• Created challenging, yet achievable, operating margin budget targets at the system and business unit levels on total annual revenues of more than $6.2 billion by analyzing historical as well as forecasted performance• Demonstrated exceptional proficiency in Microsoft Excel by regularly creating user-friendly financial models for the highest levels of IU Health leadership• Frequently showcased communication skills by preparing and reviewing presentation materials for the board of directors and other senior leaders• Mentored and trained peers while serving as the strategic financial planning (SFP) team’s balance sheet expert and the liaison between SFP and Treasury

• Developed the strategic framework behind an extensive basis swap restructuring plan, reducing the company’s notional exposure risk by $750 million• Wrote an Appendix A – a roughly 40-page investor-relations document and appendix to the primary legal document, the Official Statement – as part of a $258 million bond refunding transaction• Devised and conducted peer analysis in advance of annual meetings with Moody’s and Standard & Poor’s, and persuaded management to utilize that analysis in its closing remarks, resulting in both rating agencies upgrading IU Health to an industry-leading AA credit rating