Vice president of finance and technology/chief financial officer

Suzanne McWhorter

Vice President of Finance and Technology/Chief Financial Officer

Pittsburgh, PA

Detail oriented financial professional accomplished at providing financial, technology, operational, and strategic services and hands on experience in quantitative and qualitative analysis, budgeting, accounting, and forecasting.

➢ Strong analytical skills; support business operations through analysis of key performance indicators and trends
➢ Consensus-driven communicator; liaise across business units and promote organizational success
➢ Lending stability to the company in periods of both explosive growth and business retraction
➢ Rapidly adapt to new technologies and possess expertise in MS Excel, Word, PowerPoint, Access, Crystal Reports, and other tools
➢ Proven track record of finding cost savings and maximizing collection of revenue in complex business environments.

History of Excellence in

- Financial Modeling - Capital Expenditures (CAPEX) - Strategic Planning
- Profitability Analysis/projections - Financial Statement Preparation - Technology Planning
- Reporting Processes - Executive Presentations - Telecommunications
- GAAP Compliance - Risk/Quantitative Analysis - Duplicating and Print Services
- Cost Accounting - Due Diligence/Mergers - Facility Relocation/Construction

Work Experience

Vice President of Finance and Technology/Chief Financial Officer

Goodwill of Southwestern Pennsylvania -

Pittsburgh, PA

October 2002 to February 2012

Pittsburgh, Pennsylvania) October 2002 - February 2012
Vice President of Finance and Technology/Chief Financial Officer
Led the overall financial, technological, operational, and administrative roles. A large, $50 million in annual revenues, public charity with diverse business operations that include over thirty retail thrift stores, ecommerce business, janitorial and light manufacturing operations, and human services in the areas of workforce development, education, and housing.
* Successfully managed key components of a major relocation of the company headquarters resulting in annual savings of over $300,000 during a major global economic downturn
* Designed and implemented major technology upgrades to the company with the goal of maximizing operational efficiencies that enhance the organizations ability to process and share information while providing business continuity and disaster recovery components
* Managed the balance sheet to maximize the full potential of its assets and leveraged the assets to minimize the company risk of its liabilities
* Managed third party professionals who provided audit, tax, telecommunications, technology, and other business services for the company with regard to any matter financial or operational.
* Instrumental in working with regulatory agencies to insure compliance with all laws and regulations
* Staff management of over 19 staff including both professional and clerical staff that included goal setting, performance evaluation, and recruitment of exceptional talent

Director of Finance and Technology/Chief Financial Officer

FamilyLinks, Inc -

Pittsburgh, PA

April 1991 to June 2002

Critical financial, operational and strategic support in building one company from two companies (Parent & Child Guidance Center and The Whales Tale in 2000), creating the systems, procedures and structure to sustain the core-revenue producing services as well as the management team:
Provided the strategic financial and operational roadmap and guided the company to accomplish the following:
* Designed and implemented major technology upgrades across a wide area network.
* Negotiated a credit facility of $1,000,000 leveraging working capital to optimize cash flow
* Created operational stability during merger transition between the two companies
* Managed people and finances through periods of significant volatility in government grant funding.

Accountant

Family Counseling Center -

Kittanning, PA

March 1990 to March 1991

Overall accounting and bookkeeping services. Managed the design and implementation from a manual accounting system to a fully automated system.

Fiscal Coordinator

Alle-Kiski Area Hope Center -

Tarentum, PA

June 1985 to March 1990

General accounting and bookkeeping services. Recreated the entire accounting system that had been previously electronically deleted accidentally by an employee before my tenure. Managed the design and implementation from a manual accounting system to a fully automated system.

* CPA Candidate - Passed all four parts of CPA exam
* B.S. Degree in Business Administration, from Clarion University of Pennsylvania with an Accounting major
* Member: PICPA, Financial Executives International (FEI) Past Treasurer of the Pittsburgh Chapter of FEI

Education

B.S. in Business Administration

Clarion University of Pennsylvania

Chief executive officer

Alan Spidel

Chief Executive Officer - Strategic Vision Advisors

Aurora, CO

Work Experience

Chief Executive Officer

Strategic Vision Advisors -

Carson City, NV

2011 to Present

Carson City, NV 2011 - present
A financial advisory firm specializing in long-term capital for faith based organizations, hospitals and senior living facilities.
Chief Executive Officer
Created, funded, and developed a new organization that specializes in educating and advising clients on existing debt, debt capacity, and financing options. Lead business development including client relationship management, financial analysis, and closing. Strategic Vision Advisors continues to experience tremendous growth.
* Financed new construction of senior living facilities using innovative financing structures.
* Educated hospitals about funding options and existing debt.
* Provided access to capital for faith based organizations during a challenging economic environment.

