Experience

Beacon Specialized Living

• United States
• Mental Health Care
• 100 - 200 Employee

• Chief Growth Officer

  • Mar 2017 - Present

  Leading all financial, system infrastructure, and business development initiatives for Beacon Specialized Living. Currently serving more than 1,800 individuals with 2,000+ employees across the states of Michigan, Minnesota, Wisconsin, Pennsylvania, and New Jersey. Beacon Specialized Living Services serves individuals with developmental disabilities, mental illness, and autism through residential and vocational supports. Our programs offer accredited short-term and residential care in urban, rural and apartment settings. The goal of each of these programs is to help the residents gain the necessary life skills that help them live their best lives and achieve independent living. Show less



Synchronous Health, Inc.

• United States
• Mental Health Care
• 1 - 100 Employee

• Chief Financial Officer | Sr. VP

  • Jun 2016 - Mar 2017

  Reinventing population behavioral health, Synchronous Health uses an advanced technology and artificial intelligence platform to provide tele-health services for sponsored populations of Employers, Health Plans, and Provider Systems. The company brings together seemingly unrelated or inconsequential data and data exhaust to provide real-time and predictive insights into populations and individual consumers, and delivers at scale through AI bots, digital experiences, and credentialed networks of licensed mental health professionals. The delivery model is any time, any where — the If-This-Then-That of behavioral health — in repeated 15-minute therapeutic sessions. • Managed all customer and commercial relationships for product deployment, contract negotiations, and deal term structure with Fortune 500 employers, multi-state regional health plans, acute behavioral health facilities, and healthcare consulting groups • Led fundraising presentations and funding terms for $1.5 Million raise with institutional, strategic, and angel investors • Directed telehealth product build with third-party developers utilizing mobile sensors and patented When-Do application programming interface delivery model in conjunction with artificial intelligence • Developed all financial projections, pricing models and accounting for business start-up needs Show less



Broadshire Consulting, LLC

• Nashville, TN

• Principal

  • 2015 - 2017

  • Provided valuation, data correlation, and demographic analyses for an owner of 9 disparate franchises producing more than $4 Million in run-rate revenue, looking to consolidate the separate LLC’s into a single holding company and acquire 12 additional franchises • Performed a feasibility and profitability analysis for a $35 Million investment in 8 real estate developments based on previous property track records and demographic studies • Built valuation report and growth model analysis for a multi-site behavioral health clinic • Provided a multi-scenario analysis for a $60 Million longevity wellness business pro forma • Constructed a multi-year pro forma and valuation assessment for an early stage behavioral health company Show less



Healthways

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• VP of Product Development

  • Dec 2014 - Aug 2015

  • Managed 6-person team to develop Healthways’ next generation mobile application named Compass; focused on frictionless data collection via mobile and other connected devices to provide ambient feedback to users• Launched beta product at the Quantified Self Conference in San Francisco, resulting in over 1,000 beta testers in the first 72 hours amongst a discerning Silicon Valley user base• Assisted in packaging the digital asset as a divestiture while building a multi-year valuation in excess of $250 Million Show less

• Director of Corporate Development

  • Oct 2012 - Aug 2015

  • Engaged in all diligence, valuation, negotiation, and financial modeling for acquiring exclusive rights to Dr. Dean Ornish’s Lifestyle Change intellectual property and commercialization rights• Modeled and negotiated a multi-million dollar commercial opportunity with Wellpoint to deliver the Ornish Lifestyle Change Program to all Wellpoint commercial patients in their 14 states• Planned, implemented, and completed an acquisition of Chiron Data Systems technology group; performing all valuation, diligence, negotiation, and integration duties associated with the deal• Analyzed and modeled dozens of potential acquisitions and partnerships through multiple relationships with investment bankers and private equity groups across the country• Consolidated companywide long-term financial projections, streamlining a 2 week process into a 2 day event with a model containing greater detail and deeper analytical capabilities • Built financial pro-formas and engaged in selling Ornish Programs directly to C-Suite Health System and Health Plan management teams• Based on C-Suite directive, performed market analysis and pro-active outbound communication with multiple companies in the behavioral health, personal genomics, population health, and health IT marketplaces. • Modeled and negotiated the 10 year strategic relationship between Healthways and Blue Zones• Managed and facilitated a fair market value analysis of a key business segment working with third-party appraisers to provide accurate market pricing models• Modeled pricing and value creation pro-formas for Healthways entire set of population health services for some of the largest geographic health systems in the country Show less

• Senior Ops Finance Analyst

  • May 2011 - Oct 2012

  • Serving as the project manager for the Healthways Emerging Markets Division working with C-Level Executives at Health Systems across the country including Texas Health Resources and Wellmont• Creating streamlined project management processes in Sharepoint’s collaboration software to automate partnership info dissemination to all Sr. Managers in the Navvis Healthways Emerging Market Group• Managing all financial oversight and variance analysis for ≈ $35 Million of Budgets in 22 departments total in the Corporate, Science, and Government cost centers• Designing and Building financial models for incentive strategies integrated into Healthways, Inc. TrackVia Database• Participating in pricing model design in excess of $250 Million for our Hospital and Physician Network• Utilizing SAP’s Business Planning Consolidation software for ad hoc financial reports presented to company Directors and C-Level Executives.• Tracking and managing all financial activities that occur in the emerging $4 Million Government Market• Built a bottom up pricing model by leveraging enterprise knowledge and subcontractor relationships resulting in a $3.63 Million bid for a Veteran Affairs RFP; Healthways was a bid award finalist • Initiated, developed, and managed relationships with 3 outside company C-Level Executives fulfilling 5 small business subcontracting spend requirements with the Veteran Affairs RFP• Represented Healthways at the ASTHO National Convention, Portland, OR; and an Integrated Behavioral Health Care Conference, New York City, leading to a direct sales opportunity with the Georgia State Director of Public Health• Analyzed partnership opportunities with Hewlett-Packard in a private summit, Washington, D.C. Show less

