Category: FINANCE

         VICE PRESIDENT, CORPORATE FINANCE       Summary     Accomplished healthcare  finance executive with a demonstrated ability to deliver mission-critical results in complex and rapidly changing environments.        Skills          Balance Sheet Risk Management  Contract Negotiations  Treasury Management      Technical US GAAP Accounting Proficient  Board Communications  Multi-disciplinary Team Lead            Experience      Vice President, Corporate Finance   10/2015   to   Current     Company Name   City  ,   State      Responsible for various consolidated corporate departments which provided accounts payable, accounting, financial reporting, non-patient billing, payroll, tax and treasury services to the health system and its components, including acute-care hospitals, a post-acute care facility, the faculty physician group, multiple benefit plans and various for-profit and not-for-profit joint ventures.    Served as staff of the Audit and Compliance Committee of the Board responsible for the governance of the committee  Served as the staff for the Investment Committee of the Board responsible for the governance of the Committee  Managed the external audit of the consolidated financial statements of the organization, its components, and its employee benefit plans  Managed the tax structure, tax compliance filings, monitoring of tax exempt status and compliance with IRC 501r requirements for hospitals  Led and created offering statements for multiple tax exempt bond financings, achieving over $15 million in economics savings on  refinancing of existing debt  Led $41 million new market tax credit financing for the construction of a new Neurosciences Institute facility  Led bond ratings presentations for 5 successful continuous upgrades over the 5 years  Managed the debt compliance of the enterprise and obligated group reporting  Directed ongoing risk mitigation efforts of the defined-benefit pension plan obligation, including plan design changes leading the freeze of al participants and additional funding, including a $50 million funding in September 2016  Led the successful selection of and change of outsourced Chief Investment Officer and complete turnover of $400 million investment portfolio  Responsible for various external vendor relationships including audit, tax, actuarial, banking, merchant processing, custodial, investments, and bond holder relationships and the ongoing evaluation and requests for proposal of such services   ​         Vice President/Controller   04/2012   to   09/2015     Company Name   City  ,   State      Responsible for various consolidated corporate departments which provided accounts payable, accounting, financial reporting, non-patient billing, payroll, tax and treasury services to the health system and its components, including acute-care hospitals, a post-acute care facility, the faculty physician group, multiple benefit plans and various for-profit and not-for-profit joint ventures.   Successfully led a series of tax restructurings of entities within the health system in conjunction with in-house general counsel to streamline the structure of the health system and create efficiencies in the administration and compliance filings with the IRS.  Led and created offering statements for multiple new money tax exempt bond financings.  Led the due diligence and accounting of the acquisition of the faculty practice plan assets and clinical operations.  Led ongoing integration efforts with the faculty practice plan to streamline finance operations, simplify debt structure, centralize treasury services, and ensure consistency and timeliness of financial information  Expanded the bench strength of the Corporate Finance team by re-establishing the role of Corporate Controller and creating capacity for the Vice President, Corporate Finance role to assist the CFO in strategic operations          Corporate Controller   12/2006   to   04/2012     Company Name   City  ,   State      Responsible for various consolidated corporate departments which provided accounts payable, accounting, financial reporting, non-patient billing, tax and treasury services to the health system and its components, including several acute-care hospitals, a post-acute care facility, multiple benefit plans and various for-profit and not-for-profit joint ventures.     Successfully aided in negotiations of financial terms resulting from multiple financial settlement agreements surrounding departures of multiple hospitals from the joint operating agreement governance structure of the health system during 2007 - 2010.  Successfully negotiated and managed multiple transition service agreements for multiple hospitals spanning three months to three years resulting from the departure of hospitals from the health system joint operating agreement during 2007 -2010.  Managed the successful accounting and external audits of the health system during the financial and organizational restructuring of the health system.  Managed and reorganized the corporate finance team various times throughout the restructuring of the health system.  Managed multiple liability payoffs of the health system including tax exempt debt payoffs, pension spin-offs, and medical malpractice liability run-outs during the financial restructuring of the health system.  Actively participated in the reorganization of the health system and affiliation with its academic sponsor in relation to appropriate accounting treatment and led the tax restructuring of the health system.  Acted as lead staff for the inaugural tax exempt debt issue and rating process by external agencies for the restructured legal entity in 2010.  Managed the accounting and financial reporting over the new construction and operations of a large community hospital.          Audit Professional   08/1997   to   12/2006     Company Name   City  ,   State      Responsible for various financial audits for retail, manufacturing,   investment management, academic medical centers, healthcare, higher education and non-profit entities.  Also responsible for multiple due diligence assessments in the mergers and acquisition consulting practice of the firm.  Trained staff nationally in audit methodologies, accounting guidance and audit software at continuing education seminars.   Prepared and reviewed financial statements of both private and public companies, including multi-location consolidations.  Researched accounting issues and concluded on proper accounting treatments and disclosures.  Performed and supervised projects assessing internal control reliability and effectiveness, including companies subject to the Sarbanes-Oxley Act.  Acted as lead senior in a large multi-national restatement audit surrounding proper lease accounting.  Acted as lead manager in large multi-state restatement audit undergoing a significant SEC investigation.  Supervised and evaluated audit staff ranging from one to twenty-five individuals.  Participated in national committees to design and create audit programs for not-for-profit and higher education industries.  Prepared and coordinated audit budgets, forecasts and billings.  Actively participated in recruitment efforts and interviews of potential hires enrolled in nationally identified strategic business schools.  Presented in continuing education seminars with local business groups and  university accounting cirriculum.          Education and Training      Bachelor of Science  :   Accountancy   1997       Miami University   City  ,   State        Economics Minor   Cum laude         Credentials     CPA, State of Ohio License #42088                             Dec 2003 to Dec 2017  CGMA, American Institute of Certified Public Accountants                Dec 2014  FHFMA, Healthcare Financial Management Association                    April 2013  CHFP, Healthcare Financial Management Association                      April 2013       Activities and Honors     Uptown Consortium, Cincinnati, Audit Committee Member 2017  Uptown Consortium, Cincinnati, Finance Committee Member 2008 - 2017  Uptown Consortium, Cincinnati, Executive Committee Member 2016- 2017   Healthcare Financial Management Association, National Large System Controller Council   Healthcare Financial Management Association, Southwest Ohio Chapter, Board Director 2010  Healthcare Financial Management Association, Southwest Ohio Chapter,Treasurer, 2011- 2012  American Institute of Certified Public Accountants   Ohio Society of Certified Public Accountants  Speaker for Healthcare Financial Management Association and American Healthcare Lawyers Association  ​     ​