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Work Background
S3 Healthcare Financial Solutions/Fractional CFO ServicesFounder/CEO
Mar. 2024United States
LeafwellChief Financial Officer
Jan. 2023 - Mar. 2024InternationalIncreasing access, research, knowledge, and education about medical cannabis.
Curana HealthChief Financial Officer, Medical Practices Division
Nov. 2019 - Dec. 2022Austin, Texas, United StatesElite Patient Care, PLLC a private equity and now venture capital backed MSO organization with more than 400 providers delivering post-acute care to patients in more than 390 facilities across 15 states.
US Medical ManagementChief Financial Officer
Jan. 2015 - Feb. 2019Troy, MichiganUS Medical Management is a management services organization (MSO) to the physician “practices” and nonphysician ancillary companies of VPA, PC and VPA of Texas, PLLC, dba Visiting Physicians Association (VPA). USMM provides services to patients in 12 states Recruited following acquisition by publicly traded company to guide transition and ensure regulatory reporting compliance. Guide the efforts of a Controller, and Vice Presidents of Finance and Revenue Cycle Operations, with downline authority for 83 professionals. Direct activities related to corporate accounting, decision support, contracting, facilities, materials management and purchasing, SOX compliance and banking relationships. -Met the accounting, reporting and compliance needs of a publicly traded parent company by restructuring corporate accounting department. -Identified 40% in underpayments on multiple payor contracts. -Instituted actual-to-budget variance reporting by department and site, revenue recognition models, and clinic and provider-level dashboards. -Supported potential acquisition of several new entities through extensive analysis and due diligence. -Advanced the budgeting, forecasting and analytic requirements of the organization by realigning finance and decision support organizations. -Transitioned to Hyperion budget/forecast system and converted general ledger system from Solomon to PeopleSoft and accounts payable processes to DataServe.
DaVita Healthcare Partners, New MexicoSenior Vice President/Chief Financial Officer
Jun. 2009 - Jan. 2015Albuquerque, NMDaVita Healthcare Partners is a 250-provider, multispecialty practice with freestanding sleep, endoscopy, urgent care and plastic surgery centers, as well as a Diagnostic Imaging Centers. Markedly improved the operational / financial performance and decision making in a physician practice, which had separated from Lovelace Health System nine month earlier. Enhanced and strengthened financial controls, reporting, systems and performance across the accounting and finance departments. Guided the efforts of a Director of Finance, Vice President of Accounting/Controller, and revenue cycle team, along with professionals in coding, materials management, purchasing, compliance, banking and facilities. Held dotted-line accountability to payor and vendor contracting. -Partnered with other members of the executive team to transform an unprofitable physician practice, originally part of an integrated healthcare system, into a profitable, independent, physician-owned multispecialty practice. -Effectively drove and managed change. Directly participated in negotiations that facilitated the merger of ABQ Health Partners, LLC and HealthCare Partners Systems, LLC (DaVita Healthcare Partners). -Improved service by building a high-performance team. Developed Decision Support Team to accommodate reporting and analytics necessary for total care management (UM, CM and DM) and risk/gain-sharing payor contracts.
Perot SystemsOperations Consultant/Client Executive
Jun. 2007 - May. 2009Plano, TXPerot Systems Corporation is a Fortune 1000 information services provider. Provided consultancy services to clients within healthcare settings. Served as Interim Operations Director for University Physicians and Surgeons, Inc., a 190-plus provider, multispecialty, academic organization, focusing on compliance and systems issues. Oversaw client relations and contract compliance, information systems, revenue cycle operations, reception/scheduling, coding/compliance, on and offshore operations, call center and financial management. -Directed implementation of Allscripts Electronic Health Record System. -Achieved $475K in annual savings through staff restructuring. -Attained an average of 94% IT SLA compliance.
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