CFO of regional non-profit that provides primary care and behavioral health services in Southern Colorado. Grew revenues from $18 million to $57 million and headcount from 235 to over 450. Expanded operations from one to eight different companies and twelve to over sixty programs, growing organically. Work collaboratively with partner organizations, other providers across the state as well as state agencies to manage significant Medicaid and state contracts. Lead state-wide initiatives and committees working with providers and state officials to manage Medicaid rate setting and funding of contracts with state agencies such as the Behavioral Health Administration. Work closely with executive management to implement change and streamline operations required with significant company growth. Initiate, drive and implement initiatives to upgrade and enhance financial and operational reporting, electronic health records management, billing, payables and payroll after decades of little change. Reduced the size of the Finance team by 25% and increased efficiencies while the company has grown by over 200% by implementing improved workflows and tech solutions. Responsible for all aspects of accounting and finance, risk management, and employee benefits.

Combining over 30 years of experience as a financial executive with mindfulness practices to support you in growing your business in alignment with your highest values.Contract CFO/COO for a variety of start-up’s and small businesses working with owners and management on business plan creation, financial models and projections to improve financial results, achieve goals and successfully obtain start-up funding.

Strategic planning and implementation of start-up company offering gift cards for medical procedures. Led all financial, administrative and web operations.

Strategic planning, financial modeling, marketing, web and social media management for startup company.

Responsible for all financial aspects of the casino operations at the Colorado Grande Casino in Cripple Creek, CO, a property owned by Nevada Gold in Houston, TX. Resolved internal control and reporting issues on site. Implemented new departmental budgeting system and educated managers on how to effectively use it to manage the business. Improved relationships with critical third parties.

Led the finance organization and assisted this $90 million public staffing, placement and PEO (professional employer organization) firm headquartered in Denver with operations along the East Coast with going private and affecting a financial restructuring by working effectively with new investor, attorneys and management. Improved operational and financial efficiencies through targeted cost cutting and process improvements. Handled all SEC responsibilities until taking the company private. Closely managed cash and debt balances as well as banking relationships. Implemented improved cash management system to anticipate and avoid cash shortfalls. Worked with senior and divisional management to forecast operations.

Assisted management with the next phase of growth via strategic planning and tactical operations during this contract position's term. Sought outside investment sources for further growth. Managed financial operations and human resources. Established cash flow monitoring procedures.

Provided leadership to the finance and human resources teams of this public healthcare IT company. Grew revenues from $10 million to over $50 million and turned around significant losses to consistent profitability in seven years. Collaborated with executive management to coordinate due diligence activities and negotiate financing arrangements. Managed cash flows to anticipate receipts, administered debt balances, planned for cash needs, and drove efforts to maximize returns on available balances. Handled SEC reporting and inquiries. Facilitated ad hoc analyses to monitor various aspects of company operations. Reported to the CEO and Board of Directors.

Provided service to small and middle-market clients, primarily those in the high-tech, environmental, and manufacturing industries with revenues up to $550 million and assets up to $420 million, in the company’s audit practice. Performed detailed analyses of clients’ finances and operations to improve operations and the bottom line. Worked with clients on SEC issues, such as public offerings, ongoing filings, and technical disclosures, conducting in-depth research to obtain SEC approval. Met with the boards of directors and audit committees of client companies to discuss audit and business issues. Participated on review and promotion committees; offered feedback to staff regarding career objectives and progress. Led audit teams comprised of partners, staff, and specialists in other practices on ten simultaneous, complex audit engagements while developing staff, boosting audit efficiencies and rates per hour.