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Results-driven, strategic and operationally accomplished executive experienced in partnering with the management teams and Boards of companies undergoing rapid change. Over twenty years of experience in corporate development, strategy, FP&A, capital raising, M&A, restructurings and general management. Managed capital raising events including Series A-E, venture debt, mezzanine debt, term loans, IPO and high yield issuances. Detail-driven implementer with a proven track record of driving revenue and cash flow growth.Expertise:Financial Planning and Analysis | Process ImprovementPrivate Equity | Acquisitions and IntegrationsMultisite Operations | Revenue Cycle ManagmentIndustry Experience:Software (SaaS) | TechnologyNetwork Communications | HealthcareManufacturing | ServicesMost recently, I was the CFO of ArisGlobal, a high-growth global SaaS company focused on drug safety, data and analytics, and regulatory and medical affairs for the biopharma industry. I led the due diligence and negotiations of two acquisitions, one of them a carve-out, and coordinated the integration and post-closing tax matters. I also transformed the finance team into a global organization, selected a new ERP system, and instilled process discipline into collections, lowering past due accounts and DSOs significantly. I am passionate about creating value, enhancing efficiency, and enabling growth for innovative and impactful businesses.
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Chief Financial OfficerHome Care DeliveredBoston, Ma, Us -
Chief Financial OfficerArisglobal Sep 2022 - Jul 2023Waltham, Massachusetts, UsPrivate equity backed 1,950 employee, high growth global SaaS company focused on drug safety, data & analytics, regulatory and medical affairs for the biopharma industry. Reported to CEO.• M&A - Led due diligence and negotiations, closing two cross-border acquisitions including one carve-out, coordinated integration and post-closing tax matters.• Transformed finance team into a global organization to better serve internal customers.• Evaluated systems and processes and selected new ERP system.• Instilled process discipline into collections, lowering past due accounts by 34% and DSO’s by 50%. -
Chief Financial OfficerEmergence Health Holdings May 2021 - Aug 2022Concord, Nh, UsPrivate equity backed, 800 employee, multi-site healthcare company spanning 5 states and 35 locations with over 700k visits per year formed by the merger of ClearChoiceMD Urgent Care and CareWell Urgent Care. Responsible for budgeting, accounting, billing and collections, revenue cycle, compliance, IT, treasury, lender and investor relations. Reported to CEO.• Led integration of accounting, IT, compliance and revenue cycle functions.• Led rationalization of corporate real estate consolidating from three offices to one while reducing costs.• Led the implementation of a platform-wide compliance program.• Developed pipeline of real estate opportunities.• Identified and developed acquisition pipeline. -
Chief Financial Officer (Acquired By Emergence Health Holdings)Carewell Urgent Care Jun 2015 - May 2021Concord, New Hampshire, UsPrivate equity backed, 420 employee, multi-site healthcare company with over 400k visits per year. Responsible for budgeting, accounting, billing and collections, revenue cycle, compliance, IT, human resources, treasury, lender and investor relations. Reported to CEO.• Led sale to a private equity firm while simultaneously merging with another regional operator to form the largest urgent care provider in New England operating across five states.• Drove 6x revenue growth, reduced DSO’s by 45% and reduced time to close financials by 66%.• Executive sponsor for start-up of on-site COVID-19 testing business.• Refinanced debt to provide additional liquidity. (Generated multiple financing proposals.)• Led payer contracting and developed negotiating strategies resulting in higher payments.• Implemented analytical approach to marketing investments leading to improved and predictable ROI.• Rebuilt and upgraded accounting, HR and revenue cycle teams over a 90-day period.• Negotiated hospital joint ventures and affiliations.• Appointed Chief Compliance Officer (12/2018) following resolution of whistleblower claims. • Improved and enhanced compliance program. Established confidential reporting line, increased controls, implemented audit processes to ensure policy compliance. -
ConsultantIndependent Consultant Jul 2013 - May 2015Completed multiple consulting engagements in proton therapy and healthcare for private equity firms, hedge funds and a hospital. Executed strategic and financial analysis, reviewed operating assumptions and financial model including capital structure for investment opportunities in the US, Europe and Asia.
