Functional Skills

Business Unit Strategy
Business Planning
Financial Due Diligence
IT Transformation
Program Management
Artificial Intelligence
Budgeting
Business Analysis
Business Intelligence
Business Process Outsourcing
Collateral Development
Corporate Finance
Customer Relationship Management
Financial Modeling
Innovation Management

Software Skills

Salesforce
SAP
Oracle Financials Cloud
Sage Intacct
Microsoft Office
Microsoft Visio
Google Cloud Platform
SAP CRM

Sector Experience

Financial Services
Healthcare
Real Estate
Technology
Transportation & Logistics
Big 4 Accounting
Top Consulting Firms

Experience

Digital Health Advisors Management Consulting
Managing Partner
1/2024 - Present
Digital Health Advisors is an independent management consulting firm specializing in healthcare transformation. Clients are typically healthcare providers and payers. Outcomes are designed to realize value by improving care quality, health equity, patient experience, and cost management.

Gold Branch Performance Management Consulting
Managing Partner
9/2019 - 12/2023
Gold Branch Performance is an independent management consulting firm. Project examples include:
• EHR / RCM strategy, analysis & recommendations for a PE backed women’s health specialty physician practice network.
• M&A due diligence and integration planning for a medical device business carve out and an RCM services company.
• Digital innovation opportunities assessment and program design for a leading national behavioral health non-profit.
• Program management for a customer facing workstream within a global enterprise application implementation.
• Interim VP of IT for a PE backed company, with an emphasis on IT strategy, governance, services, apps & infrastructure.

Deloitte Management Consulting
Manager
3/2017 - 8/2019
Management consultant focused on Enterprise Transformation, Technology, and Global Business Services. Trusted advisor to CFOs and CIOs at global corporations in healthcare and other industries to drive improvements in profitability, quality, efficiency, and customer satisfaction. Led teams of consultants for client engagements, including planning, budgeting, team selection, regular client interactions, and development of deliverables. Led employee surveys, interviews, workshops, status meetings, and steering committee presentations. Consistently on time and on budget. Project examples include:
• Operating metrics dashboard future state design recommendations for enterprise operations at a large healthcare payor.
• Finance and supply chain process design for Oracle Cloud ERP implementation at a large global hospital network.
• Synergy analysis and vendor strategy for an R&D IT for the merger of a $3.5 billion RCM services company.

KJM Consulting Management Consulting
Managing Director
9/2014 - 3/2017
Independent consulting practice

TriPlus Services, Inc, Corporate Strategy & Development
VP, Strategy and Process
9/2012 - 8/2014
Private equity owned company engaged in third party administrative services for long-term care insurance

Generation Mortgage Company Corporate Strategy & Development
Senior VP, Strategy and Process Improvement
9/2009 - 8/2012
Private equity owned business engaged in marketing, underwriting, servicing and securitizing of reverse mortgages

Nortel Networks Corp. Operations
Director, Strategy and Business Planning, Global Business Services
1/2008 - 7/2009
Global shared services division of a multi-billion dollar global technology and telecommunications equipment company

Atlanticus Holdings Corporate Strategy & Development
Corporate Development Manager
3/2004 - 1/2008
Public multi-line consumer finance businesses, emphasizing below prime lending

PricewaterhouseCoopers (PwC) Corporate Strategy & Development
Corporate Finance Associate
2/1998 - 10/1999
Sell side and buy side mergers and acquisitions, capital raising, and strategic alternatives