CareNumerix

The practice

An independent healthcare finance practice

CareNumerix was set up so operations, capital, policy, quality, and the year's filings can be handled as related parts of the same practice, not as disconnected projects. Work is led by the principals.

Timothy J. Jalbert, CPA

Founder and Principal

Timothy J. Jalbert, CPA

Timothy is a CPA with more than thirty years in healthcare finance. He has closed books as a community CFO and as a national consultant, so the work covers both the board packet and the trial balance behind it.

Engagements are scoped, staffed by the principals, and documented so your existing audit firm and operators can pick up the file. We are not trying to become your accounting department.

Credential
CPA
Experience
30+ years
Focus
Healthcare finance
Region
New England
Jason A. Mills at his desk reviewing an operational report

Principal

Jason A. Mills

Jason A. Mills is a healthcare financial executive and strategy consultant with 25 years in financial operations, capital advisory, and turnaround work. His work includes national accounting and advisory firms, investment banking, and executive roles covering financial reporting, institutional growth, and operational restructuring.

  • Financial modeling, cost accounting, operating budgets, and revenue cycle oversight
  • Campus redevelopment financing, joint venture structuring, and multi-phase growth plans
  • Debt placement, capital structure, and M&A advisory for institutional healthcare providers
  • Finance committee oversight, audit readiness, and board-level planning
Experience
25 years
Focus
Capital advisory
Work
Restructuring
Setting
Healthcare
Richard Lager in his office

Principal

Richard Lager

Richard Lager is a healthcare policy and financial executive with 35 years in health administration, public-sector financing, and Medicaid policy. He advises state governments on delivery models, public health funding, and state-administered programs.

  • Medicaid program design, state plan amendments, 1115 waivers, and multi-agency health initiatives
  • Capitation payment modeling, rate setting, budget forecasting, and federal reimbursement
  • PACE, managed long-term services and supports, and safety-net hospital financing
  • Intergovernmental transfers, supplemental payments, and CMS oversight readiness
Experience
35 years
Focus
Medicaid policy
Work
Public finance
Setting
State government

Background

Experience

Selected background for Timothy J. Jalbert, CPA. Jason A. Mills covers financial operations, capital advisory, and restructuring. Richard Lager covers Medicaid policy, public-sector financing, and state-administered programs.

  1. Now

    Principal, CareNumerix

    Healthcare finance consulting: operations, reimbursement, capital advisory, Medicaid policy, revenue cycle, quality, and the filings those decisions rest on.

  2. CFO

    Multi-entity senior care community

    Chief financial officer of a roughly $35 million CCRC and related entities, including skilled nursing, assisted living, independent living, and community-based services. Work covered multi-entity budgeting, debt compliance, bondholder reporting, reimbursement, and HR/IT modernization.

  3. National consulting

    CliftonLarsonAllen and Ernst & Young

    Healthcare consulting leadership spanning FQHC quality and operating models, reimbursement, and large-provider analytics. Earlier: compliance audit at a national dialysis organization, and senior audit management in healthcare.

  4. Boards

    Board service

    Trustee, United Mitochondrial Disease Foundation. Board service with the Autism Society of Maine, We Connect the Dots, and as treasurer of Shattuck Partners.

What we do not take on

  • A percentage of settlement. The goal is a defensible file.
  • Replacing your audit firm. We work alongside them.
  • A permanent controller function. If that is what you need, we will say so.
  • A presentation that cannot be tied back to the trial balance.

What a first month looks like

Kickoff, a document request, and a working session on the trial balance and statistics. You get a one-page diagnosis: what is ready to file, what is not, and the fee to finish. If the work is not a fit, that is the end of it.

Request an engagement