Experienced Financial and Technology Executive (15 years) known for agility and building high performance teams. Results-oriented leader recognized for possessing a unique combination of technical and analytical skills along with the ability to cultivate relationships and talent, translating into strong execution and optimized performance. Gained broad experience in general management, financial governance and operations, change leadership and strategy development. Proven track record of initiating and driving successful organizational initiatives by inspiring cross-functional teams, operational excellence and financial acumen.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Chief Financial Officer
HCR SOFTWARE INC
Provided leadership for the Company’s strategic planning and financial process. Lead re-design of resource management process and developed and implemented approach for integrating and managing a product portfolio of talent management software.
Directed the strategic process and facilitated the development of the Company’s portfolio of products providing marketing, sales support, negotiation of contracts and product strategy through effective collaboration with the Executive team.
Designed and implemented systems to evaluate performance against strategic objectives and ensure alignment throughout the business.
Led assessment of under-performing projects and developed a comprehensive improvement plan which resulted in successful implementations and financial rewards for the Company.
Redesigned the strategic investment process with current investors and created an additional funding arrangement to allow for product development and operational deployment of the product suite.
Vice-President Account Management
VURV TECHNOLOGY INC
Developed, managed and monitored product strategies, policies and controls to drive success for the Company’s newly created account management process. Additional responsibilities include management of enterprise business (Fortune 500) operational planning, marketing, developing and monitoring service level agreements (SLA) and relationship building.
Involved in high profile engagement with the customers Board members, CFO and CHRO developing methodology for operational deployment of new product offerings, product renewals, and effective communication with the executive team on strategy and performance.
Led the design of account management (technology, processes, people,) resulting in $2M increase in profit and 700% increase in new sales.
Tackled myriad of business and financial challenges including on-site group facilitation of JAR sessions, creating gap analysis, and negotiating both domestic and global software contracts. (Goldman Sachs, Owens Corning)
Led and developed product roadmap for Fortune 500 customers providing oversight for new product features.
Senior Vice-President and Chief Information Officer
PSS WORLD MEDICAL, INC
Led and managed Information Technology and numerous and complex acquisition implementations and integrations. Introduced and implemented innovative technology increasing profitability and customer satisfaction. Extensive experience presenting complex technology issues to Board of Directors and executive team.
Developed competitive edge technology by automating sales force (1000) increased sales by 30%, as well as an internet ordering system for new customers and re-orders which increased profits by 2% and increased customer retention two fold.
Leadership for the Company’s cornerstone strategy – Low Cost Producer Strategy and establishment of programmatic approach to communicate, align and execute company-wide. Result was over an 8% reduction in administrative cost per employee and a shift in culture and behaviors allowing us to remain competitive in the market place.
Established company-wide integration plan for a 30 day implementation of companies acquired (90) ahead of schedule and budget with minimal remediation.
Leadership of cross-functional teams for identifying and developing optimal business processes for complex financial and technology solutions such as, re-engineering 60 distribution locations for hardware, software and communication platforms using third party vendors.
Led pricing strategy development with cross-functional team resulting in improved sales, retention, profitability and migration to new products.
Strengthened development team; identified a need for new leadership and recruited and hired Chief Technology position, additionally added quicker development tools, implemented required development documentation and tracked projects deliverables and budgets.
Chief Accounting Officer
Provided vision and leadership for the design and implementation of strategic financial forecasting models, reflecting the rapidly changing product mix, underscoring the need for cost and capital structure modifications and ROI discipline for investing decisions (acquisitions) to achieve profitable growth and improve competitiveness.
Leadership for financial due diligence and offering presentations for the Company’s first and second public offering, ($200M).
Leadership for best in class accounting and SEC financial reporting. Streamlined all processes – reporting, payroll, purchasing, reconciliations, forecasting, collections, and cash processing resulting in a savings of 20% of administrative expense.
Developed and delivered educational sessions regarding risk-based capital which enhanced the financial acumen of the organization and identified improvement opportunities.
Worked with a team to enter the European market, gaining financing, and implemented the U.S. IT strategy.
Corporate Controller
Provided vision and leadership by increasing the company’s cash flow by $30M using the organization’s assets.
Created and designed financial forecasting models for 60 locations taking into effect the physician market place, competition, and acquisitions candidates.
