ABOUT

SilverBloom Consulting, LLC was formed in 2018 as an aging services advisory firm. Focusing primarily on financial modeling and accounting services, SilverBloom Consulting, LLC is available to assist aging services providers analyze projects and form long-term strategic plans through the development of bespoke financial projection models.

 

SilverBloom Consulting, LLC can also provide interim CFO and controller support to Continuing Care Retirement Communities and Skilled Nursing Facilities.

Jamie Spencer, CPA, MBA
Founder & President
jspencer@silverbloomconsulting.com
610.655.5064

Jamie is the Founder and President of SilverBloom Consulting, LLC, an aging services advisory firm specializing in ad-hoc financial projection, financial modeling, and interim CFO/Controller services.

 

Professional Experience

 

Jamie has over 12 years of finance and accounting experience. He is a forward thinker in the realm of aging services and provides project-based analysis to seniors housing developers and senior care providers.

 

Specific experience with aging services organizations includes:

 

  • Preparing projected financial statements.

  • Preparing financial feasibility studies for development projects.

  • Developing ad-hoc financial models to support management, ownership, and Board decision making.

  • Providing finance department assistance to CCRCs and SNFs including the month-end close process and preparation of financial reports for Board distribution (Controller functions).

  • Serving as Interim or Virtual CFO including finance strategy, capital structuring, revenue cycle management, stakeholder relations, etc. (Executive functions).

  • Assisting with the budgeting process, including the modeling of revenues and various department expenses.

 

Previous Positions

 

  • Manager, Senior Living Consulting Group | RKL LLP | Wyomissing, PA | 2011 - 2018

  • Manager | Citco Fund Services | Malvern, PA | 2009 - 2011

  • Senior Auditor | Ernst & Young, LLP | Boston, MA | 2005 - 2009

 

Education and Designations

 

  • BS, Finance, Northern Arizona University

  • MSA/MBA, Northeastern University

  • Leadership Berks, Alvernia University

  • Certified Public Accountant, licensed in Pennsylvania

 

Professional and Community Affiliations

 

  • Berks Community Health Center, Board Treasurer and Finance Committee Chair

  • The Highlands at Wyomissing, Finance Committee Member

  • American Institute of Certified Public Accountants

  • 2016 recipient “Forty Under 40” award

© 2018 by SilverBloom Consulting, LLC.