Consulting Highlights

Hold fiduciary responsibility and fiscal stewardship accountability – Expert at deconstructing and shining a light on complex performance problems to improve operational and financial results, developing innovative solutions to business crippling issues and delivering million dollar+ cost savings. Exceptional relationship builder, known for a lead by example management style, mentoring the team to build competencies and support advancement opportunities.

Work Experience

ELITE DENTAL PARTNERS | Chicago, IL  2020 – 2023

Chief Financial Officer (2022 – 2023)

Promoted to the C-suite and reported to the CEO and board of directors. Charged with providing the strategic direction for corporate finance and accounting for this private equity held company with 90+ dental offices in 12 states, generating $115M+ in annual revenue. Spearheaded financial reporting, treasury, financial planning/analysis, general accounting, AP, payroll, procurement, revenue cycle, and strategic initiatives. Established structure, streamlined processes, and set the stage for future growth to help the company navigate a post-COVID business reality. Managed a team of 3 direct reports and up to 50 indirect reports.

• Led the annual budget process and developed periodic forecasting to provide data-driven insights for sound decision-making.
• Developed ad hoc reporting, a monthly dashboard, board decks, doctor bonus and compensation plans, a 3-year strategic plan, and directed a 13-week and 14-month rolling cash flow.
• Fostered banking relationship to secure favorable line-of-credit and debt-servicing plans and negotiated terms for liquidity.
• Implemented risk management best practices, working with insurance brokers to ensure appropriate coverage, optimized the claims process, and increased cash controls.
• Managed the real estate manager in the strategic negotiation and management of leases for the dental practices.

Accomplishments

• Changed perception of finance as a siloed business function and cost center to be regarded as a trusted partner to the CEO.
• Secured a $750K refund in overcharges from the operating bank, following in-depth analysis of the bank’s fee structure.
• Initiated a transition to a new POS system and negotiated a $200K annual cost savings with the bank.
• Centralized claims processing, increasing the velocity and quality of claims and improving cash conversion.

Vice President, Finance (2020 – 2022)

Recruited to lead the accounting and finance department and hold fiduciary responsibility to ensure the organization’s financial health and create a roadmap for revenue growth. Sought-after by the C-suite for financial clarity into business performance to facilitate value-based decision-making. Provided operational structure and consistency to navigate the effects of the pandemic. Implemented streamlined, repeatable processes, and built a high-performance finance team with 4 direct reports and 15 indirect reports.

• Overcame a challenging business culture and built relationships with the C-suite to enhance effectiveness of the senior leadership team.
• Directed the monthly, quarterly, and annual close process, delivering full financials at each office and corporate consolidations.
• Maintained relationships with national vendors, including Henry Schein to optimize and reduce expenses, resolve payment issues, and improve service levels.
• Provided financial due diligence on potential acquisitions, analyzing data to provide executive leadership with sound information.

Accomplishments

• Built an exceptional procurement team to lead strategic vendor negotiations, which resulted in savings of $500K to $1M in the first year with continued YOY savings.
• Negotiated approximately $200K in savings for dental office leases/rental renewals and divested 10 under-performing offices.

• Established a preferred lab vendor designation and brokered pricing on clinical equipment to secure optimal financing terms.
• Successfully secured unqualified audit opinions for 4 years (2018 – 2021) and 5 reports, which included the integration of 25 acquisitions into the company and annual 401(k) benefit plan audits. Led the completion of annual tax returns.
• Saved $50K annually through analysis of cyber insurance policy providers and strategic negotiations with a new provider.
• Created streamlined processes to reduce the monthly close from 22 to 10 business days.
• Helped guide the accounting and finance department through COVID-19 restrictions and preserved 80% of the furloughed team.

SENIORWELL GROUP | Buffalo Grove, IL  2019

Vice President – Finance

Brought on board to turnaround the financial performance of this private equity backed healthcare company, operating in the red and managed accounting and finance functions, including the analysis of trends, costs, and profit results. Directed and managed a team of 10 and oversaw accounting, financial reporting, cash flow, modeling and forecasting, budgeting, AR, payroll, and revenue cycle.

• Rapidly identified drastic issues with revenue cycle and engaged a consultant to reestablish financial performance of the company.
• Implemented policies, systems, and operational best practices to improve risk management through increased cash controls and revenue and improved AR. Created analytical reports to measure results and increase visibility into business performance.

Accomplishments

• Generated $250K+ in annual cost savings by restructuring the fleet vehicle program and optimizing workflow.
• Accelerated revenue cycle process, leveraging sophisticated reporting tools and improved process management.

PHYSICIANS IMMEDIATE CARE LLC | Rosemont, IL  2016 – 2018

Controller

Directed all financial and accounting systems for this $100M private equity backed urgent care company with 43 clinics and 6 JV partnerships, leading financial reporting, annual tax returns, AP, and payroll, while directing and managing a team of 3.

Accomplishments

• Professionalized and operationalized the company to improve clarity and minimize cash control risk.
• Generated $400K+ in annual cost savings by restructuring reporting and maximizing use of technology.
• Selected and implemented a travel/expense software which automated processes and increased internal controls.
• Reduced reliance on temporary staff saving $80K annually by automating vendor data processes.
• Collaborated with external audit and tax accountants, bankers, and attorneys to ensure adherence to compulsory filings.

NORTHWESTERN MEDICINE | Chicago, IL   2011 – 2015

Finance Manager, Northwestern Medical Group (2013 – 2015)

Project Manager, Finance, Northwestern Memorial HealthCare (2011 – 2013)

Promoted to Finance Manager to set the financial direction and support 26 multi-specialty clinics of the physician’s group, generating $150M annually through precise reporting and data analysis of monthly and year-to-date results.

UNDERWRITERS LABORATORIES, INC. | Northbrook, IL   2006 – 2011

Finance Manager (2008 – 2011) | Lead Internal Auditor (2006 – 2008)

Supported operating groups by created customized reports for 11 service lines, improving financial analysis of actual to budget numbers. Key member of the Business Unit Restructuring team that developed a streamlined monthly reporting package.

EDUCATION

INDIANA UNIVERSITY | Kelley School of Business | Bloomington, IN, 2002

BS in Accounting , BS in Finance,  BS in International Studies, Business (3 Degrees/4 Years)

Certified Public Accountant