Selected to develop strategic planning for revenue, EBITDA, and cash flow scenario modeling to inform investment decisions including development of key SaaS metrics, expense reporting, and monthly/quarterly variance analysis. $7M high-growth ARR SaaS cloud-based business focusing on patient education to drive adherence, health system cost reductions and increased elective procedures revenue. Analyzed market sizing, contracted revenue by customer, and ASP trending to enhance investor materials to demonstrate future growth and profitability potential.
• Advise updates to pricing and contracting strategy for enterprise SaaS agreements for major Health Systems and Payors. Recently awarded vendor of choice with a Health System, a Payor, a large health system expansion and two health system renewals.
• Secured debt financing options through multiple Venture Capital lending institutions.
• Established financial budget to reduce burn rate developing path to profitability and cash flow posit

Appointed strategic partner and advisor to the executive team tasked with driving aggressive growth across all business subsets, specialty and advanced service lines including EnlivenHealth digital product lines and patient centric platforms. Control of business finance and P&L responsibility for $1B in annual revenues yielded 5%-10% annual top line growth through 200+ business partnerships. Steered strategic vision of migrating customers to cloud-based products and subscription services by developing forward-looking financial models to establish long-term financial goals. Led 40 finance and accounting professionals in the development of financial plans and of data-driven models. Directed and mentored teams in advancing work performance and skillsets.
• Spearheaded finance efforts for M&A opportunities blended with review of 20 business cases, valuation, due diligence / financial statement review, contract review, and integration into Enliven Health resulting in three acquistions.

Promoted to lead strategic development and management of ~$850M revenue while establishing the NA finance organization. Recruited and built commercial finance and finance operations teams to consolidate and drive the success of sales, customer relations, product development, R&D, and EnlivenHealth patient engagement organizations. Contributed to timely release of GTM strategies through hands-on management and reporting across all facets of accounting functions associated with new SaaS and digital therapeutic offerings. Innovated the demand planning process for use in building sales, inventory, and operations (SIOP) forecasts and creation of the initial multi-quarter long-term plan.
• Offset the impact of inflation attaining a continuous 10%+ annual revenue growth through implementing pricing strategies and increasing the frequency of product and freight cost reports.

Chosen to automate financial management processes to set strategic direction and guide data-driven decision making. Collaborated with members of the business management team to institute best practices and standardized financial processes for monthly forecasting, annual budgeting, and quarterly business reviews throughout North America. Tracked multi-year investment projects to clarify payback period, actual versus planned expenses, and strengthen accountability to product launches/go live dates of product / service launches and enhancements to the strategic product roadmap.
• Drove 25% improvement in financial forecasting and raised visibility of levers driving SG&A expenses by transforming reporting from a high-level view to detailed examination of spending.
• Maximized the return on R&D portfolio investments and closed the gap between expenses and revenues by cohering with product and engineering in building business cases blended with designing and implementing a ROI tool.

Selected to improve revenue reporting and analysis for Thermo Fisher's strategic global key accounts. Created SQL reports to unify revenue and gross margin processes across 16 business units and 75+ ERP systems. Assembled a skilled team of five technology and finance professionals to implement the rebate management system, accounting procedures, and gross margin analysis reports. Led the sales operations team in conversion to SalesForce.com CRM solution.
• Expanded the strategic global customer program from ~20 to 75+ key accounts generating $6B in annual revenues through optimizing the efficiency of processes and reporting systems.
• Originated gross margin transparency to accurately calculate the difference between business case forecasts and actual financials – adjusted assumptions to sharpen decision making for customer terms and pricing.
• Generated a 10% reduction in GPO vendor fees blended with aligning fee methodologies with supplier contract terms by streamlining reporting

Promoted to support all corporate functions after shaping newly created position as financial business partner and advisor to the CHRO. Unified forecasting, budgeting, and business reviews through design and implementation of standardized templates. Lent high-level insights to aid priorities and build out capabilities for recruitment and talent management.
• Outlined and presented business case that won approval for a $30M project trailed by participating in vendor selection and tracking spending to successfully transition from an outsourced HR model to in-house operations. The transition yielded 5% cost reduction and kindled major improvements in employee engagement and retention.

Fast-tracked through increasingly responsible roles, from handling all aspects of pharmaceutical contract pricing and administration within the Southeast region to controlling financial reporting and analysis, forecasting rebate program payments, pricing changes / final values, and A/R.

Fast-tracked through increasingly responsible roles, from handling all aspects of pharmaceutical contract pricing and administration within the Southeast region to controlling financial reporting and analysis, forecasting rebate program payments, pricing changes / final values, and A/R.