I am internationally savvy,, master's prepared, operations-oriented and technology-driven CFO, CPA, advanced board certified RN who has a history of award-winning performance as a visionary leader for building company infrastructure from the ground up and spearheading profitable growth as high as 38% annually. I have proven and repeated success in propelling companies to the next level of growth and expansion through integration of financial and operational systems backed by expertise in finance and healthcare operations.
Healthcare IT and SaaS; biotechnology, pharmaceuticals, clinics, hospitals, universities, population health management and managed care
HEALTHCARE SOFTWARE EXPERIENCE
McKesson, EPIC, Athena, NextGen, EClinicalWorks, Meditech, QS-1, eQSuite, Impact
Chief Financial Officer
AdviseWell, Inc., Baton Rouge, LA
August 2020 - Present
Serve as CFO for a multi-million dollar nonprofit that provides services to CMS, state health departments and other governmental and nonprofit agencies. Convened international group to increase funding on an international level in collaboration with Haitain Global Health Alliance and Gheskio Centres in Haiti. Managed and performed day-to-day finance and accounting, grant management, grant writing, federal payment management system (PMS) and compliance functions. Led team of payroll, A/P and A/R accounting staff and coordinated single-audit and cost reporting activities as well as performed cash, treasury management and banking activities. Prepared board presentations and advised board of directors in monthly meetings and as needed. Revised and executed the investment policy and worked with external investment advisors to ensure planned returns.
Chief Financial Officer
eQHealth Solutions, LLC, Baton Rouge, LA
August 2020 - October 2021
Orchestrated the asset purchase of a multi-million dollar nonprofit by a subsequently created for-profit NewCo and blocker investment company. Recapitalized company and negotiated partial debt refinancing. Restructured IT, SaaS, managed care and population health management company positioning it for capital raise to grow IT and SaaS line of business under development for five years while effectively leading the accounting and finance and other operating units of the company. Executed on opportunities to increase enterprise value and EBITDA performance while maintaining ACG of 25% through organic growth. Developed venture capital strategy, developed pitch and pitch books and engaged two interested parties immediately. In twelve months, spearheaded the sale of the company for 20 times historical EBITDA.
Haitian Global Health Alliance, Brooklyn, New York
2021 - Present
Serve on the international board of directors for a multi-million dollar non-profit organization in support of Gheskio Centre, a Haitian healthcare provider that completes 723,000 patient visits annually. Serve as financial and management advisor as well as provide fund-raising support while serving on the Development and Finance Committee. Routinely interface with auditors and governmental officials in Haiti in French.
Board Treasurer & Chair of Finance Committee
Open Health Care Clinic, Baton Rouge, Louisiana
2021 - Present
Serve as board treasurer for a $50 million non-profit healthcare enterprise. Provide board advisory support to full board and company management while serving on the Finance Committee, Executive Committee, Hispanic Advisory Committee and Compensation Committee. Advised company on acquisition of new lines of business and assisted with financing deals.
Chief Financial Officer
David Raines Community Health Centers, Inc., Shreveport, Louisiana
2018 - 2021
Eleven multi-specialty clinic locations including pharmacies, primary medical care, dental, and behavioral health, Spearheaded the increase in earnings from $11 million to $14 million in less than two years and free cash flows from less than 7 days to over 30 days in less than 18 months, an increase of over 38% in free cash flows available for investing. Responsibilities for this regional pharmacy and healthcare company include both financial and operations areas, including finance, accounting, billing and collections, human resources management, physician recruitment, client relations, facilities, operations support, customer support, strategic planning, mergers and acquisitions, taxes and tax planning and reporting for twelve site FQHC with multi-site locations and pharmaceutical. Implemented large Medicaid and Medicare ACO platforms and several Medicaid population health management collaborations. Increased federal grant funding totaling over $13 million by over 20% during 2020 and payer incentive revenue by 40% in 18 months. Completed IT system conversions and helped redesign operational flow of information leading to improved billing and collection of revenues. Acted as Chief Technology Officer to fix and complete the design and implementation of a complex healthcare information system and business intelligence platform.
