Experience

Ottr is now part of CareDx, Inc.

• United States
• Software Development
• 1 - 100 Employee

• Senior Director - CareDx, Inc.

  • May 2019 - Present

  Omaha, Nebraska, United States In May 2019, OTTR Chronic Care Solutions was purchased by CareDx, Inc., “The Transplant Company,” focused on the discovery, development, and commercialization of clinically differentiated, high-value healthcare solutions for transplant patients and caregivers. Hired by CareDx to lead the financial reporting of CareDx Transplant Management, Inc. (CTM - formerly OTTR, Inc.) the digital segment of this publicly held company. • Meet aggressive public company month-end close timelines of… Show more In May 2019, OTTR Chronic Care Solutions was purchased by CareDx, Inc., “The Transplant Company,” focused on the discovery, development, and commercialization of clinically differentiated, high-value healthcare solutions for transplant patients and caregivers. Hired by CareDx to lead the financial reporting of CareDx Transplant Management, Inc. (CTM - formerly OTTR, Inc.) the digital segment of this publicly held company. • Meet aggressive public company month-end close timelines of 5 days, annual and quarterly budgeting requirements, and GAAP and SOX requirements. • Requested involvement in acquisitions and have completed modeling, due diligence, and integration of multiple acquisition targets and acquisitions. • Financially integrated OTTR into CareDx, converting OTTR’s accounting software from SageIntacct to NetSuite • Completed the due diligence of TransChart, LLC. which included preparing working capital calculations, an opening balance sheet, and reviewing legal documents. • Led the post-acquisition financial integration of XynManagement, Inc., TransChart, LLC, MedActionPlan, LLC and The Transplant Pharmacy, LLC into CTM.

• Chief Financial Officer - OTTR Chronic Care Solutions

  • Aug 2013 - Present

  Greater Omaha Area A software development company that has developed state-of-the-art software products to improve the quality of patient care, workflow management, and operational efficiencies for the healthcare industry. Recruited to replace the VP of Finance to manage the finance and human resource organizations of this private equity held company. • Generate weekly, monthly, and annual financial reports, analytical reports, and cash flow summaries in order to provide the Board of Directors and… Show more A software development company that has developed state-of-the-art software products to improve the quality of patient care, workflow management, and operational efficiencies for the healthcare industry. Recruited to replace the VP of Finance to manage the finance and human resource organizations of this private equity held company. • Generate weekly, monthly, and annual financial reports, analytical reports, and cash flow summaries in order to provide the Board of Directors and executive management ongoing visibility as to the financial status of the company. • Develop an annual company-wide budget and review and communicate monthly financial results against this budget. • Prepare a monthly rolling forecast to project full-year revenues and expenses. • Present the financial status of the company at quarterly Board of Directors meetings. • Oversee company-wide human resource responsibilities including the annual enrollment and administration of health care and retirement benefits, payroll and compensation, employee relations, and the hiring and termination of employees. • Manage external relationships for corporate insurance, legal, and real estate. • Introduced and implemented new employee benefits including a 401(k) plan and a flexible/ dependent care spending account. • Researched and implemented multiple time-saving and cost-saving initiatives for the company: -Converted to a new payroll processor creating efficiencies, saving employee time, and reducing annual processing costs by 20%. -Changed existing corporate insurance brokers resulting in policy savings of 15% - 30% annually. -Negotiated new copier leases, saving 39% annually. • Integral part of the due diligence team that ultimately resulted in the sale of OTTR, Inc. in May 2019 to CareDx, Inc., a publicly traded molecular diagnostics company. Hired by CareDx, as a Site Controller for OTTR, to manage the finance, budgeting, forecasting, and reporting requirements.



