Pauline Lam
CFO/Finance Director
La Jolla
Summary
Results driven CPA and healthcare finance director with extensive experience driving financial strategy, capitol allocation, strategic planning, forecasting, revenue cycle optimization and operational efficiency for multi-location high growth physician groups
Overview
33
33
years of professional experience
3
3
Certifications
Work History
Finance Director
Dream LogiQ
02.2020 - Current
- Financial reporting, data analytics, strategic planning
- Financial Reporting & Dashboards: Developed interactive dashboards to monitor provider utilization, progress towards goals, AR aging, across 6+ locations, reducing reporting turnaround time by 40% and enable leadership motivate staff and allocate resources strategically
- Guided physician partners on equipment purchases, facility expansions delivering ROI analysis that drove 5M+ in capital investment decisions while avoiding over investment in low-volume services
- Evaluated practice management technology investments selecting platforms that increased billing accuracy by 12% and reduced claim denials by 20%
- Built multi-year financial models to assess market expansion opportunities, resulting in the opening of 3 new locations and increasing patient access by 30% in underserved regions.
- Designed resource allocation models that identified opportunities to consolidate vendor contracts, cutting annual operating costs by $400K.
- Designed internal control procedures that reduced risk of cash leakage and uncovered $200K in unbilled revenue through systematic AR reviews.
- Tax Strategy & Planning - Advised physician partners on entity structuring, retirement plan design and investment related strategies to maximize after-tax income and preserve long-term value
- Expertise with MSO, multi-location, multi-entity operations
Consultant CFO/CFO
La Jolla Cosmetic Surgery Centre and La Jolla Cosmetic Medical Spa
07.2018 - 02.2020
- Successfully installed Zenoti POS and Intacct accounting software solution to integrate in-office sales, retail product sales, customer loyalty membership program, inventory, e-commerce, employee incentive program to allow for streamlined and insightful reporting and tracking for management by location and for consolidations.
- Upgraded from Quickbooks in order to achieve easier consolidations amongst 3 entities including real time metrics on in-office sales, retail sales, inventory
- Reviewed and made significant improvements in internal control processes to detect and deter fraud related to inventory, cash, financial transactions and employee theft
CFO/Management Consultant
CFO/Management Consultant
07.2013 - 07.2018
- Served as CFO and operational consultant for large physician groups including multi-location surgery centers, hospitalists, anesthesiologists, cardiologists
- Structured and negotiated debt facilities with regional banks to support practice expansion, securing $10M+ in financing at favorable terms while maintaining physician ownership control.
- Partnered with physician leadership to evaluate equity financing options for new service lines, modeling dilution impacts versus debt service to guide optimal capital structure.
- Managed finance and accounting including preparing financial statements and pro formas, oversaw daily accounting, insured compliance with incentive programs, prepared financing documents, shareholder buy in/buy out documents, managed physician and employee compensation
Controller
Window Rock Capital Partners LLC
07.2013 - 11.2014
- Managed complex accounting and financial reporting across 20+ entities and multiple sub-entities with 100+ million dollars in assets for real estate funds.
- Prepared and published financial information for private equity investors.
Practice Administrator/CPA
San Diego Cardiovascular Associates
06.2003 - 07.2013
- Managed large group of cardiologists with three offices in greater San Diego.
- Helped achieved significant practice growth while decreasing operating costs and creating an excellent place to work with relatively low staff turnover
- Managed build-out of brand new Encinitas office and remodel of La Jolla office
Controller
Elite Show Services
06.2002 - 06.2003
- Managed finance and accounting activity for staffing services for thousands of security and crowd control staffing.
- Cultivated excellent financial relationships with customers such as for the Chargers, Padres, Superbowl, Del Mar Fairgrounds
Controller/Licensed Nursing Home Administrator
San Diego Intermediate Care Center
12.1996 - 06.2002
- Managed staff of 26 employees for 37 bed ICF Nursing Facility
- Computerized and streamlined charting
- Improved client service with high resident, employee and regulatory survey
- In depth experience with internal chart audits, DHS audits, OSHPD and Health Dept Food Safety Inspections
- Over 3000 hours of patient care experience
Senior Consultant
Price Waterhouse
07.1996 - 12.1996
- Consulted on projects for clients including Federal Home Loan Bank, Physio Control Corporation (Medtronic), NYLCare HMO
- Prepared SEC Filing and filings for IPOs
- Worked with audit teams to perform compilations, reviews and Audits of financial statements
Sales Administrator
Avery Dennison
06.1995 - 06.1996
- Oversaw administration of $100 million dollars in sales and incentives and promotions with distribution partners
Business Advisor/Senior Auditor
Price Waterhouse
08.1992 - 06.1995
- Senior Auditor for Advisory Business Services
- Clients included Sony Pictures, Toyota Motor Credit, Carsey-Werner, Samuel Goldwyn, Republic Pictures, Loyola Marymount University
- Motivated staff to provide excellent client service
Education
Bachelor of Science - Business Degree with Emphasis in Finance and Marketing
UC Berkeley Haas School of Business
Berkeley, CA05.1992
Skills
- Process Improvement and Problem Solving (Strong experience rolling up my sleeves to understand issues that create barriers to success and finding ways to achieve goals)
- Expert Accounting and Financial Skills (CPA with senior level public accounting experience with multiple Fortune 500 clients at Price Waterhouse in Los Angeles, CA)
- Financial forecasting
- Financial reporting and analysis
- Strategic financial planning
- Sales and Marketing (Expert knowledge of market assessment and strategies for branding and gaining market share)
- Insurance, Billing and Coding
- Excel, PowerBI, QB Proadvisor, NetSuite, Intacct, EHRs
Certification
Active California CPA License
Timeline
Finance Director
Dream LogiQ
02.2020 - Current
Consultant CFO/CFO
La Jolla Cosmetic Surgery Centre and La Jolla Cosmetic Medical Spa
07.2018 - 02.2020
CFO/Management Consultant
CFO/Management Consultant
07.2013 - 07.2018
Controller
Window Rock Capital Partners LLC
07.2013 - 11.2014
Practice Administrator/CPA
San Diego Cardiovascular Associates
06.2003 - 07.2013
Controller
Elite Show Services
06.2002 - 06.2003
Controller/Licensed Nursing Home Administrator
San Diego Intermediate Care Center
12.1996 - 06.2002
Senior Consultant
Price Waterhouse
07.1996 - 12.1996
Sales Administrator
Avery Dennison
06.1995 - 06.1996
Business Advisor/Senior Auditor
Price Waterhouse
08.1992 - 06.1995
Bachelor of Science - Business Degree with Emphasis in Finance and Marketing
UC Berkeley Haas School of Business
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