Cory Ruell
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Cory Ruell Email & Phone Number

Chief Financial Officer at PatientFi at PatientFi
Location: Portland, Oregon, United States 13 work roles 2 schools
1 work email found @tallysolutions.com 5 phones found area 517, 503, and 269 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email c****@tallysolutions.com
Direct phone (517) ***-****
LinkedIn Profile matched
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Current company
Role
Chief Financial Officer at PatientFi
Location
Portland, Oregon, United States

Who is Cory Ruell? Overview

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Quick answer

Cory Ruell is listed as Chief Financial Officer at PatientFi at PatientFi, based in Portland, Oregon, United States. AeroLeads shows a work email signal at tallysolutions.com, phone signal with area code 517, 503, 269, and a matched LinkedIn profile for Cory Ruell.

Cory Ruell previously worked as Chief Financial Officer at Patientfi and Vice President of Finance (CFO) at Tally. Cory Ruell holds Bachelors Of Arts, Finance from Michigan State University.

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Email format at PatientFi

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{first}.{last}@tallysolutions.com
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Profile bio

About Cory Ruell

For nearly 20 years, I have had the honor of working with incredible people in the Financial Services and the Manufacturing industries. My passion is in developing people and developing businesses to achieve results that they didn't believe were possible. As a result, I have become a trusted strategic advisor, leader and finance partner of Boards, CEOs, Management Teams, and Finance Teams.I served as the Vice President of Finance (CFO) at Tally (Series D backed by a16z and Kleiner Perkins), a fintech app that helps people pay off credit card debt. I was responsible for all facets of Finance and Accounting (FP&A, GL Accounting, AP, AR, Payroll, Treasury, etc) as we helped shape the financial future for millions of consumers.Prior to Tally, I was the SVP of Finance (CFO) at One, a Series B neobank that was acquired by Walmart and Ribbit Capital in March 2022. In my short time there, I established our financial infrastructure and led due diligence and execution for the finance side of the transaction. Prior to One, I was the Vice President of Finance (CFO) for Simple, a pioneer in the fintech and neobanking industries. There I managed a team of rock stars that were responsible for all facets of Finance, Accounting, Data Analytics and Data Science. In my 4 years at Simple, we saw high double digit deposit CAGR, improved Gross Margin by over 5,000 bps and saw bottom line EBIT improvements by tens of millions of dollars. Prior to Simple, I was in positions of progressive responsibility in FP&A for Craft Brew Alliance(a $200M+ revenue public company acquired by Anheuser-Busch in 2020) and managed a team of managers and senior analysts responsible for budgeting, financial analysis, financial reporting, financial forecasting and decision support. Prior to CBA, I was in positions of progressive responsibility in FP&A and Treasury at Banfield Pet Hospital (subsidiary of Mars). Prior to Banfield, I was in a variety of roles consulting and working primarily for banks in loyalty marketing, credit cards and mortgage banking. I received my undergraduate degree in Finance from Michigan State and currently serve as the Treasurer of the MSU Alumni Association of Oregon and SW Washington. Specialties: Financial Planning and Analysis (FP&A)Financial ModelingStrategic PlanningFinancial AnalysisFinancial ReportingFinancial ForecastingBudgetingOperational AnalysisP&L ManagementKPI Development & ReportingTreasuryAccountingCost AccountingCredit & Debit CardsIndustries:BankingFinancial Technology (Fintech)Craft BeerManufacturingRetail

Listed skills include Financial Analysis, Financial Modeling, Strategic Planning, Leadership, and 46 others.

Current workplace

Cory Ruell's current company

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PatientFi
Patientfi
Chief Financial Officer at PatientFi
AeroLeads page
13 roles · 20 years

Cory Ruell work experience

A career timeline built from the work history available for this profile.

Chief Financial Officer

Current

Orange County, CA, US

- PatientFi has pioneered innovative solutions to enhance healthcare accessibility and affordability through flexible, point-of-care payment options for out-of-pocket medical expenses.- Responsible for all facets of finance, accounting and HR.- PatientFi was ranked #128 on the Inc5000 list for the fastest growing private companies in America in 2024.

