Alex Kramer Email & Phone Number

Los Angeles, CA, US

Burlingame, CA, US

Health-Tech non-profit focused on advancing therapeutics and drug registration to benefit global patients. - SCALING OPERATIONS: Scaled finance operations from start-up to $40M and successfully deployed a $110M multi-sponsor fund.- BUDGETING & FORECASTING: Launched budgeting process and multi-year forecast models; managed annual budgets within a strict.

Irvine, California, US

• Private equity backed medical Revenue Cycle Billing (RCM) to specialty care medical groups (dental & behavioral health). Engaged to establish offshore accounting, implement delayed ERP system, and prepare the.
• Enabled four acquisitions and a $20M growth fund deployment by developing M&A processes, forecasting models, accounting treatments, and integration plans for health billing companies.
• Developed organizations pricing models for patient billing reimbursement-based service contracts, ensuring margin targets.
• Completed turnaround of $5M negative performing division through robust cost controls, redundant operational costs, and RIF cuts - whilst maintaining top line gross revenue and client retention performance.
• Deployed first company-wide annual budget process and OPEX allocations across 15+ departments and four divisions.
• Designed migration plan selecting ERP SAGE Intacct, implementing new invoicing that improved cash flow by $200K monthly.

Valrico, Florida, US

• Multi-national non-profit. Interim project to strengthen the financial foundations of the organization following rapid growth and a doubling of the operating budget. Focus on funding, program budgeting, processes, and.
• Supervised int'l task force with USA and foreign legal & tax advisors to revise multi-entity governance docs, and alignment of financial policies. Obtained Board approval within tight timelines.
• Delivered multiple operating and tax structure solutions to CEO regarding purchase, control, and funding utilized for foreign facilities acquired through grant and philanthropic donor funding.
• Within four-months engaged new auditor and completed new-co audit following the revised organizational structure.
• Achieved renewal of at-risk ECFA financial certification for non-profits during period of organizational transformation.
• Performed risk assessment, benchmark, and revamped commercial risk policies taking the organization forward.

$100M non-profit independent biomedical research organization delivering health programs across clinical research, healthcare, behavioral health & recovery, and WIC community services. Oversaw grant accounting, pre-award, internal audit, procurement, risk management, and LA County WIC/recovery programs with 500+ grants and industry contracts.GRANT.

West Hollywood, California, US

In my role as Interim Chief Financial Officer at Men's Health Foundation in Los Angeles, I led the launch of the first 340B specialty pharmacy, establishing compliance and revenue frameworks. I supported the development of new community outreach centers and 340B pharmacies across LA County, identifying $10M in potential revenue opportunities. My leadership.

Tampa, Florida, US

• Delivered financial strategies that grew this community health, clinical research, and specialty 340B pharmacy from $40M to $320M, tripled footprint to 35+ clinics, 6 strategic revenue partnerships LLC’s, whilst.
• Designed innovative funding model and raised $90M for non-profit acquisition of two key vendors, reducing program drug COGS costs by 17%. Led venture capital outreach and board approvals. Managed post funding.
• Improved Program Ratio from 82% to peer leading 91% via robust cost monitoring and allocations.
• Managed tripling of footprint to 35 facilities (ranging from 900 sq ft to over 40,000 sq ft). Developed financial models and established teams for facility build vs lease decisions. Negotiated construction lending /.
• Collaborated with the CEO & COO to implement QA/QI quality indicators based on client satisfaction, enhancing service delivery quality during rapid growth.
• Maintained 100% program compliance during rapid expansion; completed multiple financial audits: 340B, insurance payor vendor, debt covenants, payer insurance, construction loans, and JV partnerships.

Santa Monica, California, US

• Transformed several lower and middle-market name brand consumer power equipment manufacturers into market and revenue performers. Delivered strategic planning, guided investor relations, secured.
• Partnership with engineering and sales teams on pricing, cost, and ROI assessments for new product lines and entry into new foreign markets generating sales via big-box and specialty retail dealers (Mexico, Asia.
• Preparation of capital strategies, pitchbooks, market and Private Equity outreach.
• Completed a reverse merger, a PIPE, and SEC compliance (accounting, audit, regulatory filings, due diligence).
• Deployed working capital tools. Established distributor flooring for new vendors - and factoring programs that retained at-risk critical component assembly partners.
• Completed newco audits, meeting SEC and audit compliance standards and providing legacy investor exit values.

US

• Established new in-country finance, operations, and accounting functions taking this low-cost health and drug registration and distribution non-profit organization from start-up to $40M and 13 countries.
• Established all facets of accounting and in-country legal structures for international expansion strategy. Office leases, HR, in-country legal and banking presence, tax, regulations, distribution channels.
• Scaled and mentored internationally based hi-performance accounting teams that delivered in-country financial services and compliance support. Engaged strategic partners & boards and implemented new policies.
• Spearheaded conversion to ERP accounting systems addressing Fund, GAAP, A133, GASB, and IFRS accounting standards, challenging in-country regulations, and meet timely accounting closes.
• Financial oversight for team that successfully authored grant project proposals; incorporated project costing, budgets, and project operating structures; providing $28M in program revenue streams.

• Privately held $130M business in the top 10% nationally in its sector. Engaged to lead capital raise effort (Eurobond €50M), implement cash management and financial reporting, and guide the company in managing complex.
• Recruited and on-boarded new team to streamline multiple accounting systems and forecasting models.
• Provided expanded financial reporting and tax planning to multiple key stakeholders.
• Led development and team presentations of models, structures, and pitchbooks to institutional investors.
• Key member of team that successfully received BaFin (German SEC) approval and registration for a retail Eurobond raise of €50m.
• Accountable for GAAP compliance and tax reporting support for Special Purpose Investment vehicles.

• Led all aspects of one of WTCA’s leading global offices providing technical trade consulting services, investment attraction, and development of import/export businesses.
• P&L and compliance responsibility for business unit tasked with launching & administering new trade consulting services to SME and multi-national manufacturers. Key Accomplishments:
• Drove creation of $4M in new program revenue (service fee and Federal grants) through drafting of effective service proposals and delivery / oversight of services.
• Collaborated with France based credit guarantor COFACE to launch new international credit guarantee product “@risk” to California businesses, forging profitable partnership with COFACE.

Turin, Piedmont, IT

• Oversaw the development of corporate credit tools for a global Trade Finance portfolio ($800m, 40 countries, three product divisions) for one of the largest manufacturers of agricultural and construction equipment.
• Leader for all aspects of complex financial reviews and workouts; including negotiations with dealer, coordination with sales representatives, identification and securing of enhanced financial / loan guarantees.
• Launched new retail credit subsidiary in Mexico meeting in-country needs to support sales initiatives. Achieved finance penetration of Case customers of 35%, two months ahead of planned goal
• Implemented rural lending program in collaboration with regional Government to provide financing to low income farmers for first purchase of tractors
• Helped manage "Sales Finance" team

• Established a new finance services unit supporting four export sales groups ($800M) with trade finance and country risk administration. Responsible for dealer flooring programs, account reconciliation, credit.
• Supported four retail captive finance and Honda subsidiaries with trade finance and capital strategies
• Represented Company and Group to trade and development banks globally
• Successfully implemented, Honda’s first Fx hedge (MxP) for inter-company transactions
• Developed letter of credit policy and procedure guidelines; trained staff on UCP500
• Designed & delivered stand-alone retail credit covering the Mexico market $20M

Mba, Finance And International Management

Ba Economic Development & International Relations, Int'L Relations; Economic Development