Experience

Motto

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Head of Finance

  • Apr 2023 - Sep 2023

  Built and scaled financial operations for a distributed, 10-person, tech-enabled telehealth company working alongside the CEO Created and maintained internal budgets and external forecasts. Performed monthly budget variance analysis and reported results to the leadership team and investors. Set and reported on weekly and monthly KPIs to company and investor stakeholders Worked with CEO and seed investors on fundraising efforts. Raised a sizable follow on investment in convertible notes… Show more Built and scaled financial operations for a distributed, 10-person, tech-enabled telehealth company working alongside the CEO Created and maintained internal budgets and external forecasts. Performed monthly budget variance analysis and reported results to the leadership team and investors. Set and reported on weekly and monthly KPIs to company and investor stakeholders Worked with CEO and seed investors on fundraising efforts. Raised a sizable follow on investment in convertible notes from seed investor. Finalized terms on a term loan. Responsibilities included creating, gathering, and maintaining dataroom materials; working with outside counsel to review and negotiate documents; and meeting operational requirements for the loan Set the company's treasury strategy, moved the company’s banking relationships following the SVB crisis, and set up a preferred deposit account to earn interest on excess cash. Created weekly cash flow forecasts before fundraises to make sure company met all its obligations.

• Founding Chief of Staff

  • Mar 2022 - May 2023

  2nd Employee after the CEO. Hired as a generalist with strong business and financial acumen to tackle special projects and onboard the remaining founding team Contracted with major health insurance payers in TX and CA. Credentialed and enrolled Motto providers with commercial payers and Medicare Set up HIPAA compliance privacy and security program. Established and maintained policies and practices Built operational and data processes for revenue cycle management. Trained and… Show more 2nd Employee after the CEO. Hired as a generalist with strong business and financial acumen to tackle special projects and onboard the remaining founding team Contracted with major health insurance payers in TX and CA. Credentialed and enrolled Motto providers with commercial payers and Medicare Set up HIPAA compliance privacy and security program. Established and maintained policies and practices Built operational and data processes for revenue cycle management. Trained and transitioned the team from balance billing to upfront patient collection, resulting in faster A/R collection. Created the process and templates for our patient collection efforts Set up and renewed cost-effective insurance coverage for Motto’s management service organization (MSO) and physician corporations (PCs) including business owners, D&O, cyber liability, and medical malpractice insurance



CarePoint Health System

• United States
• Hospitals and Health Care
• 400 - 500 Employee

• Chief Of Staff

  • Sep 2020 - Feb 2022

  Hoboken, New Jersey, United States Designed and implemented turnaround strategy for 3-hospital system in New Jersey alongside CEO and C-suite executives Facilitated growth through partnerships, service line expansion, business development, and marketing Repositioned hospital reputation to internal and external stakeholders and community members through government and public relations and paid media campaigns Signed affiliation agreement with Rothman Orthopaedics to bring high-end subspecialty orthopedic care to Hudson… Show more Designed and implemented turnaround strategy for 3-hospital system in New Jersey alongside CEO and C-suite executives Facilitated growth through partnerships, service line expansion, business development, and marketing Repositioned hospital reputation to internal and external stakeholders and community members through government and public relations and paid media campaigns Signed affiliation agreement with Rothman Orthopaedics to bring high-end subspecialty orthopedic care to Hudson County; working with its CFO and VPs of marketing and operations to launch partnership Signed agreements with nationally acclaimed, academic provider group to develop cardiac surgery program within hospital system and enhance cardiology quality with community physicians Worked with existing partners to build and enhance stroke neuro-intervention program, supplementing existing capability by recruiting physicians and engaging physician consultants Engaged employed primary care and OBGYNs to define, engage, and refine network of specialists Launched women’s imaging center, launched comprehensive outpatient medical and surgical weight loss program, launched heartburn center Show less



The Wharton School

• United States
• Higher Education
• 700 & Above Employee

• MBA Candidate

  • Aug 2018 - May 2020

  Philadelphia, Pennsylvania



Eleanor Health

• United States
• Hospitals and Health Care
• 100 - 200 Employee

• Strategy and Operations Intern

  • Jun 2019 - Aug 2019

  Greater Boston Area Wrote a $2M proposal to deliver substance use disorder treatment and recovery services for a state Medicaid program Attended company's first board meeting and created a portion of the board presentation materials Researched and created pitch deck materials outlining the ROI of Eleanor Health’s care model vs. existing care models Evaluated clinic sites in its initial market and interviewed clinical candidates Led creation and implementation of company’s first information security and… Show more Wrote a $2M proposal to deliver substance use disorder treatment and recovery services for a state Medicaid program Attended company's first board meeting and created a portion of the board presentation materials Researched and created pitch deck materials outlining the ROI of Eleanor Health’s care model vs. existing care models Evaluated clinic sites in its initial market and interviewed clinical candidates Led creation and implementation of company’s first information security and privacy policies Negotiated to a final lease agreement for its corporate office and designed the office space fit for growing needs Show less



