Healthcare Data Analytics Interim CFO and Expert

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This healthcare data interim CFO is a financial executive and serial entrepreneur. He has extensive experience working with high-growth, investor backed global SaaS based data analytics and healthcare companies ranging in size from pre-revenue to $100M+. He has a proven record of collaborating successfully with company leadership and boards on strategy, operations, mergers and acquisitions, and with building high performing finance & accounting teams across multiple companies.

• 30+ years of experience
• Senior Finance leader
• Close to $2B in M&A transactions
• $35M funding raise ($31M VC, $4M Bank)
• Technology, Data & Healthcare Background
• Plans strategically; acts operationally
• Skilled in profit & process improvement
• Knowledgeable on several ERP systems and Accounting Software with connected SaaS packages
• Experienced with Board and Investor Relations

Relevant Accomplishments

  • Teamed with Informed Access Systems’ CEO, CFO and senior team to grow the company through 2 acquisitions and the purchase of a high-growth company – ultimately resulting in the sale of the company to McKesson for more than $1 Billion.
  • Worked with CEO and Exec. VP on the sale of Innovative Healthcare Delivery LLC (a women & minority owned company) to NaviHealth/Optum.
  • Teamed with Finali CEO on M&A strategy and negotiation, and managed all other aspects of getting deals to close (including preparing a Private Placement Memorandum – essentially an S-4 filing or a private company) and sale of the company.
  • Turn around – IVR business for Convergys resulting in an improvement in profits of 20%+ YOY (strategic focus on fixing antiquated unscalable technology).
  • Evaluated and corrected root cause issues with Acxiom’s email & direct mail marketing teams (including customer satisfaction, employee satisfaction, inefficiencies of the 2 teams, stagnant revenues and falling profits) which resulted in an increase of revenues >$10M in the first year and increase in profits of $8M in the same period.
  • Built financial systems and reporting for GAAP, high growth and efficiency. Managed accounting, FP&A, and administrative teams of up to 20 people. Also managed Rick Insurance portfolio, Legal team and others.


    • Chief Financial Officer, Big Cloud Analytics, Inc.
    • Chief Financial Officer, Innovative Healthcare Delivery, LLC
    • Vice President Finance & Business Operations, Acxiom Corporation
    • VP Finance, Convergys Corporation
    • Chief Financial Officer, Finali Corporation (acquired by Convergys)
    • VP Finance, McKesson
    • VP Finance and Accounting, Access Health, Inc. (acquired by McKesson)
    • Controller, Informed Access Systems, Inc. (acquired by Access Health)
    • Sr. Analyst, Lockheed Martin
    • Senior Accountant (Audit), Deloitte
    • Strategic Advisor – Ongoing for various companies needing M&A and Market Position Expertise


    • Certified Public Accountant (in-active status)
    • Bachelors of Science, Concentration in Accounting, Colorado, State University
    • Graduate Level Accounting Courses
    • Continuing Education seminars & training
    • Member American Institute of Certified Public Accountants
    • Member SOFTWARE Colorado
    • Member, The CFO Leadership Council
    • Member, Financial Executives International

Company / Industry Experience

    • Big Cloud Analytics, Inc. (VC Backed Startup)
    • Big Cloud Analytics, Inc. (VC Backed Startup)
    • Acxiom Corporation (Public Company)
    • Acxiom Corporation (Public Company)
    • Finali Corp (VC Backed Startup)
    • McKesson (Public Company)
    • Access Health (Public Company)
    • Informed Access Systems, Inc, (VC Backed Company)
    • Lockheed Martin (Public Company)
    • Deloitte (Big 4 accounting Firm)
    • Healthcare Technology & Services
    • Big Data & Analytics
    • Technology – SaaS
    • eCommerce

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