• Member of the executive team that creates strategy for Novello, Novello Physicians Organization (NPO), NPO-CIN, NPO Leasing, NPO Insurance, and Novello Management Services• Strategic planning, business plans, and proformas for the creation of Novello Health. Including Novello Imaging, Novlevo Infusion, and Novello Specialty Clinic.• Manages finances of 7 companies including Ambulatory Clinics, 1 Accountable Care Organization and 1 Clinically Integrated Network/Accountable Care Organization• Creates, Organizes, and Presents financial reports to the Board of Directors • Directs annual budgeting for 5 companies• Guides financial decisions by establishing, monitoring, and enforcing policies and procedures• Manages, Organizes, and Presents CMS MMSP data to physician participants• Manages, Organizes, and Presents CMS BPCI-Advanced data to physician participants• Creates physician incentive payment models• Experience with securing Michigan Certificate of Need for MRI and CT • Implemented a 401(K) qualified retirement plan for employees• Established a Michigan domiciled captive: NPO Insurance Company • ACHE-HFMA 2nd Annual Practice Conference: Population Health panel member- Saginaw Valley State University, Saginaw Michigan. April 25th, 2019 • HFMA-MCACHE 66th Annual Fall Conference: Health Plan Site of Care Policies -National Landscape and Trends panel member - Plymouth, Michigan. October 28th, 2019

•Leadership role as ERP Supervisor refining Lawson vendor registration process creating consensus with AP, Accounting, and Supply Chain. Also, training 3 FTEs the Lawson system, vendor registration, and GL maintenance process. As well as team lead resolving vendor registration issue. •Decision Support team lead working with HRIS IT to successfully create the Labor Distribution Report used for productivity analysis.•Decision Support team member working with department management to create relative value units for cost accounting.•OR Charge Capture Process Optimization team member. Representive from Finance/Decision Support. In the first 9 months of opening, 74% of OR case logs were not posted in under 30 days resulting in a potential loss of revenue up to 70% . Team responsible for eliminating root causes for delay in OR log posting and reduce percentage of open logs from > 70% to < 5% . •Assists with maintaining system structures, product standards and data integrity.•Supports the audits and reconciliations of data utilized by all Decision Support tools.•Provides timely, innovative analysis and interpretation of current operations.•Analyzes financial and clinical activity through the development of models and reports.•Assists with updating the annual operating budget, cost accounting structures, volume budgets and indirect allocation models.•Provides analysis on patient movement, competitor service and utilization information impacting CCAD.•Helps with the preparation of financial reporting.•Partners with other CCAD personnel to identify and monitor financial, market, clinical and operational trends.•Helps with all aspects of monthly system maintenance

•Responsible for providing analytic data for Ochsner’s Pursuit of Value initiative, and attend Pursuit of Value meetings to discuss opportunities for improvement in various service lines.•Ad-Hoc financial reporting for Senior management utilizing EPIC, EPSI, and Oracle Business Intelligence •Perform peer interviews of candidates for analyst positions to review competencies and departmental fit.

•Supported fiscal year 2013/2014 overall operating budget development for 3 service lines with >20 departments and over $300mm in budgeted expenses. This includes comparing historical and possible future states, hours per patient day, and overall FTE analysis. •Working with Senior Management prepared fiscal year 2013 capital budget pro-formas for review by Maine Medical Center Budget Committee.•Monthly analysis of department budget variances resolving budget issues and reporting unresolved issues to department directors and senior management. Management includes both clinical and non-clinical staff.•Perform various financial analysis and modeling for departments and hospital initiatives. Including financial statements, product line profitability and evaluations of new and existing programs.•Provide group and individual training sessions in the use and development of budgets in EPSI. Training sessions include Administration, Physicians, and clinical, technical, and administrative staff.•Adhoc pro forma profitability analysis for new and existing programs with in the Adult Medicine Service line including long-term ventilator patient area and sepsis patients •Finance lead role in development and reconciliation of source financial data for implementation of new systems: EPSI, EPIC, and Lawson

•Project management of Preventable Readmission team. Directed outside team to create HBI highlights using STAR data to track patients with readmissions within the last 30 days. Added members of the Advance Care Directive department to team in order to track readmission rates of patients with palliative care and POLST forms completed. Preventable Readmission team consists of Administration, Physicians, clinical and technical staff from various units in the hospital.•Project management of Falls Prevention team. Developed HBI highlights with daily feed from PowerChart to capture and report patient falls to the Falls Coordinator and nursing floors. Falls Prevention team consists of Management, Clinical and Technical staff from various units in the hospital.•Leadership role in the development of solutions to ensure the safe care of patients in restraints utilizing HBI and PowerChart data. Allowed successful reduction in the number of hours a patient is in restraints, improved compliance to CMS requirements, resulted in a variety of tools to manage the care of patients in restraints. The restraint team was awarded MMC's James Stephen Quality Award in 2010.•Supported fiscal year 2012 overall operating budget development for > 20 nursing departments. This includes creating staffing models comparing historical and possible future states, hours per patient day, and overall FTE analysis. Also, analysis and development of supply budgets for the 20 nursing departments. Assisted with nursing budgets for fiscal years 2009 – 2011.•Key role in isolation charging project. The successful implementation of processes using HBI to compare STAR with PowerChart data allowing Munson Medical Center to capture ~$1 million in charges and ~$100,000 in net revenue annually.•Provide group and individual training sessions in the use and development of continent in HBI. Training sessions include Administration, Physicians, and clinical, technical, and administrative staff.

•Created client asset allocations based on client risk tolerance scenarios.•Decreased process time of client statements by 25% through computer program automation.•Presented asset allocations in client meetings. •Researched new annuities and life insurance products for the firm•Utilized Morningstar and proprietary financial software•Worked remotely 50% of time in satellite office

•6 years of Management experience.•Performed various Customer Service, Purchasing, and HR functions. •Responsible for 10 FTEs•Researched and purchased product•Resolving customer complaints•Employee relations, selection, scheduling, training and termination as well as workforce planning and payroll