Phil Stone Email & Phone Number

Nashville, TN, US

Nashville, TN, US

I oversee the integration of all acquisitions into Unlock Health. I am responsible for developing and executing the comprehensive winning integration strategy to maximize the enterprise value of the acquisition, achieve operational efficiency, align the culture, and ensure a seamless transition for our new employees, clients, and other key stakeholders to.

Nashville, TN, US

My consulting work with Unlock focused in three areas: agency finance operations, M&A diligence and analysis, and strategic planning.

Cumberland Furnace, Tennessee, US

As COO of Onsite, I work together with our senior leadership team to shape the future vision of the organization and develop strategies, tactics and resource requirements to make that vision real. My area of focus is in leading the amazing folks of our Culinary, Hospitality, Operations, and IT functions to deliver our unique brand of “healing hospitality”.

Boca Raton, Florida, US

As a member of the Executive Team at ReviveHealth, I contribute to the development and execution of our enterprise strategic direction and lead key areas of the business operations group which includes finance, legal, IT, HR, and operations functions of the firm to support our aggressive annual growth targets. A couple of highlights include: - Completing.

Provide strategic financial leadership for non-profit cancer diagnosis, treatment and prevention clinic with $60MM endowment and $13MM annual net patient revenue. Played a key role in negotiating the Cancer Center's merger with Sansum Clinic, a multi-specialty medical provider serving approximately 150,000 lives in the Santa Barbara region.

Santa Barbara, CA, US

Taught Principles of Management, an upper division survey course in the Economics and Business Department. Designed the course outline, chose texts, and created specific assignments to achieve the course objectives of introducing students to the fundamentals of management and helping them to articulate the specific management philosophy they will bring to.

Developed market strategy and core content for the innovative management training program The VineRipened Manager. Designed program structure, company website, communication plan, sales plan, business plan and financial model for this entrepreneurial venture. The program discontinued in March 2011 after the pilot launch.

Projects focused in Healthcare and Alternative Energy: - Conducted a strategic market analysis for a service line expansion from ASC management into Physician Practice Management. Facilitated pilot project planning, developed entity structure, financial pro forma, initial contract and led an internal team to choose software to support the initial project..

Santa Barbara, California, US

- Managed "Back-of-House" support functions--HR, IT, Operations--to maintain optimal level of productivity for billable staff and profitability for the firm. - Designed and implemented a comprehensive, firm-wide talent life-cycle management program. DAVIES was recognized as "The Best Agency to Work For" for the five consecutive years (2004-2008) and.

US

- Managed financial aspects of both the for-profit and non-profit companies: accounting, financial reporting, cash management, tax, budgeting, strategic modeling and analysis, control systems- Recapitalization and corporate restructuring, investor communication- Developed five-year financial plan for five selling channels and two warehouse locations.

Santa Barbara, California, US

- Managed financial aspects for parent company and subsidiary- Cultivated banking relationship for credit line- Identified and implemented web-based enterprise software solution to integrate accounting and operations- Established Key Performance Indicators (KPI) to benchmark business results against industry for Executive Team- Interim HR/Operations.

- Negotiated line of credit, term loan, and maintained banking relationship- Conducted financial analysis and valuation of acquistion targets, consultation on strategic implications post-merger- Facilitated strategic planning process for senior management team and led roll-out to all staff- Worked with corporate counsel to structure and execute corporate.

- Developed finance and accounting department for start-up - Implemented new integrated accounting and operations management software- Directed all aspects of operational and cash budgeting, revenue and expense forecasts, cash management- Maintained up to date financial forecasts of cash flow and sales activity

Colorado Springs, CO, US

- Managed annual budget process for $40MM division with five-year forecasting model to enhance strategic decision making- Liaison for Canadian financial operation, consulting on office workflow efficiency, tax reporting, and foreign exchange issues- Designed and facilitated instructional programs for field bookkeepers, office managers, and property managers

Mba, Finance

Ba, Letters