Aug 2024 - Present

Vice President Of Finance (Cfo)

San Francisco, California, US

- Head of Finance for Tally, a fintech app that helps people get out of credit card debt. Tally is a consumer tech company pioneering full-service financial automation. Our mission is to make people less stressed and better off financially. Tally is a Series D company backed by Kleiner Perkins, a16z, Cowboy Ventures and Sway Ventures. - Responsible for all.

Oct 2022 - Apr 2024

Finance Executive

One

New York, NY, US

- After the company was acquired, filled in as Interim Head of Accounting for ONE while the company recruited a Chief Accounting Officer. - Built out the pipes for rolling 5 companies consolidated results together- Implemented ASC 805 (Purchase Price Accounting), ASC 718 (Stock Compensation Expense) and ASC 842 (Lease Accounting) across all 5 companies

Apr 2022 - Oct 2022

Svp Of Finance (Cfo)

One

New York, NY, US

- Head of Finance for One, a fintech app that seamlessly combines savings, spending, borrowing and budgeting into one account until our acquisition in March 2022. Responsible for all facets of Finance and Accounting (FP&A, GL Accounting, AP, AR, Payroll, Treasury, etc).- Partnered with FP&A team to rollout weekly metrics review for entire company, which.

Jul 2021 - Mar 2022

Vice President Of Finance (Cfo)

Portland, US

- Head of Finance and Management Team member, leading a team of up to 15 in FP&A, Accounting, Payroll, Analytics, Data Science, Strategic Planning and Treasury- Guided Simple to have near triple digit deposit CAGR, Gross Margin improvement by over 5,000 bps and EBIT improvements of tens of millions of dollars during tenure- Developed talent from within and.

Jun 2018 - Jul 2021

Director, Finance And Accounting

Portland, US

- Lead FP&A, Accounting, Payroll, Finance Business Systems, Strategic Planning and Treasury for Simple- Guided company to its first Gross Margin positive results- Led a restructure of Simple's financial reporting, which brings more meaning to the data by telling a story and provides actionable insights into the future- Upleveled financial acumen across the.

Jul 2017 - Jun 2018

Director, Financial Planning And Analysis

Portland, OR, US

  • Craft Brew Alliance was acquired by Anheuser-Busch InBev in 2020.
  • Led company-wide budgeting process for $300M market cap, public company including $20M capital budget, detailed standard costing builds for 5 different breweries, international planning for two partners, revenue.
  • Managed team of 5 FP&A Associates (2 FP&A Managers, 2 Senior Financial Analysts, 1 Financial Analyst)
  • Facilitated a 2 day turnaround of dynamic company financial reporting, which provides key insight to the executive team (top 8 executives including CEO) on company performance and is also a key SOX control
  • Selected as member of very small team to work on new partnership agreement with Anheuser Busch/In Bev that caused a 20% increase in stock price
  • Initiated and saw to fruition automation projects in Cognos TM1 that took updates of robust product/customer level profitability tool from 2-3 months to about one month
Jul 2015 - Jun 2017

Manager, Financial Planning And Analysis

Portland, OR, US

  • Manage Senior Financial Analyst
  • Control CBA’s $19M+ capital budget and perform all ROI analysis for capital projects
  • Lead CBA’s Capital Committee meetings
  • Oversee budgeting and monthly forecasting process for CBA with over $200M+ in revenue and 10+ departments
  • Partner with Accounting department to perform variance analysis on monthly close
  • Guide CEO and members of the Executive Leadership Team on optimal long term brewery footprint
Nov 2013 - Jul 2015

Senior Financial Analyst

Portland, OR, US

  • Main financial resource for Brewing Operations and Supply Chain
  • Headed the $100M+ Operations team budgeting process
  • Led cost accounting and developed CBA’s standard costs for 5 breweries
  • Initiated monthly P&L reviews with brewery management to discuss trends and identify and resolve questions
  • Selected by CEO to receive monthly recognition award for financial work on future budget
  • Created interactive productivity improvement tool which tracks the progress of each breweries productivity projects
Mar 2012 - Nov 2013

