Business Intelligence Developer

• Nov 2021 - Present

Manager, Web Analytics

• Dec 2020 - Oct 2021

Data Analyst

• Oct 2020 - Dec 2020

Data Analyst

• Feb 2020 - Mar 2020

*** Due to negative impact of Covid-19, company announced it was closing (March 2020) *** *** Due to negative impact of Covid-19, company announced it was closing (March 2020) ***

Project Consultant

• Feb 2019 - Feb 2020

Partner/Lead Analyst

• Jan 2014 - Apr 2019

Recruited to work directly for the CEO to ensure deals were successfully executed, analyze new investment opportunities, develop and manage multiple businesses and provide strategic vision. Constructed all financial models, budgets, forecasting and return analysis for hospital operations, real estate and other ancillary businesses. Modeling assumptions were informed by extensive research, including analyzing key financial metrics like revenue growth, expense and profit margins of comparable businesses, evaluating historical volumes, case types and patient mix for physicians expected to operate at the hospital, and assessing potential reimbursements rates based on conservative estimates for expected mix of government and commercial payors. Crafted all bank loan and investor presentations, successfully facilitated discussions with funding partners to explain and clarify project scope and needs which led to securing over $70MM in capital for healthcare projects in Tulsa, OK (CORE Hospital) and Cleveland, OH. Oversaw the finances for the real estate development of CORE Hospital, the company’s first major project, from construction to operation. Achieved 16% reduction in budgeted equipment costs by coordinating with physician partners and equipment planners to extract better pricing from suppliers. Collaborated closely with the developer, bankers, physicians and hospital management team to ensure project was successfully delivered on budget and on time. Founded and developed business plans for real estate, hospital operations, equipment leasing, billing and management companies. Actively managed firm’s operational entities and investments, providing timely and meaningful financial analysis both verbally and in writing for making crucial business decisions. Maintained investor and banking relationships to keep all stakeholders informed on project developments. Over my tenure, the company grew from one to over a dozen entities. Show less

Vice President

• Mar 2013 - Jun 2016

(Concurrently employed at New Manna Partners 2014-2016, which was spun-off from Horse Island)• Responsible for consumer products and healthcare research, including special situations such as restructuring, bankruptcies and other difficult to analyze business structures• Possess skills to analyze in-depth new markets, industries, sectors and niche areas• Able to quickly and accurately assess how company and industry specific events will impact stock prices• Responsible for idea generation, construction and maintenance of proprietary valuation models, financial statement and earnings analysis and projections, and articulation of investment ideas• Investment approach based on fundamental research backed by rigorous investigation of a company’s financial filings, interviews with senior management, customers, competitors and other industry participants• Horse Island was founded by the former partners of PilotRock Capital LLC Show less

Senior Research Analyst

• Feb 2012 - Feb 2013

(Hollow Brook Capital Management)· Led the consumer products & healthcare research efforts· Was the only analyst invited to stay with the firm after its merger with Hollow Brook Wealth Management

Research Analyst

• Jan 2006 - Jan 2012

(PilotRock Capital)· Led the consumer products & healthcare research effort for US long/short value hedge fund· Collaborated closely with portfolio managers in evaluating investment opportunities, accessing portfolio exposure and hedging strategies for consumer products & healthcare holdings· Joined PilotRock when AUM was $200m, contributed to the growth to $1B and led the only sector that was profitable for the fund every year· Identified the strong business fundamentals and long-term growth characteristics of sub-sectors within healthcare and spearheaded efforts to increase portfolio’s exposure to those areas, particularly in diagnostics, life science tools and medical devices· Responsible for firm’s summer internship program, managed and trained summer interns on financial statement modeling and idea presentation Show less