me to take on both roles, as I understood the business, the people, and the customers and could quickly interpret the numbers and improve operations. I optimized staffing levels and developed people management strategies that showed we valued our employees. This resulted in improving customer service and turnaround time. I also harmonized procedures and operating systems across the division.Signature Achievement:Created a solution-orientated environment for divisional operations to focus on excellence in customer service, quality and timely delivery.Other Key Achievements:• Created performance indicators and metrics around quality and customer service• Attracted critical new talent to the organization during a time of transition• Worked with our Integration Team to manage multiple acquisitions, focusing on assimilation and retention of top leadership and talentDue to our extreme growth through acquisitions, the role of CFO demanded more of my energy, so the executive team made this my sole position.
  • Western Institutional Review Board, Inc.
    Chief Operating And Financial Officer » Led Culture Transformation For Increased Profitability
    Western Institutional Review Board, Inc. 2011 - 2017
    Olympia, Wa, Us
    I held a dual leadership role in financial and operations management, with responsibility for the teams and functions surrounding all of the financial accounting and reporting aspects of the company, as well as IT and HR teams. To maintain sound accounting practices, I established procedures, systems and controls, and I coordinated monthly financial statement closings, annual audits, tax reporting and retirement plan administration filings.In operations, I emphasized excellence in customer service, quality, and timely delivery. We achieved this by establishing sound policies, procedures and IT capability and being committed to our goals. This effort was instrumental in our becoming an industry leader.Signature Achievement:I rebuilt the culture of WIRB to be an idea driven organization focused on transparency and continuous improvement. I implemented a full continuous improvement program utilizing Lean methodologies, which increased our profitability by 100%.Other Key Achievements:• Managed the relocation of our offices from Olympia to Puyallup• Generated 35% revenue CAGR during tenure• Key member of team that developed a solid organizational structure and business plan leading to a transaction of a new private equity ownership with strong enterprise value• Led successful ISO certification process, which made WIRB the first IRB to achieve this certificationPrior to my promotion to this role, I was WIRB's Treasurer and CFO from 2011-2012.
  • Broadlane
    Chief Financial Officer » Healthcare Startup | Finance Development | Effective Team Leadership
    Broadlane 2000 - 2011
    Dallas, Us
    I was promoted to top-level executive authority for all aspects of corporate finance and accounting, guiding the company through a period of rapid growth. I developed policies, financial planning and organizational metrics to ensure my team of 8 direct reports and 50 indirect reports efficiently provided reporting, budgets, forecasting, risk management and SEC/regulatory compliance. I implemented Lean Six Sigma and adapted the processes for a services company. I also held responsibility for building and managing HR and IT teams.Signature Achievement:I was challenged with developing a high-performing, scalable finance function capable of supporting this startup's ambitious growth goals from zero to $MMM. To achieve this, I built a top-flight customer-centric team that achieved record high customer service ratings and outstanding employee loyalty/satisfaction results. Other Key Achievements:• Recognized as vital member of executive management team that developed solid organizational structure and business plan that contributed to successful transaction to new private equity ownership with enterprise valuation of $MMM (8.2x LTM Adjusted EBITDA)• Founded and staffed finance and treasury divisions during period of exponential growth and change; played key role in value creation within this rapid-growth, startup organization• Formed cross-organization executive deal committee to review and approve proposed customer transactions. Improved management results in such areas as resource allocation, maintenance of contribution margins, approval of new or non-standard business strategies/modes, strategic alliance evaluation, and proposal risk assessment• Was executive sponsor for selection, design, and implementation of PeopleSoft ERP system. Launched solution ahead of schedule and within a $M budget. Eliminated cumbersome, error-prone, labor-intensive manual processes to improve productivity, profitability, and business growth• Served as Controller from 2000-2003
  • Davita Inc.
    Assistant Controller » Improved Financial Management Through Continuous Quality Improvement
    Davita Inc. 1999 - 2000
    Denver, Co, Us
    In this role I navigated a complex corporate environment during a period of reorganization and culture change. I seized opportunities to implement focused quality improvement initiatives through management of general accounting, revenue valuation, financial reimbursement, fixed assets, rents and fees, and finance support for operations.Signature Achievement:I was brought in to resolve a long-standing accounts receivable issue. To accomplish our goals, I hired and led a high performing clean up team. I also developed procedures to prevent future issues. We were given 1 year to complete our project, but we achieved full resolution in less than 6 months.Other Key Achievements:• Designed process for reporting capital expenditures (by asset classification, major project type), resulting in accurate, on-time deliverables that impacted corporate financial reporting• Streamlined Medicare cost reporting processes with strategies that included project planning, policy development, and proper staffing levels• Achieved 100% compliance with all Medicare filing deadlines• Developed and implemented policies and procedures for payments to medical directors to ensure full compliance with ever-changing government regulations• Introduced policies and procedures to drive successful completion of financial projects
  • Tenet Healthcare
    Director, Financial Reporting » Financial Streamlining & Consolidation | Post-Merger Integration
    Tenet Healthcare 1988 - 1999
    Dallas, Texas, Us
    As the leader of Tenet's corporate financial reporting department, I managed financial systems, performance measurement, consolidated internal/external financial reporting for 1,000+ entities, budgeting, audit coordination, and financial analysis. To meet our goals, I hired, developed and led a high-performing team.Signature Achievement: I was selected to serve a key role on multiple corporate committees tasked with planning and leading the post-merger integration of newly acquired large healthcare systems into our existing organization. These included Ornda Healthcorp and Allegheny Health, Education & Research Foundation. In this role I personally directed the migration of financial, budget, and audit functions for a major acquisition of a company with over 50 hospitals.Other Key Achievements:• Spearheaded conversion of financial consolidation system to Hyperion within deadline. This included detailed department mapping to convert general ledger accounts to new software• Captured a 50% reduction in workload in 1 year by streamlining and standardizing corporate and individual hospital audit lead-sheets• Achieved substantial drop in cycle time for financial statement preparation and improvements in data accuracyDuring my tenure at Tenet Healthcare, I built up a wealth of experience in operational finance. Early in my time here, I was based in varying facilities including long-term care, dialysis and acute care. Getting a hands on perspective of healthcare services gave me a solid financial understanding of healthcare delivery needs and the issues around patient care.
  • Hillhaven Corporation
    Director Of Finance, Mountain Region
    Hillhaven Corporation 1995 - 1996
    Served as senior leader in all aspects of financial operations for this affiliate of Tenet Healthcare.
  • Nme Properties
    Controller/Senior Staff Accountant
    Nme Properties 1988 - 1995
    Managed accounting for complex transactions involving disposition of 63 nursing homes valued above hundreds of millions of dollars for this Tenet Healthcare affiliate. Planned and implemented systems to manage internal and contingent obligations totaling more than several hundred million dollars. Ensured compliance with all relevant covenants and restrictions.
  • Fluke Electronics
    Accountant, Accounts Payable & Cash Management
    Fluke Electronics 1987 - 1988
    Engineered operational improvements in both departments for this multimillion-dollar electronics manufacturer. Built cohesive team of 7-9 seasoned accounts payable staff focused on delivering world-class customer service.

