Senior Consultant – Healthcare Services
Summary
Skilled healthcare finance executive with 25+ years experience in hospital and healthcare supply chain finance. My skills include: hospital financial management, healthcare supply chain, recruit and train staff, relationship building, Microsoft Office programs including Excel, financial reporting
Experience
CFO Consultant
Tradewind Financial Dec 2016 – Present
St George, Utah
– Provide part time CFO/Controller services to smaller businesses.
– Assist with financial analysis, financial reporting,
– Key Performance Indicator reporting, general ledger accounting, budgeting and cost modeling.
Chief Financial Officer
Parallon Salt Lake City Supply Chain Services
June 2005 – November 2016 (11 years 6 months)Kaysville, Utah
– Managed over $1B in annual accounts payable spend for 19 hospitals
– Consolidated accounts payable function for 19 hospitals to the Supply Chain center
– Managed supply revenue to ensure proper coding and improve revenue capture
– Analyzed annual supply expense spend of $650M and develop action plans with hospital teams to mitigate unfavorable spend variances
– Administered American Express purchasing card program
– Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations
– Created annual budget and monitor budget variances monthly working with directors to mitigate unfavorable budget variances
– Reported monthly Key Performance Indicators and develop action plans to mitigate unfavorable variances
– Ensured compliance with Sarbanes Oxley Key controls
Chief Financial Officer
HCA/Las Vegas Patient Account Services
September 2003 – May 2005 (1 year 9 months)Las Vegas, Nevada Area
– Modeled insurance payments and ensure compliance with contract terms producing an additional $3M in monthly cash inflow
– Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations
– Created annual budget and monitor budget variances monthly working with Directors and managers to mitigate unfavorable budget variances
– Reported monthly Key Performance Indicators and develop action plans to mitigate unfavorable variances
– Ensured compliance with Sarbanes Oxley Key controls
Controller
St. Mark’s Hospital
March 1998 – August 2003 (5 years 6 months)Salt Lake City, Utah
– Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations
– Created annual budget working with department directors and managers
– Monitored budget variances monthly working with department directors and managers to mitigate unfavorable budget variances
– Recruited, hired and trained professional accounting staff
– Prepared annual Medicare cost report work papers
– Prepared annual tax work papers
– Implemented “Plus” productivity system to manage staffing
Chief Financial Officer
Valley Hospital
June 1996 – March 1998 (1 year 10 months)Palmer, Alaska
– Compiled financial reports pertaining to cash receipts, expenditures and profit and loss to present to the board of directors
– Implemented Remark budget software to create meaningful annual budgets
– Performed a comprehensive review of the charge master to ensure proper reimbursement
– Assisted in negotiation of bargaining unit contract with the union
Controller
Eastern Idaho Regional Medical Center
April 1990 – May 1996 (6 years 2 months)Idaho Falls, Idaho
– Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations
– Created annual budget and monitor budget variances monthly working with Directors to mitigate unfavorable budget variances
– Maintained fixed asset ledger and calculate and record monthly depreciation expense
– Recruited, hired and trained professional accounting staff
– Prepared annual medicare cost report work papers
– Prepared annual tax work paper set
Skills
Languages
English – Native or bilingual proficiency
Spanish – Professional working proficiency
Education
Thunderbird School of Global Management
MBA, International Finance
1987 – 1987
Utah State University
Bachelor’s degree, Accounting
1984 – 1986
Ricks College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
1982 – 1984
Volunteer Experience & Causes
Employer advisory board member
Davis Applied Technology College
June 2005 – Present (11 years 7 months)
Review curriculum for business courses and make suggestions on ways to improve so that students are better prepared for the work force.
Merit badge counselor
Boy Scouts of America
September 2003 – Present (13 years 4 months)
I am a counselor for the Personal Management and Personal Fitness merit badges. These merit badges teach boy scouts about handling money and keeping their bodies healthy.
