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Candidate's Name , MBA
PROFESSIONAL SUMMARY
Innovative Finance Executive with 25+ years of expertise in leading financial operations, strategic planning, and teams.
Recognized change agent with demonstrated skill in proactively identifying and delivering process improvements which
streamline operations and elevate the organization s financial position and future sustainability. Proficient at managing
diverse employee teams across multiple sites to implement and sustain cultures focused on employee collaboration and
engagement. In-depth understanding of regulatory and accounting standards and principles as well as financial and
compliance reporting. Adept at directing strategic operations and collaborating with interdepartmental stakeholders to drive
revenue enhancement and continuous improvement. Superior ability to research and resolve complex financial and
organizational issues and take the initiative to be accountable and impactful on issues throughout the enterprise.
AREAS OF EXPERTISE
Operations Management | Strategic Planning | Accounting | Financial Management & Control | Budgeting/Forecasting
Process Improvements | Change Management | Regulatory Compliance | Mergers & Acquisitions | Risk Management
Financial Analysis & Planning | Relationship Management | Contract Negotiation | HR & Team Building | Auditing
PROFESSIONAL EXPERIENCE
Surgical Institute of Reading: Reading, PA July 2023 February 2024
Chief Financial Officer
Directed multi-site financial strategy across 6 locations including surgical specialty hospital, an
outpatient ambulatory surgery center, 3 physical therapy centers, and an off-site business annex to
ensure the overall long-term success of organization
Maintained full accountability for $160M operating budget, 4 direct reports, and all financial,
operational, human resources, and administrative functions, including strategic project management,
data analysis, risk management, forecasting, and financial statements/reporting
KEY ACCOMPLISHMENTS
Spearheaded modernization of revenue cycle management processes through implementation of
electronic systems to deliver optimized functionality and enhanced profitability
Implemented automation across Accounts Payable processes to elevate overall efficiency and
hired designated AP personnel to ensure separation of duties
Keystone Urology Specialists: Lancaster, PA April 2021 December 2022
Chief Executive Officer
Delivered executive-level leadership for all operational, financial, and administrative areas across 4
sites for practice with 70+ employees; managed $20M operating budget and 6 direct reports
KEY ACCOMPLISHMENTS
Formalized budgeting processes to assure the long-term viability of the organization
Created and executed improved accounts receivable process to increase cash collections by 25%
Partnered with external cost management software vendor to identify areas for improvement
leading to 30% savings across 2 major supply categories (pharmacy and medical supply)
Delaware Hospice: Newark, DE March 2016 March 2021
Chief Financial Officer
Led all accounting, human resources, and facilities management functions for hospice providing
on-site and home-based services throughout DE; managed $25M operating budget for in-patient,
home care, and ambulatory service lines across 3 locations, including 16-bed inpatient facility
KEY ACCOMPLISHMENTS
Developed cost analysis for all service lines to better understand margins and increase profitability
Produced 5-year Pro Forma to support strategic decision making for $25M in-patient facility
Created organization s first 10-year facility plan for capital expenditures and facility planning
Developed and implemented flexible staffing model through industry benchmarking to reduce
turnover, increase employee satisfaction, and enhance hiring of desired candidates
Candidate's Name , MBA ~ Page 2
PROFESSIONAL EXPERIENCE
Tower Health: Reading, PA May 2012 December 2014
Chief Financial Officer/Vice President of Operations & Administration
Delivered executive-level leadership and multi-site operational strategy within a dyad structure
across 28 ambulatory care sites to create and sustain programs enhancing operational efficiency,
financial viability, stakeholder engagement, and employee satisfaction
KEY ACCOMPLISHMENTS
Decreased year-over-year operating loss by 40% from $25M to $15M in 1 fiscal year
Developed entity and practice level dashboards and breakeven analysis to facilitate advanced site
level understanding of financial performance to identify and drive improvement initiatives
Reduced insurance denials to increase cash collections by 20% through ongoing staff education
and training; downsized revenue cycle staff by 50% through effective workflow redesign
Created, launched, and led quarterly Leadership Academy for managers and senior leaders as well
as development of future leaders
Collaborated with hospital leadership and IT team to build and implement EPIC electronic
medical records system
Heritage Medical Group: Lemoyne, PA 2007 2012
Chief Financial Officer/Chief Operations Officer
Led financial planning, analysis, and reporting and daily administrative operations for large group
of multi-specialty ambulatory sites.
KEY ACCOMPLISHMENTS
Created robust monthly reporting package to clearly define organization s financial performance
and introduced industry benchmarks and indicators to drive fiscally sound decision-making
Led due diligence efforts for acquisition of 5 new practices expanding HMG by 31%; created
effective practice integration processes with operational and financial plans
Lancaster General Medical Group: Lancaster, PA 2006 2007
Chief Financial Officer
Served in key role in governance of organization, collaborating with senior leadership and health
systems committees to significantly improve operational efficiency of hospital and medical group
KEY ACCOMPLISHMENTS
Developed tools to track physician productivity, facilitating more accurate revenue projections
Managed consolidation of hospital and medical group central billing offices to reduce annual
expenses and improved patient satisfaction
Hackensack Meridian (formerly Meridian Health Resources): West Long Branch, NJ 1997 2006
Controller
Responsible for oversight of financial operations for as many as 30 sites, including asset/cash
management, auditing, tax reporting, accounting, risk management, budgeting, financial planning
KEY ACCOMPLISHMENTS
Developed in-depth financial analysis for all 33 organizational departments which improved
business performance by 5% and created an estimated annual cost savings of $75K
Reduced time required to complete monthly close process by 66%
EDUCATION
Monmouth University: West Long Branch, NJ 2001
Master of Business Administration
Jacksonville State University: Jacksonville, AL 1993
Bachelor of Science in Accounting
MILITARY SERVICE
United States Marine Corps 1986 1990
Sergeant, Disbursing Clerk Dessert Storm Campaign
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