Financial Analyst

B.S. Commerce, St. Louis University
Certified Public Accountant, Missouri
Continuing professional education and community service on not-for-profit
governing boards

Services

• Feasibility studies
• Business planning pro forma
• Capital cash flow models
• Bond financing
• Selection of investment advisors and underwriters
• Third party cost reimbursement
• Tax
• Construction financing

Previous Experience

Peat, Marwick, Mitchell, & Co. (Now KPMG Peat Marwick)
St. Louis, Missouri, and Richmond, Virginia
Manager, responsible for audit and consulting services to not-for-profit, healthcare, and educational institutions to include audit, third party cost reimbursement negotiations, feasibility studies, and bond financing

Health Management & Governance, St. Louis, Missouri
Management firm serving acute and long-term care facilities totaling approximately 1100 beds in California, Ohio, West Virginia and Louisiana
Director, Fiscal Services
Managed feasibility studies and project financings
Developed investment policies and criteria for selection of investment advisors
Monitored facility financial operations
Developed capital cash flow models
Managed tax matters and UBI exposure for all facilities