Functional Skills

M&A Support
Financial Modeling
Financial Planning & Analysis (FP&A)
Investor Relations
Forecasting / Projections
Strategy Development

Software Skills

Microsoft Excel
Microsoft PowerPoint
Microsoft Word

Sector Experience

Healthcare

Experience

Atorvia Health Technologies Start-Up
CFO & CBO
11/2020 - Present
1. Built the business plan, financial models, and investor presentations.
2. Developed relationships with university tech transfer offices.
3. Executed option agreements for licensing technologies.
Completed the MassBio Drive Accelerator program.

Conversio Health Corporate Strategy & Development
Consultant
9/2021 - 2/2022
1. Developed the contracting and pricing models for an integrated remote patient care solution sold to health plans, capitated medical groups, and managed service organizations.
2. Provided digital health strategic guidance for bundling the sale of software and devices with compounded medications.
3. Built strategic product partnerships with digital medical device and software providers.

Adherium Finance
CFO
5/2018 - 12/2020
1. Re-built investor relations program for institutional investors across the globe.
2. Transitioned from a clinical focus with AstraZeneca to commercial focus.
3. Established the U.S. commercial market with a SaaS business model versus device-driven revenue.
Participated in capital raise road shows - New York, Hong Kong and Australia.
4. Led finance, HR, admin and legal in New Zealand and Australia.

Augmedix Finance
CFO
5/2016 - 8/2017
1. Assisted in raising $24M in venture capital and $12M in venture debt.
2. Architected the SaaS financial model to achieve positive gross margins.
3. Presented financial results and projections to the VC-led Board.
4. Led a global finance operation of 16 (US and Bangladesh).
5. Ideated and implemented an equity incentive plan for Bangladesh employees.