• Oversee all financial operations of a non-profit life plan community, managing multimillion-dollar assets across a 500-acre campus that accommodates 249 residents and 162 buildings, including assisted living, long-term care, rehabilitation centers, maintenance buildings, and fitness centers• Coach and develop a team of six and oversee the financial activity, budgets, data analysis, expenses, and strategic planning company-wide; present financial reporting monthly to the committee and quarterly to the Board• Implement new policies and streamline processes to optimize productivity, communication, and transparency• Increased revenue by 40%, securing additional insurance plans and outpatient therapy capabilities and building new partnerships through referrals from local hospitals and clinics• Generated significant cost-savings through improved infrastructure, optimized workflows for investment opportunities and donations, intentionally reducing expenses, staff training, and comprehensive strategic planning• Negotiated insurance rates and existing contracts and integrated a new GPO, generating significant allowances• Selected to join project teams company-wide, including the implementation of new software company-wide and upgrading the lobby security to enhance safety and security • Improved audit proficiency from 20 adjustments to zero and led to the removal of a going concern disclosure• Secured multimillion-dollars in COVID-19 relief funding through HHS, PPP loan forgiveness, grants and other state programs• Led the team in the compilation and submission of annual Medicare and Medicaid Cost Reports• Partner with HR on hiring top talent for the organization, manage onboarding processes and train new hires in daily operations and organizational expectations• Collaborate with the Real Estate team on renovation projects and workflows for the campus buildings

Kibo is a family-owned real estate investment and management firm based in Crossville, Tennessee. Focusing primarily on long-term investments in the southeast, Kibo currently owns and manages multifamily, retail, storage, and light industrial assets across eight states• Managed a $200M+ portfolio consisting of 20+ multi-family, retail, commercial, light industrial, trusts, and personal companies; converted all entities into a new system to centralize all documents and processes • Acquired three properties with multimillion-dollar assets and increased the value 5x within two years • Led and executed a comprehensive system conversion for the entire property management and accounting platforms• Spearheaded the creation of four new LLCs, obtaining EINs, systems, financial infrastructure, and legal entities

• Liaison to a professional employer organization, overseeing the weekly $1-2M revenue and payroll for 6,000 employees across multiple states; processed 401K payments and administered benefits for the company• Reconciled multiple general ledger accounts for MasterCorp and other companies, which would become Kibo LLC