VP, Investor Relations (2019 – 5/2020)Communicate extensively between investment community and management conveying investor / market intelligence and counsel to executive leadership.CFO, Advisory Board Research & Optum Analytics (2017 – 2019) - Washington, DCProvided finance leadership for 2 businesses within OptumInsight. Managed Healthcare portion of The Advisory Board Company (ABCO) acquisition. Drove integration, change management, cost reductions, and productivity optimization. Ensured successful leadership of strategic initiatives across both businesses. Focused on product strategy, optimizing the portfolio. Senior Director, Finance, Optum (2015 – 2017) Led corporate Financial Planning & Analysis operations. Consolidated results, planning, forecasting, and other analysis for CFO, Board of Directors and other executive reporting. Developed quarterly earnings materials and partnered with Corporate Strategy team to develop 5-year financial projections and strategic plans.Selected Skills:* Financial Planning & Analysis* Financial Results Consolidation* Forecasting & Executive Reporting* Quarterly Earnings & Segment Analysis* Corporate Strategic Development & Projections* Performance Measurement* Market Focus & Trend Analysis* Infrastructure Reengineering* P&L Management & Information Sharing* Reporting Package Redesign* Monthly Close & Forecasting* Team Building & Leadership* Full Lifecycle Project Management* Finance Operations Management* Acquisition Integration Streamlining* Budgeting & Forecasting* Vendor Relations & Contract Negotiations* Change Management & Synergy Opportunity Identification* Cost Reduction & Productivity Improvement* Infrastructure Variances & Culture Change* P&L Restructuring & Process Improvement* Team Building & Leadership* Balance Sheet Management & General Ledger Conversion* Monthly Close Streamlining & Optimization* Financial Planning & Analysis* Continuous Process Improvement

Senior Director, Financial Planning & Analysis, Local & Regional Businesses (2014 – 2015) Led financial planning, forecasting, premium analytics, and expense management for L&RB business representing $37B in annual revenue with 3 direct / 20 indirect reports and $2M budget. Redesigned toolset and monthly cadence for analytics improving Executive Leadership Team (ELT) understanding of performance.Director, Corporate Finance / Chief Financial Officer, CoventryOne (2013) Directed Individual Health Benefits business serving 200K+ members in 20+ states generating $400M in premiums. Key player in preparing for Health Insurance Exchange including premium and cost sharing subsidy reconciliation, member eligibility discrepancies, and risk adjustment processes. Created CoventryOne Health Care Reform Model to project total market size and target population by county.Director, Corporate Finance, Coventry Healthcare M&A (2012 – 2013) Championed M&A managing valuation analysis and due diligence coordination. Engaged in all aspects of deal process including potential synergy assessments and ELT / Board presentations. Served in Integration Management Office (IMO) for Aetna’s acquisition of Coventry, valued at $8.7B at close representing 50% premium to unaffected pre-announcement share price.Selected Skills:* Financial Planning & Analysis* Forecasting & Expense Management* Budgeting & Cost Control* Monthly Cadence & Toolset Redesign* Executive Decision Support* Corporate Finance Operations Management* Risk Assessment & Mitigation* Continuous Process Improvement* Health Benefit Business Management* M&A Valuation Analysis / Due Diligence* Synergy Assessment & Board Presentations

Health Services Equity Research Associate (2010 – 2012) Covered 11 companies as member of #1 ranked Managed Care team. Managed sell-side equity research, composed Health Services Weekly Briefing, and constructed / maintained operating and proprietary models to support investment ideas across the Health Services space. Completed initiation of coverage reports for HCA, Inc. and Vanguard Health Systems. Tracked and analyzed Healthcare Reform implementation process.Finance & Business Management Associate (2009 – 2010) Prepared sensitivity model analyzing impact of Investment Bank’s performance under various macroeconomic scenarios in regards to U.S. Treasury Department’s mandated stress tests. Designed competitive analysis reports.Investment Banking Analyst (2006 – 2009); Investment Banking Summer Analyst (2005)Actively participated in all aspects of the deal process, including: idea generation, due diligence, and valuation. Developed expertise in modeling acquisition financing, accretion/dilution, leveraged buyouts, merger models and other debt and M&A related analyses. Transaction experience includes $40B+ in deals across various industries.Selected Skills:* Managed Care Health Services Equity Research* Sell-side Equity Research* Operating & Proprietary Models* Market Research & Reporting* Continuous Process Improvement * Sensitively Model Development & Analysis* Competitive Report Design and Analysis* Deal Development, Due Diligence, & Valuation* Modeling Acquisition Financing* Transaction Management* M&A Analysis & Modeling* Full Lifecycle Project Management