Senior Financial Analyst

Vancouver, WA, US

  • Promoted to Sr. Financial Analyst on the Financial Planning and Analysis team
  • Administered detailed statistical and financial analysis on relevant business practices and present and recommended business strategy to Medicine and Finance leadership teams based on results
  • Built revenue predictability model with advanced statistical system to predict revenue of 760+ hospitals
  • Selected as Finance co-pilot for corporate Medicine team
  • Refreshed IRR, ROI and NPV models for medical equipment trials which clarified financial results
  • Prepared quarterly industry reviews of partners and competitors for senior leadership
2011 - 2012 ~1 yr

Treasury Specialist

Vancouver, WA, US

  • Prepare daily cash reporting for financial leadership team
  • Revitalized cash forecasting models through complex statistical analysis, extensive research and user friendly presentation which improved cash flow transparency and predictability
  • Proactively identified $100K+ in savings per year in banking fees through account restructure and service elimination
  • Consulted and assisted with Point of Sale project for the practice, which was expected to reduce credit card losses by 90%, reduce overall payment losses by 20% and significantly improve operational efficiency
  • Main banking contact for 760+ hospitals
2009 - 2011 ~2 yrs

Consumer Lending - Product Manager

Hicksville, NY, US

  • Spearheaded the launch of a new credit card and a cutting edge enterprise wide rewards program to a 175 branch network, which included business planning, financial modeling, compliance, marketing campaign strategy and.
  • Architected and presented model and business plan to executive management that increased customer debit card value proposition by 150% with no cost increase to the company
  • Forecasted for 5-year pro forma for credit card and rewards programs
  • Supplied relevant modeling and reporting to facilitate executive-level decision making on a bi-weekly and ad hoc basis
  • Developed and performed the training and launch of a new HELOC program for 170 bank branches and over 500 employees resulting in $13M in new sales
  • Revived a stalled project within 3 months and executed the launch of a HELOC credit card across the organization
2007 - 2009 ~2 yrs

Management Development Program

Hicksville, NY, US

  • Rotated through several departments inside of the bank, including Underwriting, Capital Markets, Home Lending, Lending Support, Finance, Investor Relations, Direct Lending, and Consumer Lending to understand the bank.
  • Performed full due diligence analysis on self issuance of credit cards for the bank
  • Initiated and administered financial analysis and presented results to executives including the Chief Executive Officer
  • Built financial model that was used to determine the fate of a subsidiary
  • Recruited and interviewed candidates for Flagstar University
2006 - 2007 ~1 yr
2 education records

Cory Ruell education

Bachelors Of Arts, Finance

Michigan State University

Education record

South Haven High School
FAQ

Frequently asked questions about Cory Ruell

Quick answers generated from the profile data available on this page.

What company does Cory Ruell work for?

Cory Ruell works for PatientFi.

What is Cory Ruell's role at PatientFi?

Cory Ruell is listed as Chief Financial Officer at PatientFi at PatientFi.

What is Cory Ruell's email address?

AeroLeads has found 1 work email signal at @tallysolutions.com for Cory Ruell at PatientFi.

What is Cory Ruell's phone number?

AeroLeads has found 5 phone signal(s) with area code 517, 503, 269 for Cory Ruell at PatientFi.

Where is Cory Ruell based?

Cory Ruell is based in Portland, Oregon, United States while working with PatientFi.

What companies has Cory Ruell worked for?

Cory Ruell has worked for Patientfi, Tally, One, Simple Finance, and Craft Brew Alliance.

How can I contact Cory Ruell?

You can use AeroLeads to view verified contact signals for Cory Ruell at PatientFi, including work email, phone, and LinkedIn data when available.

What schools did Cory Ruell attend?

Cory Ruell holds Bachelors Of Arts, Finance from Michigan State University.

What skills is Cory Ruell known for?

Cory Ruell is listed with skills including Financial Analysis, Financial Modeling, Strategic Planning, Leadership, Finance, Financial Reporting, Management, and Microsoft Office.

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