SIDIS Health Enterprise Clinical Operations Management is a native cloud-based SaaS 2.0 platform that empowers autism service companies to increase revenue and cash flows, cut costs and enhance outcomes. Rapid growth is enabled using enterprise process automation, workflow management and predictive analytics supported by artificial intelligence for complete clinical and operational integration. Be armed with the detailed outcome data required to develop nimble and sophisticated treatment strategies, negotiate better reimbursement rates and be ready for value-based payer contracts, all with a lean support staff.Track patient treatment progress with AI to compare patient types and identify infinite variables potentially affecting skill acquisition and identify what supervisors should pay close attention to for better outcomes. The standardized clinical data collected allows SIDIS AI to predict likely changes in skill acquisition rates based on care plan adaptations and provides more data to payers when requesting new authorizations.Corporate functions are provided with a real-time offline replicated database containing all collected transactional and operational data with open APIs to facilitate integration with internal or 3rd party BI tools, providing the ultimate visibility into the business without the need for custom integrations.

SIDIS Health is now Boost, the first enterprise Practice Intelligence platform designed for autism therapy operations and clinical data collection. Our new brand name recognizes our core value of Boosting our customer's clinical and operational results with our end-to-end enterprise platform that adapts to each customer's business strategy. We recognize that every organization operates according to their unique perspective of service delivery and we support that by delivering a technology platform that allows for any manner of workflow design anywhere in the company. Boost eliminates the limitations inherent in practice management software and empowers users to unlock the full potential of their organization by adapting to each individual need. This marks the next phase of Boost as we pioneer a new category and standard for technology in Behavioral Health software.

Providing CFO, FP&A, accounting, treasury and operations support services by contract

Wholly responsible for the development, creation and implementation of all Accounting, Treasury, FP&A and Operations Finance activities from nothing to highly functional quality productionSuccessfully raised $25+ million in equity financing during F&F convertible debt then subsequent Series A & B rounds and implemented cash investment strategy to maximize return on non-current cash holdingsResponsible for the development of HR and IT departments into proper corporate structure and operations while leading strategic initiatives to support rapid growth utilizing buy/build recommendations for technology solutions in both departmentsManaging detailed data-driven strategic plan and partnerships for upwards of $20M+ in additional debt/equity financing in the coming year with various VC’s and banking contactsDeveloped and implemented a full Managed Services Organization to take on outside investment for medical practices (utilizing unique straw man model) while creating all processes and procedures to maximize profitability from 3 separate entitiesDeveloped strategic plan to expand from single service location to 10 locations within 5 years growing revenue from $4M to $60M while maintaining 20-25%+ direct EBITDAEstablishing all financial and accounting processes and controls to enable advanced analytics and strategic management of rapidly growing healthcare corporationBuilding a full corporate finance and accounting team and developing key infrastructure from scratch including establishing an ongoing working relationship with a large global CPA firm Direct advising in the planning and execution of short and long term expansion and business development strategy from a financial business partner perspective Implemented first ERP/Accounting system to formalize precise controls for financial statements, payroll, expense reimbursements, cash reconciliation, etc

Continuous Improvement in All ThingsRedeveloped/rewrote the functions and responsibilities of the Operations Finance department to better align with new operating structure and organization. Focusing on strategic business analytics and helping management to clearly measure progress towards initiatives and goals has streamlined and simplified workflows.Developed and implemented a new Quarterly Rolling Forecast process and integrated variable driver based Annual Operating Plan. Reset management's outlook away from a static 12 month countdown to be more forward leaning, always forecasting/analyzing 6 quarters out with tactical emphasis on the current quarter and next quarter.Evaluated various business opportunities including real estate transactions (purchase, lease, construction, remodel/expansion, and/or divesture), operations partnership ventures and new lines of business and made recommendations based on achieving strategic objectivesCreated and managed comprehensive financial models and complex statistical analytics for pro formas to develop multiple scenarios to analyze potential new business developmentFurther established & developed processes and controls for capital expenditures in forecast scenario as well as budget development and follow-through on long term strategic capital growth planCreated, optimized, managed and analyzed comprehensive financial reports, including daily operating reports and dashboards, monthly financial statements and comparative performance analyticsManaged ongoing and extensive relationships with facility administrators, Branch Presidents and Executive Leadership to identify financial and operational improvement opportunitiesManaged and maintained the ongoing development of new IT/Financial data resources such as Oracle Cloud and Essbase finance cubes for financial reporting/analysis, labor reporting/analysis and clinical reporting/analysis