Secured bank funding in a period of 60% growth ($150M- 350M) fueled expansion and profitability.
Managed financial, sales tax and IRS audits which never required adjustment to the financial statements.
Senior Manager Enrollment and Billing
FLORIDA BLUE (BLUE CROSS BLUE SHIELD OF FLORIDA)
03.2011 - Current
Current Responsibilities include the following:
Lead Compliance for Group and Commercial Business Includes 1.4. million members.
Lead all Audits for Florida Blue including internal audits, external audits, CMS, and MTM.
Lead Technology for Group and Commercial Business including building a customer system.
Lead for Business Integrity and Compliance
Lead COBRA for Florida Blue
Responsible for architecting, designing and overseeing the execution of MEC and ensure Florida Blue’s compliance in response to the Affordable Care Act (ACA).
Minimum Essential Coverage (MEC) ��Largest IRS mandate since the W-2. Designed the approach for Florida Blue by reading and interpreting numerous regulations. The IRS forms were processed and mailed to our members on time and on budget (over $1,000,000).
Lead the subsidiaries through obstacles, developed communication plans, worked with IM, Vendor Integration, trained call centers, developed DTP, SOP, FAQ and worked with an external vendor to accomplish the MEC inaugural year.
Business Lead/IT (HealthCare Reform)
Responsible for architecting, designing and overseeing execution of a holistic system to improve Florida Blue’s competitiveness in response to market pressures and the Affordable Care Act (ACA).
Designed approach and developed the roadmap to transform the Company’s operating model and compliance for ACA.
Garnered alignment, commitment and business ownership for ‘new ways of doing business’, including organization design elements (Legally, Systemically and Financially).
Projects include:
New Capitation System: Addresses new HealthCare environments (Accountable Care Organizations (ACO), Integrated Provider Associations (IPA), Integrated Provider Network (IPN) Incentive and Value based organizations)
Medical Loss Ratio: Affects the organization’s profitability (Largest ACA Mandate)
Medicare Gap D: First ACA Mandate (Medicare Part)
Education
Masters of Business Administration - undefined
University of North Florida
Jacksonville, FL
Bachelor of Science - Accounting
Jacksonville University
Skills
Experienced Financial and Technology Executive (15 years) known for agility and building high performance teams Results-oriented leader recognized for possessing a unique combination of technical and analytical skills along with the ability to cultivate relationships and talent, translating into strong execution and optimized performance Gained broad experience in general management, financial governance and operations, change leadership and strategy development Proven track record of initiating and driving successful organizational initiatives by inspiring cross-functional teams, operational excellence and financial acumen Areas of expertise include:
Strategic Planning & Execution
Governance/BOD/Audit Committee
Margin Enhancement & Cost Reduction
Talent Development/Team Building
Legal and compliance Background
Lean/Six Sigma/Continuous Improvement
Compliance Lead for Florida Blue
Investment Portfolio
Financial Turnaround
Internal Controls
Change Leadership
Technology Development
Partnerships & Alliance
Audit Lead -Florida Blue
Financial Planning & Reporting
Corporate Accounting (GAAP)
Financial Due Diligence
Performance Management
Facilities Management
Process Improvement
Head of Technology Florida Blue
Accomplishments
Developed a multi-year roadmap of product transformational opportunities that spanned the organization designed to innovate market expertise, (competitive edge) improve strategic positioning and substantially increasing profits by 20-30%.
Developed strategy, led programmatic approach and communications across the organization, while deploying the Accountable Care Act (ACA) largest programs.
Operated as on-site executive, responsible for synergy identification, group facilitation, business growth opportunity and product development protocols.
Developed approach and oversaw successful implementation of complex compliance/regulatory requirements including HIP, tax, and operational strategy for both Global and domestic companies.
Substantially enhanced organizational capabilities in financial and product capability by upgrading talent, achieving significant operational efficiencies and comprehensive technology.
Certification
PMP Certification
Certified Public Accountant
Florida Institute of Certified Public Accountants
Timeline
Senior Manager Enrollment and Billing
FLORIDA BLUE (BLUE CROSS BLUE SHIELD OF FLORIDA)
03.2011 - Current
Chief Financial Officer
HCR SOFTWARE INC
Vice-President Account Management
VURV TECHNOLOGY INC
Senior Vice-President and Chief Information Officer