Debt/Equity risk modeling, Buyouts, Break-evens, Capital budgeting, Cash Flows, Competitive analyses, Merger synergy, Six Sigma project tracking, Liability management, GAAP, FASB, Decision trees, Simulation, Regression Analysis, Influence diagrams, Audits - SOX/Compliance, STARS, Buyout effects, Business plan pro formas, Hyperion finance suite, SAP Crystal Reports, SAS, Minitab, SQL, Microsoft Office, VBA, SharePoint, OmniPlus  

Work experience

Work experience
Nov 2011 - Present

Senior Forecaster


Create yearly, monthly and weekly volume and headcount requirement forecasts based on trend modeling and statistical analysis.

Developing workforce models to support rapid global expansion under changing business model.

Created widely distributed managerial dashboards, which presented complex workforce KPIs. 

Apr 2010 - Apr 2011

Operations Director


Managed largest and most profitable center in United States, and five supporting smaller locations.

Full income statement and balance sheet responsibility, including driving sales effort, contract negotiation and retention, product and service pricing and promotion.

Increased inventory turns to highest in company and drove significant decreases in DSO and bad debt liability.

Perfect record in safety, FDA, accounting audits and Sarbanes Oxley testing

Jul 2006 - Apr 2010

Senior Finance Manager


Managed $200 million medical equipment, pharmacy and infusion provider's month-end and day-to-day financial activities.

Created and presented yearly budgets, month-end reporting and monthly forecasts to senior executives.

Worked frequently with national sales vice president creating company-wide strategic initiatives using bespoke cutting-edge healthcare cost-to-serve models, improved pricing methodologies and contract pricing systems now used across the United States.

Educated, evaluated and measured financial performance of 30+ branch managers, area managers and operations vice presidents.

Jun 2003 - Jul 2006

Senior Finance Manager

Intermountain Healthcare

Managed regional finance team responsible for increasing profit margin by improving operational inefficiencies, strategic contracting, systems development and monitoring compliance risks.

Incrementally improved profit margin more than $5 million per year, every year.

Presented achievements to $6 billion healthcare system's board of directors, CEO and CFO.

Member of corporate Revenue Manager, Claims Development and Charge Capture teams.


Jun 2002 - Jul 2003


University of Utah