Experience

BPD

• United States
• Advertising Services
• 1 - 100 Employee

• Chief Financial Officer

  • Jul 2023 - Present

  Boca Raton, Florida, United States Healthcare brands truly make the world a better place. Every. Single. Day. Few industries serve a higher Purpose. At Brown Parker & DeMarinis, our Purpose is to inspire greatness—in our work and throughout our clients’ companies—to help them bring better health to more people. By inspiring greatness, we will help our healthcare system partners create armies of ambassadors inside and outside their walls.



Alvarez & Marsal

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

• Director | Healthcare Industry Group

  • Jul 2016 - Jun 2023

  Chicago, Illinois, United States Interim CFO of a $65M net revenue managed care organization. Improved financial operations platform and delivered reporting to help stabilize the organization following the exit of several key employees. Managed finance and accounting teams, shortened month-end close processes, improved accuracy and sophistication of reporting, built creditor compliance and liquidity models, managed cash flow and relationships with creditors, presented quarterly operating results to Board, directed financial… Show more Interim CFO of a $65M net revenue managed care organization. Improved financial operations platform and delivered reporting to help stabilize the organization following the exit of several key employees. Managed finance and accounting teams, shortened month-end close processes, improved accuracy and sophistication of reporting, built creditor compliance and liquidity models, managed cash flow and relationships with creditors, presented quarterly operating results to Board, directed financial audit and tax procedures, and worked closely with CEO and private equity sponsor to execute on strategic vision. Interim VP of Operations for a $300M net revenue market of a national anesthesiology practice management company. Delivered EBITDA at 10% favorable to budget through aligning physician incentives with corporate strategy, renegotiating provider and hospital contracts, adding de-novo sites, aligning support services with field operations, and implementing changes to spans and layers of control within both business and clinical operations Interim treasurer and advisor to CFO and CRO of a $200M net revenue behavioral health organization. Built liquidity forecasts and managed team and stakeholders to ensure sufficient liquidity. Coordinated cash disbursements based on the priority of claims and was responsible for reporting to creditors and the Court. Creditor advisor in Chapter 11 bankruptcy prep, plan of reorganization, and sale of the business in a credit bid. Advisor to COO of a $1.3B anesthesiology practice management company on a turnaround and separation strategy which resulted in the sale of the division to a strategic buyer; supported turnaround of underperforming practices by aggregate EBITDA of $25M, operating model redesign, asset stratification and segregation of troubled assets within the portfolio, crafting operational improvement strategy, and divesting assets when needed. Show less



LinkCapital

• United States
• Financial Services

• Co-Founder | COO & CFO

  • 2013 - 2016

  Greater Chicago Area Link's mission is to help medical professionals reduce the cost of financing their education and training. As a lender, it specializes in refinancing student loans for medical school graduates, partnering with leading healthcare institutions across the US. Since launched in 2013, Link has helped thousands of professionals save money and repay their loans faster. Loren designed a solution to ensure product market fit, raised capital, designed and built an operating model, and developed… Show more Link's mission is to help medical professionals reduce the cost of financing their education and training. As a lender, it specializes in refinancing student loans for medical school graduates, partnering with leading healthcare institutions across the US. Since launched in 2013, Link has helped thousands of professionals save money and repay their loans faster. Loren designed a solution to ensure product market fit, raised capital, designed and built an operating model, and developed the front-end and back-end technology stack to complete customer intake, underwriting, and funding of loans. Built a team and the infrastructure needed to scale the organization. Formed strategic partnerships with health systems to generate leads and create a pipeline of customers. Show less



Northwestern Medicine

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

• Manager Finance & Data Analytics

  • 2009 - 2013

  Greater Chicago Area As head of the data and analytics team at Cadence Health (now part of Northwestern Medicine), informed strategic, financial, and operational decision-making with patient health and financial data. Oversaw due diligence for more than a dozen physician practice acquisitions, adding specialists to Cadence’s network. Managed financial planning and analysis efforts, including long-range planning, operational and capital budgeting. Advised senior executives, including the CFO, on investment… Show more As head of the data and analytics team at Cadence Health (now part of Northwestern Medicine), informed strategic, financial, and operational decision-making with patient health and financial data. Oversaw due diligence for more than a dozen physician practice acquisitions, adding specialists to Cadence’s network. Managed financial planning and analysis efforts, including long-range planning, operational and capital budgeting. Advised senior executives, including the CFO, on investment opportunities to expand Cadence's expertise in orthopedic, neurological, and cardiovascular care. Supported executive leadership in decision-making for de-novo growth opportunities, capital investments, and strategic partnerships to enhance care delivery models. Provided operational and financial insights for partnerships with institutions such as the Cleveland Clinic and Lurie Children's Hospital. Show less



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Transaction Services

  • 2005 - 2009

  Greater Chicago Area Analyzed financial and operational data to guide transaction financial strategy for private equity and corporate clients, shaping deal points and negotiations around post-transaction value drivers. Advised clients on acquisition targets' quality of earnings, revenue recognition, and product or service profitability, among other issues. Collaborated on 25+ deals in healthcare and manufacturing sectors, aligning clients' strategic objectives through meticulous pre-close diligence… Show more Analyzed financial and operational data to guide transaction financial strategy for private equity and corporate clients, shaping deal points and negotiations around post-transaction value drivers. Advised clients on acquisition targets' quality of earnings, revenue recognition, and product or service profitability, among other issues. Collaborated on 25+ deals in healthcare and manufacturing sectors, aligning clients' strategic objectives through meticulous pre-close diligence. Conducted financial, commercial, and operational due diligence to enable fact-based decision-making. Show less