Partner

• Jul 2022 - Present

B2B CFO® provides Strategic Business Advisory Services to owners of privately held companies. We focus on increasing cash and company value. By redefining the way that these services are provided, we have created a new industry, which we dominate and lead. With a nationwide presence, B2B CFO® is the largest company of its kind in this industry. Founded in 1987, we have ranked four times in the Inc. 5000 and were recognized as one of Forbes Magazine’s “Small Giants.” Over the decades, we have… Show more B2B CFO® provides Strategic Business Advisory Services to owners of privately held companies. We focus on increasing cash and company value. By redefining the way that these services are provided, we have created a new industry, which we dominate and lead. With a nationwide presence, B2B CFO® is the largest company of its kind in this industry. Founded in 1987, we have ranked four times in the Inc. 5000 and were recognized as one of Forbes Magazine’s “Small Giants.” Over the decades, we have published books and created numerous resources, including an award-winning and patented software. For more information about how we help business owners excel, please visit www.B2BCFO.com Show less B2B CFO® provides Strategic Business Advisory Services to owners of privately held companies. We focus on increasing cash and company value. By redefining the way that these services are provided, we have created a new industry, which we dominate and lead. With a nationwide presence, B2B CFO® is the largest company of its kind in this industry. Founded in 1987, we have ranked four times in the Inc. 5000 and were recognized as one of Forbes Magazine’s “Small Giants.” Over the decades, we have… Show more B2B CFO® provides Strategic Business Advisory Services to owners of privately held companies. We focus on increasing cash and company value. By redefining the way that these services are provided, we have created a new industry, which we dominate and lead. With a nationwide presence, B2B CFO® is the largest company of its kind in this industry. Founded in 1987, we have ranked four times in the Inc. 5000 and were recognized as one of Forbes Magazine’s “Small Giants.” Over the decades, we have published books and created numerous resources, including an award-winning and patented software. For more information about how we help business owners excel, please visit www.B2BCFO.com Show less

Chief Executive Officer

• Jun 2020 - Jul 2022

www.guidingpartners.com Founded in 2020, Oncology Practice Solutions (OPS) was built specifically to support oncology practices and physicians nationwide. The team at OPS acts as a guiding administrative partner so physicians can prioritize what’s important: patient care. Our experts leverage decades of business management expertise to provide operational freedom for medical professionals. Using a synergistic approach, we support oncology practices with financial, strategic, and… Show more www.guidingpartners.com Founded in 2020, Oncology Practice Solutions (OPS) was built specifically to support oncology practices and physicians nationwide. The team at OPS acts as a guiding administrative partner so physicians can prioritize what’s important: patient care. Our experts leverage decades of business management expertise to provide operational freedom for medical professionals. Using a synergistic approach, we support oncology practices with financial, strategic, and operational business needs. This comprehensive partnership ensures that physicians have the resources and expertise to grow their oncology practices and deliver exceptional care. Benefits of Partnering with OPS: Along with our wealth of experience in oncology operations, OPS has a strategic approach to growth and future profitability. We relieve the burden of practice management so you can actively pursue growth opportunities. As a guiding partner, OPS takes your practice to the next level. Show less www.guidingpartners.com Founded in 2020, Oncology Practice Solutions (OPS) was built specifically to support oncology practices and physicians nationwide. The team at OPS acts as a guiding administrative partner so physicians can prioritize what’s important: patient care. Our experts leverage decades of business management expertise to provide operational freedom for medical professionals. Using a synergistic approach, we support oncology practices with financial, strategic, and… Show more www.guidingpartners.com Founded in 2020, Oncology Practice Solutions (OPS) was built specifically to support oncology practices and physicians nationwide. The team at OPS acts as a guiding administrative partner so physicians can prioritize what’s important: patient care. Our experts leverage decades of business management expertise to provide operational freedom for medical professionals. Using a synergistic approach, we support oncology practices with financial, strategic, and operational business needs. This comprehensive partnership ensures that physicians have the resources and expertise to grow their oncology practices and deliver exceptional care. Benefits of Partnering with OPS: Along with our wealth of experience in oncology operations, OPS has a strategic approach to growth and future profitability. We relieve the burden of practice management so you can actively pursue growth opportunities. As a guiding partner, OPS takes your practice to the next level. Show less