Complete Nutrition Brands, LLC

• United States
• Wellness and Fitness Services
• 100 - 200 Employee

• Corporate Controller

  • May 2012 - Aug 2013

  Greater Omaha Area A national nutritional supplement franchisor that focuses on personal service, friendly store environments, and proprietary products to help people live a healthier lifestyle. Started in 2004, Complete Nutrition was one of the fastest-growing franchise companies in the nation. Hired by the CFO to replace the current Controller, strengthen the existing finance team, and to lead the internal and external financial reporting requirements of this $100 million privately-held franchising… Show more A national nutritional supplement franchisor that focuses on personal service, friendly store environments, and proprietary products to help people live a healthier lifestyle. Started in 2004, Complete Nutrition was one of the fastest-growing franchise companies in the nation. Hired by the CFO to replace the current Controller, strengthen the existing finance team, and to lead the internal and external financial reporting requirements of this $100 million privately-held franchising business. • Completed monthly closing procedures, reviewed company operating reports for accuracy and completeness, and prepared consolidated financial statements in accordance with GAAP. • Managed the 2013 company-wide initiative of developing the company’s first annual budget. Worked diligently to identify and reduce unnecessary expenses while developing this budget. • Led the company-wide initiative of moving to a 401(k) plan, including evaluation, recommendation of vendor, obtaining executive approval, designing the final company plan, and employee communication. • Deployed a new credit card program with American Express and an updated T&E policy resulting in an estimated monthly savings to the company of at least $2,500 and 8 hours of accounting staff time. Show less



York Label

• Corporate Controller

  • May 2009 - Apr 2012

  Greater Omaha Area One of North America’s largest label producers and an industry-leading provider of high quality, innovative labeling technologies to global wine & spirits, food & beverage, consumer goods and healthcare companies. In October 2011, the private equity owners of this company sold their investment to Multi-Color Corporation. Hired by the CFO to lead the internal and external financial reporting requirements of this $210 million privately-held company. • Prepared monthly, quarterly, and… Show more One of North America’s largest label producers and an industry-leading provider of high quality, innovative labeling technologies to global wine & spirits, food & beverage, consumer goods and healthcare companies. In October 2011, the private equity owners of this company sold their investment to Multi-Color Corporation. Hired by the CFO to lead the internal and external financial reporting requirements of this $210 million privately-held company. • Prepared monthly, quarterly, and annual consolidated financial statements for internal and external reporting requirements. The consolidated entity included nine U.S. legal entities, a fully-owned Canadian subsidiary and an equity ownership interest in a Chilean joint venture. • Completed additional reporting requirements as defined in the company’s Credit Agreement including consolidated projected financial statements, debt covenant calculations, compliance certificates and management’s discussion and analysis. • Lead, organized, and managed the external audit function including the preparation of annual financial statements and related footnotes. • Managed and coordinated all functions of the corporate accounting staff including annual performance reviews and goal setting. • Performed month-end close activities for the corporate entity. • Developed the annual corporate budget. • Prepared annual tax provision and managed third party tax return preparation. • Worked closely with the CFO and equity owners regarding requests for financial information and analysis. • Worked diligently to learn the consolidated reporting system, Hyperion Enterprise, in order to provide accurate, reliable and timely financial information and reports. • Responsible for accurately accounting for all business transactions as well as adherence to GAAP. • Developed and maintained written documentation of accounting policies and procedures. • Systems knowledge gained included JD Edwards, Sage FAS, Hyperion Enterprise and Hyperion Reporting. Show less



Io Consulting, LLC

• Partner, Co-Founder

  • Mar 2008 - Dec 2008

  Greater Omaha Area Co-Founder of this consulting company specializing in Mergers and Acquisitions services. Prepared financial valuation models, completed financial research and analysis, and managed financial due diligence as defined by client requirements. • Successful valuation, negotiation and acquisition of a $30 million division from a multi-billion dollar corporation.



First Data Corporation

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Vice President, Product Business Development

  • Oct 2006 - Dec 2007

  Greater Omaha Area A leading global provider of electronic commerce and payment solutions to financial institutions, businesses, governments, and consumers worldwide. Previously a Fortune 500 Company, First Data was acquired by an affiliate of Kohlberg Kravis Roberts & Co. in September, 2007. Recruited by the Executive Vice President of Strategy and Mergers and Acquisitions to fill this newly created position. Worked with division leaders and product owners to help expand current product offerings… Show more A leading global provider of electronic commerce and payment solutions to financial institutions, businesses, governments, and consumers worldwide. Previously a Fortune 500 Company, First Data was acquired by an affiliate of Kohlberg Kravis Roberts & Co. in September, 2007. Recruited by the Executive Vice President of Strategy and Mergers and Acquisitions to fill this newly created position. Worked with division leaders and product owners to help expand current product offerings through acquisition. • Researched and identified companies for acquisition which met First Data’s strategy for developing and strengthening current product offerings or determined if acquisition opportunities brought to First Data met internally defined strategies or current product needs. • Built relationships with companies targeted for acquisition or with their affiliated investment bankers. • Developed financial valuation models and strategy documents for the evaluation of acquisition targets. • Coordinated and managed the on-site due diligence process for the successful acquisition of Intelligent Results, Inc., First Data’s entry into the customer data analytics market.

