MEET JOANNA
Joanna assists healthcare organization of all sizes and types manage their financial and operational needs, serving as an outsourced CFO/COO. She and her team offer a broad range of consulting services, including:
- Full Scope Transaction Support (sales and acquisitions),
- Startups (business plans, financing, projections, structuring),
- Business and Shareholder Valuations,
- Practice Management,
- Revenue Cycle Management, Benchmarking, and Physician Compensation Models,
- Human Resources (recruiting/hiring, salary and benefits, performance management),
- Contract Negotiations, Government Affairs, and more.
Joanna partners with our accounting and tax teams, as well as external professional services groups such as your legal and lending teams, to meet your all-inclusive business needs.
Education
Bachelor of Arts in Economics, Brandeis University
Master of Public Health, Boston University, Summa Cum Laude
Professional Affiliations
Medical Group Management Association (MGMA)
Massachusetts Society of Certified Public Accountants (MSCPA)
American College of Healthcare Executives (ACHE)
The American Public Health Associates (APHA)
Community Service
Edelstein & Company Community Service Committee Member
Board of Overseers, Beth Israel Deaconess Needham (BILH)
BACKGROUND
Joanna brings over fifteen years’ experience in finance and healthcare operations to Edelstein & Company. Beginning her career at one of the world’s largest financial firms, she led large multi-site teams, while managing investment portfolios for publicly traded clients with multibillion dollar market caps.
Joanna has also worked in several of Boston’s largest hospitals and health centers, running multidisciplinary departments, while implementing process improvements, cost savings, and increasing revenue streams. Joanna has also served as a board member for multiple healthcare institutions, and has been a council member of the Massachusetts Public Health Council (DPH) since 2017.
A trusted advisor to her clients, Joanna is a go-to resource for operations solutions, and developing and implementing strategic vision.
OUTSIDE THE OFFICE
Joanna lives in Needham, with her husband and two children. In her spare time, she enjoys distance running, baking, and is an avid reader.