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.