Manage special projects for executive management evaluating current and potential process and strategy options to increase incremental net incomeHeavy quantitative analyses using large datasets and consolidating transactional data from SQL Server and higher level financial data from finance systemsEvaluated and presented recommendations of potential brand investments to ensure profitability and lower the risk of financial loss on current/future dealsDevelop new data driven daily forecast using daily KPI's at the individual store level to derive realistic results in both the near term and long termOngoing development and management of an ERP system using SQL Server 2008 R2 to aid in the consistent analysis of financial data for business reporting

Managed all financial aspects of brick & mortar stores for full price, outlet and liquidation channels as well as all of ecommerceDevelop and manage bottoms up forecast for all retail channels blending alignment with strategic goals from executive management as well as retail segment SVPManage month end financial close process for retail and Ecommerce channels ensuring alignment between finance and accountingStore impairment analytics to provide audit support for impairments on underperforming store locationsNew store pro forma preparation for presentation to real estate committee including new stores, lease extensions, relocations and early lease terminationsOwnership of capital expenditure budget and forecast for new stores, remodels, expansions and closuresIn depth analytics of gross margins from the product IGM through indirect COGS allocations, capital freight expenses, PPV and shrinkManage all aspects of E-commerce financials including Quiksilver.com, Roxy.com & DCShoes.com Create and maintain 3 year annual operating plan (AOP), annual budget, monthly forecasts and any ad hoc analysis needed to support ongoing business operationsWeb analytics in support of E-commerce initiatives and financial objectives Report on and analyze traffic, conversion, AOV, demand sales and shipped sales seasonality and quantify effects of different promotions and homepage/website designDay to day support for Latin American retail subsidiaries (financial and systems support) including guidance through the budgeting processFinancial support for international licensees including determining which owned & operated stores would be more profitable being sold to a licensee and managing the financial and systems support necessary to integrate those licensee locationsDeveloping a big data model and database to take into account as many macro and micro economic factors as possible to more accurately forecast purchasing patterns and expectations around the world

Oakley Retail Segment Consolidation-Consolidated, analyzed and wrote commentary for all regions (North America, EMEA & AsiaPac) for full price O-Stores, off price Vault Stores, Direct to Consumer full-price & off-price websites financial results on a monthly, quarterly and annual basis for executive team-Managed relationships with all region finance managers/directors to be included in all updates on performance-Analyzed operational performance of different segments of the retail business to create recommendations for the executive team based on varying strategic goalsOakley FP&A - Retail Segment-Was retail segment project lead for analyses concerning the retail business from the CFO perspective-Consolidated and reported financial results to parent company Luxottica (LUX-NYSE) in ItalyLuxottica Group investor analysis for Oakley Retail segment and subsidiaries -Prepared reports and analyses for Luxottica earnings calls in preparation for questions related to Oakley retail segment performanceExecutive financial analysis & modeling-Normalized year over year P&L changes to ensure comparability-Modeled proposed capital investments for executive team and COO-Modeled 5 year operating plan for each individual business segment in the retail group-Analyzed potential strategic changes in company vision and objectives related to retail segmentAnnual budgeting for retail sub-Independently created top-down and bottoms up budget for Apex by Sunglass Hut retail sub (Oakley owned and operated)Manage N3L Optics/Apex by Sunglass Hut finance-Independently managed all finance aspects of the Apex by Sunglass Hut subsidiary (operations finance, capital projects, forecasting, budgeting, financial reporting)

Month end management reporting for US & Americas retail corporate and business reports sent to all cross functional partners including CEO, CFO.International Retail Forecasting/Planning including monthly cross functional alignment with the retail business and full year AFP development.Update financial master data & validate between business intelligence systems.Ad Hoc analytic requests for US, Regional & Global business partners including quarter Board of Directors submissions, comparable store consolidations, KPI analyses for investment bank & Global data validation.Integration of affiliate financial data into multiple databases and analytic systems ensuring alignment with global and corporate reports and records.

Operated and managed world-wide nuclear power plant database, including financial, O&M, and other performance information for nuclear power plant investment model.

Conduct Cost Segregation Studies to enable clients to maximize tax deductions from real property and increase cash flows. Also a member of the Jones & Roth Energy Tax Credit team specializing in energy tax credit certifications and consulting.

Prepared numerous Individual Tax Returns for the busy season of the 2006 tax year, many clients being high-wealth individuals. Performed tax research as well as designed and prepared client services brochures for use as customizeable templates.

Used AutoCAD to draft site sketchs, zoning and construction documents for architecture firm in Portland, Oregon. Independently managed projects and consultants for multiple clients in the wireless telecommunications industry. Also worked on government and private industry projects.