Experienced and dynamic Consultant and Chief Financial Officer with a proven track record of
success in the healthcare industry, primarily in Integrated Delivery Networks. Skilled in building
Integrated Finance Teams, Mergers & Acquisitions, Joint Venture/Partnership Development,
Financial Performance Improvement, Value Based Initiatives, Price Transparency, and Capital
Markets. Highly successful healthcare finance professional who has led several health system
turnarounds, achieving upper quartile operating margin performance within 24 months. Additionally,
Joe has consummated numerous acquisitions and partnerships throughout his career leading to
health system growth and margin improvement.

Sub-Specialties

  • Performance Improvement and Operating Margin Enhancement, including Health System Turnarounds
  • Mergers and Acquisitions, and Joint Venture/Creative Partnership Development
  • Strategic Planning and the Development and Implementation of Growth Opportunities
  • Health System Integration Post Merger/Acquisition
  • Risk Based Contracting and Financing including Provider Sponsored Health Plans and ACO’s
  • Revenue Cycle Turnaround and Management
  • Long Range Financial Planning and Rolling Forecasts
  • Developing and Maintaining High Performance Finance Teams in Health Systems
  • Interim CFO and CSO roles

Professional Experience

  • Senior CFO Consultant – Warbird Consulting Partners
  • Executive VP and CFO – SolutionHealth
  • Executive VP and CFO – Health First
  • Senior VP and CFO – Lehigh Valley Health Network
  • Baptist Health Care
    • Senior VP and Chief Strategy Officer (CSO)
    • Senior VP and CFO
  • OhioHealth
    • Senior VP – Finance, Hospital Network
    • Senior VP and CFO, Grant/Riverside Methodist Hospitals
    • VP and CFO, Grant Medical Center
    • Senior Financial Analyst, OhioHealth
  • Management Consultant – Ernst & Young

Professional Accomplishments

Strategic business partner to the Boards and Executive Leadership Teams of health systems. Responsible for their financial strategy and operations, as well as business development

Led health system financial performance improvement efforts and turnarounds, through focused initiatives in revenue cycle, expense management, and growth resulting in top quartile operating margins

Co-led the development of a strategic partnership with a large national health system that resulted in a significant equity infusion

Negotiated the acquisition of a large freestanding hospital from a national for-profit healthcare company

Led the negotiations with several commercial payers regarding the development of new risk based contracting arrangements

Led the feasibility of developing a new hospital in a contiguous market with another health system

Led the negotiations, acquisition, and integration planning of single and multi-specialty physician groups

Led the development of the Andrews Institute for Orthopedics and Sports Medicine in Gulf Breeze, FL in partnership with James Andrews, M.D.

Development of a strategic partnership with a Private Equity backed company to provide MSO, Population Health Services and Risk Based Contracting to employed and non-employed physicians

Restructured and combined disparate Investment Portfolios to streamline overall investment management and enable higher risk adjusted returns

Development and execution of Financial Services Organization integration plans, designed to combine disparate functions across health systems

Executive Leadership role in the acquisition of and implementation planning for Workday