Matt McSorley

Strategic Operations Leader · Compliance Officer · Healthcare & Education · Multi-State Organizations

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PROFESSIONAL PROFILE

Scaling Organizations. Delivering Results.

Matt McSorley is a strategic operations leader with a proven track record of building high-performing teams and delivering measurable impact across healthcare, education, and mission-driven organizations. He combines deep expertise in compliance — including HIPAA and FERPA — with a data-driven approach to process improvement and cross-functional collaboration.

From growing a consultancy to replacing W2 income, to securing $1M in capital funding, Matt consistently turns complexity into clarity and challenges into growth.

Core Expertise

  • Operations Leadership & Scaling
  • Compliance: HIPAA & FERPA
  • KPI Development & Process Improvement
  • CRM, EHR & Database Management
  • Budgeting & Financial Oversight
  • Stakeholder & Vendor Relations
  • Data Analysis & Reporting
  • Change Management & IT Platforms

IMPACT AT A GLANCE

Results That Speak for Themselves

$1M

Capital Secured

Funding raised to expand facilities and organizational capacity at Language Charter Schools.

67%

Error Reduction

Reduced CRM and database errors through compliance alignment and systems optimization.

25%

Billing Growth

Overhauled financial processes, driving a billing increase to $8.3M and reversing a 4-year deficit trend.

28%

Test Score Lift

Operational revitalization that directly contributed to academic performance improvements at PAVE.

CURRENT ROLE · 2025 – PRESENT

Compliance Officer

Embrace Psychotherapy · Remote, Multi-State

Leading compliance, platform management, and database operations for a growing multi-state mental health practice. Provides end-to-end operational support across front and back office functions, clinical staff, and third-party vendor relationships.

EHR & CRM Assessment

Evaluated electronic health record and CRM platforms to support organizational transitions and scalability.

Vendor Liaison

Coordinated with third-party partners across billing, credentialing, and intake to streamline operations.

Staff Onboarding & Training

Developed and led onboarding programs for administrative staff and interns across all operational roles.

CONSULTING · 2020 – PRESENT

Serenity WorkFlow

Fractional Chief Compliance & Operations · Remote

Founded and grew an independent consultancy serving healthcare, nonprofit, and tech sectors. Serving as a fractional Chief Compliance Officer for a growing mental health practice, Matt established best practices in compliance and EHR processes while scaling the consultancy to replace traditional W2 employment.

  • Audited a large mental health provider preparing for acquisition due diligence
  • Spearheaded strategic planning for a Botswana NGO, achieving stakeholder alignment
  • Advised private tech firms on product development, adoption, and implementation
  • Overhauled financial reporting systems for a U.S. nonprofit to boost transparency

LEADERSHIP EXPERIENCE · 2020 – 2022

Regional Director of Operations & IT

Language Charter Schools · New York, NY

Directed multi-state compliance, data operations, and IT initiatives to strengthen the Hebrew Language Charter Schools infrastructure. Led implementation of platforms spanning finance, HR, talent management, curriculum, communications, and reporting — driving collaboration and efficiency across all departments.

$1M Capital Secured

Led successful project to expand facilities and organizational capacity.

67% Error Reduction

Improved compliance and reduced CRM/database errors through federal and state alignment.

Platform Migration

Managed large-scale transitions for finance, HR, CRM, and databases across multiple sites.

OPERATIONS LEADERSHIP · 2017 – 2020

Director of Operations

PAVE Academy Charter School · Brooklyn, NY

Signature Achievements

  • 25% billing increase to $8.3M over 18 months, reversing a 4-year deficit
  • 28% rise in student test scores through operational revitalization
  • 42% improvement in staff retention via strategic hiring practices
  • 50% personnel turnaround improving performance and culture

Organized annual operations retreats to develop KPIs across facilities, IT, compliance, and recruitment — maintaining 100% team retention during a period of organizational expansion. Introduced Agile-focused capital expenditure budgeting that drove comprehensive technology updates for classrooms and staff while adhering to budget constraints.

EARLIER EXPERIENCE · 2014 – 2017

Principal & Regional Associate Director of Operations

Success Academy · New York, NY

Supervised nine school sites, standardized operations training for 45 Operations Managers, and designed scalable process improvements deployed across 12+ sites. Launched two new schools, revitalized a third, and mentored five staff members into leadership roles.

Multi-Site Oversight

Supervised nine sites and site managers, elevating performance in underperforming and mid-tier schools.

Standardized Training

Developed and training program for 45 Operations Managers, boosting efficiency and retention organization-wide.

Scalable Systems

Designed dashboards, budgeting tools, and project planning processes successfully scaled to 12+ sites.

Site Launches

Led launch of two new schools and revitalization of a third, achieving top operational metrics in year one.

EARLIER CAREER

Additional Experience

Business Manager

Westchester Square Academy · Bronx, NY

Founding Program Manager

Westchester Square Academy · Bronx, NY

Program Manager

U.S. Senate Campaign · Columbus, OH

Project Manager

Peace Corps · Guyana, South America

Volunteer Service

Founding Board Member

Pace University Lubin School of Business · New York, NY

Board of Trustees

Lambda Chi Alpha · New York, NY & Springfield, OH

Hospice Volunteer

Brooklyn, New York

EDUCATION & CREDENTIALS

Academic Foundation

1

Master of Business Administration · 2022

Pace University Lubin School of Business · New York, NY

2

Certificate in Transformative Leadership · 2020

Pace University Lubin School of Business · New York, NY

3

Master of Science, Counseling Psychology

Indiana University · Bloomington, Indiana

4

Bachelor of Science, Psychology — Minor: Philosophy

Wittenberg University · Springfield, Ohio

Let's Connect

Matt McSorley brings a rare combination of operational rigor, compliance expertise, and mission-driven leadership to every organization he serves. Whether you're scaling a healthcare practice, navigating complex regulatory environments, or building systems that last — Matt delivers.