Laurie Jackson Skills

Process Improvement Executive Management Mergers And Acquisitions Leadership Budgets Business Process Improvement Strategic Planning Change Management Forecasting Accounting Healthcare Financial Analysis Finance Financial Reporting Risk Management Team Building Start Ups Auditing Business Planning Business Development Managerial Finance Business Strategy Operations Management Cross Functional Team Leadership Policy Cash Flow Forecasting Financial Modeling Cost Accounting Sarbanes Oxley Act Management Consulting General Ledger Employee Benefits Due Diligence Human Resources Private Equity Project Planning Erp Corporate Finance Negotiation Ms Office Products Peoplesoft Hyperion Financial Management Systems Microsoft Office Financial Risk Management Mergers Hyperion Enterprise Compliance Strategy Analysis Contract Negotiation Operational Efficiency Financial Metrics Cost Reduction Turnaround Strategy Vendor And Contract Administration Capital Requirements Planning Ar And Collections Corporate Compliance Programs Client Management

Laurie Jackson Education Details

  • City University Of Seattle
    City University Of Seattle
    Business Administration
  • Western Washington University
    Western Washington University
    Accounting

Frequently Asked Questions about Laurie Jackson

What is Laurie Jackson's role at the current company?

Laurie Jackson's current role is Chief Financial Officer ✦ Executive Leadership in Finance & Operations ✦ Effective M&A ✦ Turnarounds & Transformation.

What is Laurie Jackson's email address?

Laurie Jackson's email address is la****@****ail.com

What is Laurie Jackson's direct phone number?

Laurie Jackson's direct phone number is +136025*****

What schools did Laurie Jackson attend?

Laurie Jackson attended City University Of Seattle, Western Washington University.

What are some of Laurie Jackson's interests?

Laurie Jackson has interest in Metrocrest Food Pantry, Salvation Army Angel Tree.

What skills is Laurie Jackson known for?

Laurie Jackson has skills like Process Improvement, Executive Management, Mergers And Acquisitions, Leadership, Budgets, Business Process Improvement, Strategic Planning, Change Management, Forecasting, Accounting, Healthcare, Financial Analysis.

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