Firm Leadership

Sue Bunevich, CPA, CFE
Shareholder
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Sue Bunevich is a Shareholder at Moore Stephens Lovelace, P.A. and is the Director of the Firm’s Senior Housing Practice Group. Sue has over 21 years of public accounting experience and specializes in developing business strategies for corporate expansion and providing high level financial analyses. As a Certified Fraud Examiner, Sue has expertise in the areas of fraud prevention, detection and investigation.

Professional Experience

Sue has extensive experience working as a strategic advisor to both healthcare and corporate clients during transactions involving the development of new entities, expansions and refinancing of existing entities, and operational and project budgeting and analysis. She guides clients through all of the financial aspects involved in the research, development and construction of new facilities by first developing strategic plans, annual budgets, and multi-year financial projections. Sue also prepares short and long-term feasibility projections for development sites under consideration and examines client requests to purchase additional property, prior to their submission to credit committees. Additionally, Sue assists clients to estimate the cost of sales and establish sale prices for new housing units by performing analyses of construction and development costs.

Sue has held speaking engagements with multiple healthcare associations including presentations to Florida Health Care Association and Florida Association of Homes and Services for the Aging (FAHSA) on Benchmarking for Senior Housing and Assisted Living Facilities. Sue has also spoken on Identity Theft to FAHSA and on Budgeting to Florida Assisted Living Association and to FAHSA.

Featured Successes

Sue designed an analysis model to compare the effects of exchanging portions of rated bond debt for those with a lower interest rate. Her “swap” analysis allows clients to make effective and informed decisions when managing debt.

Sue was recently engaged for Fraud Examination services and uncovered the theft of $700,000 and assisted in the recovery of the stolen funds.

Sue performed a feasibility study for a bond issue for an entity in partnership with a state university for the development of a new medical facility. She also made projections for the client regarding the financial success of the planned facility.

Education, Certifications and Licenses

• B.S. Degree in Accounting, West Virginia State College

• C.P.A., Certified Public Accountant - Florida and West Virginia

• C.F.E., Certified Fraud Examiner

Affiliations and Community Involvement

• American Institute of Certified Public Accountants

• Florida Institute of Certified Public Accountants

• West Virginia Society of Certified Public Accountants

• Florida Health Care Association, Assisted Living Facility Committee

• Florida Association of Homes and Services for the Aging

• Georgia Association of Homes and Services for the Aging

• Governor’s Continuing Care Advisory Committee

• Retirement Housing Council

• Turnaround Management Association, Board Member

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