ABOUT

SilverBloom Consulting, LLC was formed in 2018 and is an aging services advisory firm. Focusing primarily on financial modeling, accounting services, and distressed situations, SilverBloom Consulting, LLC is available to assist aging services providers analyze their business and form long-term strategic plans.

 

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 15 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.

  • Assist with distressed situations including pre-bankruptcy, bankruptcy filing, in-bankruptcy fiscal management and reporting, and receivership.

 

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 Member and Finance Committee Member (former Treasurer)

  • The Highlands at Wyomissing, Finance Committee Member

  • 2016 recipient “Forty Under 40” award

© 2020 by SilverBloom Consulting, LLC.