EVERSANA is the leading independent provider of services to the life science industry. Developing a global and comprehensive suite of the next generation solutions that address compliance & regulatory, market access, patient engagement & support, and outsourced distribution. We acquired 6 separate companies in a 10 month period with the goal to integrate them to create “One Leading Global Platform for the Life Science Industry”. The new consolidated company has a targeted goal to grow revenues of 20% or more annually with the 5 Year Goal to reach $1 Billion in Revenues by 2023.• Lead Project Executive managing the IMO to drive the integration project to actionable and timely post-acquisition activities across all business units and managing 18 defined Project Workstreams by maintaining executive reporting, project status reports, detail project schedules, tracking templates and other critical tools.• Lead and manage periodic meetings with the Board, Steering Committee and Integration Workstreams to ensure that the integration strategy, milestones and technical issues are properly and timely managed, as well as identifying, managing any project risks, issues and critical decisions.• Assist in the definition of key deal value drivers, operational metrics dashboard, baseline of new forecasted operations and along with specific actions required to meet financial targets. The work includes financial modeling, and analysis of deal model assumptions, along with working closely with the Board, Executives of the portfolio companies, and the Executive management team.• Identification, management and execution of the realization of synergies; along with the identification and management of any one time project implementation costs.

Catamaran was combined with OptumRx in July 2015. OptumRx is UnitedHealth Group’s free standing pharmacy benefit management (PBM) services business. At the time of the combination, Catamaran had $22 Billion in Revenues in 2014, managed more than 400 million prescriptions each year on behalf of 35 million members, processing 1 in every 5 prescriptions in the U.S.• Lead Executive in the IMO representing the Catamaran Team assisting with the merger / integration into OptumRx.• Responsible for the identification and realization of $15 Million in annualized Real Estate synergies. We identified and planned to realize $18 Million in annualized Real Estate synergies.• Strategic Consultant and primary contact for the OptumRx real estate portfolio developing planning performance measurements and financial management of over 100 facilities. Evaluated and prepared business cases and recommendations for execution to create operating efficiencies.• Responsible for Peak Season capacity planning by guiding and advising business units through effective workplace planning and forecasting activities including capital & operating budgets.• Managed a difficult Client termination transition project with limited resources, high client demands under challenging conditions with a fixed deadline.

Catamaran is a leading provider of pharmacy benefits management (PBM) services and healthcare information technology solutions to the healthcare industry. Revenues increased from $93 Million in 2007 to $22 Billion in 2014 prior to being merged with UnitedHealth Group / OptumRx.Vice President of Integrations and Strategic Projects 2009 to 2016• Lead Project Executive managing the IMO for 10 acquisitions over a 7 year period. The acquisitions totaled a combined annual run rate revenue of $6.5 Billion, the largest being a major competitor (Catalyst Health Solutions). .Developed and maintained an End to End Integration Playbook to deliver maximum value driving, effective change management, seamless planning and execution of the integration of the acquired asset based upon the deal size and complexity of the organization.• Lead and manage periodic meetings with the Board, Steering Committee and Integration Workstreams to ensure that the integration strategy, milestones and technical issues are properly and timely managed, as well as identifying, managing any project risks, issues and critical decisions.• Assist in the definition of key deal value drivers, operational metrics dashboard and along with specific actions required to meet financial targets. The work includes financial modeling, and analysis of deal model assumptions with the Executive management team.• Co - Executive of a Client Implement for a $10 Billion contract over a 10 Year Period. Catamaran’s largest contact win, with included implementation penalties totaling $250 Million with no penalties being paid out during my oversight.

• Managed all aspects of the financial reporting cycle for a public company including lead contact with outside auditors, all SEC reporting and filings, preparation of Managements’ Discussion and Analysis, and presentation of financial results to the Audit Committee.• Additional functional responsibilities include Internal Reporting, Tax, SOX & Risk Management, Strategic Projects, Treasury & Cash Flow Management, Financial Operations, Revenue Recognition, Operational Metrics and Financial Projections.• Participated and supported the CEO and CFO with Earnings Announcements, Press Releases and Earnings Conference Calls long with M&A support.• Member of the senior management team which develops and executes critical growth strategies, cost saving initiatives and financial performance targets with proven results. Analyze, interpret and present relevant financial and operational data to Senior Management and Business Units. Assist with the development and monitoring of key financial performance measurements and make appropriate recommendations to achieve forecasted financial results and benchmark against competitors and industry trends.

Provided financial leadership and expertise by planning and directing all general accounting functions and controls to streamline the monthly financial close process at corporate and four regions to meet internal and SEC reporting requirements.

Planned and directed all general accounting functions and controls, including Financial Reporting, Revenue Accounting, Account Receivables, Financial Aid Accounting, Financial Analysis and Internal Audit. Provided financial leadership and expertise to streamline the monthly financial close process for four business units, the largest of which consists of 73 locations (23 campuses and 50 teaching centers).

Most senior financial person directing all North American financial and accounting operations across 6 locations which included Financial Reporting, Tax Reporting and Compliance, MIS, Legal Matters, Budgeting, Inventory Control, Importing/Customs, Receivables, Payables, Working Capital and Payroll.

Member of a project team representing the Operations Group (Order Processing, Distribution, Client Services and Accounting) reporting to the Executive Committee. The project mission was to develop integrated business systems to increase operating efficiencies, reduce operating costs, and provide accurate and critical information for strategic business decisions.

Responsibilities included the preparation of financial statements and SEC filings. Planned and developed audit strategies for various size engagements in manufacturing, distribution, real estate industries. Trained and supervised staff. Identified methods to improve clients’ accounting and operational controls along with recommendations of solutions to management.