Chief Executive Officer

• Aug 2018 - Jul 2022

Responsible to position organization for continued growth and expansion while meeting its operational and financial goals. Provides executive leadership in establishing a strategic vision to ensure organization maintains a competitive position in a changing healthcare marketplace. Plans and implements initiatives to build organizational strength while adapting to clinical, economic, technological, and regulatory changes. Sets out to achieve the highest levels of business development… Show more Responsible to position organization for continued growth and expansion while meeting its operational and financial goals. Provides executive leadership in establishing a strategic vision to ensure organization maintains a competitive position in a changing healthcare marketplace. Plans and implements initiatives to build organizational strength while adapting to clinical, economic, technological, and regulatory changes. Sets out to achieve the highest levels of business development, profitability, growth and operational excellence while fostering a culture of patient-centric care in keeping with the highest levels of patient and physician satisfaction. Show less Responsible to position organization for continued growth and expansion while meeting its operational and financial goals. Provides executive leadership in establishing a strategic vision to ensure organization maintains a competitive position in a changing healthcare marketplace. Plans and implements initiatives to build organizational strength while adapting to clinical, economic, technological, and regulatory changes. Sets out to achieve the highest levels of business development… Show more Responsible to position organization for continued growth and expansion while meeting its operational and financial goals. Provides executive leadership in establishing a strategic vision to ensure organization maintains a competitive position in a changing healthcare marketplace. Plans and implements initiatives to build organizational strength while adapting to clinical, economic, technological, and regulatory changes. Sets out to achieve the highest levels of business development, profitability, growth and operational excellence while fostering a culture of patient-centric care in keeping with the highest levels of patient and physician satisfaction. Show less

Vice President Financial Services

• Jan 2014 - Jul 2018

Serves as senior level financial executive leader for Atrium Health's Medical Group Division to include Carolina's Physicians Network, Northeast Physicians Network and Atrium Health Faculty & Medical Education Departments which have been combined into a single integrated Medical Group Division. Provides oversight, guidance and insures the integrity of financial decision making, financial processes and financial reporting for all areas of responsibility for the Medical Group Division.… Show more Serves as senior level financial executive leader for Atrium Health's Medical Group Division to include Carolina's Physicians Network, Northeast Physicians Network and Atrium Health Faculty & Medical Education Departments which have been combined into a single integrated Medical Group Division. Provides oversight, guidance and insures the integrity of financial decision making, financial processes and financial reporting for all areas of responsibility for the Medical Group Division. Responsibilities include providing direct oversight and guidance to: revenue cycle activities; cash management and disbursement activities; physician compensation; accounting, financial and management reporting; strategic planning, acquisition and affiliation activities; operational and capital budgeting, long-term forecasting; all other financially related activities.

Vice President Financial Services

• Jul 2011 - Dec 2013

Provided the support necessary to advance the financial planning, development, and operational performance of the Levine Cancer Institute, including analytical, consultative and information support to the President of the Institute. Partner with both the CHS affiliates and the regional program directors to make complex business decisions encompassing the needs of multiple parties. Develop and provide long term financial outlook in order to help build a regional program that achieves short… Show more Provided the support necessary to advance the financial planning, development, and operational performance of the Levine Cancer Institute, including analytical, consultative and information support to the President of the Institute. Partner with both the CHS affiliates and the regional program directors to make complex business decisions encompassing the needs of multiple parties. Develop and provide long term financial outlook in order to help build a regional program that achieves short term results without compromising the long term vision of the program.

Finance Director

• Jan 2010 - Jun 2011

Taussig Cancer Institute, Finance Director Provided analytical, consultative and information support to the Institute Chairman and Institute Administrator. Participated in the planning process, business development; presentations to physicians, executive staff and management; development of financial goals and effective monitoring of such goals; and made sound recommendations to senior management regarding business opportunities, cost control and business plans.

Chief Financial Officer

• Aug 2008 - Dec 2009

Lakewood Hospital, Chief Financial Officer Provided analytical, consultative and information support to the Hospital Chief Administrative Officers and Department Directors. Participated in the planning process, business development; presentations to physicians, executive staff, and management; development of financial goals and effective monitoring of such goals; and made sound recommendations to senior management regarding business opportunities, cost control and business plans.

Director, Decision Support Services & Managed Care

• 2005 - 2008

Oversaw implementation of decision support software, Oracle database, software upgrades and issues. Managed care contracting, analysis and negotiations. Oversaw implementation of decision support software, Oracle database, software upgrades and issues. Managed care contracting, analysis and negotiations.

Controller

• 2003 - 2005

Produced timely and accurate reporting of all consolidated financial data and statements. Managed staff of three direct reports including training, performance management, and coaching. Assisted with staff of three indirect reports. Produced timely and accurate reporting of all consolidated financial data and statements. Managed staff of three direct reports including training, performance management, and coaching. Assisted with staff of three indirect reports.

Director, Financial and Administrative Systems

• Aug 2002 - Dec 2003

Responsible for all financial and administrative applications, including Lawson and Kronos, and future implementation of decision support software. Created annual capital and operating budgets, including monthly operating margins. Oversaw staff of seven while managing upgrades, security, system performance and reporting.

System Administrator

• Apr 2001 - Aug 2002

Controller

• Jun 2000 - Apr 2001

Assistant Controller

• 1997 - 2000

Responsible for preparation and analysis of financial statements, including journal entries, processing and maintaining general ledger. Responsible for preparation and analysis of financial statements, including journal entries, processing and maintaining general ledger.

Assistant Controller and Operations Manager

• 1995 - 1997

Controller and Property Manager

• 1990 - 1995