VP of Acquisitions and Development

• Aug 2021 - Present

Partner-CFO

• Nov 2013 - Aug 2021

• Direct activities for securing proprietary deal flow and implementing strategic investment decisions, leading a team of 4 in conducting in-depth data gathering and analysis to enable fact-based and competitive business development. • Produce comprehensive financial analysis, visualizing and presenting data to the investment committee while identifying opportunities for growth and strategic positioning. • Champion efforts to secure senior and mezzanine debt, as well as equity investments, for projects that range from ground-up new builds to rehab and tenant improvements. Show less

CFO

• 2017 - 2019

• Managed accounting for the organization’s portfolio of 10 urgent care clinics, directing a team of 5 in executing all necessary operations, including: revenue cycle, AP, AR, fixed assets, loans payable, and insurance payment reconciliations. • Optimized processes for preparing the financial section of investor update on a monthly basis, producing P&L breakdown of the 10 clinics operating as well as cash flow statement, balance sheet, patient counts, revenue per patient, and a multitude of other financial metrics tailored for presentation to investors, lenders, and owners. Show less

Vice President

• 2011 - Oct 2013

• Served as Lead Underwriter on all transactions, preparing for presentation to investment committee. • Crafted and delivered key presentations to the investment committee, informing decisions on investments of over $20M with exceptional negotiation and communication skills. • Spearheaded operations for securing senior debt and equity investments, negotiating terms while cultivating strong relationships with partners to drive sustainable business growth. • Served as Lead Underwriter on all transactions, preparing for presentation to investment committee. • Crafted and delivered key presentations to the investment committee, informing decisions on investments of over $20M with exceptional negotiation and communication skills. • Spearheaded operations for securing senior debt and equity investments, negotiating terms while cultivating strong relationships with partners to drive sustainable business growth.

MBA Student

• Sep 2011 - May 2013

MBA - Specialization in Financial Management and Markets MBA - Specialization in Financial Management and Markets

Audit

• 2009 - 2011

• Cooperated with a team of 4 to perform corporate accounting and financial audits for a wide range of clientele, ranging from manufacturing companies to medical device companies. • Conducted in-depth analysis to evaluate and ensure compliance with bank covenants and GAAP. • Consulted with clients to enhance their knowledge of key industry performance ratios, enabling them to benchmark their own results against their competitors, improve internal business processes, and recognize abnormal trends. Show less

Audit

• 2009 - 2009