Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Rusty Taylor

Hawthorn Woods,IL

Summary

Financial operating partner/executive leading transformational efforts from startup through $1B P&L in both turnaround and high growth scenarios. A legacy of building direct (teams as large as 75) and indirect teams leaving the organization with a better structure, more engaged employees and lifelong relationships. Full due diligence of mergers and acquisitions including integration of operations as well as exits to private equity and strategics. Deep experience in healthcare, medical device, healthcare software (SaaS), specialty pharmaceuticals, multi-site, and B2B/B2C manufacturing and distribution.

Overview

17
17
years of professional experience

Work History

Chief Financial Officer and Operating Partner

ICBD HOLDINGS, LLC
01.2023 - 01.2024
  • Lead all pitch creation and deliver for equity and debt capital raise
  • Scaled a high growth (4.5x revenue and 5.5x EBITDA) ABA multi-site platform including entering 6 new states and de novo clinic openings
  • Complete overhaul of accounting and financial practices; benefits selection and implementation; build out of full-service finance, accounting, treasury and tax functions (40 headcount in 10 months); executive dashboard creation; clinic selection and openings and 2 system implementations of financial and purchasing/supply chain/ expense management software
  • Review of revenue cycle operations for commercial as well as Medicaid programs across 9 states
  • Turnaround via operational and reorganization of multiple substance abuse business in preparation for sale.

Chief Financial Officer

MINDSTRONG, LLC
01.2022 - 01.2023
  • Provided operational expertise and support to members of the Executive Leadership Team
  • Responsible for company strategy in conjunction with the CEO, as well as oversight of financials, forecasting, budgeting, cost analysis, profit/ loss and maintenance of banking relationships
  • Lead all equity, debt and banking functions and negotiations, including cap table management, cap table strategy, investor relations, debt strategy and financial institution/ investment relationships
  • Management of full finance and accounting, revenue cycle, operations, strategy and data analytics.

Chief Financial Officer

AVIA HEALTH, LLC
01.2021 - 01.2022
  • Provided operational expertise and support to members of the Executive Leadership Team via direct management of the Operations team
  • Lead Committee and Board conversations related to financial strategy, financial and operational performance, and results
  • Lead all equity, debt and banking functions and negotiations, including cap table management, cap table strategy, investor relations, debt strategy and financial institution/ investment relationships
  • Structured merger and exit plan strategies for future business paths.

Chief Financial Officer

CONSTELLATION BEHAVIORAL HEALTH, LLC
01.2018 - 01.2021
  • Lead full financial and accounting cycle for all facilities including cash management, debt financing and covenants, bank, auditor, legal, information technology, revenue cycle and other external investor/partner relationships
  • 3 System selection and implementations of financial, HRIS and SalesForce software
  • Oversee provider compensation, productivity measures and contracting to ensure that budgetary, contractual compliance and incentive plans are aligned with overall goals
  • Assist in organic, de novo and M&A diligence and business integration
  • Evaluate opportunities and competitive positioning while protecting Constellation’s financial condition
  • Turnaround of a negative EBITDA entity into a $60MM private equity exit
  • Overhaul of entire front door from pre-sales through.

Chief Financial Officer

SMART CHOICE MRI, LLC
01.2017 - 01.2018
  • Engaged in raising capital from payers, health systems, physicians and private equity to support rapid future growth and expansion to a national footprint - $8MM secured with a pipeline of $20-30MM
  • Lead full financial and accounting cycle for MRI centers including cash management, debt financing and covenants, bank, auditor, legal and other external investor/partner relationships in addition to operational efficiencies
  • Create a data analytics and visualization platform to provide decision support and drive growth across new and existing markets
  • Responsible for driving same site growth through top-line organic volume from direct to consumer, new partnerships with payers, physicians and health systems, and driving de novo MRI centers
  • Reduced financial close cycle by 15 days.

