Functional Skills
Business Analysis
Business Operations
Business Planning
Change Management / Org Design
Financial Management
Financial Planning & Analysis (FP&A)
Financial Statement Preparation
M&A Support
Operational Due Diligence
Operational Transformation
Post-Merger Integration
Strategic Planning
Revenue Cycle Optimization
Software Skills
PowerBI
Snowflake
Tableau
Microsoft Excel
Sector Experience
Healthcare
Technology
Travel & Hospitality
Languages
English
Spanish
Experience
Gomez Advisory
Finance
Principal, Finance & Operations Consulting
1/2025 - Present
Provider of advisory and project-based leadership for healthcare organizations and private equity groups, typically mid market $50-500M Revenue, with a focus on financial operations, revenue cycle management, and post-acquisition integration.
• Designed RCM integration playbook for healthcare acquisitions, including contracting, billing, and KPI alignment.
• Advised PE firm on ABA therapy market entry strategy, competitive landscape, and differentiation models.
• Provided fractional CFO support on budgeting, forecasting, capital allocation, and lender reporting.
• Designed RCM integration playbook for healthcare acquisitions, including contracting, billing, and KPI alignment.
• Advised PE firm on ABA therapy market entry strategy, competitive landscape, and differentiation models.
• Provided fractional CFO support on budgeting, forecasting, capital allocation, and lender reporting.
Step Ahead ABA
Corporate Strategy & Development
CFO and Interim COO
3/2023 - 7/2025
Multi-state privately held ABA provider across 8 states, 400+ clinicians, 60+ staff; reported to CEO as CFO & Interim
COO. Oversaw Accounting, Finance, HR, Compliance, Revenue Cycle Management, Client Services, and Operations
• Doubled revenue in 2 years, expanding from 3 to 8 states and scaling census by 78%.
• Redesigned cost structure and business operations to sustain 40%+ margins amid 50% reimbursement cuts.
• Implemented enterprise systems (Dynamics, Snowflake, Power BI) to scale to 2,000+ clients and cut close cycle
to 6 days.
• Increased collections by $1M (94% to 98%) and generated 6,400+ new service hours by reducing cancellations.
• Retained 97% of workforce while overhauling compensation, reclassifying roles, and introducing new
performance standards, elevating sophistication without losing talent.
• Increased therapist graduation rates 10x (from 2% to 20%) by redesigning training and incentive programs,
building a sustainable talent pipeline.
• Established enterprise compliance framework with AI-enabled self-auditing, strengthening Medicaid oversight
and mitigating risk while increasing efficiency.
COO. Oversaw Accounting, Finance, HR, Compliance, Revenue Cycle Management, Client Services, and Operations
• Doubled revenue in 2 years, expanding from 3 to 8 states and scaling census by 78%.
• Redesigned cost structure and business operations to sustain 40%+ margins amid 50% reimbursement cuts.
• Implemented enterprise systems (Dynamics, Snowflake, Power BI) to scale to 2,000+ clients and cut close cycle
to 6 days.
• Increased collections by $1M (94% to 98%) and generated 6,400+ new service hours by reducing cancellations.
• Retained 97% of workforce while overhauling compensation, reclassifying roles, and introducing new
performance standards, elevating sophistication without losing talent.
• Increased therapist graduation rates 10x (from 2% to 20%) by redesigning training and incentive programs,
building a sustainable talent pipeline.
• Established enterprise compliance framework with AI-enabled self-auditing, strengthening Medicaid oversight
and mitigating risk while increasing efficiency.
Acorn Health
Finance
SVP, Finance Operations
11/2018 - 3/2023
PE-backed ABA provider (70 centers, $70M+ revenue) employing 1.5K+ across 7 states. Led 5 direct and 35 indirect reports across Accounting, Finance, RCM, and IT.
• Scaled from 8 to 70 centers in 3 years, achieving $250M valuation and successful exit.
• Drove industry-leading RCM metrics (DSO 42, 95% cash collection) through automation and process redesign.
• Led integration and due diligence for 19 acquisitions; reviewed 50+ companies with Business Development team for inorganic growth.
• Advanced leadership depth, promoting all RCM directors under mentorship.
• Scaled from 8 to 70 centers in 3 years, achieving $250M valuation and successful exit.
• Drove industry-leading RCM metrics (DSO 42, 95% cash collection) through automation and process redesign.
• Led integration and due diligence for 19 acquisitions; reviewed 50+ companies with Business Development team for inorganic growth.
• Advanced leadership depth, promoting all RCM directors under mentorship.
Envision Healthcare
Finance
Sr. Director, Revenue Recognition
12/2013 - 11/2018
Public multispecialty physician group ($6.5B+ revenue) serving 19M+ patients annually. Progressively promoted Senior Director. Led 60+ staff across Revenue Recognition, Accounting, Cash Reconciliations, and Hospital Billing.
• Integrated 10–15 acquisitions/year (~$500M) into unified RCM and financial reporting structure.
• Consolidated 34 billing systems across 17 states with new analytics platform on SQL, improving visibility.
• Achieved SOX compliance within 12 months post-IPO by designing new processes and controls.
• Saved $2M by automating hospital revenue recognition and streamlining workflows.
• Integrated 10–15 acquisitions/year (~$500M) into unified RCM and financial reporting structure.
• Consolidated 34 billing systems across 17 states with new analytics platform on SQL, improving visibility.
• Achieved SOX compliance within 12 months post-IPO by designing new processes and controls.
• Saved $2M by automating hospital revenue recognition and streamlining workflows.
Citrix Systems
Sales
Sr. Manager, Sales Reporting & Analytics
1/2012 - 12/2013
Multinational cloud computing, $3B+ revenue.
• Implemented improved reporting capabilities (Analysis services cube, Tableau, and Salesforce) for 450+ users.
• Enhanced accuracy of $2B sales reporting and compensation planning.
• Implemented improved reporting capabilities (Analysis services cube, Tableau, and Salesforce) for 450+ users.
• Enhanced accuracy of $2B sales reporting and compensation planning.
Carnival
Finance
Manager, FP&A
1/2008 - 1/2012
Global cruise line, $21B+ revenue.
• Automated forecasting and budgeting (IBM Cognos TM1 ), cutting cycle by 1 week.
• Supervised accounting/capitalization of 3 vessels valued at $700M+.
• Automated forecasting and budgeting (IBM Cognos TM1 ), cutting cycle by 1 week.
• Supervised accounting/capitalization of 3 vessels valued at $700M+.