Chief Financial Officer for the largest independent operator of short-stay surgical facilities in the United States. Publicly traded (NASDAQ: SGRY) and majority owned by Bain Capital, Surgery Partners operates over 130 surgical hospitals and ambulatory surgery centers that conducted over 550,000 surgeries in 2021, generating over $2.2 billion of Revenue and approximately $340 million of Adjusted EBITDA.Responsible for a team of over 350 individuals, with functional oversight for financial planning & analysis (FP&A), accounting and SEC reporting, internal audit, tax, treasury, investor relations, revenue cycle management (including shared service center operations), procurement and information technology.

Responsible for Financial Planning & Analysis, Controllership, Accounting, Corporate Tax, SOX Compliance, Enterprise Risk Management, Investor Relations and other Corporate Finance. Key accomplishments include:Process & Controls• Successfully transitioned audit firm within first year and implemented new SOX control environment that eliminated two years of prior material weaknesses• Implemented new FP&A processes, including creation of a short and long-term cash flow forecast• Completed six capital raise transactions since 2018• Restructured accounting and accounts payable processes, with outsourced provider, and incorporated new automation and standardization; robotics implementation underway• Established a dedicated integration team to support due diligence, pre-implementation planning and post-acquisition integration efforts for all capital deployment activity, which encompasses $200 million+ annual spend and 8 to 13 new facilities• Transitioned company to “large, accelerated filer” status, completing audit and SEC filings in 15 fewer daysInvestor Relations• Primary investor contact, responsible for crafting messaging, setting guidance, presenting at conferences and managing Wall Street analysts and ratings agenciesCorporate Tax• ~1,400 partnership K-1 returns, other compliance matters and provision calculation• Successful completion of federal and state audits with zero findings, concluding a multi-year escheat audit, and establishing new processes and controls for greater audit efficiencyBusiness Intelligence• New office of business intelligence that generates actionable business intelligence through self-service performance dashboards enabling real-time decision-making support in areas such as strategy, TAM analysis, clinical efficacy, labor management and financial performance

Advising Surgery Partners Inc on its Sarbanes-Oxley Act compliance program and providing general finance consulting services.Redefined Surgery Partners' Sarbanes-Oxley Compliance program, lead the transition of external audit firms and helped eliminate multiple, multi-year material weaknesses in internal control over financial reporting.

Directed Aetna’s enterprise risk management function and transformed the internal audit organization while elevating team performance across the enterprise. Span of control: Managed 7-10 direct reports with ~100 indirects. Collaborated with CEO and his executive committee, while reporting directly to the Audit Committee of the Board of Directors.Top Accomplishments Delivering Value to Aetna:* Executive sponsor and architect of Aetna's HR talent initiatives across all of Aetna's Finance Department. Developed and implemented 2 multi-level, rotational leadership development programs that successfully on-boarded over 140 high potential early and mid-career finance professionals. Near 90% retention, over 70% diversity. * Initiated new audit methodology capitalizing on big data and data analytics in audit and risk management space. Key steps:* Improved audit productivity by 30%; developed 6-month, repeatable audit planning cycle incorporating the best practices benchmarks and clarifying manager/staff roles and responsibilities. * C-suite's go-to expert in assessing and managing risk and delivering actionable recommendations.

New role developed to change Aetna's aggregated planning and forecasting process enterprise-wide. Key achievements:* Managed monthly/quarterly business review process, and assisted in investor communications and reports to Board of Directors.* Developed and implemented new processes to integrate newly acquired organizations; supported the company’s largest acquisition to date ($7B Coventry Healthcare).* Defined the calendar and established forecasts/plans that delivered critical data for executive management.* Collaborated extensively with the CFO and Market/Regional CFOs.

New role to establish the office of Chief of Staff, build a high-performing team (including senior-level project manager, communications staff), and provide strategic support for expansion into emerging technology-based business initiatives/acquisitions. Select highlights include:* Spearheading overall operations, setting the agenda for the CFO/SEVP’s office (liaison for Finance, Corporate Development, Investment Management, Corporate Strategy, and Strategic New Business organizations).* Liaising with other executives/internal business leaders; attending and preparing content for senior-level meetings.

High-visibility accounting organization overseeing external reporting, management reporting, membership reporting, and accounting policy. Performance highlights include:* Recognized as Aetna’s expert in accounting for all strategic transactions and for advocating Aetna's positions on new or proposed accounting and reporting standards directly with the FASB and the SEC.* Consolidated 35 legal entities to 21 during a climate of corporate expansion, creating efficiencies/cost savings while ensuring preparation/filing of required financial reports with the SEC (10-K, 10-Q, 8-K) and statutory-based reports with 50+ regulators in 30 domiciliary states. * Enacting disruptive management approaches changing span of control, from eliminating a number of mid-management roles and outsourcing key functions to implementing a comprehensive work-at-home model.* Devising solution to complex statutory reporting problem during initial adoption of healthcare reform under ACA and providing senior management with a keen understanding of strategic options and underlying rationale. * Leading all financial due diligence, including assessment of potential accounting risks, integration challenges, and accounting policy considerations of potential acquisitions.

Promoted to oversee all components of Aetna's SEC reporting while continuing to manage accounting policies company-wide.

First role at Aetna, leading all aspects of Aetna's technical accounting policy department, including monitoring standard setters and advocating Aetna's public positions, ad hoc analysis, and developing company positions on complex, technical matters.

Advanced rapidly into this senior leadership role, managing multiple high-profile engagements in the healthcare and financial services industries (with up 15,000+ man-hours under management). Also assisted in Andersen's roll-out of its newly developed business risk-management consulting practice.