Providing Fractional and Interim CFO services to clients in technology, SaaS, healthcare, health-tech, and other high growth industries. Services include strategic finance in support of capital raising, evaluating and executing M&A and organic growth strategies, capital raising and capital allocation.

Work with clients to enhance and strengthen their internal capabilities by implementing processes and systems, to ensure compliance with GAAP, and enhance their financial planning, cash forecasting and management, board and investor reporting.

Responsible for all accounting, finance, HR and IT of multi-location provider of psychiatric and therapy mental health services.
• Implemented accounting processes to convert from cash to accrual basis to bring company into alignment with GAAP.
• Worked with cross-functional teams to implement new accounting, payroll/HRIS and Electronic Health Records (EHR) systems.
• Implemented clinic-level annual budget process using input from clinic directors and historical data from EHR system on provider capacity and payer mix to set KPI and financial targets.
• Implemented monthly financial reporting process with clinic specific P&Ls analyzing variances to plan and forecast, prior month, prior year, and Year-to-date. Developed monthly analytical tool to identify and quantify changes in provider performance and payer mix.

Led strategic and annual planning, forecasting, financial reporting & analysis for PE backed provider of Accounts Receivable Management services.

Worked with cross functional team to implement, monitor and report progress on PE fund's post-acquisition restructuring plan.

Built and maintained strategic plan model to predict long term progress of restructuring plan and investment opportunities on cash position revenue and ability to service debt including covenant compliance.

Maintained rolling 52-week cash forecast to identify liquidity issues and monitor compliance with debt covenants.

Worked with Controller's team to complete SEC bondholder filings including writing "Management Analysis & Discussion".

Managed quarterly analysts conference calls.

Sourced and evaluated investment opportunities for IT-focused PE fund and portfolio companies.
Worked with fund’s Investment Committee and portfolio companies to lead transactions through investment approval process. Conducted industry and market analyses of opportunities to size segments, forecast growth and impact of emerging technologies. Built financial models to calculating valuation, return and future cash requirements based on range of assumptions and transaction terms.

Led European Strategy & Corporate Development team in evaluating M&A and organic growth opportunities. Worked with European executive team to ensure deal pipeline supported the region’s strategic goals.

Led transaction execution including identifying opportunities, developing complex financial models of valuations, return, cash requirements, negotiating terms, managing due diligence process and managed transactions through corporate approval process.

Responsible for financial evaluation and business cases of investments and expansions into new telecoms markets across Asia-Pacific region.

Work with Blue Cross Blue Shield Plans to evaluate business opportunities including acquisitions, joint ventures and investments in new services.