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Work Background
Black Diamond CFO SolutionsFractional CFO
Apr. 2025Colorado Springs, Colorado, United StatesServices: Financial Reporting, Financial Planning & Analysis, Cash & Treasury Management, Technology and Vendor Evaluation, Real Estate Finance, Healthcare Finance, Mergers & Acquisitions
Colorado Springs Orthopaedic GroupChief Financial Officer
Feb. 2023 - Oct. 2024Colorado Springs, Colorado, United StatesLed enterprise financial functions with oversight of FP&A, A/P, payroll, banking/treasury, debt, tax, insurance, and the 401(k) plan. Managed and developed 4 direct reports, supporting this independent orthopedic medical group with 18 physicians and 18 physician assistants. Guided financial discussions and strategies for this business with $75M in annual revenues and 300 employees.
Fox Valley OrthopedicsChief Financial Officer
Jul. 2012 - Feb. 2023Geneva, IllinoisEntering the healthcare landscape, I was recruited by this physician-owned institute to develop streamlined processes and systems that would elevate financial reporting, improve data-driven decision making, and reinvigorate growth. I manage all financial functions with oversight of FP&A, revenue cycle management, A/P, payroll, banking/treasury, debt, tax, purchasing, insurance, and the 401(k) plan. I partner with the CEO and owners to analyze financial performance, surface opportunities, and guide strategic action. Wins over my tenure include: ✓ Transformed antiquated financial processes to drive expense savings by consolidating systems, eliminating redundant overhead, and leveraging leading edge technologies to connect systems and improve data-driven decision making. ✓ Improved time of service collections through implementation of tablet and mobile patient registration and payment solution and elimination of paper processes. ✓ Converted payroll and 401(k) plan services to cloud-based solutions to advance data integration with inter-connected systems for real-time data accuracy, greater reporting functionality, and more efficient administration.
✓ Championed extensive process improvements to foster culture of continuous improvement including advancing business workflows. ✓ Drove evaluation and integration of potential partners to introduce physical therapy service line with direct ownership of all revenue cycle processes.
Grant Thornton International LtdManager, Global Risk & Regulatory
Jun. 2009 - Jul. 2012Greater Chicago AreaBuilding on my entrepreneurial and global experiences, I was recruited to develop GTI’s global business systems and teams focused on commercial, regulatory, and reputational risk. I led global risk management operations that encompassed conflict checking for client and business relationships, monitoring partner security holdings for audit independence, and background screening on new member firms. During my time, my impacts included: ✓ Innovated improved processes and leveraged IT resources to streamline international family tree research and elevate member firm communications concerning highly regulated accounting industry requirements. ✓ Designed and delivered training programs to new team members on risk management systems, and to outsourced teams in India on administration of conflict checking and corporate family tree research.
✓ Led as SME for web portal application project to automate and strengthen GTI’s international conflict checking system.
✓ Headed international team in the transformation of risk management policies and procedures surrounding client and business conflict checking. Authored amended policy document.
Highland Capital AdvisorsPrivate Equity Investment Consultant
Jun. 2005 - Jun. 2009Greater Chicago AreaLeveraging my experience as a closely held business shareholder and executive, I founded and grew a boutique consulting firm centered around the research and evaluation of acquisition opportunities for private equity firms and corporations. The firm offered the full scope of industry research, proprietary deal flow generation, and target pre-qualification. Selected achievements included: ✓ Trusted to drive comprehensive assessments across diverse and complex industries including upstream O&G equipment manufacturing, environmental, IT, laboratory & medical, metal fabricating, environmental control, industrial process control, child education, security, and food products.
✓ Spearheaded sourcing and qualification for 200+ investment and acquisition opportunities ranging from $2M to $250M.
H. A. Phillips & Co.Chief Executive Officer & Chief Financial Officer
Jun. 1992 - Jun. 2005Greater Chicago AreaDeferring my medical school admission, I joined my family’s industrial refrigeration manufacturing business right after college due my mother’s failing health. I ended up not going to medical school and took over executive management of the company upon the request of my family’s shareholders. As CEO & CFO, my role encompassed strategic planning, P&L management, FP&A and general operations. This experience not only cultivated my business and entrepreneurial savvy from an early age but fueled my pathway to an MBA and success in a diverse range of industries. Leading the business to growth and improved financial performance, achievements spanned: ✓ Catapulted sales 100% with 4x gains to shareholder equity. ✓ Boosted sales performance 16% year 1 by driving strategic acquisition of refrigeration valve unit of Wolf-Linde, Inc.,
✓ Advanced manufacturing and warehousing infrastructure and opened pathways for increased revenue. ✓ Closed deal to secure business as exclusive U.S. distributor for Danfoss A/S of Denmark. ✓ Lowered reliance on in-house sales engineers and drove sales growth with improved regional sales and technical support. ✓ Sold business for 5x EBITDA to a group of private investors.
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