Experience

ReviveHealth

• United States
• Consumer Services
• 1 - 100 Employee

• Chief Financial Officer / Chief Operating Officer

  • Jun 2023 - Present

  Accountable for Financial leadership for this high-growth, Healthcare/Technology venture, whose Mission is to provide trusted, simple, affordable virtual-healthcare solutions that improve consumers’ access to convenient healthcare and enhance a person’s overall well-being. www.revive.health ReviveHealth - Access, Affordability, Engagement & Advocacy for all. At ReviveHealth, we built an end to end virtual care solution that provides access to doctors, mental health, physical… Show more Accountable for Financial leadership for this high-growth, Healthcare/Technology venture, whose Mission is to provide trusted, simple, affordable virtual-healthcare solutions that improve consumers’ access to convenient healthcare and enhance a person’s overall well-being. www.revive.health ReviveHealth - Access, Affordability, Engagement & Advocacy for all. At ReviveHealth, we built an end to end virtual care solution that provides access to doctors, mental health, physical therapies, specialty care, and 425+ generics for less than $1 a day. Find out more by visiting our website at www.revive.health Show less Accountable for Financial leadership for this high-growth, Healthcare/Technology venture, whose Mission is to provide trusted, simple, affordable virtual-healthcare solutions that improve consumers’ access to convenient healthcare and enhance a person’s overall well-being. www.revive.health ReviveHealth - Access, Affordability, Engagement & Advocacy for all. At ReviveHealth, we built an end to end virtual care solution that provides access to doctors, mental health, physical… Show more Accountable for Financial leadership for this high-growth, Healthcare/Technology venture, whose Mission is to provide trusted, simple, affordable virtual-healthcare solutions that improve consumers’ access to convenient healthcare and enhance a person’s overall well-being. www.revive.health ReviveHealth - Access, Affordability, Engagement & Advocacy for all. At ReviveHealth, we built an end to end virtual care solution that provides access to doctors, mental health, physical therapies, specialty care, and 425+ generics for less than $1 a day. Find out more by visiting our website at www.revive.health Show less



RAZR

• United States
• Advertising Services
• 1 - 100 Employee

• Chief Financial Officer / Chief Operating Officer

  • Oct 2020 - Mar 2023

  Accountable for the CFO/COO responsibilities of RAZR (also dba Grayduck Health, Marketing Lab, Sellcheck)---A high-growth, customer/consumer engagement technology and marketing venture for healthcare, financial, and retail brands--combining smart technology with insightful marketing strategy. In first ~2 years, partnered with leadership team to double revenue (~$30-$60M) and EBITDA as well as build strong teams (EE's from ~40 to >120) and foundations to grow from '22+. In first 90 days… Show more Accountable for the CFO/COO responsibilities of RAZR (also dba Grayduck Health, Marketing Lab, Sellcheck)---A high-growth, customer/consumer engagement technology and marketing venture for healthcare, financial, and retail brands--combining smart technology with insightful marketing strategy. In first ~2 years, partnered with leadership team to double revenue (~$30-$60M) and EBITDA as well as build strong teams (EE's from ~40 to >120) and foundations to grow from '22+. In first 90 days, led/drove acquisition of two companies, drove full integration within 1st year. Built out core financial and operations teams, processes, tools, KPI's, and capacity models to support high-growth and continued build for the future. Show less Accountable for the CFO/COO responsibilities of RAZR (also dba Grayduck Health, Marketing Lab, Sellcheck)---A high-growth, customer/consumer engagement technology and marketing venture for healthcare, financial, and retail brands--combining smart technology with insightful marketing strategy. In first ~2 years, partnered with leadership team to double revenue (~$30-$60M) and EBITDA as well as build strong teams (EE's from ~40 to >120) and foundations to grow from '22+. In first 90 days… Show more Accountable for the CFO/COO responsibilities of RAZR (also dba Grayduck Health, Marketing Lab, Sellcheck)---A high-growth, customer/consumer engagement technology and marketing venture for healthcare, financial, and retail brands--combining smart technology with insightful marketing strategy. In first ~2 years, partnered with leadership team to double revenue (~$30-$60M) and EBITDA as well as build strong teams (EE's from ~40 to >120) and foundations to grow from '22+. In first 90 days, led/drove acquisition of two companies, drove full integration within 1st year. Built out core financial and operations teams, processes, tools, KPI's, and capacity models to support high-growth and continued build for the future. Show less



UnitedHealth Group

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

• VP Finance - Optum, Enterprise Ventures; Portfolio Company CFO

  • Aug 2019 - Feb 2020

  Leveraged entrepreneurial drive/passion in taking on role of CFO of 1st portfolio company inside new ventures group. Partnered with business leadership, presented to Board of Directors throughout tenure of launching venture. Lead/drove the setup and delivery of financial infrastructure within first 6 months of operation, including financial reporting, forecasting, control structure, financial systems, KPI dashboards, treasury/bank and cash management processes. Financial infrastructure is… Show more Leveraged entrepreneurial drive/passion in taking on role of CFO of 1st portfolio company inside new ventures group. Partnered with business leadership, presented to Board of Directors throughout tenure of launching venture. Lead/drove the setup and delivery of financial infrastructure within first 6 months of operation, including financial reporting, forecasting, control structure, financial systems, KPI dashboards, treasury/bank and cash management processes. Financial infrastructure is ready for launch of business and growth in new markets.

