PROFESSIONAL EXPERIENCE
HEALTHCARE FINANCIAL CONSULTING, New York 2010-Present
Principal Consultant
Leveraged long-standing industry relationships to develop new business and position clients for
sustainable growth in compliance with state regulations.
Developed applications for clients pursuing Health Care Efficiency and Affordability Law of New York
State (HEAL) grants. Prepared award drawdowns.
Prepared comprehensive Certificate of Need Applications for new residential healthcare facilities
(RHCFs) as well as planned growth for existing RHCFs and change of ownership applications.
NORTHERN SERVICES GROUP, INC. (NSG), Monsey, New York 2000-2010
$90 Million not-for-profit group comprising 3 RHCFs (533 beds), respite & hospice, 2 adult day health
care programs (274 slots), an assisted living facility (100 beds), an upscale independent and assisted
living retirement community (157 apartments), LHCSA and a home care agency.
Chief Financial Officer (CFO)
Directed the full range of financial accounting for the group and its 6 member companies including
reporting and relations to regulatory bodies, internal and external audits, billing for inpatient and
outpatient services, and weekly payrolls for all 7 companies.(over 1,200 employees) Participated in longterm strategic planning, including planning for growth and devising corporate policies to manage groupwide operations. Managed capital and development project budgets. Developed monthly financial reports
for the Executive Director and the Board. Negotiated insurance policies, third-party contracts, and
technology services. Managed a staff of 30 in finance, MIS, and purchasing.
Consolidated disparate financial functions into a central corporate finance department for the group,
creating a formal structure that increased quality, strengthened control, and improved timely analysis
and reporting while saving $180,000 in annual audit costs.
Saved more than $400,000 on a salary and wage audit by the NYS Department of Labor for the
period preceding my tenure. Resolved subsequent audits for less than $1,000.
Introduced in-depth operating and capital budgets for each department, and increased accountability
for department directors, generating 6-figure cost savings.
Implemented new internal financial statements that improved cost control by showing real-time
comparisons of budget against actual spending and previous year spending.
Created a formula and approach for direct care nursing staffing that generated millions in labor
savings over 10 years while insuring full coverage for patient care.
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