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Chief Financial Advisor - St. Vincent's Medical Center Riverside

Career accomplishments

  • Strategic Planning & Project Management - Successfully managed the advancement of large capital projects/strategic initiatives (totaling over $250M) through formal review processes and received senior leadership approval and capital funding. Partnered with key stakeholders across the organization (including operations, medical group, legal, managed care, design and construction, and IT) to lead the strategy development, financial modeling, and creation of business plans 
  • Joint Venture Development - Led the development and execution of three de novo joint ventures (two ASCs & rehabilitation hospital), the acquisition of a minority stake in an existing surgery center and sleep services business, and the acquisition of competing urgent cares
  • Physician Partner - Participated on joint venture Boards to lead strategic growth initiatives including OhioHealth's first 23-hour stay outpatient joint program, relocation of an existing surgery center, and recruitment efforts that resulted in attracting 35+ new physician partners
    • The development of new joint ventures and the growth in existing business increased the Operating Income for OhioHealth owned joint ventures 125% over a 2.5 year period
  • Financial Operations - Partnered with operations/clinical leadership to identify and implement over $7.5M+ in annual expense savings at St. Vincent's Medical Center Riverside within first year
  • Capital Planning - Managed the capital planning and approval process across a ten hospital health system, with $200M+ in annual project funding

Professional experience

Nov 2015Present

Chief Financial Advisor

St. Vincent's HealthCare - St. Vincent's Medical Center Riverside / Jacksonville, Florida

Manage the financial operations and lead the financial planning activities for a 525 bed acute care hospital ($450M+ in net revenue)

  • Financial Planning: Responsible for leading the hospital's financial planning and analysis activities necessary for the development of a comprehensive financial and strategic long range plan. Activities include the annual budget, financial forecasts, and the assessment and development of strategic growth initiatives
  • Financial Operations: Partner with acute care leadership to identify and evaluate growth opportunities, cost-saving initiatives, and operational improvements across all lines of the business. Responsible for coordinating the business case development, working with internal stakeholders to ensure proper vetting of the project and facilitating approval process with senior management
  • Proforma Development: Manage the financial analysis and proforma development for hospital and system projects (in excess of $50M capital spend) and support acquisition and divestiture transactions, including joint ventures. Responsible for supporting the Oncology and Cardiovascular service lines and provide financial oversight for the system's New Product Decision Team; a cross-functional leadership team that evaluates new surgical/medical products, devices, and procedures prior to executive approval and implementation
  • Financial Leadership: Provide financial leadership to hospital's clinical and operations management team to drive active participation and accountability for decisions that impact the hospital's financial position. Participate in monthly operating reviews, lead revenue cycle initiatives, and provide quarterly updates to clinical leadership

May 2012Oct 2015

Director of Growth & Business Development

OhioHealth - Neighborhood Care / Columbus, Ohio

Strategy & business development lead for Neighborhood Care, OhioHealth's outpatient division ($200M+ in net revenue). Led the development and execution of new joint venture partnerships across the system

  • Development Lead: Analyzed and evaluated joint venture/partnership opportunities and led the business case development process. Coordinated the due diligence and transaction work with legal counsel, led the valuation process with external firms, and managed internal approval processes including updates to senior leadership
  • Strategy Development: Member of Neighborhood Care's leadership team, where I was responsible for facilitating the annual planning process and developing a 3-5 year strategic plan for the division. Worked with operation leaders for rehabilitation, imaging, work health, and urgent care to identify and evaluate growth opportunities, including new service offerings and market expansion
  • Joint Venture/Physician Partner: Responsible for ensuring a successful integration with OhioHealth post-transaction. Participated as an ad hoc member on joint venture Boards and strategy committees to support development activities. Created strategic partnerships and alignment with independent physician groups
Nov 2009May 2012

Manager of Financial Planning

OhioHealth - Decision Support / Columbus, Ohio

Led a team responsible for managing the organization's annual capital planning process, developing proformas for large system initiatives, and overseeing the review process for capital projects

  • Capital Planning: Maintained the capital planning system, assisted hospital management with the development of capital requests, and prepared analyses for senior executives to determine $200M+ in annual project funding
  • Proforma Development: Managed the development of financial proformas for large system initiatives (in excess of $20M capital spend) and oversaw the formal review process for all projects that required executive approval
  • Capital Audit: Led the capital auditing process to determine the success of completed projects. Worked with hospital leadership to analyze project performance and created summary reports to be presented to the Board
Apr 2007Nov 2009

Senior Financial Planning Analyst

OhioHealth - Decision Support / Columbus, Ohio
  • Led the development of financial proformas for large system initiatives and the formal process for vetting capital projects prior to the projects being submitted to senior leadership for review and approval
  • Assisted with the system's capital planning process and long range financial plan. Responsible for preparing the capital budget and supported the hospital finance directors and physician group with developing their five year financial plan

  Promoted from Financial Planning Analyst in February 2008

Oct 2005Mar 2007

Decision Support Analyst

UPMC, Magee-Womens Hospital / Pittsburgh, Pennsylvania
  • Analyzed financial data for various reporting purposes including budget to actual comparisons, revenue projections, and return on investment calculations
  • Maintained the hospital's Decision Support System. Responsible for month-end payroll and general ledger processing, annual volume and expense budgeting, and ad hoc reporting for hospital leadership