• VP Finance, OptumRx; CFO, Briova (Specialty, Infusion, Avella)

  • Feb 2014 - Aug 2019

  Accountable for CFO, strategic & financial leadership of a high growth, ~$20B+ pharmacy/infusion business unit inside OptumRx. Leveraged entrepreneurial drive/passion through partnering with leadership team to build/grow, acquire, and integrate businesses, driving growth from ~$3B to ~$20B over 5 years. In addition, took on broader cross-segment level responsibilities for leadership, oversight and partnership with key finance, operations, and M&A/strategy functions across OptumRx. Lead… Show more Accountable for CFO, strategic & financial leadership of a high growth, ~$20B+ pharmacy/infusion business unit inside OptumRx. Leveraged entrepreneurial drive/passion through partnering with leadership team to build/grow, acquire, and integrate businesses, driving growth from ~$3B to ~$20B over 5 years. In addition, took on broader cross-segment level responsibilities for leadership, oversight and partnership with key finance, operations, and M&A/strategy functions across OptumRx. Lead, managed, and developed 45 person team and 7 Director/VP level direct reports team, while providing strategic financial management and partnership across matrix managed functions including strategy/M&A, capital/investment management, controllership, financial reporting/analysis, business decision support, revenue cycle management, strategic pricing, external/internal client relationship & contract negotiation/management, and core financial operations/technology. Strong, high performing team builder, communicator, and well-connected leader with solid relationships built across many of the business units and segments throughout UHG.

• VP Finance & CFO, Health Mgmt Solutions, OptumHealth

  • Sep 2012 - Feb 2014

  Accountable for CFO, strategic finance leadership while entrepreneurially driving growth from $500M to ~$2B, including leading, managing & driving finance functions across a matrixed 80+ person team including financial planning/analysis, strategic finance/M&A, accounting/controllership, and pricing. --(2012-14) Drove strong double-digit growth in revenue/profit from $500M - $2B, (2013) co-led acquisition of company critical to business growth, (2012-13) Drove process to materially… Show more Accountable for CFO, strategic finance leadership while entrepreneurially driving growth from $500M to ~$2B, including leading, managing & driving finance functions across a matrixed 80+ person team including financial planning/analysis, strategic finance/M&A, accounting/controllership, and pricing. --(2012-14) Drove strong double-digit growth in revenue/profit from $500M - $2B, (2013) co-led acquisition of company critical to business growth, (2012-13) Drove process to materially re-structure costs inside business.

• VP of Finance, Care Solutions, OptumHealth

  • Nov 2005 - Aug 2012

  Managed/drove ~35 person, 7 direct reports for ~$1.7B business unit—Team grew from 19 to 35 people, role expanded, and partnered to drive growth >20% each year, from ~$500m to ~$1.7B. Managed people, process, and communications to Executive Leadership in strategic and financial planning/analysis, budget/forecast, month-end reporting/analysis, capital planning, performance metrics/reporting, healthcare economics/affordability, intersegment contracts & pricing, as well as M&A strategic… Show more Managed/drove ~35 person, 7 direct reports for ~$1.7B business unit—Team grew from 19 to 35 people, role expanded, and partnered to drive growth >20% each year, from ~$500m to ~$1.7B. Managed people, process, and communications to Executive Leadership in strategic and financial planning/analysis, budget/forecast, month-end reporting/analysis, capital planning, performance metrics/reporting, healthcare economics/affordability, intersegment contracts & pricing, as well as M&A strategic evaluation, transactions, and integration. Selected for UHG Executive Development Program (EDP), January-June 2010.

• Director, Finance

  • Sep 2003 - Nov 2005

  Oversaw Accounting and FP&A teams for ~$500M early-stage Optum business; Partnered to help grow business from ~$300M to ~$500M. Managed/drove 20+ team members and all processes within the finance functions of accounting, financial planning/analysis, M&A, internal audit, Performance metrics, and Six Sigma process improvement. Role expanded including driving M&A activity as well as Customer Reporting team. Achieved Six Sigma Black Belt Certification in June 2005 as a part of UHG's Six Sigma… Show more Oversaw Accounting and FP&A teams for ~$500M early-stage Optum business; Partnered to help grow business from ~$300M to ~$500M. Managed/drove 20+ team members and all processes within the finance functions of accounting, financial planning/analysis, M&A, internal audit, Performance metrics, and Six Sigma process improvement. Role expanded including driving M&A activity as well as Customer Reporting team. Achieved Six Sigma Black Belt Certification in June 2005 as a part of UHG's Six Sigma program (Just Right Service).



Cardiac Science

• United States
• Medical Equipment Manufacturing
• 100 - 200 Employee

• Corporate Controller

  • Jul 2001 - Aug 2003

  Oversaw accounting and finance team and processes for this ~$65m, publicly traded, medical device manufacturer. Encountered start-up style environment and high growth, partnering to grow from ~$40M to ~$65M with managing cash-flow, public filings and financial reporting, and international acquisition integrations. Oversaw accounting and finance team and processes for this ~$65m, publicly traded, medical device manufacturer. Encountered start-up style environment and high growth, partnering to grow from ~$40M to ~$65M with managing cash-flow, public filings and financial reporting, and international acquisition integrations.



Ernst & Young

• China
• Accounting
• 700 & Above Employee

• Manager

  • Jul 1996 - Jun 2001

  Financial Audit--Throughout tenure--Consumer Products, Manufacturing, Technology, Entrepreneurial services clients. Internal Audit Services--1998-2001-Started splitting time between financial audit and IAS; Clients--SuperValu, Berkshire Hathaway. Mixed in Business Process Control Consulting work in 1999-2000 surrounding multitude of ERP systems integrations. Financial Audit--Throughout tenure--Consumer Products, Manufacturing, Technology, Entrepreneurial services clients. Internal Audit Services--1998-2001-Started splitting time between financial audit and IAS; Clients--SuperValu, Berkshire Hathaway. Mixed in Business Process Control Consulting work in 1999-2000 surrounding multitude of ERP systems integrations.