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Work Background
Kaiser PermanenteSenior Finance Manager, FP&A - Enterprise Business Services || Healthcare Technology Management
Feb. 2020San Francisco Bay Area- Finance lead to manage the annual $250M+ operating budget across the Clinical Technology enterprise.
- Subject matter expert in helping standardize the Clinical Technology finance practices and reporting across all 8 of KP’s regions. - Responsibilities include driving timely month-end close, financial reporting, budgeting and forecasting, statistical reporting, compliance, human resources and staffing, evaluating opportunities for growth, operations improvement & efficiency, and cost containment. - Responsible for 3 direct reports to drive timely and accurate month-end close, while consistently meeting the demanding schedules and shifting priorities of the organization.
- Monitors and evaluates highly complex strategic plans; focuses on results and measuring attainment of outcomes.
- Formulates highly complex, effective strategies consistent with the business and competitive strategy of the organization and/or functional area.
- Finance lead on a hand selected procurement team during the COVID -19 pandemic which was established to support $250M in Clinical Technology purchase orders for equipment/devices ranging from ventilators, patient monitors, large volume pumps, and consumables to service our members/communities.
Kaiser PermanenteBusiness Consultant/Analyst Specialist, Enterprise Business Services || Business Solutions Group
Aug. 2018 - Jan. 2020San Francisco Bay Area- Manage the enterprise wide cost structure analysis and FTE count for all revenue cycle functions.
- Accountable for all financial, modeling and cost structure work-streams supporting the $500M Revenue Management investment business case.
- Finance owner and project lead for development of the enterprise wide strategic financial plan for Medical Financial Assistance which will standardize financial reporting while also helping KP’s 12M+ members.
Kaiser PermanenteFinancial Consultant, Business Development & Strategic Partnerships || Mergers & Acquisitions
Sep. 2016 - Aug. 2018San Francisco Bay Area- Provided cross functional budget vs. actual and waterfall analytics for the Group Health integration valued at $1.7B
- Supported and managed the financial process for 2018 joint venture partnership with Emory Health System ($2.2B) which included financial modeling, valuation, integration, and capital/capacity planning.
- Led the economic modeling process for potential greenfield markets, including all M&A activity. - Built and managed regional, departmental, and functional operating budgets.
- Provided analytical support and reporting to senior executives and C-Suite for new markets and summarized with dashboards to assess value/risk.
- Integral member of the end to end transaction process, partnering with 3rd party bankers/consultants as well as cross functional KP leaders on valuation, asset transformation, financial modeling, strategy, transition, and post-merger integration.
High Fives Non-Profit FoundationBoard of Directors & Executive Treasurer
Jan. 2015Truckee, CAHigh Fives Non-Profit Foundation, based in Truckee, CA, became an official 501c.3 non-profit on January 19, 2010. Founded by Roy Tuscany, the Tahoe-based Foundation supports the dreams of mountain action sports athletes by raising injury prevention awareness while providing resources and inspiration to those who suffer life altering injuries.
Tahoe Forest Health SystemSr. Finance & Capital Asset Manager
Nov. 2010 - Sep. 2016Truckee, CA- Led district wide management of the budget build, reporting protocols, and cash collection.
- Managed cost accounting controls, contract management protocol, and service line analysis.
- Calculated monthly contractual allowances for commercial and government payors.
- Assisted C-Suite with revenue analysis, expense forecasting, and strategic planning for the healthcare system and district. - Built district wide KPIs and worked with sensitive data while maintaining HIPAA compliance. - Worked in a cross functional environment which streamlined and improved vital data and reporting abilities.
- Developed and maintained reporting tools that provided accurate and repetitive reporting across disparate databases. - Coordinated and managed $50m capital budgeting process and procurement schedules.
Sierra CollegeAdjunct Faculty - Tahoe/Truckee Campus
Aug. 2010 - Aug. 2016Truckee, CA- Fundamentals of Microeconomics
- Fundamentals of Macroeconomics
Exigen ServicesSr. Finance & Global Operations Associate
Mar. 2008 - Oct. 2010San Francisco, CAExigen Services is an operating arm of the Exigen Capital ecosystem portfolio providing an array of business process outsourcing solutions for Fortune 500 clients. - Assisted in audit preparation, processing A/R & A/P, collections, & GAAP financial reporting.
- Managed the commission/compensation analysis, pipeline reporting, back-log, and flux analysis for CEO and senior leadership.
- Worked with finance leaders and other cross functional teams to analyze and report bookings, revenue forecasting, revenue reporting and sales territory performance. - Built Budget vs. Actual reporting and modeled assumptions for SG&A, T&E, revenue, backlog, and pipeline. - Implemented daily dashboards for Executive team which included multinational cash flow & treasury analysis.
- Supported global reconciliation and close processes.
- Executed and integrated 3 M&A transactions and asset transfers in Europe, US, and China.
VinfolioInventory Accountant & Financial Analyst
Jan. 2007 - Feb. 2008San Francisco, CA- Partnered with CFO to support the integration of our internal finance application, and generated analytics to improve productivity within operations. - Reconciled $2.5milion of inventory to integrate our web application, physical ATP Count, and financial system of record. - Supported the CFO in the implementation and build out of enterprise reporting for KPI purposes. - Streamlined business process for the allocation and fulfillment cycles. - Reconciled general ledger and operational (cycle count) to maintain accurate inventory.
- Assisted in implementing financial systems protocol and internal controls that contributed to a 150% increase in revenue. - Provided ad hoc analysis in inventory turnover, inventory aging, purchase order sell-through, sales velocity, order frequency, A/P, A/R, and financial drill downs.
Corbett Capital, LLCPrincipal/Market Maker
Jul. 2004 - Dec. 2006San Francisco, CAMember of the Pacific Stock and Options Exchange - now the Archipelago Exchange
Member of the Chicago Board Options Exchange.
Market Maker in equity derivative products.
Kovell Caldwell LLCLead Market Maker
Jun. 1997 - Jun. 2004San Francisco, CA- Equity derivative trader & Lead Market Maker Specialist - Licensed member of both the Pacific Coast Options Exchange (PCX) and Chicago Board Options Exchange (CBOE). - Provided investment solutions to clients with respect to hedging strategies, execution of synthetic derivatives, data research, and operational support.
- Actively traded a $100M+ institutional derivative portfolio.
- FINRA Series 7 & Series 3 Licenses.
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