• Director, Strategic Investments Group (Mergers & Acquisitions)

  • Oct 1999 - Oct 2006

  Greater Omaha Area Hired as a Manager to fill this newly created position, was promoted to Director within eight months of employment. Provided support to this group primarily through financial analysis and market research. • Efficiently prepared financial valuation models for million to billion dollar acquisition opportunities. • Researched and summarized non-financial information related to target acquisitions and investments. • Assisted in preparing formal internal documents that summarized… Show more Hired as a Manager to fill this newly created position, was promoted to Director within eight months of employment. Provided support to this group primarily through financial analysis and market research. • Efficiently prepared financial valuation models for million to billion dollar acquisition opportunities. • Researched and summarized non-financial information related to target acquisitions and investments. • Assisted in preparing formal internal documents that summarized acquisition or investment related information for presentation to the Executive Committee. • Prepared the financial valuation model and completed the financial due diligence for the successful acquisition of TASQ Technologies, a point-of-sale (POS) equipment and services company. • Created the financial valuation model and directed the financial due diligence for the successful divestiture of First Data's majority ownership of Primary Payment Systems, now Early Warning Services, LLC, a company that aims to manage or eliminate fraud in financial systems.



PKS Information Servcies

• Accounting Manager

  • Sep 1998 - Sep 1999

  Greater Omaha Area A computer outsourcing and systems integration company owned by Level 3 Communications. Renamed iStructure, Inc. in May 2000. Recruited by the Corporate Controller for this newly created position to lead the internal and external financial reporting requirements for the computer outsourcing division, a $66 million segment of this $120 million company. • While managing multiple accounting and payroll staff, accurately and timely prepared monthly consolidated financial statements for… Show more A computer outsourcing and systems integration company owned by Level 3 Communications. Renamed iStructure, Inc. in May 2000. Recruited by the Corporate Controller for this newly created position to lead the internal and external financial reporting requirements for the computer outsourcing division, a $66 million segment of this $120 million company. • While managing multiple accounting and payroll staff, accurately and timely prepared monthly consolidated financial statements for this segment of the company and produced quarterly consolidations of all PKSIS entities for the parent company, Level 3 Communications, Inc. • Developed detailed monthly operating reports for management’s review and analysis. • Researched SEC (Securities and Exchange Commission) related accounting and reporting matters. • Chosen to serve as the lead accountant on the implementation and conversion of the general ledger to Oracle and on the implementation of Hyperion OLAP, the financial reporting package. Show less



PwC

• Professional Services
• 700 & Above Employee

• Senior Associate

  • Oct 1994 - Sep 1998

  A “Big Four” Accounting Firm providing industry-focused assurance, tax and advisory services. Initially worked for Coopers & Lybrand L.L.P, prior to the merger with Price Waterhouse L.L.P in 1998. Served as an “In-Charge” auditor on multiple, concurrent engagements providing audits and reviews of financial statements and reviews and analysis of operating and monitoring controls. Hired as an entry-level Associate, was promoted to Senior Associate in June 1995. • Obtained significant… Show more A “Big Four” Accounting Firm providing industry-focused assurance, tax and advisory services. Initially worked for Coopers & Lybrand L.L.P, prior to the merger with Price Waterhouse L.L.P in 1998. Served as an “In-Charge” auditor on multiple, concurrent engagements providing audits and reviews of financial statements and reviews and analysis of operating and monitoring controls. Hired as an entry-level Associate, was promoted to Senior Associate in June 1995. • Obtained significant SEC experience by serving as an “in-charge” auditor on publicly traded clients and reviewing registration statements and quarterly earnings releases. • Supervised and reviewed the work of multiple staff on audit engagements. • Completed multiple, concurrent audit engagements on a timely basis. • Chosen to serve as an instructor for the entry-level business assurance, “BA1”, national training course. Show less