Chief Financial Officer
Central Louisiana Surgical Hospital, Alexandria, Louisiana
2011 - 2017
A turnaround role for a newly constructed hospital. Responsible for private equity development, investor relations, recruiting private equity and the finance, accounting, operations management, taxes, investor relations, human resources, strategic planning, administration, property and facilities management, and information technology services for a $265 million company. Increased interim debt financing reserves by 50% to mitigate cash flow risk. Executed non-organic investment strategies that would increase earnings by over 25% in 2 years by leading and financing developments in advanced imaging, new service lines and real estate developments. Served as lead on new investor relations "roadshow" for interventional cardiology seed investment, development of proprietary business intelligence platform and new investor capital by 10% in first 36 months. Led the charge on competition mitigation strategy that prevented over $6 M in potential lost earnings. Spearheaded major capital investments that resulted in increases in cash inflows and earnings by 38% in less than 12 months. Presented to the board monthly, sat on the finance committee and presented to investors quarterly.
Chief Executive Officer
Remedies™; APC Pharmaceuticals™; ReliefPlus™, & AP Consultants, Lafayette, Louisiana
2005 - 2011
For this fast turn-around job for a $20 million private equity holding company, I was responsible for all finance, accounting, reporting, lending, customer relations, direct marketing and compliance, and operations management for a portfolio of companies engaged in medical services, pharmaceuticals, retail medicine and medical device sales. Responsible for venture capital activities, recruiting and closing investors. With full P&L and balance sheet responsibility, I led "build and hold" and "buy and hold" investment strategies. Spearheaded new service line development and increased portfolio of equity holdings by 60% in less than 36 months. Led and implemented an aggressive new business line strategy that increased organic earnings by 22% and earnings from new growth by 40%. Drove growth in assets by over $500,000 in one year. Spearheaded a major construction and real estate investment project that exceeded $24 million and added $3 million in value to the company in one year through recurring rental revenue. Increased cash flow by 35% and developed and implemented a major information system project for document sharing and workflow management that reduced days to contracting by 30% and business throughput and billable revenue by 45%. Presented to board monthly and investors quarterly.
Founder & President | Certified Public Accountant & Business Advisor
Fuse Enterprises, LLC, Baton Rouge, LA
2005 - Current
Progressive, international, client-facing private CFO and advisory practice specializing in healthcare, pharmaceuticals and clinical enterprises. I work with international companies like GHESKIO clinic in Haiti, Woman’s Hospital Oncology and Primary Care, Open Health Care Clinic and others in a diverse field of healthcare sectors. Through primarily board appointments, my practice boasts a growing international footprint as it provides accounting, financial, operations management, and information technology and business analytics support to a diverse clientele of closely held, public, for profit and nonprofit businesses with a concentration in the real estate, hospitality, pharmaceuticals, biotechnology, IT/SaaS industries and entertainment. Spearheaded four major medical group practice acquisitions while developing new clinics and practices increasing earnings for one client by over 40% in less than 12 months. As an engaged board member and business advisor of the World of Jazz Festival, Ontario, Canada, I successfully linked the Louisiana Office of Tourism and Canadian music festival for a 2021 and 2022 event. As an advisor to the Gheskio Clinic, I have procured relationships and resources through LPCA and Ochsner Health System for international healthcare.
OTHER RELEVANT EXPERIENCE
Dubuis Hospital, Lake Charles, Louisiana
2004 - 2005
30-bed long term care hospital with outpatient therapy services
Chief Executive Officer
Vermilion Hospital, Lafayette, Louisiana
2003 - 2004
60-bed behavioral health and substance abuse disorder hospital with outpatient behavioral health services
Recovery Center of Lake Charles, Lake Charles, Louisiana
1999 - 2002
60-bed behavioral health and substance abuse disorder hospital and outpatient behavioral health programs including multi-specialty behavioral health medical practices
Curative Health Services, Lake Charles, Louisiana
1996 - 1999
Top operations leader for a biotechnology and surgical firm that partnered with healthcare systems to provide healthcare services, diagnostics, research and education.
