(562) 867-CFO Candidate

Lakewood, CA. 90713 Email: tdfa8342@

westpost.net
Career Summary:
17 years experience as Hospital Chief Financial Officer with Finance and Ancill
ary responsibility. Additional Physician/Medical Group experience.
Senior Financial Executive with over 28 years experience in Budget Preparation,
analysis, forecasts, General Ledger closing and Accounting.
Very detailed oriented with big picture focus at all times.
Cost savings and revenue maximization experience.
Leader of financial operations for over $400 million annual gross revenues.
Education:
Masters of Business Administration University of Phoenix, 1996
Bachelor of Science in Accounting - Loyola Marymount University, 1981
Professional Experience:
CHIEF FINANCIAL OFFICER October 2001 -
Present
Memorial Hospital of Gardena, Gardena, CA
172 bed licensed facility Serving primarily Medicare and Medi-cal Insured patien
ts, Managed Care and Uninsured. 103 acute beds / 69 Sub-acute beds.
Responsible for Financial Reporting, Cost Reports, Disproportionate Share report
ing, Analysis, Audits, Operating and Capital Budgets, All tax reporting annual,
quarterly and monthly. Responsible for Patient Billing, Admitting, Medical Recor
ds, Purchasing, Information Systems, Accounting (General Ledger, Accounts Payabl
e & Payroll) Dietary/Cafeteria, Pharmacy, and Rehabilitation services). Responsi
ble for supporting over 60 departments.
Restructured daily cash management to reduce debt obligations and Accts. Payabl
e days while ensuring payment of all liabilities within terms.
Increased Disproportionate share funding, $1 million annually, through accurate
OSHPD reporting.
Reduced supply and purchased services through consistent review of vendor contr
acts.
Reduced labor costs and overtime by implementing daily labor productivity tool.
Directed Finances for over $400 Million of annual revenues with strong profit m
argins.
Improved financial operations to profit margins of over 10% annually, for over
3 years.
Completed OSHPD, Medicare and Medi-cal Cost reporting and audits.
Completed CMAC funding proposals for Disproportionate programs with annual awar
ds.
Managed all strategic analysis, operating and capital budgets, and statistic bu
dgets.
Completed Risk Pool settlements for four different groups; 36,000 members.
Developed strong IT support for Patient Billing, Medical Records, and Case Mana
gement.
Implemented weekly Finance/Case Management teams to increase net revenues.
Developed policies and procedures to increase internal controls.
Developed reporting for adequate Malpractice and Workers Compensation reserves.
Responsible for high level reporting of reserves, borrowing base and procedures
for two-facility system.
Coordinated with auditors, bank representatives, and government agencies.
401K Plan Administrator, for over 200 participants.
Board Member, submitting financial presentations monthly.
Senior Chief Financial Officer for two-facility system.
INTERIM CFO AND CONSULTING April 2001 October 2
001
INTERIM CFO
Responsible for financial operations of an acute care hospital.
Month-end closing of facility general ledger, to include productivity reporting,
IBNR calculation for capitation groups. Responsible for Materials Management, P
atient Billing, Medical Records and Accounts Payable.
CONSULTING
Self employed owner of Accounting and Income Tax services as a licensed tax prof
essional. Provided accounting and tax filing services to individuals and busines
ses. Filed annual payroll tax reports, 1099 reports and income taxes.

