• Led the development of a new companywide FP&A platform – owned and maintained full cycle budgeting process, created monthly reporting packages for executive view – managed ad-hoc requests from private equity partner (N2C & Spindletop)
• Served as a strategic advisor to CEO, providing actionable financial insights and recommendations to support critical decision-making processes – transformed an existing operational KPI model into a fully integrated dashboard by consolidating RCM and EHR systems – resulted in an immediate decrease in patient wait times by 20%, increased short-term cash inflow by $3m, and offered a new layer of higher visibility into provider productivity
• Aligned treasury department and optimized spend – managed 26 week forecast and cash position, oversaw treasury manager, renegotiated vendor contracts, negotiated lease and term agreements with supplies, and supported banking regulations
• Maintained full pipeline of physician contracts including communication wit

Strategy -
• Served as an assistant to CFO in deal integration & strategy - managed requests from PE (Sun Capital) and C-Suite executives in creation of various analyses for all new M&A deals – financial integration, cash profile creation, CAPEX plan development, debt scheduling, RCM reporting, and all other clinic and corporate level presentations to external stakeholders
• Implemented an enterprise-wide tracking tool, resulted in synergy recognition of $3 million dollars in EBITDA Treasury –
• Developed a new 26 week cash forecasting model by automating AP processes and integrating suppliers and bank accounts
• Oversaw daily cash management operations, ensuring optimal liquidity levels to support business needs for 100+ clinics
• Directed treasury operations, including cash positioning, short-term investments, and debt management, contributing to a 28% increase in efficiency across vendor payment strategy
• Managed debt covenants across multiple credit facilities, ensuring comp

• Led all acquisition related financial functions for new M&A deals ($1m - $50m in EBITDA) from LOI to integration – including phases of financial modeling, internal and external oversight on due diligence, and post-acquisition valuation analysis for FP&A, private equity partner (Webster Capital), and Board of Directors
• Developed and integrated a comprehensive residential facility acquisition model – a new business line for BayMark in late 2019 ($100 million in purchase price closed in 3 years) & streamlined outpatient services acquisition model, both used for decision support by Operations, Development, FP&A, and C-Suite executives (250 clinics)
• Initiated strategic and financial evaluation of opportunities and communicated findings in case memos (50+ case studies)
• Performed routine market research and monitored trends in the industry to identify potential acquisition, joint-venture and licensing opportunities and build and maintain a robust pipeline
• FP&A - Co-managed yearl

Sr. Analyst, Strategic Solutions Group
• Financially modeled various asset classes on the balance sheet to help directors analyze actual vs. forecasted variances for all (250+) clients
• Valuated client loan pools and modeled return on equity, yield, and OAS targets into deliverable analytics
• Improved operational efficiency; built an interactive broker/dealer reporting tool that captured various collateral characteristics for loan deals $10M-$100M
• Conducted research on fixed income industry trends – produced monthly commentary on loan relative value
• Served as a support analyst to C-Suite partners & sales team – developed a proficiency in creating ad hoc Excel models and PowerPoint reports on client related topics under short notice