• Financial Leadership Program - Financial Analyst

  • Jul 2010 - May 2011

  • Selected from over 60+ applicants for a 2 year financial development program modeled after General Electric’s Financial Management ProgramFinancial Planning and Analysis Rotation• Performed monthly variance analysis on forecasts for the ≈ $11 Million Strategy budget• Prepared the monthly financial close package for CEO and CFO• Tracked and disseminated expenses across various cost centers during the 2011 budgeting processAccounting Rotation• Supervised and conducted month over month Income Statement and Balance Sheet account variance analysis for 7 cost centers and Health Plan Markets• Responsible for monthly reconciliations for a multitude of accrual and prepaid accounts• Accountable for accurate recording of the expenses and revenues in 7 cost centers and health plan markets via journal entries in Blackline Systems• Assembled the monthly close presentation for analysis by the Executive Financial TeamAd Hoc Projects• Gathered and analyzed data using pivot tables and TrackVia from 133,000 customer records for a URAC engagement award application; Healthways was chosen as finalists and asked to present data analysis at the National URAC Conference in Chicago• Worked hand in hand with the Director of the Government Market in producing a business plan proposal for the new Government Market to present to the CEO and Board of Directors.• Performed all the financial modeling and probability analysis of revenue and expense projections for the $608 Billion Government Healthcare Market to be included in the business plan proposal Show less



Auburn University Small Business Development Center

• Counselor

  • Aug 2008 - Dec 2009

  • Counseled prospective entrepreneurs on creating business plans, improving current business operations, and obtaining financial assistance by using competencies in business fundamentals, creative problem solving, and customer-focused listening. • Researched, developed, and presented programs ranging from How to Start a Small Business, Better Employee Management, Business Survival During Hard Economic Times, and How to do Business with the Government. • Counseled prospective entrepreneurs on creating business plans, improving current business operations, and obtaining financial assistance by using competencies in business fundamentals, creative problem solving, and customer-focused listening. • Researched, developed, and presented programs ranging from How to Start a Small Business, Better Employee Management, Business Survival During Hard Economic Times, and How to do Business with the Government.



Bass Pro Shops

• Retail
• 700 & Above Employee

• Corporate Internship

  • May 2009 - Aug 2009

  • Participated in vendor meetings involving procurement, forecasting, and product development • Delivered product forecasting, SKU maintenance, and turboing products based on correspondence with Bass Pro's 54 stores and internet assortment • Analyzed new store layout plannograms and reviewed content of catalog pages • Contributed in strategic planning of the Fall Hunting Classic, Bass Pro's largest promotional event • Participated in vendor meetings involving procurement, forecasting, and product development • Delivered product forecasting, SKU maintenance, and turboing products based on correspondence with Bass Pro's 54 stores and internet assortment • Analyzed new store layout plannograms and reviewed content of catalog pages • Contributed in strategic planning of the Fall Hunting Classic, Bass Pro's largest promotional event



Transport for London

• United Kingdom
• Non-profit Organizations
• 700 & Above Employee

• Managerial Accounting Internship

  • May 2008 - Jul 2008

  • Verified accuracy of production reports and identified discrepancies by auditing sample time schedules of 10 tube stations, covering 13,000 employees • Created control charts based on statistical analysis of over-time variation forms to identify improper billing of employee hours • Balanced budgets of over 10 million Pounds for multiple tube lines • Constructed staffing cost models on tube lines for 13 periods • Verified accuracy of production reports and identified discrepancies by auditing sample time schedules of 10 tube stations, covering 13,000 employees • Created control charts based on statistical analysis of over-time variation forms to identify improper billing of employee hours • Balanced budgets of over 10 million Pounds for multiple tube lines • Constructed staffing cost models on tube lines for 13 periods



Mossy Oak Properties of Louisiana

• Internship

  • May 2007 - Aug 2007

  • Constructed a shared database to organize 200 plus contact leads which assisted agents in finding relative prospects • Improved marketing signage by researching and developing innovative real estate signs resulting in an initial savings of $2,500 over a three month period • Identified and implemented new technologies pertaining to state-of-the-art mobile work stations, to be used in improved business efficiency and sales marketing • Constructed a shared database to organize 200 plus contact leads which assisted agents in finding relative prospects • Improved marketing signage by researching and developing innovative real estate signs resulting in an initial savings of $2,500 over a three month period • Identified and implemented new technologies pertaining to state-of-the-art mobile work stations, to be used in improved business efficiency and sales marketing



Land Locators, LLC

• Special Marketing Project Lead

  • Jul 2007 - Jul 2007

  Developed a marketing program plan initiative to sell 10,000 acres valued at $20,000,000 Developed a marketing program plan initiative to sell 10,000 acres valued at $20,000,000