Cohen Private Ventures, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Private Equity Associate

  • Feb 2016 - Jul 2018

  Greater New York City Area Monitored existing and executed new private equity, growth and venture capital investments for a $10B+ family office Executed CPV’s first venture capital investments and helped institutionalize the firm’s approach to venture investing including valuation, capitalization table considerations, and downside protection mechanisms Trained two private equity associates on public company reporting process and monitoring 10 portfolio companies Built operating models for companies in the firm’s… Show more Monitored existing and executed new private equity, growth and venture capital investments for a $10B+ family office Executed CPV’s first venture capital investments and helped institutionalize the firm’s approach to venture investing including valuation, capitalization table considerations, and downside protection mechanisms Trained two private equity associates on public company reporting process and monitoring 10 portfolio companies Built operating models for companies in the firm’s public equity portfolio, established quarterly price targets, and automated large portions of the quarterly reporting process Show less



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Investment Banking Associate - Natural Resources

  • Jan 2016 - Feb 2016

  Greater New York City Area

• Investment Banking Analyst - Natural Resources

  • Jul 2013 - Dec 2015

  Greater New York City Area Advised natural resources companies through merger, acquisition, and capital raising opportunities Developed expertise in precedent transaction, discounted cash flow, LBO, and accretion / dilution analyses Mentored first-year and summer analysts and served as active member of Goldman’s BYU recruiting team Select Transaction Experience: + Advised First Wind on sale to SunEdison and Terraform Power for $2.4B; built financial model, analyzed bidders’ ability-to-pay, and evaluated… Show more Advised natural resources companies through merger, acquisition, and capital raising opportunities Developed expertise in precedent transaction, discounted cash flow, LBO, and accretion / dilution analyses Mentored first-year and summer analysts and served as active member of Goldman’s BYU recruiting team Select Transaction Experience: + Advised First Wind on sale to SunEdison and Terraform Power for $2.4B; built financial model, analyzed bidders’ ability-to-pay, and evaluated structural scenarios to optimize value to seller + Advised Invenergy on sale of portfolio of wind generation assets to SunEdison and Terraform Power for $2.1B; built financial model and evaluated ways to optimize take out of project-level financing



Merrill Financial Associates

• United States
• Financial Services
• 1 - 100 Employee

• Financial Operations Analyst

  • Jan 2013 - Jun 2013

  Analyzed and rebalanced clients' portfolios, researched mutual funds, improved operational efficiency using Excel and VBA



BYU Global Financial Advisors

• United States
• Investment Management

• Equity Research Intern

  • Sep 2012 - Dec 2012



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Summer Analyst

  • Jun 2012 - Aug 2012

  Houston, Texas Area Advised domestic and multinational energy producers on M&A and capital markets transactions Prepared valuation and financial modeling, industry and company due diligence and presentation materials Representative Assignments: + Performed IPO analysis of a potential segment spin-off for a large-cap energy company and participated in executive committee meeting + Analyzed client alternatives for closing $5Bn funding gap via asset sales, debt and equity offerings and capex… Show more Advised domestic and multinational energy producers on M&A and capital markets transactions Prepared valuation and financial modeling, industry and company due diligence and presentation materials Representative Assignments: + Performed IPO analysis of a potential segment spin-off for a large-cap energy company and participated in executive committee meeting + Analyzed client alternatives for closing $5Bn funding gap via asset sales, debt and equity offerings and capex reduction + Built a flexible three-statement financial model + Modeled a drilling royalty trust of three assets in a private exploration and production company Show less



Merrill Financial Associates

• United States
• Financial Services
• 1 - 100 Employee

• Financial Operations Analyst

  • Apr 2011 - May 2012

  Provo, Utah Area Analyzed and rebalanced clients' portfolios, researched mutual funds, improved operational efficiency using Excel and VBA



Brigham Young University

• United States
• Higher Education
• 700 & Above Employee

• Teaching Assistant

  • Jan 2012 - Apr 2012

  Fixed Income and Derivative Securities - Futures, Forwards, Hedging, Forward Rates, Duration, Convexity, Forwards Arbitrage, Swaps, FRAs, Put-Call Parity, Option Trading Strategies, Binomial Option Pricing, Black-Scholes Option Pricing, Option Greeks, Credit Risk, CDOs, CMOs,



Brigham Young University

• United States
• Higher Education
• 700 & Above Employee

• Student Research Assistant in Business and Economics

  • Sep 2010 - Aug 2011

  Addressed student questions in business management, accounting and economics; trained students on Bloomberg certification; updated business library websites



Rhomobile

• Business Analyst Intern

  • Jan 2011 - Apr 2011

  Provo, Utah Area Performed precedent transaction analysis in mobile sector, outlined $100K online marketing campaign, recommended B2B lead generation campaign to increase revenue



The Church of Jesus Christ of Latter-day Saints

• United States
• Religious Institutions
• 700 & Above Employee

• Volunteer Representative

  • Jan 2008 - Jan 2010

  Montreal, Canada Area