Oversaw all finance and accounting activities for the enterprise along with ownership of corp ITGrew care delivery business revenue from $9M in 2020 to $24M estimated for 2023; co-led saleof care delivery business in Q1’23, and pivot to a software licensing company (pure B2B SaaS)Raised $50M in convertible notes in a challenging market environment; $20M in Q3’22 to extendrunway of the legacy business and $30M in Q1’23 to launch the software licensing companyLed the acquisition of Bright.md in Q1’24 (diligence, deal term negotiations, integration)Established first company wide “bottoms up” budget process and monthly financial reviewcadence to hold org leaders accountable and more efficiently manage expenses through the yearRealized over $2M in annualized cost savings by facilitating a cross functional review process forthe finance, legal, corp IT, infosec, and engineering teams to evaluate and optimize vendor spendResponsible for all aspects of investor and Board communications, including monthly reportingpackage, quarterly investor report, quarterly Board materials, and responding to investor inquiriesSpearheaded public company readiness efforts in preparation for a potential S-4 filing; broughtfinancial audit up to PCAOB standards, and stood up an audit and risk committee from scratch

CFO for $1B operations group; responsibilities included planning and forecasting, monthly financial reporting, approving capital investments, and holding operators accountable to budgetsPartnered with strategy team to lead multi-year growth planning for new dialysis centers, investing $20M in capital annually; dialysis treatment growth outpaced competition by 25%Regularly presented operating results and strategic plan to DVA leadership (CEO, COO, etc.)Achieved $5M in annualized overtime labor cost savings by tapping into a backend data sourceand creating a new user friendly dashboard that provided actionable insights to field operatorsLed team of 5 managers and analysts providing finance support to 28 operations leaders; workedwith each direct report to build personal development plans addressing career aspirationsAdditional scope included strengthening DaVita’s JV partnership capabilities, providing financeleadership on special projects, and partnering with the core accounting team on external reportingActed as national liaison to JV partners on all financial reporting matters; created and delivered a“Finance 101” presentation at the annual physician leadership conference to enhance acumen

Day-to-day responsibility for the execution of financing and M&A transactions, including equity (initial public offerings, follow-ons) and debt offerings, buy-side advisory, and sell-side advisorySectors covered: specialty pharma, medical devices, diagnostics, and healthcare servicesCorporate client coverage duties included maintaining strong relationships with executivemanagement, presenting strategic and financial alternatives, and pitching advisory servicesLed corporate buy-side and sell-side processes; organized client and advisor teams (e.g., legal, accounting, tax); developed project timelines; and communicated with counterpartiesDeveloped key messages for executive management to deliver to investors and research analysts, including strategic rationale for M&A transactions and company positioning for IPOsManaged teams of junior investment bankers across active client service requests and live dealsSelected as a VP Coach for the Firmwide Black Network Professional Development Boot Camp

Managed $1.2M product development as lead mechanical engineer, with team members in the US, Netherlands, and Israel, reaching a milestone of first functional prototype within one yearCoordinated a multi-disciplinary team of engineers to determine the cause of recurring failure of aball bearing supporting CT scanner rotation, achieving $10K in savings per systemAs part of preliminary and critical design reviews before prototyping, regularly presented tosenior management on system architecture decisions, design details, and estimated project costsCo-owner of engineering patent: Gantry X-Ray Transmissive Element