Chief Executive Officer

Colorado Rural Health Center -

Aurora, CO

2011 to 2012

Aurora, CO 2011 - 2012
The Colorado Rural Health Center is an independent, nonprofit, membership-based organization that serves as the State Office of Rural Health for Colorado. CRHC offers programs and services to ensure that rural communities have access to adequate healthcare.

Chief Executive Officer
Proudly served the Rural Health Clinics and Critical Access Hospitals in Colorado.
* Facilitated quality improvement initiatives including Patient Centered Medical Home Designation, Lean Sigma Healthcare Facility Assessment, and Emergency Preparedness.
* Enhanced healthcare services in the state by providing information, education, linkages, tools, and energy toward addressing rural health issues.
* Improved healthcare services available in rural communities to ensure that all rural Coloradans have access to comprehensive, affordable, high quality healthcare.
* Served as both a grantor and grantee for funds and equipment, such as workforce-enhancing loan repayment or scholarships; Federally-granted medical equipment; or technical assistance grants to rural hospitals and communities.
* Provided recruitment and retention services to address the healthcare workforce shortage in rural Colorado.
* Hosted workshops, training programs, and technical assistance to facilities and communities, such as coding, billing, quality improvement, compliance assistance, and an expanded grant writing program.
* Advocated on behalf of rural health to change State and Federal policy.

Vice President and Southwest Region Manager

Lancaster Pollard -

Columbus, OH

2003 to 2011

Columbus, OH 2003 - 2011
A boutique investment banking firm specializing in long-term financing for hospitals and senior living facilities.
Vice President and Southwest Region Manager
Cultivated the organizations first significant period of growth since its start in 1988. Played a key role in the firms development into a national firm and a leader in FHA financing for senior living facilities. Lancaster Pollard is now ranked #2 in the nation for senior living financing based on volume.

Drove the rapid growth of a Southwest Region covering the states of Arizona, Colorado, New Mexico, Nevada and Utah. Spearheaded all new business development including sales, marketing and client relationship management while taking the lead in the execution of all business transactions including client development, financial analysis, sales and transaction closing.
* Developed talent that enabled the organization to grow in other regions. Trained and developed an intern into the Vice President for the Northwest Region.
* Provided access to capital for rural communities threatened with the complete loss of healthcare services.
* Financed replacement hospitals in South Dakota and Idaho using a very rare financing structure that achieved an S&P AAA rating and low cost of capital.
* Provided essential financing for a much needed replacement hospital in Yuma, Colorado. Creatively secured $25M from the USDA which was the largest financing of its type in USDAs history.

Senior Administrator, Director, Controller

Various Hospitals and HMOs -

Denver, CO

1990 to 2002

Fueled business growth generating more than $20M in annual revenue. Orchestrated the efforts of 40 professionals tasked with developing and enhancing relationships with physicians and other medical professionals. Vetted negotiation of all contracts with medical providers while driving continuous improvement in all related compliance and quality programs. Played a key role in development of a statewide medical network focused on meeting the needs or more than 500,000 HMO members. Directed development, planning and implementation of enrollment, eligibility and customer service functions for all lines of business. Choreographed the efforts of 55 professionals in a diverse, call center operation providing member support in 12 different languages. Took the lead in providing strategic planning, improving managed care contracting, and implementing decision support systems. Effectively negotiated contracts with HMOs and PPOs as well as with State and Federal agencies including the Department of Defense, Department of Veterans Affairs, and Colorado Department of Health and Human Services.
* Provided operational leadership over a call center with 25 professionals and ensured the timely maintenance of a database containing all provider and contract information.
* Enabled the organization to improve operational efficiency and cut costs while moving the provider relations from a local role to a regional center. Orchestrated a reduction in force that eliminated the need for 35 full time professionals.
* Positioned the organization to accommodate new lines of business and significantly higher volume. Implemented a new enrollment system for 200,000 members that markedly enhanced efficiency and processing of month end enrollment while enabling healthcare providers to better register and treat patients.
* Played a key role in ensuring the viability of an organization dependent upon approval from the Colorado Division of Insurance. Received successful audits for HCPF, DOI, HEDIS and NCQA.
* Initiated, negotiated and implemented $140M in annual gross revenue.

