Empowering Businesses Through Strategic Financial Insights
With over a decade of enriching experience, I have carved a niche in the finance sector, masterfully blending accounting, forecasting, budgeting, and financial modeling to drive organizational success. My academic foundation in economics, with a finance emphasis, complements my practical skills, enabling me to offer strategic insights and robust financial solutions. I am passionate about leveraging my expertise to optimize performance and foster sustainable growth.
Owner of Finance and Accounting Activities for Organization:
Budgeting and Forecasting
Pricing and Profitability Modeling
Capital Raise Support
Client ROI and Marketing Material Development
Developing and Implementing Financing and Accounting Tech Stack
Business Intelligence, Reporting, and Dashboard Development
Financial Reporting
AR/AP Management
Sales Operations Reporting (CRM)
External Accounting Resource Management
Capitalization Table Management
Investor Reporting
Oct 2021 — Jun 2023
I
IncludeHealth
Head of Finance
Owner of Finance and Accounting Activities for Organization:
Budgeting and Forecasting
Pricing and Profitability Modeling
Capital Raise Support
Client ROI and Marketing Material Development
Developing and Implementing Financing and Accounting Tech Stack
Business Intelligence, Reporting, and Dashboard Development
Financial Reporting
AR/AP Management
Sales Operations Reporting (CRM)
External Accounting Resource Management
Capitalization Table Management
Investor Reporting
Jun 2021 — Oct 2021
Salo, a Korn Ferry company
Finance Consultant
Month-end Financial Reporting for Management and Investors
Cross-functional project with HRIS, Operations and Finance to accurately measure and report on clinician efficiency
Apr 2021 — Oct 2021
Bridge Square
Principal Consultant
ROI Tools for Medicare Advantage Services
Business Case Development for Consumer Packaged Goods Startup
Nov 2020 — Apr 2021
Workit Health
VP of Finance
Workit Health is a Substance Use Disorder treatment solution. A team of licensed practitioners provide Medically Assisted Treatment and Online Therapy through a a telemedicine focused app and online platform.
Leader of all finance and accounting functions including:
Financial Statement Preparation and Analysis
Budgeting and Forecasting
Pricing / Marketing (MMR, LTV, CAC)
AR / AP Process
Revenue Cycle Management
Financial Modeling
Taxes
Oct 2018 — Nov 2020
N
NovuHealth
Finance Director
Ownership of detailed financial models supporting pricing, forecasting, and ROI analysis
Enterprise pricing strategy
Oct 2018 — Nov 2020
Icario
Finance Director
Apr 2016 — Sep 2018
N
NovuHealth
Manager of Financial Planning and Analysis
Implementation and management of budgeting and forecasting process
Development and management of standard financial reporting packages
Long-range planning
Decision support and business-case model development
Sales operations support
Apr 2016 — Sep 2018
Icario
Manager of Financial Planning and Analysis
Jun 2015 — Mar 2016
HNI Corporation
Senior Financial Analyst
Led and supported forecasting, budgeting, and product performance process for company.
Annual and quarterly financial planning.
Ad-hoc analytics for senior leadership.
Financial modeling for 3 year strategic planning.
Market Intelligence and Competitor Analysis.
Series-level forecasting for six manufacturing locations.
Leveraged Cognos, Tableau, and Excel to provide product performance analytics.
Jun 2013 — May 2015
Alvarez & Marsal
Senior Associate
Conduct economic analysis for international intercompany transactions.
A fractional CFO for startups builds the model, board reporting and finance team each round needs. See what changes from Seed to Series B and what it costs.