Board member appointments: Treasurer, Open Health Care Clinic, Baton Rouge, Louisiana, 2021; Member, Haiti Global Health Alliance, 2021, New York; Member, President, Carmen Spada Music, 2020 - Current; Fuse Enterprises LLC, Baton Rouge, Louisiana, 2021; World of Jazz Festival, Brampton, ON, Canada, 2018 - current; Judith M. Fuselier Foundation, 2013 - current; BCW, LLC Arts and Entertainment Industry CPA Firm, 2016 - current; Nurses Action Coalition, 2015 - 2017; LSU-E Department of Business Community Advisory Board, 2000 - 2003; Vermilion Hospital, Lafayette, Louisiana 2002 - 2003
Board Finance Committee appointments: Open Health Care Clinic, 2021; eQHealth Solutions, LLC 2020 - Current; AdviseWell, Inc. 2020 - Current; Anesthesiology & Pain Consultants, LLC 2005 - 2011; Remedies, LLC 2007 - 2011; APC Medical 2008 - 2011; David Raines Community Health Centers, Inc. 2018 - current
Other recent board committee work: Executive Committee, Compensation Committee, and Membership Committee, Open Health Care Clinic, 2021; Development Committee, Haitian Global Health Alliance, 2021
Post-graduate work, Brigham Young University, Provo, Utah
Area of study: International Business, Healthcare & Literacy with Emphasis in Caribbean and Latin American markets (37 credit hours including Spanish, Portuguese and French)
Arizona State University, Tempe, Arizona
Area of study: Language education
Master of Science, University of Phoenix, Tempe, Arizona, with honors
Major areas of study: Healthcare Administration
Bachelor of Science, McNeese State University, Lake Charles, Louisiana, with honors.
Major areas of study: Accounting, Nursing and Marketing
Associate of Science, Louisiana State University at Eunice, Eunice, Louisiana
FELLOWSHIPS & INTERNSHIPS
Healthcare administrative Fellowship, Lake Charles Memorial Hospital, 1999 - 2000
Internship in healthcare financial management, Lake Charles Memorial Hospital, 2000 - 2001
Continuing professional education
Accounting for pharmaceutical companies; Accounting for software, Accounting for hospitality industry, Accounting for construction firms, Accounting for media and entertainment, Accounting for long term contract revenue and SaaS agreements; Negotiating licensing contracts; Business valuations; Accounting for intangible assets; Business combinations trends and issues, Investment properties; Investor relations and public company accounting, Mergers and acquisitions, Venture capital, Business valuations, Cash management, Employment law, Public company accounting and Investor relations, Marketing strategy; Strategic management in arts and culture industry
LICENSES & CERTIFICATIONS
Certified Public Accountant, Louisiana
Registered Nurse, Louisiana
Advanced Population Health Nurse, ANCC
Nursing Facility Administrator, Louisiana
Sport & Fitness Specialist, ACSM
American Institute of Certified Public Accountants
Healthcare Financial Management Association
American Public Health Association
American College of Sports Medicine
American Council of Teachers of Foreign Languages
Volunteer, Holy Cross Church, Shreveport, Louisiana; Volunteer, Philadelphia Center, Shreveport, Louisiana; Member, Outreach Committee, St. Margaret’s Church, Baton Rouge, Louisiana, Current
Volunteer entrepreneurship mentor program, Mercy Corps, Portland, Oregon
Volunteer junior executive mentor program, American College of Healthcare Executives; American Public Health Association
AWARDS & HONORS
2018 Service Excellence Award, ACHE
2002 Excellence in Fundraising, United Way of Acadiana
1995 Excellence in Research, McNeese State University
1995 Excellence in Leadership, McNeese State University
1995 Induction into Phi Kappa Phi National Honor Society, McNeese State University
1995 Induction into Sigma Theta Tau International Honor Society, McNeese State University
1998 Induction into Omicron Delta International Honor Society, University of Phoenix
Proficient in Spanish, Portuguese, Italian and French
The true mark of value is the ability to translate core competencies into strategies that enhance the value chain and increase earnings for the firm. Schedule a conversation to learn how I achieve this.