* Enabled the organization to improve delivery of healthcare services while markedly improving its operational efficiency and providing room for future growth. Participated in strategic planning of a $2B project that relocated facilities to a new 577 acre campus.
* Elevated gross annual revenue by $23M while improving corporate compliance. Reviewed and revised a complex pricing structure. Implemented a highly effective decision support system.

Education

Master of Science in Health Care Systems

University of Denver -

Denver, CO

Bachelor of Science in Business

University of Colorado -

Boulder, CO

Additional Information

CORE COMPETENCIES
Strategic Planning • Team Leadership & Motivation • Process Improvement • Business Development
Account Management • Territory Management • Client Relations • Financing • Raising Capital • Investment Banking Operations Management • Financial Management • Financial Analysis • Employee Relations • Labor Relations Compliance

President & chief executive officer

Alexander Shak

PRESIDENT & CHIEF EXECUTIVE OFFICER - Physicians' Health Alliance, LLC

Madison, CT

Work Experience

PRESIDENT & CHIEF EXECUTIVE OFFICER

Physicians' Health Alliance, LLC -

Wallingford, CT

June 1997 to Present

Founding Chief Executive Officer of the Physicians Health Alliance, LLC, a healthcare management company that offers a range of business services to a small and select group of healthcare clients. Areas of concentration include physician and provider management services, network development, clinical integration, organizational development, disease management, managed care contracting, and revenue cycle enhancements.

Accomplishments include leading in the revitalization and growth of a very successful Independent Physicians Association, implementation and management of a broad array of disease management and pay-for-performance programs, establishing a unique Health Information Technology joint venture that has brought an Electronic Medical Record to many small physician practices, building and managing an extremely successful HUSKY - Primary Care Partnership that provided capitated services to over 5,000 patients. Other initiatives include building a successful Assisted Services Living Agency, managing a number of Medicare Advantage joint ventures, and negotiating a variety of significant business initiatives between physician practices, health plans, and institutional providers.

SENIOR CONSULTANT

Vermont State Medical Society -

Montpelier, VT

September 1996 to June 1997

Montpelier, Vermont

Retained by Vermonts largest physician organization to provide overall leadership and management expertise in the creation of Physician Services of Vermont, a physician-owned and administered Management Services Organization. Supported the Vermont Medical Societys staff, outside consultants, and Board of Directors in preparing a comprehensive business plan, identifying practice management support systems, building a statewide provider network, and negotiating all the requisite business and financial relationships.

SENIOR VICE PRESIDENT

Blue Cross Blue Shield of Vermont -

Berlin, VT

March 1993 to August 1996

Berlin, Vermont

Served as a senior executive of Vermonts largest health plan consisting of approximately 200,000 members and generating $240 million in annual revenues. Responsible to the CEO and Board of Directors for all aspects of external and regulatory affairs including provider contracting and relations, actuarial and underwriting services, product development, marketing and sales, corporate communications, and governmental relations. The position served as the primary corporate contact and chief negotiator with the Plans numerous external constituencies, including large Academic Medical Centers, rural hospitals, physician groups, regulatory and governmental agencies, and key employer groups including the State of Vermont, the Vermont League of Cities and Towns Healthcare Trust, and the Vermont School Boards Insurance Trust.

Spearheaded the design and introduction of new benefit products and provider networks, helped to establish the Plans overall physician and provider reimbursement strategies, and negotiated the most critical provider agreements. Served as the key executive in spearheading the creation of the Vermont Health Plan, a new non-profit HMO in collaboration with Vermont and New Hampshires key institutional and physician practices. Led the project from inception through successful implementation and the enterprise has now grown to become the fourth largest health plan in the state of Vermont.

VICE PRESIDENT OF MARKETING & EXTERNAL AFFAIRS

Blue Cross Blue Shield of Vermont -

Berlin, VT

February 1989 to February 1993

Berlin, Vermont

Appointed as an executive of the Plan in the midst of its unsuccessful IT and administrative services separation from Blue Cross Blue Shield of New Hampshire in 1989. Served as one of the Plans primary executives responsible for recapturing and securing the viability of the Company during a period of unprecedented turmoil and instability. Once the Plans survival had been assured, the position took responsibility for all provider contracting and reimbursement formulas, network development, product development, marketing and sales activities, corporate communications, regulatory relations, and legislative initiatives.

Other accomplishments include leading an unprecedented statewide regulatory and legislative initiative that ultimately resulted in the 1991 passage of the first true Community Rating law in the United States. Designed and implemented a product development initiative that incorporated new benefit sets and reimbursement agreements, and a complete overhaul of the companys sales and marketing tactics. Directed negotiations with physician and hospital groups that resulted in risk-sharing agreements that supported the introduction of a new statewide Point of Service product - The Freedom Plan. As a result of these actions, enrollment significantly increased over a two-year period as the Plan grew to become the dominant health insurer in the state.

