Financial leader for PE backed dental support organization that experienced 135%+ revenue growth in 18+ months through 9 acquisitions. Grew the business from 24 locations in 4 states to 56 locations in 9 states during those 18 months. Integral role in $200M recapitalization process that resulted in a new equity partner and new lending partner in 2023.

Hands-on financial leader responsible for financial, revenue cycle, information technology, legal and risk management functions for a private-equity backed, multi-site medical specialty physician management services organization.

• Consultant with regional accounting firm focused on performing buy-side Quality of Earnings projects in a variety of healthcare verticals• Assisted with financial due diligence procedures for U.S. division of European-based engineering consulting / staffing company • Implemented improved billing capability for engineering consulting / staffing company that allowed monthly staffing invoices to be generated on a timely basis improving DSO and cash flow metrics

Significant involvement in the marketing, diligence, and sale of STX from private equity ownership to a large national insurance company in August 2016Instrumental in increasing shareholder value by 2.5 times from time of hire to Company sale Oversaw company growth, operational improvements, and cost control measures that resulted in an Adjusted EBITDA increase of approximately 25% prior to the company’s saleResponsible for the reduction of accounts receivable balances by 45% resulting in improved collection time, lower days sales outstanding, and approximately $1MM annual savings in bad debt expenseWorked extensively with IT resources to utilize data mining within the practice management system to provide improved data analysis and quarterly operational scorecards that led to operational improvements and benchmarkingPrimary point of contact for shareholders and financing partners for monthly business and financial updates and quarterly Board meetings Primary point of contact for the refinancing of senior and mezzanine debt of approximately $30MM resulting in lower borrowing costs and less restrictive covenant requirementsManage professional staff of 7 direct reports and a total team of 40 individuals responsible for accounts receivable, accounts payable, general ledger, payroll, treasury, insurance / risk, tax, and budget / forecasting functions for company with total revenues of $65MM+

Significant involvement in the sale of the business, net working capital negotiation and settlement, aggregation of financial / legal documentation, responses to inquiries from potential buyers during the marketing / selling period, and opening balance sheet fair valuation development.Point of contact for treasury / financing partners for monthly / quarterly business updates on past performance and future projections impacting debt covenants. Responsible for all treasury functions including financing and derivative agreements.Significant involvement in the restructuring of loan and covenant agreements with first and second lenders to ensure covenant compliance.Management of the annual strategic business plan and development of performance measurement tools and reports to support the company's growth and direction.Responsible for the financial integration of $85MM acquisition along with significant involvement in the operational and customer integration.Coordinated with external legal counsel regarding reviews of customer contracts, leases, and other legal documents.Partnered with third-party tax consultants to perform a Strategic Tax Review and implementation of best practice tax strategies which resulted in cash tax savings.Primary point of contact for the State of Texas Governor's Office related to grants/tax abatements received and annual compliance reporting.Manage professional staff of four direct reports and a total team of 15 individuals responsible for accounts receivable, accounts payable, general ledger, payroll, treasury, budget / forecasting, tax compliance and strategy for company with total revenues of $350MM.

Responsible for the consolidated close and reporting for U.S. public company with total revenues of $50MM and three divisions in U.S., Canada, and EuropePrepared 10-Q / 10-K including financial statements, financial statement footnotes, MD&A, as well as any supporting documentation required.Reduced DSO from 100+ days to less than 70 days.Responsible for all treasury functions and primary contact for banking relationships.Implemented Accounts Payable and Collections shared-services group for U.S and Canada divisions, as well as standardized accounting policies across all three divisions.Primary contact with external auditors and tax consultants.Managed professional staff of four direct reports and a total team of 14 individuals.

Responsible for month-end consolidated close, monthly reporting, and forecast analysis for four global regions with total revenues of approximately $600MMResponsible for development and implementation of global standard accounting policies and procedures; including strategic direction and policy development for Peoplesoft financial system implementation throughout Australia, Asia, and EuropePrimary contact for external auditors and internal audit functionResponsible for US GAAP and International Financial Reporting Standards technical accounting research

Responsible for month-end close and reporting of four product lines with 150+ locations in U.S., Canada, and Mexico with total revenues of approximately $250MMInvolved with the integration of 15+ stock and asset acquisitionsManaged the successful transition to PeopleSoft financial systemManaged the successful outsourcing of Accounts Payable processing function to a third-party processorResponsible for transition of UK GAAP reporting to International Financial Reporting StandardsManaged professional staff of 6 direct reports and a total team of 22 individualsAs Commercial Manager, responsible for monthly forecasting and analysis, capital analysis modeling, and annual budget process for Document Management Solutions product line

Responsible for developing and performing internal audit plans and process improvement projects for financial services, healthcare, and retail clients

Responsible for quarterly completion of five-year strategic financial plan, as well as business case analysis of capital purchases and other proposed financial/strategic transactions

Responsible for developing and executing external audits for both public and privately-held healthcare, pharmaceutical, insurance, and manufacturing companies