$4B academic medical center • $315M oncology and multispecialty group • 49 percent net revenue growth • $23M financial improvement plan • $40M integration savings • $1.3B acquisition lifecycle leadership •

Delivered a $23M EBITDA improvement plan at Mercy Iowa City, stabilizing cash flow and strengthening operational resilience during financial instability and pandemic pressures.
Grew net patient revenue from $215M to $315M at UCBC and UHA, achieving 49 percent growth through disciplined execution and scalable financial strategy.
Identified and led the realization of $40M in operating profit improvement during McKesson’s post-merger integration of PSS World Medical.
Restructured Atlantic Coast Bank’s $200M investment portfolio, reducing risk exposure and improving earnings during market volatility.
Secured $3M in annual EBITDA by resolving a critical Medicare issue and strengthening financial controls at UCBC.

Strengthened SEC, SOX, and regulatory compliance during Atlantic Coast Bank’s transition to a fully public company, modernizing structures and simplifying disclosures.
Enhanced governance and internal controls post-merger at McKesson by integrating audit frameworks, control environments, and enterprise financial systems.
Improved transparency across board, investor, and regulatory relationships by establishing reliable reporting systems and decision-support structures.

Elevated employee engagement scores by 24 points post-merger at McKesson by leading cultural alignment initiatives, clarifying expectations, and stabilizing teams through complex integration.
Built and scaled a high-performing 80+ professional organization across Finance, Revenue Cycle Management (RCM), and Accounting, embedding accountability and data literacy to support rapid enterprise expansion.
Provided executive-level stability and counsel to management and the Board, navigating teams through periods of market turbulence, complex M&A cycles, and organizational transformation to preserve trust and continuity.
Cultivated a collaborative culture and strengthened cross-functional alignment across operating, clinical, and corporate groups to ensure strategic initiatives were executed with financial discipline.

Reduced the month-end close timeline by 70% (from 10 days to 3) at HomeSide by redesigning workflows, modernizing reporting, and automating key processes.
Reduced denials by 81 percent and cut bad debt nearly 50 percent at UCBC through end-to-end revenue cycle improvements and strengthened operational processes.
Implemented Blackline enterprise-wide at McKesson, automating 1,000+ reconciliations, cutting prep and review time by 25 percent, and improving financial governance.
Increased organizational productivity by 20 percent at McKesson through governance modernization, workforce alignment, and system upgrades.

Directed the financial and operational integration of PSS World Medical into McKesson following a $2.1B acquisition, delivering significant synergy realization and systems alignment.
Supported IPO readiness and offering preparation for Atlantic Coast Bank’s $160M+ public offering, modernizing reporting and clearing all regulatory comments.
Led financial analysis supporting FDIC litigation and loss recovery, building frameworks to address systemic governance and credit failures.
Played a key role throughout HomeSide’s corporate lifecycle, including SEC reporting, valuation analysis, and readiness efforts for a $1.3B acquisition by National Australia Bank.

Led finance and operations across publicly traded, private equity backed, nonprofit, and multisite organizations ranging from mid-tier enterprises to multi-billion-dollar systems.
Delivered strategic and operational leadership in healthcare, financial services, banking, private equity MSO, distribution, and technology-enabled environments.
Developed scalable systems, governance models, and operating structures that supported sustained growth and organizational alignment across diverse industries.

Executive Overview: Experience and Impact