Andrew C. Ozmun
Ogden
Summary
Seasoned finance leader with over 20 years of experience including healthcare finance, accounting, consulting, and internal audit. I am skilled at leading business valuation / evaluation (acquisitions / investment), NPV, IRR, purchase multiples, financial and other reporting to Senior leaders and evaluating the broad scope of variables impacting a business, but capable of boiling those down to the areas that have the most impact. I am personable, reasonable, but also able to provide clear strategic direction.
Overview
18
18
years of professional experience
Work History
Finance Director / Regional CFO
Universal Health Services (UHS)
08.2023 - Current
- Help buildout new service offerings around outpatient behavioral health and addiction services
- Acquisition / Investment (Multiples, IRR, NPV, etc.) analysis
- Lead reporting to Senior Leadership for ongoing on operations and implementation of strategic initiatives
- Lead proposals for strategic initiatives for new lines of service
- Build business case for Tele-enabled behavioral therapy
- Manage establishment of revenue cycle services
- Develop month-end processes and best practices for new lines of business
- Create business office standards for two electronic medical record and billing and collection systems
- Worked extensively with business and clinical leaders surrounding substance use disorder (SUD) and mental health therapy lines of business
- Payer rate identification (Medicaid, Medicare, Self-Pay & Commercial)
Finance Director (Hospital CFO)
Intermountain Healthcare
09.2019 - 08.2023
- As part of the administrative team for two community hospitals (roughly $600M in annual revenue), provide leadership for key strategic decisions
- Determine appropriate use of resources for each hospital including capital and operational funding
- Develop strategies related to growth (facility expansion, market penetration, use of emerging technologies)
- Oversaw revenue cycle performance for two community hospitals
- Understand emerging trends in healthcare (e.g., Emerging Payer Trends, Telemedicine, Precision Medicine, Robotics, Automation) and recommend adoption (where practical)
- Manage the budget and forecast process for two hospitals
- Provide financial reporting and recommendations to other senior leaders
Finance Manager
Intermountain Healthcare
06.2017 - 09.2019
- Served as part of the administrative team for the shared service teams across Intermountain Healthcare including Laboratory Services, Dialysis, Telemedicine, Precision Medicine, Respiratory Care and Rehabilitation
- Partnered on various strategic initiatives (including operating and capital)
- Managed the budget process for Laboratory Services and oversight of budgets for clinical services throughout the organization (e.g., Dialysis, Respiratory, Genomics)
- Provided various analyses for clinical service lines (Pharmacy, Imaging, Dialysis, Telehealth, Lab)
Accounting Manager
Intermountain Healthcare
05.2015 - 06.2017
- Managed accounting team to ensure accurate reporting
- Managed month-end close processes for two business units (IT and Pharmacy)
- Created various tools to streamline analysis and various accounting and finance processes
Actuarial Specialist
Utah Department of Health (Medicaid)
04.2012 - 05.2015
- Significant interaction with high level medical providers and state government employees / Legislature
- Forecasted of hundreds of millions of dollars in hospital (inpatient and outpatient), physician, pharmacy, and dental expenditures
- Set payment rates for all outpatient and inpatient procedures for Utah Medicaid
- Utilized reporting cubes using complex SQL logic within MS Excel pivot tables
- Created complex analyses / models using various data interrogation / reporting tools (Teradata SQL, MS Access, MS Excel)
- Created streamlined legislative reports from large, complex data sets
Financial Manager / Budget Analyst
Department of Defense (Air Force)
05.2010 - 04.2012
- Analyzed business requirements relative to available funding
- Ensured adequate funding levels exist for key Air Force functions
- Ensured that government funds are spent in accordance with federal regulation
- Lead analyst for operational reporting on various repair contracts
Sr. Experienced Consultant
Protiviti Inc.
09.2008 - 05.2010
- Supervised the work of consultants in various projects
- Led various internal audit / SOX projects for regional / national financial institutions
- Enhanced business processes to assess the adequacy of payments within licensing agreements including development of methodology and creation of tools (SQL, Access)
- Organized and led a group of several employees to institute critical enhancements to a complex internal audit database including coaching technical experts and training less skilled individuals
- Created documentation (flow charts, narratives and risk and control matrices (RCMs)) to help identify key controls intended to mitigate financial reporting risks for in-scope processes
Accounting Manager / FP&A Manager
Comcast Spotlight
09.2007 - 10.2008
- Managed finance departments for two mid-sized markets
- Managed month-end close for multiple markets including revenue recognition, accounts payable accruals, accounts receivable, agency and rep firm discounts, affiliate accruals, payroll accruals
- Managed the variance review for each month’s performance
Education
Bachelor of Arts - Accounting
Weber State University
Ogden, Utah05-2003
Master of Business Administration -
Weber State University
Ogden, Utah05-2013
Skills
- Collaborative finance strategist focused on operational alignment
- Extensive healthcare finance experience
- Skilled in data-driven decision support
- Proficient in strategic partnerships with leadership teams
- Strong finance (budgeting/forecasting, NPV, IRR, Pro Forma and ROI) and accounting knowledge
- Significant analytical skills using Strata, SQL, Hyperion, Essbase, Tableau, MS Access & Excel (including VBA)
- Skilled at tracking and dissecting financial and performance data
- Financial analysis
- Budget management
- Revenue cycle optimization
- Strategic planning
- Operational reporting
- Healthcare compliance
- Telehealth implementation
- Data analytics
- Month-end close processes
- Performance metrics tracking
- Financial modeling
- Stakeholder engagement
- Team leadership
- Financial reporting and analysis
- KPI tracking
- General ledger entry
- Financial strategy development
- General ledger accounting
- Strategic financial planning
- Budget planning
- Profitability analysis
- Revenue recognition
- Business forecasting
- Financial planning
- Financial forecasting
- Reporting
- Financial forecast model development
Accomplishments
- Successfully managed accounting and finance roles for large organizations (including financial strategy, development of financial budgets, forecasts / analyses, and month-end close)
- Led proposal and strategy development / deployment for growth initiatives (Pharmacy, Surgical Robotics, Genomics, Laboratory Services, Rehabilitation, Dialysis, Inpatient Nursing, Oncology Services, Telemedicine, Value-Based Care Strategies, Acute Hospital)
- Provided value-added administrative leadership to hospital, clinical, payer and other healthcare teams
- In concert with service line and senior finance leaders, developed a financial model to evaluate the revenue impact (fee for service and risk-based) of cost saving initiatives
Languages
Spanish
Limited Working
Timeline
Finance Director / Regional CFO
Universal Health Services (UHS)
08.2023 - Current
Finance Director (Hospital CFO)
Intermountain Healthcare
09.2019 - 08.2023
Finance Manager
Intermountain Healthcare
06.2017 - 09.2019
Accounting Manager
Intermountain Healthcare
05.2015 - 06.2017
Actuarial Specialist
Utah Department of Health (Medicaid)
04.2012 - 05.2015
Financial Manager / Budget Analyst
Department of Defense (Air Force)
05.2010 - 04.2012
Sr. Experienced Consultant
Protiviti Inc.
09.2008 - 05.2010
Accounting Manager / FP&A Manager
Comcast Spotlight
09.2007 - 10.2008
Bachelor of Arts - Accounting
Weber State University
Master of Business Administration -
Weber State University