VICE PRESIDENT, CORPORATE FINANCE Summary Accomplished healthcare finance executive demonstrated ability deliver mission-critical results complex rapidly changing environments. Skills Balance Sheet Risk Management Contract Negotiations Treasury Management Technical US GAAP Accounting Proficient Board Communications Multi-disciplinary Team Lead Experience Vice President, Corporate Finance 10/2015 Current Company Name City State Responsible various consolidated corporate departments provided accounts payable, accounting, financial reporting, non-patient billing, payroll, tax treasury services health system components, including acute-care hospitals, post-acute care facility, faculty physician group, multiple benefit plans various for-profit not-for-profit joint ventures. Served staff Audit Compliance Committee Board responsible governance committee Served staff Investment Committee Board responsible governance Committee Managed external audit consolidated financial statements organization, components, employee benefit plans Managed tax structure, tax compliance filings, monitoring tax exempt status compliance IRC 501r requirements hospitals Led created offering statements multiple tax exempt bond financings, achieving $15 million economics savings refinancing existing debt Led $41 million new market tax credit financing construction new Neurosciences Institute facility Led bond ratings presentations 5 successful continuous upgrades 5 years Managed debt compliance enterprise obligated group reporting Directed ongoing risk mitigation efforts defined-benefit pension plan obligation, including plan design changes leading freeze al participants additional funding, including $50 million funding September 2016 Led successful selection change outsourced Chief Investment Officer complete turnover $400 million investment portfolio Responsible various external vendor relationships including audit, tax, actuarial, banking, merchant processing, custodial, investments, bond holder relationships ongoing evaluation requests proposal services ​ Vice President/Controller 04/2012 09/2015 Company Name City State Responsible various consolidated corporate departments provided accounts payable, accounting, financial reporting, non-patient billing, payroll, tax treasury services health system components, including acute-care hospitals, post-acute care facility, faculty physician group, multiple benefit plans various for-profit not-for-profit joint ventures. Successfully led series tax restructurings entities within health system conjunction in-house general counsel streamline structure health system create efficiencies administration compliance filings IRS. Led created offering statements multiple new money tax exempt bond financings. Led due diligence accounting acquisition faculty practice plan assets clinical operations. Led ongoing integration efforts faculty practice plan streamline finance operations, simplify debt structure, centralize treasury services, ensure consistency timeliness financial information Expanded bench strength Corporate Finance team re-establishing role Corporate Controller creating capacity Vice President, Corporate Finance role assist CFO strategic operations Corporate Controller 12/2006 04/2012 Company Name City State Responsible various consolidated corporate departments provided accounts payable, accounting, financial reporting, non-patient billing, tax treasury services health system components, including several acute-care hospitals, post-acute care facility, multiple benefit plans various for-profit not-for-profit joint ventures. Successfully aided negotiations financial terms resulting multiple financial settlement agreements surrounding departures multiple hospitals joint operating agreement governance structure health system 2007 2010. Successfully negotiated managed multiple transition service agreements multiple hospitals spanning three months three years resulting departure hospitals health system joint operating agreement 2007 -2010. Managed successful accounting external audits health system financial organizational restructuring health system. Managed reorganized corporate finance team various times throughout restructuring health system. Managed multiple liability payoffs health system including tax exempt debt payoffs, pension spin-offs, medical malpractice liability run-outs financial restructuring health system. Actively participated reorganization health system affiliation academic sponsor relation appropriate accounting treatment led tax restructuring health system. Acted lead staff inaugural tax exempt debt issue rating process external agencies restructured legal entity 2010. Managed accounting financial reporting new construction operations large community hospital. Audit Professional 08/1997 12/2006 Company Name City State Responsible various financial audits retail, manufacturing, investment management, academic medical centers, healthcare, higher education non-profit entities. Also responsible multiple due diligence assessments mergers acquisition consulting practice firm. Trained staff nationally audit methodologies, accounting guidance audit software continuing education seminars. Prepared reviewed financial statements private public companies, including multi-location consolidations. Researched accounting issues concluded proper accounting treatments disclosures. Performed supervised projects assessing internal control reliability effectiveness, including companies subject Sarbanes-Oxley Act. Acted lead senior large multi-national restatement audit surrounding proper lease accounting. Acted lead manager large multi-state restatement audit undergoing significant SEC investigation. Supervised evaluated audit staff ranging one twenty-five individuals. Participated national committees design create audit programs not-for-profit higher education industries. Prepared coordinated audit budgets, forecasts billings. Actively participated recruitment efforts interviews potential hires enrolled nationally identified strategic business schools. Presented continuing education seminars local business groups university accounting cirriculum. Education Training Bachelor Science Accountancy 1997 Miami University City State Economics Minor Cum laude Credentials CPA, State Ohio License #42088 Dec 2003 Dec 2017 CGMA, American Institute Certified Public Accountants Dec 2014 FHFMA, Healthcare Financial Management Association April 2013 CHFP, Healthcare Financial Management Association April 2013 Activities Honors Uptown Consortium, Cincinnati, Audit Committee Member 2017 Uptown Consortium, Cincinnati, Finance Committee Member 2008 2017 Uptown Consortium, Cincinnati, Executive Committee Member 2016- 2017 Healthcare Financial Management Association, National Large System Controller Council Healthcare Financial Management Association, Southwest Ohio Chapter, Board Director 2010 Healthcare Financial Management Association, Southwest Ohio Chapter,Treasurer, 2011- 2012 American Institute Certified Public Accountants Ohio Society Certified Public Accountants Speaker Healthcare Financial Management Association American Healthcare Lawyers Association ​ ​