- Finance lead to manage the annual $250M+ operating budget across the Clinical Technology enterprise.- Subject matter expert in helping standardize the Clinical Technology finance practices and reporting across all 8 of KP’s regions. - Responsibilities include driving timely month-end close, financial reporting, budgeting and forecasting, statistical reporting, compliance, human resources and staffing, evaluating opportunities for growth, operations improvement & efficiency, and cost containment. - Responsible for 3 direct reports to drive timely and accurate month-end close, while consistently meeting the demanding schedules and shifting priorities of the organization.- Monitors and evaluates highly complex strategic plans; focuses on results and measuring attainment of outcomes.- Formulates highly complex, effective strategies consistent with the business and competitive strategy of the organization and/or functional area.- Finance lead on a hand selected procurement team during the COVID -19 pandemic which was established to support $250M in Clinical Technology purchase orders for equipment/devices ranging from ventilators, patient monitors, large volume pumps, and consumables to service our members/communities.

- Manage the enterprise wide cost structure analysis and FTE count for all revenue cycle functions.- Accountable for all financial, modeling and cost structure work-streams supporting the $500M Revenue Management investment business case.- Finance owner and project lead for development of the enterprise wide strategic financial plan for Medical Financial Assistance which will standardize financial reporting while also helping KP’s 12M+ members.

- Provided cross functional budget vs. actual and waterfall analytics for the Group Health integration valued at $1.7B- Supported and managed the financial process for 2018 joint venture partnership with Emory Health System ($2.2B) which included financial modeling, valuation, integration, and capital/capacity planning.- Led the economic modeling process for potential greenfield markets, including all M&A activity. - Built and managed regional, departmental, and functional operating budgets.- Provided analytical support and reporting to senior executives and C-Suite for new markets and summarized with dashboards to assess value/risk.- Integral member of the end to end transaction process, partnering with 3rd party bankers/consultants as well as cross functional KP leaders on valuation, asset transformation, financial modeling, strategy, transition, and post-merger integration.

High Fives Non-Profit Foundation, based in Truckee, CA, became an official 501c.3 non-profit on January 19, 2010. Founded by Roy Tuscany, the Tahoe-based Foundation supports the dreams of mountain action sports athletes by raising injury prevention awareness while providing resources and inspiration to those who suffer life altering injuries.

- Led district wide management of the budget build, reporting protocols, and cash collection.- Managed cost accounting controls, contract management protocol, and service line analysis.- Calculated monthly contractual allowances for commercial and government payors.- Assisted C-Suite with revenue analysis, expense forecasting, and strategic planning for the healthcare system and district. - Built district wide KPIs and worked with sensitive data while maintaining HIPAA compliance. - Worked in a cross functional environment which streamlined and improved vital data and reporting abilities.- Developed and maintained reporting tools that provided accurate and repetitive reporting across disparate databases. - Coordinated and managed $50m capital budgeting process and procurement schedules.

- Fundamentals of Microeconomics- Fundamentals of Macroeconomics

Exigen Services is an operating arm of the Exigen Capital ecosystem portfolio providing an array of business process outsourcing solutions for Fortune 500 clients. - Assisted in audit preparation, processing A/R & A/P, collections, & GAAP financial reporting.- Managed the commission/compensation analysis, pipeline reporting, back-log, and flux analysis for CEO and senior leadership.- Worked with finance leaders and other cross functional teams to analyze and report bookings, revenue forecasting, revenue reporting and sales territory performance. - Built Budget vs. Actual reporting and modeled assumptions for SG&A, T&E, revenue, backlog, and pipeline. - Implemented daily dashboards for Executive team which included multinational cash flow & treasury analysis.- Supported global reconciliation and close processes.- Executed and integrated 3 M&A transactions and asset transfers in Europe, US, and China.

- Partnered with CFO to support the integration of our internal finance application, and generated analytics to improve productivity within operations. - Reconciled $2.5milion of inventory to integrate our web application, physical ATP Count, and financial system of record. - Supported the CFO in the implementation and build out of enterprise reporting for KPI purposes. - Streamlined business process for the allocation and fulfillment cycles. - Reconciled general ledger and operational (cycle count) to maintain accurate inventory.- Assisted in implementing financial systems protocol and internal controls that contributed to a 150% increase in revenue. - Provided ad hoc analysis in inventory turnover, inventory aging, purchase order sell-through, sales velocity, order frequency, A/P, A/R, and financial drill downs.

Member of the Pacific Stock and Options Exchange - now the Archipelago ExchangeMember of the Chicago Board Options Exchange.Market Maker in equity derivative products.

- Equity derivative trader & Lead Market Maker Specialist - Licensed member of both the Pacific Coast Options Exchange (PCX) and Chicago Board Options Exchange (CBOE). - Provided investment solutions to clients with respect to hedging strategies, execution of synthetic derivatives, data research, and operational support.- Actively traded a $100M+ institutional derivative portfolio.- FINRA Series 7 & Series 3 Licenses.