Functional Skills
Accounting
Strategic Planning
Budgeting
Accounts Payable
Financial Modeling
Revenue Growth
Venture Capital Investing
Accounting Software Implementation
Commercial Due Diligence
Revenue Cycle Optimization
Operations Management
Forecasting / Projections
Financial Planning & Analysis (FP&A)
Transportation Management Systems (TMS)
Software Skills
Netsuite
Quickbooks
Workday
Dynamics 365
Xero
Certifications
ACCAChartered Certified Accountant
Sector Experience
Business Services
Financial Services
Healthcare
Life Sciences & Pharma
Technology
Languages
English
Case Study
Case Studies
Secured $34M Series C by Leading Forecasting & Five-Year Operating Model
Technology
Strategic Planning
Financial Modeling
Financial Planning & Analysis (FP&A)
Led Finance Strategy & Modeling to Secure $24M Series B funding
Healthcare
Financial Modeling
Budgeting
Forecasting / Projections
Experience
JS Boss Inc
Finance
Chief Financial Officer
9/2023 - 4/2025
• Leading all finance and investor functions for a growing ERP platform company, overseeing strategy, planning, and financial infrastructure to support rapid scaling.
• Successfully raised a seed round, driving the full capital raise process from investor outreach to financial due diligence and closing.
• Built a comprehensive 3-year financial forecast and operating model, aligned with revenue growth, customer acquisition, and margin optimization targets.
• Partnered with cross-functional leadership to align customer onboarding, implementation costs, and pricing with financial strategy.
• Built internal dashboards tracking burn rate, CAC, cash runway, and margin trends, enabling data-driven decision-making and investor transparency.
• Successfully raised a seed round, driving the full capital raise process from investor outreach to financial due diligence and closing.
• Built a comprehensive 3-year financial forecast and operating model, aligned with revenue growth, customer acquisition, and margin optimization targets.
• Partnered with cross-functional leadership to align customer onboarding, implementation costs, and pricing with financial strategy.
• Built internal dashboards tracking burn rate, CAC, cash runway, and margin trends, enabling data-driven decision-making and investor transparency.
Plume Health Inc (Telehealth)
Finance
Senior Director of Finance
4/2022 - 9/2023
• Led the financial strategy for a $50M telehealth company, overseeing all financial operations including budgeting, forecasting, and financial reporting.
• Successfully secured $24M Series
● funding, enabling the company to expand its product line and market reach.
• Implemented NetSuite and data analytics dashboard, improving financial reporting accuracy and reducing monthly close times by 30%.
• Partnered with the CEO to optimize CAC/LTV, subscription retention, and gross margin expansion.
• Led accounting and FP&A teams evaluating operational efficiencies, benchmarks, and cost structure to enhance profitability.
• Directed initiatives to ensure compliance with evolving telehealth regulations and mitigate legal exposure.
• Custom-created a KPIs dashboard for SaaS companies both internal and investor-facing providing real time financial snapshots including KPIs MRR, LTV, CAC/LTV, burn rate, Churn, and conversation rate.
• As a certified medical biller and coder, played a key
• Successfully secured $24M Series
● funding, enabling the company to expand its product line and market reach.
• Implemented NetSuite and data analytics dashboard, improving financial reporting accuracy and reducing monthly close times by 30%.
• Partnered with the CEO to optimize CAC/LTV, subscription retention, and gross margin expansion.
• Led accounting and FP&A teams evaluating operational efficiencies, benchmarks, and cost structure to enhance profitability.
• Directed initiatives to ensure compliance with evolving telehealth regulations and mitigate legal exposure.
• Custom-created a KPIs dashboard for SaaS companies both internal and investor-facing providing real time financial snapshots including KPIs MRR, LTV, CAC/LTV, burn rate, Churn, and conversation rate.
• As a certified medical biller and coder, played a key
Fevo, Inc.
Accounting
Senior Director of Finance
3/2021 - 4/2023
• Secured $34M Series
● by leading all investor finance materials and long-range planning.
