• Strategic Capital Allocation: Develop and oversee strategic investment plans that align with the entities long-term objectives, including facility upgrades, technology integration, and expansion projects.

• Risk Assessment and Mitigation: Conduct comprehensive risk assessments on potential investments, considering financial, operational, and regulatory risks. Develop risk mitigation strategies to protect the organization’s assets.

• Financial Acumen & Budget Management – Expertise in financial planning, cost control, revenue cycle management, and optimizing operational efficiency to ensure sustainable profitability and quality care delivery.

• Stakeholder & Team Leadership – Adept at building relationships with customers, families, staff, vendors, and regulatory agencies while fostering a high-performance culture that prioritizes quality and customer satisfaction.

• Financial Modeling and Valuation: Utilize advanced financial modeling techniques to evaluate investment opportunities, including cash flow analysis, ROI calculations, and valuation methodologies.

• Portfolio Management: Manage the organization’s investment portfolio to ensure optimal asset allocation and risk diversification. Regularly review and adjust the portfolio based on performance and strategic priorities.

• Governance & Compliance Leadership – Strong background in overseeing corporate governance structures, board relations, and implementing best practices to maintain transparency, accountability, and ethical decision-making.

• Legal & Regulatory Proficiency – In-depth knowledge of federal and state healthcare regulations, including Medicare/Medicaid compliance, licensing requirements, labor laws, and risk management strategies to mitigate legal exposure.

• Project & Change Management – Skilled in leading facility expansions, technology upgrades, process improvements, and cultural change initiatives to enhance customer care, staff performance, and operational outcomes.

• Stakeholder Reporting and Communication: Prepare detailed investment reports and presentations for stakeholders, including the board of directors and investors, ensuring transparency and informed decision-making.

• Vendor and Partnership Negotiations: Lead negotiations with investment partners, financial institutions, and vendors to secure favorable terms and strategic alliances.