PeaceHealth Medical Group, Vancouver, WA
Director of Finance, PeaceHealth Medical Group 2013 - present
Medical group encompassing practices in Oregon, Washington and Alaska with $330M net revenue representing 900+ providers in 70 locations, supporting 10 hospitals.
" Brought together team of medical group finance leaders from 3 operating networks that had previously reported to network medical center leadership.
" Standardized reporting and metrics for newly formed system-wide medical group.
" Implemented daily visit/revenue reporting with tools to assist clinic leadership in managing daily volumes to achieve budgeted targets.
" Began monthly publication of provider dashboards, together with other departmental reports to assist clinic management in improving performance.
" Centralized finance functions previously performed locally, leading to greater consistency and less total time spent, which then allowed local finance leaders to better support network operations.
" Implemented reimbursement audits, generating over $1.0M of payer recoveries.
" Completed Leadership in Ministry training and Clinical Leadership Academy.
" Chosen as a 2016 Exceptional Work Group Leader.
Director of Finance, Southwest Medical Group 2009 - 2013
Emerging medical group of approximately 90 providers with 2013 net revenue of $36 million; wholly owned by Southwest Washington Medical Center, which became affiliated with PeaceHealth on January 1, 2011.
" Managed revenue cycle, payer contracting and provider enrollment, together with all finance and accounting functions during a period of high growth150%+ over 2008 levels. Total of 42 direct and indirect reports.
" Established internal controls and stabilized finance department that was overwhelmed from addition of new practices and/or providers.
" Improved accuracy and format of financial reporting to senior management, clinic managers and medical providers.
" Reduced month-end close time from 30 days to less than 10 days.
" Reduced days revenue in receivables from 60+ days to 32 days.
" Implemented budgeting and forecasting process.
" Successfully completed first-ever year-end financial statement audit.
Sapa Profiles, Inc., Portland, OR 2007 2008
Vice President Finance
Producer of aluminum extrusions and related products; North American subsidiary (revenues of $200+ million) of Orkla ASA (revenues of $12.7 billion); Sapa formed a joint venture with Alcoa in June 2007.
" Provided leadership to accounting, credit, purchasing and ERP departments with total staff of 17-20 using Microsoft Dynamics (Axapta) ERP system.
" Interfaced with Scandinavian head office on compliance and financial reporting.
" Implemented standard costing system to improve inventory valuation, profitability analysis and manufacturing accountability.
" Focused on working capital management to reduce inventory by $6.5 million (27%) and accounts receivable by $3.8 million (16%) over a one-year period.
" Worked with senior management and supervisors to create detailed budgets.
" Completed year-end close and independent audit in 3 weeks that in the prior year took 5 months.
Purdy Corporation/Sherwin-Williams, Portland, OR 2000 2007
Vice President Finance
Manufacturer of paint applicators and accessories with business unit revenues of $140 million; acquired from private equity by Sherwin Williams (revenues of $8 billion) of Cleveland, OH, in August 2005.
" Improved reporting and strengthened internal controls during period of 200% sales growth.
" Streamlined accounting functions to accommodate growth without increasing headcount.
" Implemented manufacturing accounting/standard cost system in JD Edwards ERP system.
" Established planning/budgeting process with departmental accountability.
" Worked closely with managers to put together meaningful and detailed plans.
" Managed financial/information system aspects of several major projects, including opening of distribution center and relocation of manufacturing operations.
" Installed fully integrated accounting system in UK subsidiary.
" Developed health care program that minimized cost increases to company and employees.
" Assisted with transition to new systems after being acquired by Sherwin Williams.
Landa, Inc., Camas, WA 1997 1999
Chief Financial Officer
Manufacturer of industrial pressure washers and water cleaning equipment with revenues of $50 million; acquired by The Harbor Group of St. Louis, MO, in 1999. Now owned by Kärcher Group.
" Implemented detailed budgeting/planning process in first year with company.
" Upgraded management reporting to more traditional manufacturing company format using PointMan ERP system.
" Worked with new LBO owners to implement custom software and reporting requirements.
" Arranged construction financing of 200,000 square foot building, negotiated sale of old building, as well as the later sale/lease-back of the new building.
" Brought disciplines to credit/collection function, significantly reducing delinquencies and risk.
Guerdon Homes, Inc., Lake Oswego, OR 1988 1997
Chief Financial Officer
Manufactured Home producer with revenues of $100+ million; acquired by American Homestar (no longer exists) of Houston in 1997. Consisted of manufacturing locations in Ocala, FL, Waycross, GA, Alexander City, AL, Vicksburg, MS, Ft. Lupton, CO, Gering NE, Boise, ID, Pendleton, OR and Stayton, OR.
" Implemented internal controls, reporting systems, and new accounting software to support growth from $40 to $100 million over four-year period.
" Carefully managed receivables, inventory and payables in high-growth environment.
" Maintained detailed cash flow projections to ensure adequate cash during period of expansion, which included construction of a new plant, the purchase of an existing plant and remodeling of four existing facilities to increase capacity, in addition to the start-up of a retail financing company.
" Arranged LOCs and political risk insurance for a large housing project in Israel.
" Oversaw team that developed external retail finance program and later helped set-up and capitalize an in-house retail finance company.
" Stabilized cash flow and relationships with vendors following companys exit from bankruptcy in late 1987, prior to my starting with the company.
" Led project to completely overhaul and update the policies and procedures manual.
" Had responsibility for due diligence and heavily involved in legal issues of four ownership changes and the related complex capitalization structures.
" Managed other corporate-level functions, i.e., employee benefits, risk management, corporate policies and procedures, information systems, internal audit, etc.
The Voit Companies, Woodland Hills, CA 1987 1988
Real estate developer and property manager of several properties in Southern California, including the Warner Center in Woodland Hills; total assets of $500+ million.
" Directly supervised accounting staff of approximately 10 individuals.
" Ensured prompt preparation of monthly financial statements and timely tax reporting for approximately 20 real estate, construction and property management partnerships.
" Managed the various year-end audits to ensure timely and on-budget completion after several years of significant cost over-runs, savings tens of thousands in audit fees.
Touche Ross & Co., Los Angeles, CA 1985 1987
International accounting firm providing audit, tax and consulting services; now known as Deloitte and Touche.
" Audited several companies, public and private in a variety of industries, including health care, aerospace/defense, real estate/construction, manufacturing, etc.
" Supervised and trained staff accountants and performed tax and consulting work.
" Earned California CPA certificate.
Education Brigham Young University, Provo, UT
" Masters of Accountancy, December 1984
" Bachelor of Science, Accounting, April 1983
" BYU is routinely rated among the top five universities nationwide for both its accounting program and ethical standards in annual WSJ survey.
Other Holder of Certified Public Accountant license (California #50089)
Coached youth soccer teams for 17 years
Started running in 2010have run Hood to Coast three times and 7 half marathons
Enjoy playing soccer, hiking and backpacking
Have been active in Boy Scouts of America for many years with 3 Eagle Scout sons
Speak and read Spanish reasonably well having lived two years in Spain