Chief executive for a private equity backed vascular access services provider DBA as VIC the PICC. One of the largest such providers in the United States currently serving acute care hospitals, community hospitals and skilled nursing facilities in 11 states. Responsible for strategy development, organizational leadership and culture building.

Senior executive responsible for the accounting, financial reporting, purchasing and tax compliance functions for a private equity backed home services company serving California homeowners with emergency plumbing and heating/air conditioning support as well as new installs. Member of the senior executive team leading the effort to develop a strategy to expand services to new geographical areas through de novo expansion and strategic acquisitions.• Leading effort to redesign financial reporting systems, budgeting and metrics reporting.• Supporting private equity sponsor with acquisition assessment and pre-acquisition due diligence.

Senior executive responsible for the accounting, financial reporting, human resources and tax compliance functions for a private equity backed education support company creating the premier network of professional and para-professionals dedicated to assisting families of special needs children. Also, the senior executive responsible for all in-home and clinic based ABA services for children on the autism spectrum focused on expanding superior evidence based services throughout the western United States. Member of the senior executive team leading the effort to develop a focused strategy to expand clinical services, drive operational efficiency and improve outcomes.• Lead effort to integrate newly acquired multi-location provider of clinic-based ABA services nearly doubling the number of professional and para-professionals supporting children on the autism spectrum.• Leading effort to redesign financial reporting systems, budgeting and metrics reporting.• Supporting private equity sponsor with acquisition assessment and pre-acquisition due diligence.

Senior executive who helped to found, organize and launch a private equity backed infertility company dedicated to creating a national network of laboratories and treatment centers providing andrology, embryology and genetic screening services to physicians in support of their efforts to help couples start and/or expand their families. Responsibilites include clinical operations, procurement, information technology, financial management, human resources and risk management. Member of the senior management team engaging in strategy development to improve operations, integrate newly acquired clinical operations and grow referrals. Responsible for contract negotiations with payors, service providers, landlords and financial institutions.• Designed and lead effort to implement financial systems to include general ledger, accounts payable, accounts receivable, fixed asset management and payroll.• Participated as lead finance executive in effort to obtain private equity financing to complete initial clinical acquisitions.• Designed and implemented human resources strategy and systems to onboard staff from acquired clinical operations without any disruption in operations and maintain employee engagement and motivation.

Senior executive responsible for financial reporting, budgeting, accounting, treasury, information technology, human resources, facilities management and procurement functions. Serves as a member of the senior management team engaging in strategy development to improve operations, grow referrals and identify new business opportunities resulting in expansion into two new states, 100% growth in contract count and more than 50% growth in revenue in four years. Responsible for contract negotiations with payor organizations including regional centers, school districts and insurance companies.• Designed and lead effort to completely retrain over 400 field staff on new proof of service delivery documentation to shorten invoice time and improve collections. Effort reduced DSO 33% in five months, generating $2.5M in incremental cash flow.• Participated as lead finance executive in effort to successfully sell company to strategic private equity backed investor.• Sourced, selected and implemented new business intelligence tool to provide strategic analysis of key performance trends and indicators.• Shortened time to produce financial statements by three months during the first six months as CFO through the use of revenue estimation modeling.

Oversaw all administrative functions, including accounting, human resources, information technology, facilities management, logistics, investor relations and procurement. Supervised 2 vice presidents, 2 directors, and 3 managers. Served as member of Board of Directors, engaging in strategy sessions to identify new business opportunities and company direction. Managed corporate governance through service as Corporate Secretary maintaining all records and minimized risk exposure as Chief Risk Manager.• Aggressively grew revenue for $8M Therapeutic Services division. Achieved 35% revenue growth in California market within 18 months of promotion to General Manager by implementing aggressive sales and marketing effort for high-volume customers, and engaging C-level contacts at key accounts.• Lead team that improved Company’s operating income $2.7M via restructuring through closure of underperforming operations and realignment of strategic initiatives. Increased shareholder value 300% and returned company to profitability.• Yielded superior cash flow and 50% lower costs by negotiating new $5M line of credit.• Guided effort to reduce DSO 25% generating over $1.5M in additional cash flow.• Redesigned internal controls to mitigate Sarbanes-Oxley risk and prepare for external auditor evaluation.

Oversaw administrative functions, including accounting, HR, IT, facilities, and risk management. Maintained operations budget of approximately $3M. Analyzed internal processes and lead team that executed effective solutions, including conversion of enterprise-wide information system to Windows-based fault-tolerant system. Developed new financial reporting procedures, enhancing accuracy and relevance of financial information. Directed preparation of federal and state tax returns. Supervised 6 direct reports, including 1 VP, 2 directors, and 3 managers.• Increased net earnings by more than $4M without tax liability through negotiation of new $6.5M recapitalization.• Ensured continued operation of company following negotiation and sale of company’s largest division, generating significant cash flow to pay down debt.• Improved cash flow through renegotiation of existing $25M credit facility, improving covenant compliance and reducing interest costs 33%.

Directed group tasked with drafting registration statement for IPO and successfully marketed offering to investment community in partnership with CEO. Managed all finance, accounting, treasury and investor relation functions. Designed and implemented internal controls, financial systems, and operational guidelines for accounting, A/P, A/R, and SEC reporting. Guided effort to install payroll procedures and processes for over 1,200 employees located in 18 states, involving over 100 practice offices. Developed strong business relationships with more than 45 banking institutions throughout US. Generated maximum profitability through investment of excess cash while adhering to risk-averse investment policies.• Raised $33M in funding through IPO, coordinating all financial issues and filings pertaining to transaction.• Enabled accelerated growth through acquisition of new practices via negotiation, due diligence and procurement of $25M acquisition credit facility.

Responsiblity for all accounting, payables, receivables, payroll and IT functions. Designed accounting functions previously outsourced, including hiring and training staff. Significantly reduced cost to perform accounting functions and provided greater flexibility, speed and access to critical management information. Lead effort to document needs for new property management system, and guided process to evaluate alternatives and install selected solution.

Responsible for accounting, credit/collections, payables, payroll and IT functions for large medical device manufacturer and distributor. Lead effort to install new customer service/distribution system, as well as new accounting systems. Hired and trained staff to upgrade capability. Guided effort to reduce DSO 33% within six months through focused attention on customer accounts and installation of new systems.

Member of financial audit staff. Customer expertise included large hospital corporation, metal fabrication, insurance and pharma. Promoted to Senior Consultant responsible for financial system implementation projects for multi-office medical practices and medical device customers.