Functional Skills

Business Planning
Finance Transformation
Accounting
Budgeting
Business Analysis
Healthcare Analytics
M&A Support
M&A Transaction Readiness
Reimbursement Strategy
Revenue Cycle Optimization

Certifications

CPACertified Public Accountant
CGMAChartered Global Management Accountant

Sector Experience

Business Services
Healthcare

Languages

English
Big 4 Accounting
Top Consulting Firms

Experience

Kain Akeso Medical Holdings LLC Finance
Chief Financial Officer
5/2020 - Present
Kain Akeso Medical Holdings LLC is a Management Services Organization providing administrative services to
Akeso Occupational Health. Akeso Occupational Health provides comprehensive medical care focused on the
evaluation and treatment of injured workers. Reporting to the CEO, responsible for all accounting and finance
functions, corporate development focused on acquisitions and de novos, revenue cycle management, strategic
planning, procurement, risk management, legal, human resources, capital raising, and managing investor
relations.

Olios Health Corporate Strategy & Development
Chief Financial Officer
10/2017 - 5/2020
Responsible for the accounting, finance, and revenue cycle functions including strategic planning and execution, capital raising, and M&A for 30 pain clinic/physical therapy facilities and five ambulatory surgery centers.

Millennium Health Corporate Strategy & Development
SVP - Corporate Finance
1/2011 - 7/2017
Developed entire finance and accounting infrastructure of high growth company. In addition, I raised over $2 billion in capital, led multiple acquisitions and integrations of over $80 million, developed KPIs and executive reporting for stakeholders including private equity sponsor, managed investor relations, transitioned accounting systems, designed and implemented bottoms-up budgeting process, and led initiative to develop in-house data warehouse to improve organizational effectiveness.
.

KPMG Finance
Director
1/2005 - 1/2011
Performed business and financial due diligence primarily for private equity acquisitions. Quickly adapted to diverse business models of target acquisitions including healthcare, retail, manufacturing, services, and distribution.

Katz Sapper and Miller Accounting
Senior Audit Associate
5/2002 - 1/2005
Performed audit services for small to mid-market clients (ranging from $5m-$500million).