David Scharfstein, Cfa Email & Phone Number

Dallas, Tx, Us

Ventra is a leading business solutions provider for facility-based physicians practicing anesthesia, emergency medicine, and hospital medicine. Focused on Revenue Cycle Management and Advisory services, Ventra partners with private practices, hospitals, health systems, and ambulatory surgery centers to deliver transparent and data-driven solutions that solve the most complex revenue and reimbursement issues, enabling clinicians to focus on providing outstanding care to their patients and communities.

Alpharetta, Georgia, Us

As CFO, oversaw finance and strategy for Hotel Equities, an award-winning full-scale hotel ownership, management, and development firm with a portfolio of approximately 300 hotels and resorts throughout the United States and Canada. Led successful sale process of company culminating in a strategic partnership with PPC Enterprises.

Atlanta, Ga, Us

Tapped to establish and lead an enterprise transformation organization to execute post-merger integration in support of inorganic growth strategy and other enterprise-wide strategic initiatives.

Atlanta, Ga, Us

Recruited by the CFO to create and lead an FP&A organization for a $3B PE-backed staffing firm. Drove transformational change by implementing a financial forecast with operational review cadence, streamlining management reporting and enhancing BI capabilities across the organization.

Plano, Tx, Us

Reported to the CFO and served as finance business partner for the President & Chief Client Officer with full ownership of total company financial planning for the newly formed $550M PE-backed entity.

Plano, Tx, Us

Served as finance leader for the $280M Revenue Cycle Management division, advising the Executive Leadership Team on the revenue and expense outlook, opportunities, risks and strategic planning.

Atlanta, Ga, Us

Lead analyst on a six-member FP&A team responsible for financial planning and providing analytical support used by the Executive Team to direct corporate strategy for a $300M auto insurance company.

Atlanta, Ga, Us

Managed team of three analysts responsible for cash and liquidity optimization, bank and lender relations, debt management and financial risk mitigation.

Athens, Ga, Us

London, Gb

Collaborated with senior leaders to optimize business unit performance through implementation of financial controls, performance dashboards and process improvement initiatives.

Mba, Finance And Risk Management

Bba, Economics; Political Science