Running a successful medical practice requires more than just excellent patient care—it demands financial foresight and smart planning. As an experienced accountant and financial analyst specializing in private physician groups, I provide tailored proforma analysis to help evaluate new contracted physicians and service line expansions with bottom-line considerations. My goal is to bring financial clarity, reduce risk, and optimize profitability.

With over five years of experience as a financial analyst for physician groups, with an emphasis on proforma analysis for new hire providers. I help practices evaluate the financial impact of bringing on additional physicians, ensuring sustainable growth and profitability. My expertise also includes detailed provider productivity reporting, delivering clear insights into performance metrics that drive operational efficiency. Additionally, 

I bring seven years of expertise working with hospital systems, specializing in FTE review and budgeting for nursing units, facility operations, and security departments. The approach ensured that staffing and resource allocation aligned with financial goals while maintaining operational efficiency and quality of care.

I am a Certified Public Accountant (CPA) in Arizona with over 25 years of experience in accounting and finance. Throughout my career, I have held key roles as a Financial Analyst and Controller, providing businesses with strategic financial guidance. My academic foundation includes degrees in Finance and Accounting, equipping me with the expertise to optimize operations and drive financial success.

• Preparation of proforma’s for new hires physicians and midlevel providers.
• Proformas for new service lines.
• Payer Mix review.
• Physician compensation models created and or maintained for provider compensation tracking without the overhead of a full-time hire.
• Infusion margin review of your J-Codes using the ASP Medicare reimb rates.
• Monthly close reconciliation of actual deposits to your EMR system postings.