Group CFO

SURGICAL CARE AFFILIATES
01.2016 - 01.2017
  • Finance head for $330 MM system-wide revenue region with 30 surgical centers in addition to launching into new international markets –10% growth in revenue and 15% growth in EBITDA
  • Lead full financial and accounting cycle for surgical centers and group including cash management, debt financing and covenants, bank, auditor, supply chain and other external partner relationships
  • Responsible for driving same site growth through top-line organic volume, new partnerships with physicians and payers, and driving development acquisitions (5 closed deals totaling $80MM) and de novo surgical centers including integration of operations
  • Partner with regional operational leaders to drive center and regional level growth through organic opportunities, new physician partners, payer innovation and center level board membership.

Vice President, Finance & Client Success (CFO)

ZYNX HEALTH INCORPORATED (Hearst Health)
01.2011 - 01.2016
  • Direct and perform all finance and accounting activities including variance analysis, bonus administration, accounts payable/receivable, expense policy creation/oversight, budgeting/forecasting, strategic planning, merger/acquisition analysis, cash flow, risk and asset management, auditing and board presentation
  • Head of client operations, which includes leadership of client experience, account management, project management, clinical informatics, sales operations and client support teams driving client retention, software implementation and client issue resolution
  • Financial lead on $640 MM acquisition adding a $36 MM operating income business to the portfolio
  • Increased operating margin by 15% ($3.7 MM) in a declining revenue environment
  • Partner with sales leadership on deal structure, sales proposal and contracting, vendor/channel relationships, incentive compensation structure, weekly pipeline reviews, organizational structure and Salesforce.com implementation
  • Increased client retention by 81% resulting in over $10 MM of retained annual recurring revenue (ARR).

Director, Finance and Administration

YOKOHAMA TIRE CORPORATION
01.2007 - 01.2011
  • Led quantitative analysis and business intelligence research as it relates to part skus, tread patterns, product lines for each customer, market segments and for the business leading to unit and revenue growth of 30% - $200 MM
  • Responsible for financial reporting, analysis and forecasting to North American subsidiary and Japanese parent as well as pricing support, purchasing, month end accounting activity, audit/J-SOx support, production cost and inventory analysis and executive presentations
  • Member of executive committee and steering committees for company structure, process improvement, IT systems and sales/marketing strategy
  • Created and administered all sales and marketing programs with annual expense of $100MM
  • Standard cost accounting oversight of global manufacturing plants with impact analysis on budget/forecast/actual.

Education

MBA - Strategy and Finance

University of Southern California
Los Angeles, CA

BS - Business Management

Pepperdine University
Malibu, CA

Skills

Acquisition Integration

Auditing

Budgets

Business Strategy

Cash Flow

Corporate Finance

Cost Accounting

Data Analysis and Visualization

Due Diligence

Financial Modeling

Financial Reporting

Financial Statements

Internal Controls

Leadership

Mergers & Acquisitions

Organizational Effectiveness

Performance Dashboards

Performance Improvement

Pricing

Process Improvement

Project Management

Strategic Planning

System Implementations

Team Building

Variance Analysis

Timeline

Chief Financial Officer and Operating Partner

ICBD HOLDINGS, LLC
01.2023 - 01.2024

Chief Financial Officer

MINDSTRONG, LLC
01.2022 - 01.2023

Chief Financial Officer

AVIA HEALTH, LLC
01.2021 - 01.2022

Chief Financial Officer

CONSTELLATION BEHAVIORAL HEALTH, LLC
01.2018 - 01.2021

Chief Financial Officer

SMART CHOICE MRI, LLC
01.2017 - 01.2018

Group CFO

SURGICAL CARE AFFILIATES
01.2016 - 01.2017

Vice President, Finance & Client Success (CFO)

ZYNX HEALTH INCORPORATED (Hearst Health)
01.2011 - 01.2016

Director, Finance and Administration

YOKOHAMA TIRE CORPORATION
01.2007 - 01.2011

MBA - Strategy and Finance

University of Southern California

BS - Business Management

Pepperdine University
Rusty Taylor