Functional Skills
Procurement
Customer Relationship Management
Business Analysis
Strategic Planning
Business Intelligence
Revenue Growth
Product Strategy
Risk Management
Financial Management
Business Analytics
Data Modeling
Finance Transformation
Forecasting / Projections
Financial Planning & Analysis (FP&A)
Software Skills
Netsuite
Quickbooks
Oracle Financials Cloud
PowerBI
Certifications
Six Sigma Green Belt
Sector Experience
Financial Services
Healthcare
Life Sciences & Pharma
Media & Entertainment
Technology
Fortune 500
Experience
AffirmedRx
Start-Up
Chief Financial Officer
11/2024 - 6/2025
Recruited to lead financial transformation and capital strategy for a high-burn, early-stage PBM navigating significant financial uncertainty. Developed and championed a comprehensive roadmap for sustainable scaling, including restructuring, contract optimization, and disciplined growth planning. Despite challenges in execution alignment, laid the strategic groundwork for financial accountability, investor readiness, and long-term viability.
• Built a detailed, multi-scenario financial model to guide strategic planning, headcount optimization, and capital needs.
• Led fundraising efforts including investor engagement, capital structure modeling, and proposal development.
• Streamlined pricing strategy and identified profitability levers to support sustainable scaling.
• Recommended and advocated for critical structural changes to reduce operating losses, including vendor rationalization, infrastructure right-sizing, headcount realignment, and revised client contract language.
• Built a detailed, multi-scenario financial model to guide strategic planning, headcount optimization, and capital needs.
• Led fundraising efforts including investor engagement, capital structure modeling, and proposal development.
• Streamlined pricing strategy and identified profitability levers to support sustainable scaling.
• Recommended and advocated for critical structural changes to reduce operating losses, including vendor rationalization, infrastructure right-sizing, headcount realignment, and revised client contract language.
Medicx Health
Finance
Chief Financial Officer
8/2019 - 3/2024
Delivered a complete turnaround from 3 consecutive years of declining revenue growth and 3 months cash-on-hand to record setting revenue growth (3X) and earnings (20%+ EBITDA Margin). Led all related strategic planning and execution.
• Catapulted topline from $15M to $40M, took EBITDA from break-even to $8M (+20% Margin), eliminated all company debt, and improved cashflow position by 500%, creating the company's strongest balance sheet since incorporation.
• Set the company's first 5-year roadmap with clear growth and profitability goals.
• Right-sized the organization and better matched individual skillsets to functions.
• Developed product-based P&L to assess profitability and redefined product strategy and pricing model.
• Led company through sale process resulting in successful exit for $95M in October 2023
• Generated $250k+ in net interest income by utilizing transformed cash position to establish a first-ever investment portfolio.
• Catapulted topline from $15M to $40M, took EBITDA from break-even to $8M (+20% Margin), eliminated all company debt, and improved cashflow position by 500%, creating the company's strongest balance sheet since incorporation.
• Set the company's first 5-year roadmap with clear growth and profitability goals.
• Right-sized the organization and better matched individual skillsets to functions.
• Developed product-based P&L to assess profitability and redefined product strategy and pricing model.
• Led company through sale process resulting in successful exit for $95M in October 2023
• Generated $250k+ in net interest income by utilizing transformed cash position to establish a first-ever investment portfolio.
CNA National Warranty Corporation
Finance
Assistant Vice President – Financial Planning and Analysis
1/2017 - 8/2019
In a newly created role, set the vision and built out the business's first-ever FP&A organization that introduced next-level financial discipline and analytics-driven forecasting capabilities necessary to create visibility into product profitability and enable identification of trends that would take the $430M ARR LOB from good to great.
• Generated $7M in new revenue with $1M in contribution margin within 9 monthf developing and launching a multi-year quasi-loan program to support strategic partnerships and drive off competition.
