Experience

Hospice of the East Bay

• Chief Financial Officer

  • Nov 2014 - Present

  * Responsible for all Finance and Accounting functions across the organization overseeing all fiscal and fiduciary responsibilities for this $35 million non-profit community-based company. * Familiar with reimbursement processes associated with Medicare, Medi-Cal and Insurance Carriers. * Provide support to VP’s & Managers by assisting them with budget and analysis planning. * Lead the Finance Department, which consisted of a Controller, Sr. Financial Analyst, Acctg/Payroll Specialist… Show more * Responsible for all Finance and Accounting functions across the organization overseeing all fiscal and fiduciary responsibilities for this $35 million non-profit community-based company. * Familiar with reimbursement processes associated with Medicare, Medi-Cal and Insurance Carriers. * Provide support to VP’s & Managers by assisting them with budget and analysis planning. * Lead the Finance Department, which consisted of a Controller, Sr. Financial Analyst, Acctg/Payroll Specialist and 3 Billers. Also lead the IT & Facilities Department, which consists of an IT Director, IT Specialist and Facilities Coordinator. * Interact with the Board & Committees on a regular basis collaborating and influencing decisions for the best results possible. * Lead the Fund Development Department consisting of 4 employees with the VP of Fund Development reporting to me. * Lead the Retail Thrift Shoppe Operations consisting of 40+ employees with the GM of Retail Operations reporting to me. * Lead the Communications Department consisting of 3 employees with the Director of Communication reporting to me. * Serve as the Risk Manager for the company leading all insurance needs (i.e. Medical, Property, Liability, Workman’s Compensation and Auto). * Build capacity planning tools for the Clinical Operations to assist them in maximizing quality and profitability. * Provides presentations in all staff meetings, Board meetings and Committee meetings as needed. Show less



Sutter Health

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Interim Chief Financial Officer

  • Nov 2013 - Aug 2014

  * Led and built all finance, actuarial & underwriting functions and team for a Start Up organization. * Acting as the Interim CFO for an extended amount of time during the position being available. * Interacted with the DMHC submitting all monthly/quarterly/annual regulatory submissions, along with supplying the long-term forecast. * Provided strategic guidance to CEO & Leadership Team on current issues and future growth initiatives. * Led the Finance Department, which consisted… Show more * Led and built all finance, actuarial & underwriting functions and team for a Start Up organization. * Acting as the Interim CFO for an extended amount of time during the position being available. * Interacted with the DMHC submitting all monthly/quarterly/annual regulatory submissions, along with supplying the long-term forecast. * Provided strategic guidance to CEO & Leadership Team on current issues and future growth initiatives. * Led the Finance Department, which consisted of an Underwriting Manager, 2 Actuary Leads and 4 Sr. Financial Analysts, in all activities. Data analysis & quality control were key components of this department. * Provided excellent internal customer service to budget owners supplying them with guidance and variance reports to assist them in managing their budget. * Closed the monthly financials interacting with the Accounting Department, which supports the health plan in a matrix environment. * Led the department in creating Standard Operating Procedures, Policies & Procedures and Desk References. Show less



Carlton Senior Living

• United States
• Hospitality
• 100 - 200 Employee

• Chief Financial Officer

  • Jun 2009 - Sep 2013

  San Francisco Bay Area * Grew the company’s top line Revenue, in a struggling market, from approximately $50 million to $60 million in 4 years. 2014 Revenue should exceed $65 million with 2 new projects added to the portfolio. * Led the company in all financial operations guiding the Accounting, FP&A and IT Departments along with having direct interaction with the Executive Directors to ensure financial success. * Guided the Accounting Department, which consisted of a Controller, Supervisor and 4 Staff… Show more * Grew the company’s top line Revenue, in a struggling market, from approximately $50 million to $60 million in 4 years. 2014 Revenue should exceed $65 million with 2 new projects added to the portfolio. * Led the company in all financial operations guiding the Accounting, FP&A and IT Departments along with having direct interaction with the Executive Directors to ensure financial success. * Guided the Accounting Department, which consisted of a Controller, Supervisor and 4 Staff Accountants, in normal closing activities producing the financial statements. * Led the FP&A Department, which consisted of 1 Director and 1 Sr. Financial Analyst, in all budget & forecast activities. Data analysis & quality control were key components of this department. * Guided the IT Department for the company, which consisted of 1 Director and 1 Analyst. Quality & customer service were key components in managing this area. * Served as the Risk Manager for the company handling all insurance needs (i.e. Medical, Property, Liability, Worker’s Comp & Auto). Show less



