Cindy joined PFM as part of the firm’s asset acquisition of Melio & Company, a premier healthcare advisory firm. Cindy has 15 years of finance and treasury experience as a healthcare system executive practitioner. Cindy previously held a position as system director of Banking and Treasury Operations for Baylor Scott & White Health. Her career in healthcare, coupled with a previous career history in banking and manufacturing, combine to create a unique understanding of complex operational issues and financial transactions, enabling her to drive continuous process improvement in treasury functions, solutions, and operations across the healthcare system.
Cindy was a Huntington Innovation Award finalist for leadership in a vendor-partnered design and implementation of a fully integrated point-of-service solution with Epic. She has spoken at a variety of conferences and events, including the Association for Financial Professionals Annual Conference, the Healthcare Payments Innovation Conference, the Nacha Payments Conference, the TEXPO Treasury & Financial Conference, as well as North Carolina Treasury Management Association Program and Panels. She has been a guest lecturer at the Hankamer School of Business at Baylor University and the McLane College of Business at the University of Mary Hardin-Baylor. Cindy serves on the Nacha Automated Clearing House Network Advisory Board, holds memberships with the Texas Society of Certified Public Accountants, the Healthcare Financial Management Association, and the Association for Financial Professionals. In 2017, she completed her term of service on the Federal Reserve Bank of Dallas Corporate Payment Council; and from 2017-2020 served as the healthcare industry vertical representative on the first Real Time Payments (RTP) Corporate Advisory Board.
Cindy received her Bachelor of Business Administration degree in Accounting from the University of Mary Hardin Baylor in Belton, Texas, and studied piano performance at Southwestern University in Georgetown, Texas. She is a Certified Public Accountant.