Experience

Crossroads Health Ohio
• United States
• Individual and Family Services
• 1 - 100 Employee
• Chief Financial Officer

  • 2018 - Present


Solutions Behavioral Healthcare, Inc.

• United States
• Mental Health Care
• 1 - 100 Employee

• Chief Financial Officer

  • 2016 - 2017

  Cleveland/Akron, Ohio Area



The Centers for Families and Children

• United States
• 1 - 100 Employee

• Interim Chief Financial Officer

  • 2015 - 2015

  Cleveland/Akron, Ohio Area + Restructured $5.3 million in debt including commercial mortgage and operating line of credit resulting in 1.82% interest reduction. + Improved working capital by $3.2 million over a 6 month period via aggressive A/R management.



Cleveland Clinic

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Division Finance Manager

  • 2010 - 2015

  + Responsible for financial management, reporting and analysis of key divisions supporting Chief of Staff, Chief Financial Officer, Chief Marketing Officer, etc. Leadership of annual operating budgets exceeding $350 million and Workforce Management activities for over 3,400 FTE. + Financial oversight of Revenue Cycle Management areas – Billing Operations, Patient Registration, Medical Coding, Customer Service, Collections, Revenue & Reimbursement, Managed Care, etc. + Financial oversight… Show more + Responsible for financial management, reporting and analysis of key divisions supporting Chief of Staff, Chief Financial Officer, Chief Marketing Officer, etc. Leadership of annual operating budgets exceeding $350 million and Workforce Management activities for over 3,400 FTE. + Financial oversight of Revenue Cycle Management areas – Billing Operations, Patient Registration, Medical Coding, Customer Service, Collections, Revenue & Reimbursement, Managed Care, etc. + Financial oversight of traditional finance functions – Investments, Corporate Accounting, Treasury, Payroll, A/P, Business Intelligence, Financial Planning, Risk, Tax and Compliance, Research, etc. + Financial leadership of major strategic initiatives with budgets (capital & operating) in excess of $300 million. Including Enterprise Patient Management IT system replacement with EPIC. Show less



PNC

• Travel Arrangements
• 1 - 100 Employee

• CFO - Retail Business Banking

  • 2006 - 2009

  Cleveland, Ohio + Business Unit CFO with P&L and B/S accountability for unit with $8 billion loans, $9 billion deposits, $750 million revenues, $400 million expense and 700+ FTE. + Achieved 31% ROE and 49% Efficiency ratio while supporting unit.

• Manager, Retail Sales Planning and Analysis

  • 2005 - 2006

  Cleveland, Ohio + Sales planning, performance analysis, reporting for retail banking unit of 1,400 branches; 10,000 sales/service employees; 4 million customers; $55 billion deposits; $18 billion loans; $2 billion NIBT. + Designed, implemented and managed financial modeling for all retail goal setting including production, referrals and financial goals—supporting $55 million incentive compensation budget.

• Manager, Business Development

  • 2002 - 2005

  Cleveland, Ohio + Merger and acquisition due diligence and integration of multiple bank entities. + Manager of finance project group supporting consumer business unit development activities. + Prioritized top projects with senior leaders and managed 5 PMs in day-to-day implementation. + Reporting for Business Segments, Product / Customer, External / Regulatory, General Ledger.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Senior Financial Analyst

  • 1998 - 2002

  North Carolina + Analyst supporting senior business unit managers for private banking, trust, and investments. + Analysis, modeling, and design of key financial integration strategy, based on sales team cross-sell concept, resulting in revenue growth of over 20% for multiple lines of business. + Monthly reporting and analysis of business unit profitability, performance, business drivers, etc.



Bureau of Economic Analysis

• United States
• Government Administration
• 200 - 300 Employee

• Economist - Corporate Profitability

  • 1991 - 1997

  Washington D.C. Metro Area + Analysis to estimate U.S. corporate profitability ($876 billion in 2000) by industry sector. + Research to quantify macroeconomic variables of expense and revenue for the corporate sector. + Designed, developed, and managed economic and statistical databases of macroeconomic models.