Experience

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  Self-employed

  • Financial Advisory Consultant

    • Jan 2024 - Present

    Providing sell side consulting services to a small company; including setting up virtual data room, building 2024 Plan, due diligence requests, working with 3rd parties, and other advisory services. Due to my experience, I'm also able to lead finance and accounting team with day-to-day support to lighten load of the team during a demanding time with due diligence, year-end, and audit.

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  US Orthopedic Partners

  • Alpharetta, Georgia, United States

  • Chief Financial Officer

    • Jun 2021 - Dec 2023
    • Alpharetta, Georgia, United States

    As CFO at this orthopedic medical support organization (MSO), I led a team of 21 guiding FP&A, accounting, revenue cycle oversight, treasury, tax, and risk management. By building out the MSO and developing multiple reporting packages and KPIs, I played an instrumental role in facilitating informed decision-making critical to profitable operations.INTEGRATED 11 ACQUISITIONS AND DROVE 10% ORGANIC TOP-LINE GROWTH TO POSITION COMPANY AS INDUSTRY LEADER➙ Spurred 10% top line organic growth by launching new ancillaries and implementing best practices across clinics.➙ Began centralization of revenue cycle management via initiating sole PM system, hiring leadership, and standardizing reporting.➙ Enhanced visibility into business performance by building team that created self-service reporting & analytics critical in collecting critical data from decentralized practice management systems.➙ Built 21-person team to support growth: determined centralized functions, developed workflows, hired / trained staff.➙ Secured funding for 10 acquisitions, including managing debt compliance and banking relationships; also guided sales process as key contact for investment bankers and third-party experts preparing critical documentation.

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  Benevis

  • United States
  • Hospitals and Health Care
  • 500 - 600 Employee

  • Vice President of Finance

    • Jul 2014 - Jun 2021

    Financial Planning and AnalysisTreasuryRisk

  • Director, Financial Planning and Analysis

    • Jun 2006 - Jun 2014

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  AcuityCFO

  • Manager

    • Apr 2005 - Jun 2006

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  XcelleNet

  • Accounting Manager

    • Sep 2001 - Apr 2005

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  Helmac Products

  • Sr. Accountant

    • Feb 2001 - Sep 2001

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  Paysys International

  • Sr Accountant

    • Oct 1999 - Feb 2001

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  McKesson Provider Technologies

  • Staff Accountant

    • Dec 1998 - Oct 1999