● Spearheaded‬‭ cold‬‭ calling‬‭ campaigns‬‭ targeting‬‭ medical‬‭ billing‬‭ underpayments,‬‭ consistently‬‭ generating‬‭ high-quality‬‭ leads‬‭ and securing new business opportunities.‬● Developed‬‭ and‬‭ designed‬‭ personalized‬‭ marketing‬‭ materials‬‭ to‬‭ enhance‬‭ outreach‬‭ efforts,‬‭ increasing‬‭ client‬‭ engagement‬‭ and response rates.‬● Played‬‭ a‬‭ pivotal‬‭ role‬‭ in‬‭ identifying‬‭ and‬‭ resolving‬‭ billing‬‭ discrepancies,‬‭ contributing‬‭ to‬‭ savings‬‭ of‬‭ over‬‭ $50‬‭ million‬‭ for‬ healthcare providers.‬● Effectively‬‭ communicated‬‭ with‬‭ key‬‭ decision-makers‬‭ at‬‭ hospitals‬‭ and‬‭ healthcare‬‭ organizations,‬‭ nurturing‬‭ long-term‬ client relationships and driving revenue grow

● Spearheaded executive team recruitment as the inaugural executive hire at Greenlink, strategically aligning with the owner's vision to transition Greenlink into an executive-driven enterprise aimed at diversifying its service portfolio.● Orchestrated the development of Greenlink's inaugural internal budget, employing advanced spreadsheet modeling and comprehensive secondary data analysis to forecast business growth objectives accurately.● Skillfully negotiated multiple contracts to procure additional services and optimize existing ones, resulting in substantial cost savings of over 50% on annual expenditures.● Established and implemented a robust expense review process, facilitating efficient monitoring and control of incoming expenditures on a weekly basis to maintain fiscal discipline and alignment with organizational goals.● Cultivated strategic partnerships with banking institutions, leading direct negotiations to maximize returns on investment through enhanced money market and business savings accounts, while concurrently reducing monthly fees by over 60%.

Series A Funded start-up● Worked with the Director of Supply Chain to develop inventory controls and processes to ensure nearly $500K in inventory is properly reported on the balance sheet.● Liable for $20M in cash reserves as well as the company credit card program.● Responsible for multi-entity reporting requirements with an MSO in place between our operating entity (NoHo Wellness) and our provider entity (Clement Clinic).● Developed from scratch all standard operating procedures (SOP’s) for accounting functions, including payroll, A/P, Inventory, ASC 842, ASC 606, BS reconciliations, cash management, financial reporting, and taxes (SUT and Corporate).● Implemented a tax software to properly calculate the tax to charge customers for tax eligible items as well as reporting tax obligations to the applicable state and local jurisdictions for states we operated in.● Led the annual income tax audit ensuring that taxes were reported correctly as well as ensuring that applicable tax credits are also earned, resulting in payroll tax savings for 2023 of nearly $250K.● Worked with the CEO and COO to identify cost savings in the Accounting department resulting in savings of nearly $175K in 2022 with an additional estimated savings of nearly $50K in 2023.● Developed the FP&A monthly review process with budget owners, allowing them to see their actual expenses against budget and adequately explain variances.● In addition to getting the company's internal controls set up, also led the RFP and subsequent selection of the company's first audit firm.

After an amazing tenure at Vera Whole Health, I opted to take some time to focus on myself and my family. I took this time to move my family from WA to AZ, get my daughters adjusted to their new lives in a new state, and focused on what was important to me (my family and my time) for nearly a year. I was able to rejuvenate my mind and body while also re-igniting my passion and love I have for growing and building teams and processes. This was a time of reflection and finding my purpose (both personally and professionally) in life again. I am forever grateful to have had this opportunity and something I will never forget.

Involved in Series D, D1, E and acquisition of Castlight to create Apree Health● Manage $5M budget and strategically allocate $500K towards creation and implementation of multi-dimensional, multi-entity ERP system from scratch.● Responsible for general accounting, internal and external financial reporting, accounts payable, payroll and accounts receivable.● Lead webinars and podcasts as well as deliver speeches on company business model at national conferences with 200+ attendees at largest presentation.● Conduct research on all 25+ clinic locations to successfully obtain state, county, and city licenses.● Responsible for all cash reserves as well as all cash management and company credit card program.● Responsible for all Federal, State and Local tax filings consisting of more than 30 locations throughout the United States. ● Serve as the companies main contact for all audits including the consolidation of 5 business units for financial reporting purposes● Create policies and procedures for use by 11 employees and collaborate with team of 4 to document properly.● Participate on leadership team of 22 responsible for regularly providing feedback on company operations and identifying future business possibilities.● Hire and train 9 employees on topics including general accounting, accounts payable, accounts receivable, and payroll functions.● Prepare and present financial information to investors, resulting in $375M+ in equity raises.● Implement new cash handling processes for working remote due to COVID, coordinating with bank to create fully electronic check process.● Implement and lead build out of cloud-based ERP accounting system for company, reducing close time by 50%+ and driving 25% efficiency gains.● Collaborate with clinical operations team to develop in-house revenue cycle management system, managing $150K budget and allowing for exponential growth.

● Provided guidance and trainings to local governments with up to 120 attendees at largest session, serving as statewide Financial Management Specialist.● Prepared training on internal controls and audit preparation, presenting at 2016 Washington Finance Officers Association annual meeting with 200 people in attendance.

● Managed 4 senior and staff auditors, strategically delegating work based on knowledge and experience with compliance, financial, performance, and federal single audits (OMB Circular A-133).● Presented results in open public meeting to Board of Directors of each customer with up to 75 people in attendance.● Assisted Auditor in Charge by providing guidance and additional assistance, earning 100% passing score on all audits.

● Prepared cash basis financial statement checklist, GAAP financial statement checklist, capital asset checklist, School District financial statement checklist, and multiple risk assessment questionnaires for use by 100+ local government staff.● Developed software program that converted Housing Authority general ledger accounts into Schedule 1 BARS account codes, improving efficiency by 10X.

● Reviewed policies, procedures, and internal controls for all aspects of client operations from payroll to bank reconciliations with largest client worth $500M+.

● Supervised department with 9 total direct and indirect reports, strategically allocating resources to optimize productivity.● Prepared monthly financial analysis reports for team of 20, detailing any unusual changes in balances for month-over-month, quarter-over-quarter, and year-over-year.● Developed an accrual methodology to adequately account for legal expenses, streamlining manual process and saving 10+ hours of work per month.● Collaborated with IT to automate processes, decreasing 20 hours of staff work per month.● Facilitated meetings with department heads to discuss expense procedures, successfully reducing annual expenditures by $1M.

● Managed mapping of Summerville’s subsidiary ledgers with Emeritus’ after merger, growing Emeritus’ properties owned by 80+ facilities and $250M in capital assets. ● Worked directly with in-house attorney and real estate divisions to value and account for purchase of 175+ properties worth $750M in capital assets.

● Prepared financial statements for 15 clients including balance sheet, income statement, cash flow statements, and notes based on audited activity for the year, demonstrating superior knowledge of Generally Accepted Accounting Principles (GAAP).