Phil Stone's Location
Nashville, Tennessee, United States, United States
Phil Stone's Contact Details
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About Phil Stone
I am a strategic finance and operations executive who connects day-to-day action to the big picture of what an organization needs to do to win. Over the past 20+ years, I’ve developed deep expertise in financial leadership, organizational business planning, systems design and innovation, strategic business execution, and culture building, making the case from a finance perspective on how all of these grow enterprise value.
Phil Stone Work Experience Details
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FounderAgency AscentNashville, Tn, Us -
Chief Integration OfficerUnlock Health Oct 2023 - Nov 2024Nashville, Tn, UsI 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 Unlock Health. -
Business Finance ConsultantUnlock Health Jun 2023 - Oct 2023Nashville, Tn, UsMy consulting work with Unlock focused in three areas: agency finance operations, M&A diligence and analysis, and strategic planning.
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CooOnsite Workshops Jun 2021 - May 2023Cumberland Furnace, Tennessee, UsAs 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” to support our clients through their personal journeys during their stay at Onsite. -
Cfo/CooRevivehealth Dec 2012 - Jun 2021Boca Raton, Florida, UsAs 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 the analysis, negotiation, financing, purchase, and integration of small (~$1MM annual revenue) digital/creative firm based in Minneapolis adding a new capability and office location to ReviveHealth that fit squarely within the firm's 3-year strategic plan. - Contributing to the process resulting in the successful acquisition of ReviveHealth by The Interpublic Group of Companies, Inc. at the end of 2015 to become part of global PR giant Weber Shandwick. I participated in the selection and interview process to identify Weber as partner, led the delivery of all financial, legal, HR, IT, and operational diligence required to negotiate and close the deal, and served as point person for the integration and conversion of back office systems and reporting post-close. -
Cfo/ControllerCancer Center Of Santa Barbara Apr 2011 - Dec 2012Provide 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. -
Adjunct Professor Of ManagementWestmont College Jan 2009 - May 2011Santa Barbara, Ca, UsTaught 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 their organizations. -
FounderMarket Fresh Learning Jan 2010 - Apr 2011Developed 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.
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Management And Project ConsultantIndependent Aug 2009 - Apr 2011Projects 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.- Researched products and developed investment model for an orthopedic surgery group based on the GE ONI extremity MRI system.- Led operational infrastructure project for a startup Healthcare PR firm including accounting system setup, cloud-based phone and email server procurement, and IT hardware installation.- Developed investment model for wind energy project financing based on research into alternative energy tax credits, power-purchase agreements, and IRS rules.
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Executive Vice-President Of OperationsDavies Apr 2006 - Jul 2009Santa 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 awarded Iron Sabre Award of Excellence for its talent program in 2009.- Crafted five-year strategic plan with Executive Team using the Balance Scorecard framework and incorporated key elements into the firm's orientation program.- Developed and executed strategy in functional areas of HR, IT, and Operations. -
CfoPura Vida Coffee, Llc And Pura Vida Partners (501C3) Nov 2005 - Mar 2006Us- 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- Initiated conversion to web-based enterprise system integrating sales order entry, customer service, inventory management and fulfillment, and accounting functions- Developed Key Performance Indicators (KPI) for senior leadership team to track results for growth, profitability, and mission effectiveness - Designed "road map" for sustainable cash transfers from for-profit to non-profit based on mutual reinforcement of both brand and mission - Human Resources, benefits, payroll conversion to ADP -
ControllerDavies Mar 2004 - Oct 2005Santa 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 Manager- Risk management and insurance broker relationship
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Vice-President Of Finance And AdministrationDivecon Services May 2002 - Nov 2003- 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 purchase agreements, partnership agreements- Managed insurance coverage and bonding process
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Controller/Finance ManagerDivecon Services Jun 2000 - May 2002- 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
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Properties Budget And Financial SpecialistYounglife Jun 1999 - Jun 2000Colorado 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
Phil Stone Skills
Strategy
Strategic Planning
Start Ups
Financial Analysis
Non Profits
Financial Modeling
Phil Stone Education Details
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University Of Colorado Colorado SpringsFinance -
University Of OklahomaLetters
Frequently Asked Questions about Phil Stone
What company does Phil Stone work for?
Phil Stone works for Agency Ascent
What is Phil Stone's role at the current company?
Phil Stone's current role is Founder.
What is Phil Stone's email address?
Phil Stone's email address is ps****@****ops.com
What is Phil Stone's direct phone number?
Phil Stone's direct phone number is +161574*****
What schools did Phil Stone attend?
Phil Stone attended University Of Colorado Colorado Springs, University Of Oklahoma.
What are some of Phil Stone's interests?
Phil Stone has interest in Coffee, Stewardship, Culture, Systems Thinking, Mentoring, Training, Reward Systems Design, Hiking, Painting, Process Re Engineering.
What skills is Phil Stone known for?
Phil Stone has skills like Strategy, Strategic Planning, Start Ups, Financial Analysis, Non Profits, Financial Modeling.
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