Experience

Various Companies

• Book and Periodical Publishing
• 1 - 100 Employee

• Interim Chief Financial Officer

  • Aug 2022 - Present

  Interim CFO for the nation’s largest physician-owned and operated musculoskeletal management services organization (August 2022 - Present). Interim CFO for a venture-backed, risk-bearing in-home medical group (July 2023 - Present).



Centurion Health

• United States
• Hospitals and Health Care
• 700 & Above Employee

• CFO & EVP, Administration, Member of Board of Managers ➜ Finance & Operations Leadership

  • Jun 2013 - Jul 2021

  Vienna, VA ✴️ IMPACT: Unlocked 7.5X growth to over $1 billion and built infrastructure to support radical shift in direction and expansion into physical health services. Achieved market leadership status by building best-in-class operations and creating added value for customers. Scaled the company and paved the way for successful acquisition by Fortune 50 healthcare enterprise, Centene, in 2018. ✴️ SCOPE: Joined to oversee Finance & IT for MHM (sold to Centene). Expanded to broad operational… Show more ✴️ IMPACT: Unlocked 7.5X growth to over $1 billion and built infrastructure to support radical shift in direction and expansion into physical health services. Achieved market leadership status by building best-in-class operations and creating added value for customers. Scaled the company and paved the way for successful acquisition by Fortune 50 healthcare enterprise, Centene, in 2018. ✴️ SCOPE: Joined to oversee Finance & IT for MHM (sold to Centene). Expanded to broad operational mandate, including recruiting, data analytics, and pharmacy as well as operational responsbilities for non-core contracts. Responsibilities included negotiating all new-client contracts, and managing bank relationships and vendor management. Served on Board of Managers for Joint Venture with Centene. ✴️ ACHIEVEMENTS: ►Steered operational overhaul of finance function, repositioning it as a strategic business partner with a team-focused mindset. Bolstered capabilities to meet stringent requirements of a public company (JV partner), including forecasts and SOX compliance. ►Championed a new analytics capability, building team from scratch, leading to a culture of innovation and ability to leverage data to improve both clinical and financial results. ►Reinvigorated IT, transforming focus from hardware asset management into building mission-critical operational capabilities for new direction, including telemedicine and EMR implementations. ►Renegotiated JV agreement for greater balance and overcame barriers to favorable sale by structuring acquisition agreement and leading due diligence to mitigate risk for both parties, achieving fair market price. ✴️ SKILLS HONED & LEVERAGED: Finance Leadership & Finance Transformation • Data Analytics • Capability Building • Business Transformation • Strategic Partnerships • Negotiation • Performance Excellence • Change Leadership Show less



UnitedHealth Group

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

• Chief Financial Officer, Medicaid Plans ➜ Led 7 CFOS & all regional accounting & finance functions

  • Sep 2007 - Jun 2013

  Elkridge, MD ✴️ IMPACT: Delivered $100s of millions in growth for Maryland & D.C. Skyrocketed profitability for both, including achieving double historical average for Maryland. ✴️ SCOPE: Initially responsible for Maryland and then D.C. Medicaid health plans. After maximizing profitability, assumed oversight of Southeast region, coaching, mentoring, and directing CFOs of 7 state plans. Led all regional accounting and finance functions, including strategic plans, financial reporting, financial… Show more ✴️ IMPACT: Delivered $100s of millions in growth for Maryland & D.C. Skyrocketed profitability for both, including achieving double historical average for Maryland. ✴️ SCOPE: Initially responsible for Maryland and then D.C. Medicaid health plans. After maximizing profitability, assumed oversight of Southeast region, coaching, mentoring, and directing CFOs of 7 state plans. Led all regional accounting and finance functions, including strategic plans, financial reporting, financial analysis, forecasting and budgeting. ✴️ MY ACHIEVEMENTS: ►Conducted in-depth review, identifying key revenue and profit drivers; and then created a KPI-driven environment, streamlined operations to drive revenue, and improved quality to unlock government revenue bonuses. Cascaded successes across the entire region by creating actionable programs for CFOs. ►Navigated a heavily matrixed organization and corporate environment, requiring ability to balance corporate vs. state-level priorities and skill at leading laterally and gaining buy-in through strategic influence. ✴️ SKILLS HONED & LEVERAGED: Performance Excellence • Strategic Partnerships • Finance & Accounting Leadership • Strategic Influence • Financial Planning & Analysis (FP&A) • Business Process Improvement • Financial Strategy, Planning & Forecasting • Stakeholder Management • Team Leadership & Mentorship • Task Prioritization • Strategic Planning • Relationship Building • Performance Management Show less



Bravo Health

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

• VP, Financial Planning

  • Sep 2006 - Nov 2006

  Baltimore, MD Responsible for budgeting and developing investment policy.



Amerigroup

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Associate VP, Finance / Director / Senior Manager ➜ Promoted through series of roles

  • Sep 2000 - Aug 2006

  Virginia Beach, VA ✴️ IMPACT: Facilitated 6 M&A deals with $100s of millions in value and supported 1st post-9/11 IPO. Solidified leadership acumen while gaining exposure to wide range of corporate finance priorities, including treasury and debt agreements, mergers & acquisitions, insurance, forecasting, and competitive analysis. ✴️ SCOPE: Tapped from KPMG auditing role to join company. Grew through roles of increasing impact: promoted from Manager of SEC & Financial Reporting to Sr. Manager, M&A… Show more ✴️ IMPACT: Facilitated 6 M&A deals with $100s of millions in value and supported 1st post-9/11 IPO. Solidified leadership acumen while gaining exposure to wide range of corporate finance priorities, including treasury and debt agreements, mergers & acquisitions, insurance, forecasting, and competitive analysis. ✴️ SCOPE: Tapped from KPMG auditing role to join company. Grew through roles of increasing impact: promoted from Manager of SEC & Financial Reporting to Sr. Manager, M&A Underwriting in ’02 and later to Director in ’03. Achieved peak of tenure as Associate VP of Finance in ’05. ✴️ MY ACHIEVEMENTS: ► Supported a successful IPO transaction by updating roadshow presentations, registration statements, and SEC filings. ► Played an instrumental role in timely deals that were vital to the organization’s success. Activities included financial modelling, deal structuring, and due diligence. ►Gained solid treasury exposure, strengthening expertise in cash management, capital raising, and risk management. Negotiated with financial institutions – including a $150M credit facility agreement – and maintained responsive and fruitful banking relationships. ✴️ SKILLS HONED & LEVERAGED: IPO • Strategic M&A • Treasury • Corporate Transactions • Debt Agreements • Forecasting • Financial Modeling • Deal Structure • Due Diligence • Investor Relations • SEC Reporting / Financial Statements & Results • GAAP • Cash Flow Management • Risk Management & Risk Mitigation Show less



KPMG

• Brazil
• Construction

• Accountant

  • Jan 1998 - Aug 2000

  Norfolk, VA ✴️ OVERVIEW: Gained Big 4 audit and accounting practices experience, broad cross-industry exposure (including public companies), supervisory know-how, business and financial acumen, ability to make strategic decisions, and strong written and oral communication skills.


Lehman Brothers
• Capital Markets
• 700 & Above Employee
• Investment Banking Analyst

  • 1997 - 1997