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Procure Treatment Centers, Inc.Procure Treatment Centers, Inc. Jun 2005 - Jun 2013Somerset, New Jersey, UsSecond employee hired at 300-person, $130M revenue, multi-site, private equity-backed company. ProCure was the first to commercialize proton therapy, an advanced form of radiation therapy. Reported to the CEO. -
President & Chief Financial Officer, Procure Proton Therapy Center Of Ny/NjProcure Treatment Centers, Inc. Jan 2011 - 2013Somerset, New Jersey, UsPromoted to run 55 person metro New York City center starting at the pre-operational stage. • Exceeded revenue and EBITDA targets in every month of operation. Exceeded 2012 budgeted revenue by 24% and EBITDA by 40%.• Implemented financial and operational controls and departmental key performance indicators (KPIs) resulting in the top ranking performance of the company’s centers.• Structured exclusive partnership with Memorial Sloane Kettering, NYU Langone, Montefiore, Mt. Sinai and Beth Israel to treat patients at the ProCure proton therapy center. • Re-engineered clinical intake process to reduce time from contact to consult by 66% and increased the percentage of leads resulting in a consult by nearly 66%. • Led a cross-functional team to re-evaluate the company’s clinical staffing model across all of ProCure’s centers, resulting in $5+ million in cost savings.• Led preparation of annual budgets and long-range forecasts and presented to the Board and lenders.• Hired all center staff across marketing, sales, physics, dosimetry, nursing, intake, patient services, therapists, facilities and IT departments. No voluntary attrition.• Named one of Modern Healthcare’s 2012 Up & Comers. -
Head Of Business DevelopmentProcure Treatment Centers, Inc. Jun 2005 - Jan 2011Somerset, New Jersey, UsRecruited by the CEO. Led all capital raising activities; developed joint venture and financial structure on which to grow the business.• Led writing of the company’s business plan and developed initial financial model.• Developed KPIs to monitor, forecast and manage revenue pipeline.• Raised over $750 million in debt and equity capital.• $30M equity investment: managed investment bankers, drafted offering memorandum, management presentations, managed due diligence process.• Identified and secured largest equity investor resulting in over $80M of financing.• Led due diligence process for evaluating joint ventures. Led the negotiations for joint ventures in Oklahoma, Chicago and metro NYC. • Presented at Citibank, Jeffries and Piper Jaffray investment conferences.• Led due diligence for acquisition opportunities. -
Private Equity AssociateMorgenthaler Partners Sep 2003 - Jun 2005Portola Valley, Ca, UsExecuted management buyouts. Focused on industrial growth and business services markets. Responsibilities included: investment sourcing, due diligence, structuring transactions, obtaining debt financing, negotiating transaction and financing terms and working with portfolio companies to drive growth and improve operations. -
Investment Banking Analyst - TechnologyBanc Of America Securities 2000 - 2003Charlotte, Nc, Us• Worked on a wide range of financings including public equity, high yield debt and LBOs.• Drafted prospectus for IPOs, coordinated external lawyers and accountants, worked with management to respond to SEC comments, managed sell-side analysts, developed management presentations and accompanied management on roadshows.• Developed financing, operating and acquisition models as well as valuation analyses.
James Jarrett Skills
James Jarrett Education Details
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Dartmouth College -
St. Paul'S School -
St. Edmund'S Academy
Frequently Asked Questions about James Jarrett
What company does James Jarrett work for?
James Jarrett works for Home Care Delivered
What is James Jarrett's role at the current company?
James Jarrett's current role is Chief Financial Officer.
What is James Jarrett's email address?
James Jarrett's email address is jj****@****luc.com
What is James Jarrett's direct phone number?
James Jarrett's direct phone number is +140177*****
What schools did James Jarrett attend?
James Jarrett attended Dartmouth College, St. Paul's School, St. Edmund's Academy.
What skills is James Jarrett known for?
James Jarrett has skills like Due Diligence, Financial Modeling, Mergers And Acquisitions, Venture Capital, Strategy, Private Equity, Business Development, Healthcare, Finance, Start Ups, Management, Corporate Finance.
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