DIRECTOR OF DEVELOPMENT

City of Rutland -

Rutland, VT

March 1987 to February 1989

Chief development officer for Vermonts second largest and most boisterous city. Created and implemented community-wide strategies designed to revitalize this former rail and manufacturing center. Developed and publicly advanced an ambitious and controversial revitalization initiative that ultimately led to over $40 million in new private and public sector investments Successfully advocated, often under adversarial circumstances, the Citys interests in the management of its relations with community groups, local, regional, and state governmental agencies, the press, and private business.

VICE PRESIDENT OF DEVELOPMENT

Hawk Mountain Corporation -

Plymouth, VT

January 1985 to February 1987

Senior executive for one of New Englands premier real estate and recreational development companies. Position was responsible for the overall development and operations of the companys Salt Ash property, a thousand acre resort in Plymouth, Vermont. Accountable for all aspects of resort operations including marketing, sales, regulatory relations, land use planning and permitting, construction, financing, and day-to-day operational management.

COMMISSIONER OF HOUSING & COMMUNITY AFFAIRS

State of Vermont -

Montpelier, VT

March 1982 to January 1985

Montpelier, Vermont

Appointed and confirmed by the State Senate as a senior member of Governor Richard Snellings administration. Responsible for the operations of a high profile state Department that had extensive interaction with the public, the legislature, the media, state and federal officials, the business community, and a variety of interest groups. Authored and secured the passage of legislation that established the Vermont Community Development Program. The Commissioner was accountable to the Governor for implementing the new law and for successfully creating the organizational capacity that ultimately delivered more than $20 million in housing and economic development assistance to Vermont municipalities.

Education

B. A. in POLITICAL SCIENCE & HISTORY

University of Vermont -

Burlington, VT

Duke University, Fuqua School of Business -

Raleigh, NC

Vice president/chief financial officer/member of the board of directors

Joel Mandelbaum

CFO, CONTROLLER, ACCOUNTANT, AUDITOR

Chatsworth, CA

Work Experience

VICE PRESIDENT/CHIEF FINANCIAL OFFICER/MEMBER OF THE BOARD OF DIRECTORS

TRIGG LABORATORIES, INC

2005 to 2012

Lubricant & Massage Oil Manufacturer & Distribution Company
Reports directly to the Chief Operating Officer. Previously reported to the President and Founder
Tightened up systems and controls Set up extensive financial tracking system to monitor key areas of the company
Handled all bank relations Handled creditor relations Managed corporations cash Liaison to external CPA firm
Handled owners personal finances and oversaw his investments.

RESULTS:
⋄ Increased cash collections while reducing cash outflow.
⋄ Successfully negotiated doubling line of credit and equipment line with companys financial institution.
⋄ Cleaned up the company books and records which brought to light areas of overspending.
⋄ Reduced costs resulting in contributing to increasing EBITDA from 4% to 15%.
⋄ Developed management reports containing key financial and operational information in a timelier manner.

CONTROLLER

Lambs & Ivy, Inc

2001 to 2005

Consumer Products Distribution Company
Reports directly to the CEO/President
Tightened up systems and controls Set up extensive financial tracking system to monitor key areas of the company
Handled all bank relations Handled creditor relations Managed corporations cash Liaison to external CPA firm.

RESULTS:
⋄ Increased cash collections while reducing cash outflow.
⋄ Reduced inventory by pinpointing overstocked, slow and non-moving items.
⋄ Initiated inventory mini - max system.
⋄ Developed management reports containing key financial and operational information in a more timely manner.

CHIEF FINANCIAL OFFICER

Hayashi For Hair, Inc

1994 to 2001

Reports directly to the CEO and Executive Vice President
Tightened up systems and controls for multi-company environment Set up extensive financial tracking system
Handle all bank relations Handle creditor relations Manage corporations cash Liaison to external CPA firm.

RESULTS:
⋄ Increased cash collections while reducing cash outflow.
⋄ Reduced inventory by pinpointing slow and non-moving items.
⋄ Developed management reports containing key financial and operational information in a more timely manner.
⋄ Successfully negotiated reduction of bank covenants while doubling line of credit.