• Implemented Planful (FP&A) and integrated it with NetSuite and internal revenue tools.
• Automated accounts payable, commissions, and AR workflows to scale the back office.
• Consolidated global P&L across subsidiaries; drove 2x YoY revenue scaling.
• Directed initiatives to ensure compliance with evolving telehealth regulations and mitigate legal exposure.
• Managed global financial operations, including multicurrency reporting across international subsidiaries.
● by leading all investor finance materials and long-range planning.
• Implemented Planful (FP&A) and integrated it with NetSuite and internal revenue tools.
• Automated accounts payable, commissions, and AR workflows to scale the back office.
• Consolidated global P&L across subsidiaries; drove 2x YoY revenue scaling.
• Directed initiatives to ensure compliance with evolving telehealth regulations and mitigate legal exposure.
• Managed global financial operations, including multicurrency reporting across international subsidiaries.
Center for Educational Innovations
Finance
Chief Financial Officer
12/2019 - 5/2021
• Led financial operations and strategy, overseeing multi-program budgets and grant compliance.
• Raised $20M+ in institutional funding through investor-ready models, outcome reporting, and financial leadership engagement.
• Directed restructuring initiatives, optimizing working capital, program efficiency, and financial stability during leadership transition.
• Developed dashboards and board reports to provide actionable insights across funding streams and operational performance.
• Raised $20M+ in institutional funding through investor-ready models, outcome reporting, and financial leadership engagement.
• Directed restructuring initiatives, optimizing working capital, program efficiency, and financial stability during leadership transition.
• Developed dashboards and board reports to provide actionable insights across funding streams and operational performance.
CureMD Inc (EMR / Medical Billing)
Finance
Head of Finance
1/2011 - 12/2019
• Led all financial operations for a healthcare EMR technology company that scaled from $10M to over $100+M in revenue during my tenure.
• Built and scaled the finance team from 3 to 10 professionals across accounting, FP&A, billing, and compliance.
• Oversaw financial reporting, board-level presentations, and budgeting for EHR, billing, and telehealth verticals.
• Spearheaded ERP transformation—migrated from QuickBooks to Microsoft GP and then to NetSuite.
• Conducted financial due diligence and integration for a $15M strategic acquisition, expanding the company's product suite.
• Developed scalable forecasting models, improved margins, and enhanced billing performance.
• Ensured GAAP compliance and acted as liaison for audits, tax reviews, and regulatory interactions.
• Played a key role in improving claim adjudication rates and reducing billing errors, strengthening the company's financial performance and client satisfaction.
• Built and scaled the finance team from 3 to 10 professionals across accounting, FP&A, billing, and compliance.
• Oversaw financial reporting, board-level presentations, and budgeting for EHR, billing, and telehealth verticals.
• Spearheaded ERP transformation—migrated from QuickBooks to Microsoft GP and then to NetSuite.
• Conducted financial due diligence and integration for a $15M strategic acquisition, expanding the company's product suite.
• Developed scalable forecasting models, improved margins, and enhanced billing performance.
• Ensured GAAP compliance and acted as liaison for audits, tax reviews, and regulatory interactions.
• Played a key role in improving claim adjudication rates and reducing billing errors, strengthening the company's financial performance and client satisfaction.
MTBC Inc (EMR/PM)
Accounting
Financial Analyst
3/2010 - 4/2013
• Conducted financial analysis to support executive decisions and business strategy.
• Delivered monthly forecasts and annual budget inputs to guide growth.
• Collaborated with management to build financial models for operational improvements.
• Optimized revenue cycle management processes, improving billing accuracy, reducing denial rates, and accelerating collections across key client accounts.
• Delivered monthly forecasts and annual budget inputs to guide growth.
• Collaborated with management to build financial models for operational improvements.
• Optimized revenue cycle management processes, improving billing accuracy, reducing denial rates, and accelerating collections across key client accounts.