• Sparked a $30M improvement in profitability by leading the assessment of a major product offering and developing a 4-year proforma based on profitability trends to steer changes in pricing model, factors, and rate adjustments.
• Managed all aspectf financial management and analytics. Defined KPIs and formalized a Quarterly Financial Performance Package to increase transparency and analytics to the levers driving underlying business results.
• Generated $7M in new revenue with $1M in contribution margin within 9 monthf developing and launching a multi-year quasi-loan program to support strategic partnerships and drive off competition.
• Sparked a $30M improvement in profitability by leading the assessment of a major product offering and developing a 4-year proforma based on profitability trends to steer changes in pricing model, factors, and rate adjustments.
• Managed all aspectf financial management and analytics. Defined KPIs and formalized a Quarterly Financial Performance Package to increase transparency and analytics to the levers driving underlying business results.
Western Alliance Bancorp.
Management Consulting
FP&A Consultant (Contract
1/2016 - 12/2017
Defined enterprise-wide best practices for leveraging Oracle PBCS business analytics tools to better measure business and build metrics. Lead consultant for Oracle Business Intelligence Cloud Services implementation.
LifeLock (NASDAQ: GEN)
Finance
Director – Financial Planning & Analysis
1/2014 - 12/2015
Led the evaluation, selection, and implementation of the $590M company's first cloud-based ERP solution to gain necessary data insights for maximizing retention and expanding average revenue per user.
• Created real-time visibility into key metrics, improved business agility, accelerated financial reporting, boosted data security, and reaped a lever-based forecasting model.
• Led a cross-functional team to identify and develop key SaaS financial (COA, NPV, ARPU, Retention) and operational metrics. Developed monthly performance review process and scorecard to create consistency and transparency.
• Created real-time visibility into key metrics, improved business agility, accelerated financial reporting, boosted data security, and reaped a lever-based forecasting model.
• Led a cross-functional team to identify and develop key SaaS financial (COA, NPV, ARPU, Retention) and operational metrics. Developed monthly performance review process and scorecard to create consistency and transparency.
Travelers
Finance
Director of Finance – Auto Claims
1/2011 - 1/2014
Steered finance-focused business analysis and process-driven reform across the $370M auto claims business unit yielding significant efficiencies, cost savings, and improvements in customer experience and retention.
• Ideated and championed an enterprise-wide procurement process that netted 20% in savingn LOB's vendor costs up for renewal or renewed in 2014. Leveraged economief scale to negotiate better terms and pricing.
• Designed a staff forecasting model providing well-defined insightn future staffing needs and business changes requiring a strategic shift; model was adopted company-wide.
• Ideated and championed an enterprise-wide procurement process that netted 20% in savingn LOB's vendor costs up for renewal or renewed in 2014. Leveraged economief scale to negotiate better terms and pricing.
• Designed a staff forecasting model providing well-defined insightn future staffing needs and business changes requiring a strategic shift; model was adopted company-wide.
Hanover Insurance Group
Finance
Financial Officer – Personal Lines
1/2009 - 1/2011
Led the regional carrier to grow book transfer premiums by 50% within 12 months, with a lower loss ratio, after developing a book profiling tool, acquisition strategy, and pricing model that enabled the company to selectively acquire bookf business that met the business's book profile appetite. Conceived and implemented a national agency planning model
Travelers
Finance
Regional Financial Officer
1/2007 - 1/2009
With full P&L responsibility, led the company's largest Personal Lines region to increase profitability by 4 ptn 20% of all premiums, enabling the firm to invest in new and growing markets and maintain a competitive advantage. Built and deployed countrywide tiered agency segmentation model
Hartford Financial Services
Finance
Sr. Financial Consultant / Sr. Actuarial Consultant / Sr. Financial Analyst / Sr. Accountant
1/2000 - 1/2007
Championed an industry-first, partnership-based debit/credit card payment option; Increased subrogation by 20%; Saved $20M in annual operating expenses by identifying organizational redesign and consolidation opportunities.