Senior Financial Executive

Resume (Page 2 of 3)
VICE PRESIDENT OF FINANCE AND OPERATIONS March 1999 April 2001 Planned Pare
nthood of Orange and San Bernardino Counties Orange, CA.
Seven Family Planning and Prenatal Clinics including WIC, Title X and several ad
ministrative divisions.
Responsible for all Financial Reporting, Audits, Patient Billing, Purchasing, In
formation Systems, Operations, Insurance, Budgets, Incident reporting and Financ
ial Board Reporting.
Filed reports for WIC, Title X, Bureau of Census, Grants and Contract Reporting
and proposals. Investment Member and Board Member.
Improved Cash collections 30% for all payers, including Medi-cal.
Pro Forma reporting for potential new clinics, Semi-annual rolling cash forecas
ts, Operating and Capital budgets: Summary and Department levels.
Insurance claim filing and malpractice analysis.
Completed Reporting for Grants and Contracts and several WIC programs.
Financial Reporting for Donors and Donations.
Developed and implemented payroll and accounting policies and procedures to tig
hten internal controls.
Responsible for all tax filing.
Monthly Board Presentations.
Produced Cost Accounting Reports for all clinics.
Non Profit Facility.
REGIONAL CONTROLLER August 199
8 March 1999 Medpartners, Long Beach, CA.
*Company sold
Nine Physician owned Medical Groups 40 Medical Clinics for Inland Empire. Direc
ted Accounting Operations for the Inland Empire, Riverside, San Diego, Arizona a
nd Nevada.
Maintained general ledgers, completed financial reporting and analysis for seve
ral companies.
Monthly financial analysis and Patient Billing functions: Contractual adjustmen
ts, bad debt reserve and collections.
Monitored Shared Risk accruals and capitation revenues with member months and e
nrollment data. Coordinated audit requests.
Reviewed IBNR accruals for all groups.
Maintained contractual terms and agreements for all groups.
Supervised Six Accountants and additional office staff.
CORPORATE CONTROLLER May 1997 Aug
ust 1998
Watts Health Systems, Inglewood, CA.
Corporate Office, HMO and Community Clinics. Six companies: For Profit and Not
for Profit. Responsible for Accounting operations to include: Payroll, Accounts
Payable, General Ledger, and Patient Billing.
Responsible for over 6 Companies: For Profit and Not for Profit.
Directed Accounting operations for Medical Centers, HMO (United Health Plan) an
d Six Corporate entities.
Filed Census Bureau Reports, Dept. of Corporation reports, 5500 reports, Busine
ss Taxes, WIC, Grants and Federally Qualified Health Care (FQHC) reports.
Presented Monthly financials at Board Meetings.
Prepared IBNR and Clinic reports.
Published two financial books monthly.
Prepared Cash Flow statements.
Financial reporting for Non profit and For Profit facilities.
Primary contact for all audits.
Developed monthly analysis for all bank reconciliations for multi-facilities.

Senior Financial Executive

(Page 3 of 3)

CHIEF FINANCIAL OFFICER Jun

e 1990 September 1997
CONTROLLER
August 1988 -June 1990
Charter Community Hospital, Hawaiian Gardens, CA.
137 licensed bed facility: Acute Care / Managed by FHP (Family Health Program)Re
sponsible for all financial reporting: Medical Records, Admitting, Patient Bill
ing, Purchasing, Information Systems/Data entry, Accounting Dept. and Volunteers
.
Prepared Medicare Cost Reports and OSHPD reports (Annual and Quarterly).
Developed and maintained Bi-weekly Productivity reporting.
Produced Payroll exception reports to reduce incidental overtime and eliminate
payroll errors.
Responsible for Property, Corporate and Income tax reporting.
Competitive CDM pricing and maintenance.
Developed FTE, statistical, operating and capital budgets.
Prepared Pro Forma analysis of Capital and Operating expenditures.
Developed capitation procedures for Managed Care contracts.
Fixed Asset maintenance and reporting.
Developed detail operating budget processes at a department level and summary l
evel.
Reduced payroll costs by implementing revised reporting (for 3 Hospitals).
Bi-weekly expense reporting, hospital-wide.

FINANCIAL ANALYST II
May 1985 August 1988
ACCOUNTANT
September 1981 May 1985
Pacific Health Resources, Los Angeles, CA.
Corporate office of Several Acute Care Hospitals. Responsible for supporting Hos
pital operations including construction accounting, financial analysis, general
ledger maintenance and taxes.
Construction Accounting for 5 hospitals and 16 remodeling projects.
Responsible for project billing and collections for several simultaneous projec
ts.
Supervised Accountants. Responsible for billing and financial analysis.
Project Cost analysis for potential Urgent Care Centers, several years into the
future.
Assisted with budget preparation.
Responsible for general ledger analysis and reconciliations for Corporate.
Completed bank reconciliations and monthly expense accruals.
Multi-facility financial reporting and tax filing.
References: Available upon request.