Jim Berend, CPA

Jim Berend, CPA
Executive Consultant-Consulting Services

University of Texas at Austin

Direct 817.502.7724
jberend@jtaylor.com
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Jim is a senior healthcare financial executive with broad-based and deep experience in virtually every major delivery mode in the care continuum. He graduated with a Bachelor of Business Administration with Highest Honors in Accounting from the University of Texas at Austin. During his 35 years of client service, he has been privileged to serve hospitals from 50 to 1200 beds, large multi-specialty and single-specialty physician groups, as well as some of the largest integrated healthcare systems in the US. He has consulted with academic medical centers, children’s hospitals, health insurers, pharmacy benefit managers, surgery centers, skilled nursing facilities, imaging centers, CCRCs, cancer centers, hospice and home health agencies, laboratories, lithotripsy companies, air and ground ambulance entities, and LTAC, among others. Jim’s clients have included public companies, private corporations, limited liability companies, partnerships, tax exempt nonprofits and governmental units. Jim was the Partner-in-Charge of the Healthcare Audit and Consulting practice of Arthur Andersen in Dallas-Ft Worth for many years and later the Partner-in-Charge of the Southwest Healthcare Advisory Practice for Ernst & Young.

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In addition to his consulting experience, Jim has served as executive vice president and CFO of two healthcare companies, including a public company that was recently sold to a subsidiary of United Health Group, where he was an integral part of the evaluation of strategic alternatives, then the negotiation, execution and post-merger integration of the companies.

Some of the practice areas where Jim has significant experience include:

  • Transaction strategy, planning, due diligence, execution and integration
  • New business formation, affiliations, joint ventures, joint operating agreements
  • Deal structure, governance and management structure
  • Financial projections, forecasts and feasibility studies
  • Managed care strategy, contracting support and contract execution for commercial and Medicare Advantage
  • Finance Function assessment, evaluation and redesign
  • Complex accounting issues, going public and SEC reporting
  • Cost reductions and efficiency studies
  • Revenue optimization
  • Budgeting, financial reporting and quality of earnings
  • Internal control assessment and redesign

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