VICE PRESIDENT/CHIEF FINANCIAL OFFICER/CORPORATE SECRETARY

Ambulatory Medical Management

1989 to 1994

Management Service Company for Industrial Health Care Network and Related Entities
Reported directly to the CEO
Responsible for six corporations Given the responsibility to increase collections, cut/maintained costs and made consolidated parent profitable Set up extensive financial tracking system to monitor key areas of the company . Handled bank relations Handled creditor relations Managed consolidated corporations cash . Intermediary between outside law firms and company officials Liaison to external CPA firm.

RESULTS:
Turned around consolidated negative net worth to positive one by implementing the following:
⋄ Streamlined and centralized accounting department.
⋄ Increased cash collections by 20% while reducing costs company wide.
⋄ Reduced corporate staff while increasing morale and productivity.
⋄ Negotiated sub-lease of corporate headquarters resulting in over 50% decrease of monthly rental expense.
⋄ Co-supervised corporate move resulting in "ZERO" loss of work time.
⋄ Designed and implemented system to maximize corporations cash.

CORPORATE CONTROLLER/CORPORATE SECRETARY

Mary Jane Company

1986 to 1989

Apparel manufacturer
Reported to the CEO, CFO and the President.
Acted as CFO while CFO on disability.
Responsible for three corporations Managed two controllers Handled bank relations Handled creditor relations Intermediary between outside law firm and company officials Liaison to external big eight CPA firm.

RESULTS:
⋄ Streamlined and merged two accounting departments.
⋄ Reduced personnel in accounting as well as other departments.
⋄ Designed and implemented system to maximize corporations cash.
⋄ Streamlined computer and manual reports by more than 50%.
⋄ Analyzed and recommended closing of unprofitable corporations and product lines.
⋄ Performed internal audits and enacted cost cutting/saving measures.

CORPORATE CONTROLLER

NU-MED Hospitals, Inc

1984 to 1986

L.A. - Health Care Company - excess of $200 million sales.
Reported to corporate Senior V.P. Finance
Responsible for accounting staff of ten Controlled ten in house corporation ledgers Handled bank relations
Corporate liaison to external big eight CPA firm.

RESULTS:
⋄ Designed system to integrate seventy-five bank account balances to maximize investment in excess funds.
⋄ Designed and controlled system for tracking 401K funds from twenty company payrolls to Bank and Actuary.
⋄ Designed and controlled system to reconcile monthly balancing of fifty intercompany accounts.
⋄ Improved timeliness of ten separate financial statements from thirty to fifteen days after month end.
⋄ Raised morale and productivity of accounting department.

CONTROLLER/CORPORATE CONTROLLER

Quantech Electronic Service, Inc

1977 to 1984

L.A (formerly Universal Television and Teledyne Service)
- Both Consumer Electronics Service Organizations.

Universal as Corporate Controller

Quantech Electronic Service, Inc

1977 to 1983

Reported to President of Universal as Acting Chief Financial Officer during 1983.
Reported to California VP Finance of Quantech as Controller during 1984.
Responsible for automating manual books and records Supervised accounting staff of twelve prior to take-over,
twenty after take-over Managed consolidated corporations cash Handled bank relations Handled creditor relations
Liaison to external CPA firm Facilitated merger and acquisition of Universal Television by Quantech.

RESULTS:
⋄ Streamlined and merged two accounting departments.
⋄ Converted Universal/Teledyne computerized accounting systems to Quantechs.
⋄ Reduced inventory costs by implementing computerized tracking system.
⋄ Negotiated better price breaks for supplies, inventory and truck rentals.
⋄ Performed internal audits and enacted cost cutting/cost saving measures.

Liaison between client and partners

NEW YORK CITY CPA FIRMS -

New York, NY

1971 to 1977

Responsible for supervising audit staffs in the presentation of certified audits, set up systems and controls at clients, and recommended areas for potential cost cutting / savings to clients. Liaison between client and partners.

Education

B.B.A. in ACCOUNTING

Pace College -

New York, NY

1971

Skills

Setting up and monitoring systems and controls; Cost cutting; Monitoring and improving corporations cash; Dealing directly with bankers; Liaison to external CPA firm; Save big dollars at year end by supplying information to accountants in detail and timely manner.

Additional Information

QUALIFICATIONS
⋄ Combined accounting experience in both public and private as

• Chief Financial Officer
• Corporate Controller
• Accountant
• Auditor
⋄ Expert in turnaround situations

• Set up financial tracking system
• Tracked major revenue and expense categories
• Obtained bank financing
• Improved financial condition

⋄ Management qualifications

• Entrepreneurial
• Innovator
• Cash manager
• Team player