Daniel A. Fundo, Jr. MBA

Director of Finance and Operations at Grace-St. Luke's Episcopal School
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Memphis Metropolitan Area

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Adam Shirley

Daniel was the CFO for my b-school work team, and I benefitted greatly from his knowledge and experience in the world of finance. Daniel is a natural leader and uses a methodology whereby he uses facts to show the "real" options available. He demonstrated a unique ability to shape the direction of a debate and form consensus in a non-confrontational manner using these facts (financial constraints of any situation). His analytical skills often accelerated our team's project analysis and decision process by providing us with models that facilitated something approaching "apples to apples" comparisons on disparate paths that were anything but. Daniel's work ethic is without peer, and is shadowed only by his personal ethos. As such, he will be offered partnership in any business venture I should undertake in the future. Daniel has my highest recommendation, without reservation.

Robyn Whipple Diaz

I work with Daniel in my capacity as associate general counsel at St. Jude Children's Research Hospital. Daniel is hard-working, incredibly organized, and invariably understands exactly what a project is all about. He is a detail-oriented multi-tasker who never loses sight of the strategic objective.

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Education Administration Programs
    • Director of Finance and Operations
      • Apr 2016 - Present
    • Hospitals and Health Care
    • 700 & Above Employee
    • Business Manager - Children's Foundation Research Institute
      • Jul 2013 - Apr 2016

      Responsible for management of the daily business operations of the Children’s Foundation Research Institute (CFRI) at Le Bonheur. Primary responsibility for clinical trial budgeting, sponsor negotiations, billing, vendor payments, collection, revenue tracking, and study feasibility analysis. Also responsible for the general accounting functions of the CFRI such as capital/operational budgeting, month end closing/reporting, variance analyses, foundation accounting. Accomplishments:- Negotiated over $376K in additional contract payments from sponsors- Improved year-over-year collections by 45% - Developed financial dashboard for CFRI leadership team Show less

    • Director of Finance and Business Operations - ULPS
      • Jun 2011 - Jun 2013

      Directed and coordinated financial functions & operations, policies, procedures and processes for a 100+ physician academic practice. Responsible for all financial related activities for ULPS clinics and duties such as accounting, accounts receivable, accounts payable, capital and operational budgeting, revenue cycle management, annual reports, IRS filings, physician credentialling, benefits administration, and other administrative duties as needed.Accomplishments:- Directed successful application for tax-exempt status (IRS form 1023)- No audit issues/findings for two consectutive years- 1.2% variance to budget in FY2013- Created unique trending report for charges/RVU's which helped to identify revenue cycle issues Show less

    • United States
    • Higher Education
    • 1 - 100 Employee
    • Adjunct Faculty
      • Dec 2010 - Jun 2013

      Taught HA525 - Health Care Financial Management in the Masters of Health Adminstration program. Taught HA525 - Health Care Financial Management in the Masters of Health Adminstration program.

    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Clinical Enterprise Business Administrator
      • Aug 2009 - Jun 2011

      Worked with the Adminstrative Director to the Executive Vice President to guide development of capital and operating budgets for clinical service departments, improve financial processes; manage clinical departments' financial and programmatic audits; analyze volume, quality, and outcome data; develop and implement operational plans, and to contribute to strategic planning and process improvement initiatives. Served on the PPACA (healthcare reform), and community benefit task forces. Accomplishments: - Increased financial accountability by initiating variance justification - Increased the remediation rate of internal audit findings by improving coordination of responses - Saved over $30,000 in medical supply expenses by implenenting changes to the invoice approval process - Worked to recruit and retain physicians and mid-level practitioners Show less

    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Asst. Controller
      • Oct 2006 - Jul 2009

      Worked with Controller and CFO to develop annual operating and capital budget, complete closing processes and journal entries, compile reports to Board of Directors, manage property taxes, perform capital asset audits, reconcile balance sheet, and perform income statement analyses. Also provided initial decision support analyses. Worked with Controller and CFO to develop annual operating and capital budget, complete closing processes and journal entries, compile reports to Board of Directors, manage property taxes, perform capital asset audits, reconcile balance sheet, and perform income statement analyses. Also provided initial decision support analyses.

    • United States
    • Hospitals and Health Care
    • 200 - 300 Employee
    • Claims/Risk Information Supervisor
      • 2005 - 2006

      Worked with the Director of Risk Management to track and analyze unusual occurrences for 15 hospitals, identify trends, complete report of legal/risk/insurance activities for the Board of Directors. Managed a staff of two. Served on the system falls prevention committee, and medication usage and safety team. Implemented an internally developed electronic occurrence reporting system and developed/conducted training sessions for end-users. Worked with the Director of Risk Management to track and analyze unusual occurrences for 15 hospitals, identify trends, complete report of legal/risk/insurance activities for the Board of Directors. Managed a staff of two. Served on the system falls prevention committee, and medication usage and safety team. Implemented an internally developed electronic occurrence reporting system and developed/conducted training sessions for end-users.

    • United States
    • Human Resources Services
    • Account Executive
      • Oct 2000 - Jul 2001

      Closed largest single sale in company history (~ $230K); Responsible for sales of advertising in Towery's various publications, maintaining existing existing customer accounts and various sales support functions. As necessary, provided initial consultation for advertising layout. Closed largest single sale in company history (~ $230K); Responsible for sales of advertising in Towery's various publications, maintaining existing existing customer accounts and various sales support functions. As necessary, provided initial consultation for advertising layout.

Education

  • Vanderbilt University - Owen Graduate School of Management
    MBA
    2007 - 2009
  • Baptist Memorial College of Health Sciences
    B.S., Healthcare Management
    2002 - 2005

Community

You need to have a working account to view this content. Click here to join now