Avid Health at Home is an innovative, quality focused, and data driven home care company. We provide specialized services to help our clients remain in their homes, living independently and with grace. We are a proud employer of choice.Responsible for all aspects of the company's M&A activities, including initial deal sourcing, associated due diligence, and post-transaction integration into existing operations. Play a leading role in designing, implementing, and managing new revenue streams and large-scale operational projects.

Produce business insights based on internal and external industry data, allowing for strategic decision-making at the highest levels of the organization (M&A) as well as tactical operational improvements to deliver greater profitability at the field/branch level. Develop financial models to predict revenue generation for new service lines, geographic expansions, and potential contracts with government entities and insurance companies. Build Excel-based macros to quickly analyze gross margins. Create charts and graphs in Excel for presentations to senior management. Use business insights to generate productivity gains—crucial to a service business where inefficiencies can easily flatten profits. Developed an effective model to align staffing levels to patient participants, made more complex by the varied complexity of patient visits, variability in visit frequency, and state regulations governing patient engagement. Contribute to due diligence efforts for acquisition targets. Analyze considerable financial data including payroll, rates and clauses in existing contracts, and operating expenses. Execute financial modeling and proforma income statements. Determine the most likely EBITDA scenarios. Encourage rate renegotiations for existing contracts after analysis of reimbursement. Attend health plan meetings to support rate negotiations. Moved the needle on reimbursement rates delivering substantial gains in profitability. Established strategies to reduce overtime by adding staffing or jettisoning business to other agencies. Substantially contributed to securing millions in grants. Wrote the narrative and built the budgets used in grant applications. Championed software development for electronic workflow used by nurses. Served as the liaison to outside developers and managed a five-figure budget for the project. The software dovetails with an EMR system and creates efficiencies for patient assessment.

Executed in-depth industry and company research within the Fin-Tech sector. Developed and delivered equity reports read by the fund manager.

Contributed to projects related to portfolio research and business development. Created lists and conducted outreach for targeted business development—ultra-high-net-worth individuals as well as endowment and retirement plan assets. Conducted fund and fund manager research and presented lists of investment ideas for clients with $200M+ AUM. Compiled clients’ annual investment performance metrics parsed in multiple ways, such as by asset class and by specific investment.