When presented with the opportunity to enter the senior living industry in 2007, Joanie was thrilled to bring her 25 plus years of leadership experience to serving seniors. She is a seasoned operationally oriented CFO with a successful track record of bringing financial discipline and leadership to each of high growth, well-established, startup and turnaround situations. Joanie brings to Watercrest Senior Living Group the ability to make immediate improvements on cash flow, operating efficiencies, financial reporting and controls, human resource utilization, and strategic planning. She oversees Watercrest’s finances with the highest level of compliance, integrity and credibility in financial reporting. Joanie has comprehensive, in-depth knowledge and experience across all Corporate Finance functions, accounting, Treasury, Risk Management, Information Systems and Human Resources. Drawing on her relationships with clients, investors and bankers, Joanie brings significant experience to Watercrest Senior Living Group in M&A and raising capital (private equity, private debt, bank debt and bond financing).
Joanie has built very strong teams using her keen ability to recognize talent and develop and mentor associates. Her passion is to share her knowledge and best practices with her teams enabling them to excel and attain their personal goals. She has a Servant heart and works tirelessly to improve systems and trains continually to ensure excellence. “I understand that everything I do as CFO should ultimately translate into higher quality of care for our seniors.”
Joanie holds a Bachelor of Science in Business Administration from Georgetown University in Washington, DC and a Masters of Business Administration from the University of Southern California. Joanie has been married to her husband Phil for 41 years and they have two grown children and Joanie’s 101-year-old dad lives happily at Watercrest Winter Park. Joanie and Phil enjoy their home on the water and traveling to exotic places whenever Phil can get Joanie off the golf course.