Brad Hathaway

About Brad Hathaway

I am a results-oriented finance leader with 19 years of experience in both healthcare and retail industries. My expertise lies in strategic financial planning, budgeting, forecasting, cost optimization, and leading high-performing teams. I have a strong understanding of financial operations, having managed budgets exceeding $624M and overseen payroll for workforces of employees.Throughout my career, I have consistently delivered impactful results, including:• Secured $215K in cost savings through contract renegotiation and proactive expense management.• Led the successful implementation of a new ERP system, ensuring seamless transition and improved operational efficiency.• Empowered clinical teams through financial analysis training, fostering cross-departmental collaboration and informed decision-making.• Stepped into the role of Interim CFO, navigating the hospital through a critical period and contributing to the search for a permanent leader.I am passionate about building sustainable financial health for healthcare organizations and leveraging my expertise to drive growth and profitability. I am a highly motivated individual with strong leadership, analytical, and problem-solving skills.I am eager to connect with industry professionals and explore opportunities where I can contribute my skills and experience to a forward-thinking organization.

Experience

1. Director of Financial Planning and Analysis

   Credent Wealth Management

   May 2025 — Present

   CX Institutional, doing business as Credent Wealth Management, offers a multiple strategy platform that operates on three main pillars aimed at objectivity, strategy diversification, and on-going education. By employing a non-emotional and quantitative process, our platform provides a global approach to asset selection and remains sensitive to the total cost of investing.For important disclosure information regarding services offered through Credent Wealth Management, please visit

Education

• Indiana University Fort Wayne

  Bachelor of Science, Accounting

  2005

Skills

• Analysis
• Account Reconciliation
• Peoplesoft
• Cognos Tm1
• Financial Modeling
• Accounts Receivable
• Variance Analysis
• Microsoft Word
• Mergers & Acquisitions
• Microsoft Excel
• Microsoft Access
• Epic Systems
• Financial Statements
• Forecasting
• Clariteebi
• Accounting
• Budget Process
• Gaap
• Financial Analysis
• Financial Reporting
• General Ledger
• Auditing
• Nvision
• Budgets
• Finance
• Access