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Shana Spitz

Professional Overview

Shana Spitz is a seasoned finance professional with over 12 years of experience in the financial services and healthcare industries. As the Director of Finance at MedRite Urgent Care, she oversees all financial operations, including budgeting, forecasting, and financial reporting. Shana is also a well-respected Financial Coach, providing personalized guidance to clients on achieving their financial goals.

Experience Summary

Current Role
As the Director of Finance at MedRite Urgent Care, Shana is responsible for developing and implementing comprehensive financial strategies to drive the company's growth and profitability. She oversees a team of finance professionals and collaborates closely with cross-functional departments to ensure financial integrity and compliance. Under Shana's leadership, MedRite has consistently exceeded its financial targets, with a 15% increase in revenue and a 20% reduction in operating costs over the past year.

Career Progression
Prior to her current role, Shana held several senior-level finance positions, including Controller at Tiger Companies, where she streamlined financial processes and implemented a new accounting system that improved efficiency by 30%. As the CFO and Consultant at FL Partners, she provided strategic financial guidance to clients, helping them navigate complex financial challenges and achieve their business objectives. Shana's early career was marked by her steady progression at Apex Global Solutions, where she rose from Lead Accountant to Director of Accounting and Business Projects, demonstrating her exceptional analytical and problem-solving skills.

Academic Background
Shana holds a Bachelor of Science in Accounting from the University of Pennsylvania and is a Certified Public Accountant (CPA). She has also completed a series of executive development programs at the Wharton School, focusing on strategic financial management and leadership.

Areas of Expertise
  • Financial planning and analysis

  • Budgeting and forecasting

  • Financial reporting and compliance

  • Financial systems implementation

  • Strategic financial advisory

  • Team leadership and mentorship


Professional Impact
Throughout her career, Shana has been recognized for her ability to optimize financial operations, drive cost-saving initiatives, and provide strategic financial guidance to diverse organizations. As a Financial Coach, she has helped numerous individuals and small businesses achieve their financial goals, earning her a reputation as a trusted advisor in the local community.

Conclusion
With her extensive finance experience, strong technical expertise, and proven track record of success, Shana Spitz is a valuable asset to any organization. Her commitment to excellence and passion for financial management make her well-positioned to continue making a meaningful impact in the finance and healthcare industries.