Blue Shield of California

• United States
• Insurance
• 700 & Above Employee

• Segment Chief Financial Officer, Specialty Benefits

  • 2006 - May 2009

  San Francisco Bay Area • Supported the Large Group Business Unit of Blue Shield of California. Principal financial planner for the division supporting all sectors within the largest sales division within the company. • Provided strategic planning & analysis to our leadership team. Made strategic business recommendations to segment CFO and Operation VPs. Supported the segment CFO in analyzing monthly financial reports. • Managed a team of three Lead Financial Analysts and two Sr. Financial… Show more • Supported the Large Group Business Unit of Blue Shield of California. Principal financial planner for the division supporting all sectors within the largest sales division within the company. • Provided strategic planning & analysis to our leadership team. Made strategic business recommendations to segment CFO and Operation VPs. Supported the segment CFO in analyzing monthly financial reports. • Managed a team of three Lead Financial Analysts and two Sr. Financial Analysts. • Transferred to the Ancillary Group (sector within the Large Group Sales Division) replacing the Director of Finance for that business unit as the lead financial contact in all aspects acting as the CFO of the business unit. • The Ancillary Business Unit was quite dependent upon third party vendors to manage the business (approximately $15 million per year in vendor fees). I audited and renegotiated the contractual set-up of the agreements saving the business unit $5.1 million in 2007. Show less



United Behavioral Health

• Hospitals and Health Care
• 100 - 200 Employee

• Finance Manager

  • 2003 - 2006

  San Francisco Bay Area •Supported the Behavioral Health Division of United Health Group. Principal financial planner for the division supporting the clinical and shared service departments. Managed operating expenses and personnel, which is in excess of $300 million & 3,000 FTEs respectively, and lead projects effecting business decisions with financial implications. Customer service was a high priority in working with business partners. • Finance lead on creating/implementing and supporting/managing the annual… Show more •Supported the Behavioral Health Division of United Health Group. Principal financial planner for the division supporting the clinical and shared service departments. Managed operating expenses and personnel, which is in excess of $300 million & 3,000 FTEs respectively, and lead projects effecting business decisions with financial implications. Customer service was a high priority in working with business partners. • Finance lead on creating/implementing and supporting/managing the annual budget, quarterly forecast and profitability reporting model. Quality and accuracy of data was critical to the success of this initiative. • Management reporting & analysis was a key responsibility in this position. Reporting examples included capital budgeting/forecasting, revenue reporting, benefit expense reporting, variance/trend analysis, FTE analysis, metric reporting, unit labor analysis, cost profiling, and monthly operating report. Show less



Saint Agnes Medical Center

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

• Sr. Financial Analyst, Budget

  • 2002 - 2003

  Fresno, California Area • Managed the budget & forecast process. Detailed the budget to the general ledger and produced a target for managers. Provided excellent customer service to the operation directors/managers when questions arose on completing the budget/forecast models. • Managed the Labor Utilization Management System for the medical center. This system ensured operation directors/managers remained on target to their budget/forecast for operating expenses & FTEs.



CIGNA Healthcare

• Hospitals and Health Care
• 700 & Above Employee

• Finance Manager

  • 1997 - 2002

  Fresno, California Area • Supervised the completion of the monthly/quarterly/annual reports for the western region of the service organization. Quality and timeliness were key components for completion. • Managed a staff of 5 financial analysts supporting the various field sites and western region headquarters. Communication skills were essential with 4 of the analysts located in different offices. • Developed and implemented strategic recommendations for expense, service and staffing to the senior executives… Show more • Supervised the completion of the monthly/quarterly/annual reports for the western region of the service organization. Quality and timeliness were key components for completion. • Managed a staff of 5 financial analysts supporting the various field sites and western region headquarters. Communication skills were essential with 4 of the analysts located in different offices. • Developed and implemented strategic recommendations for expense, service and staffing to the senior executives within the western region and corporate headquarters. • Supervised and accounted for an operating expense regional budget of $65 million. Participated on the national service organization operating expense budget of over $300 million. • Served as an advisor & project manager to the western regional vice-president on issues involving expenses, service and staffing, resulting in creating and implementing action plans. Show less