Profile

Professional summary

CFO | FINANCIAL EXECUTIVE

* Budget Free Financial Management and Planning…
* Board Relationships and Governance…
* Strategic Planning…
* Managed Care…
* Medicare and Medicaid…
* Revenue Cycle…
* Lean Improvement…
* Capital Project Financing…

A highly creative, enthusiastic, people-oriented financial executive with solid healthcare multi-facility operations expertise. A team player, working effectively with colleagues, medical staff, and community stakeholders in accomplishing objectives while insuring positive financial results. Highly organized with the ability to manage multiple projects and meet deadlines.

Engagement overview

We provide a listing of data required to populate our patent pending rolling Six Quarter Forecast Model - 6QF.  Within two weeks on average, our clients receive a draft 6QF for review with senior leadership.  A one hour meeting is facilitated where senior leadership finalizes the model assumptions.  Following the senior leadership meeting, we work with the CFO to finalize the 6QF.  

The 6QF is a very efficient, powerful financial plan that is simple to execute.  It includes a full set of financial statements, including a statement of cash sources and uses.  Capital expenditure and  financing plans in incorporated into the model.

Clients

20 hospitals using rolling forecasts and have replaced the budget