Results-driven Executive specializing in strategic planning, financial management, and team leadership. Implements operational improvements that enhance productivity and profit growth. Builds strong relationships with stakeholders and clients to achieve high-impact business outcomes.
Overview
13
13
years of professional experience
Work History
FP&A Consultant
VACO BY HIGHSPRING
Brentwood, Tennessee
10.2025 - Current
Executed financial reporting and analysis, improving clarity for executive decision-making
Performed financial due diligence, supporting client readiness for potential company sale
Analyze historical financial statements, cash flows, and key performance metrics
Assist in preparing materials for prospective buyers, including financial summaries and supporting documentation
Collaborated with leadership to identify risks and opportunities, driving strategic value creation
Establish new revenue recognition models and processes
Chief Financial Officer
OPEN ARMS CARE
Brentwood, Tennessee
08.2024 - 09.2025
Directed and coordinated daily operations of all financial components within organization.
Directly responsible for all financial reporting and FP&A functions.
Oversaw and directed corporate and regional accounting teams to enhance GL, AP, Treasury, Payroll, and RCM functions.
Directed comprehensive Treasury Management to optimize organization’s cash and investment resources.
Managed annual audit, contracting, and rate-setting processes through annual cost reports.
Launched new credit card program, RAMP, to enhance efficiencies and improve expense management across organization.
Deployed AP automation tool, Stampli, converting manual process into streamlined cloud workflow.
Transitioned accounting system from Microsoft Dynamics Great Plains to Oracle NetSuite, enhancing accounting processes and driving efficiency.
Facilitated discussion with Board of Directors on quarterly financial outcomes and annual budget for endorsement.
Senior Vice President - Finance
GRAHAM HEALTHCARE CAPITAL
Nashville, Tennessee
07.2023 - 06.2024
Orchestrated assistance for C-suite across multiple portfolio companies in addressing strategic finance requirements
Functioned as interim CFO for multiple organizations until full-time executive recruitment was completed.
Formulated long-range business strategies, forecasts, and budgets through collaboration with each company’s executive team.
Developed financial scorecards integrating operational and financial data to enhance fund and executive team monitoring of company performance.
Created diverse financial models and delivered presentations to fund CEOs and portfolio executive teams to align with organizational goals and demands.
Assisted with the identification and execution of business and financial opportunities and process improvements
Provided oversight of the month-end close process for the shared services and portfolio accounting teams to ensure accurate financial results
Vice President - Finance
US UROLOGY PARTNERS
Nolensville, Tennessee
09.2022 - 07.2023
Deployed Adaptive Insights to enhance efficiency in financial reporting and budget processes.
Direct comprehensive oversight of financial planning, forecasting, modeling, and analysis for Income Statement, Balance Sheet, and Cash Flow
Oversaw preparation of presentation materials for senior management, tracking and delivering comprehensive management reports on plan performance, including analysis and interpretation of actual financial results against plan
Collaborated and partnered with key stakeholders to translate business strategies and objectives into financial outcomes
Centralized finance lead throughout M&A activity, including deal construct/close, integration, and post-close value capture
Collaborated with operating teams and provided recommendations to achieve financial targets as well as drive improved profitability or operational efficiency
Developed, maintained, and established key performance measures (financial and non-financial) to support long-term performance and strategic objectives
Recommended and/or support process improvements, both financially and operationally, to enable growth
Actively helped develop skills and capabilities of the FP&A team members and assisted each member to achieve their career goals
Executive Director of FP&A
TIVITY HEALTH INC
Franklin, Tennessee
10.2019 - 09.2022
Deployed Adaptive Insights for enhanced budgeting process, reporting, and analysis starting in 2020.
Managed the budgeting process, resulting in the annual preparation of a budget, including the development of underlying budget assumptions, meeting with budget owners, and coordinating activities throughout the organization.
Prepared accurate monthly forecasts and reported the consolidated results back to the Executive Officer Team (EOT).
Compiled departmental financial statements and engaged with executive team members monthly to review results for respective areas and evaluate variances and forecast adjustments.
Collaborated closely with CFO and Executive Team to prepare and finalize presentation materials for Board of Directors meetings, including slide decks, bridge schedules, write-ups, etc.
Led capex planning meetings involving all essential stakeholders to establish future investment expenditures.
Accountable for executing all legal contracts to ensure business compliance agreements align with company objectives and to ensure projects are budgeted and forecasted appropriately.
Presented monthly results against budget and forecast to the CFO in the monthly close meeting.
Led team of two Senior Financial Analysts to deliver financial process support for leadership team directly.
Aided Accounting team throughout month-end close, confirming financial results met management expectations for accuracy.
Facilitated creation of materials for SEC reporting and filings.
CFO/Consultant
KRAFT ENTERPRISE SYSTEMS
Brentwood, Tennessee
09.2018 - 10.2019
Managed the company's finances, including financial planning, management of financial risks, record-keeping, and financial reporting
Provided leadership, direction, and management of the organization
Performed requirements gathering and documentation for new implementations for Adaptive Insights
Assisted clients with system implementations and built out financial models
Director of Accounting
COMPASSUS
Brentwood, Tennessee
09.2012 - 09.2018
Facilitated transaction for transitioning private equity investors.
Led accounting integration during four significant acquisitions in two years following private equity acquisition.
Achieved revenue increase from $200 million to $500 million in 2.5 years.
Implemented standardized reporting procedures to ensure compliance and efficiency.
Executed Microsoft Dynamics Great Plains implementation within 6 weeks to accommodate acquisition volumes.
Deployed Host Analytics as new financial reporting and budgeting application in Summer 2018.
Spearheaded establishment and implementation of organizational accounting policies and procedures.
Oversaw Month End Close process by guaranteeing timely completion of necessary journal entries, accounting reconciliations, consolidations, and financial analysis.
Facilitated monthly close meetings with CFO, VP Controller, and Finance leaders to review financial results.
Oversaw General Ledger team consisting of 8 staff members
Manage chart of accounts and oversee system administration for general ledger application
Directed annual year-end audit and financial statement preparation
Education
Master of Business Administration -
MIDDLE TENNESSEE STATE UNIVERSITY
Murfreesboro, Tennessee
01.2006
Bachelor of Business Administration - Finance
MIDDLE TENNESSEE STATE UNIVERSITY
Murfreesboro, Tennessee
01.2003
Skills
Financial Modeling
KPI Development
Budgeting and Long-Range Planning
Team Leadership & Scaling Organizations
Audit & Compliance
Treasury & Cash Management
Strategic Finance & FP&A
Board and Investor Reporting
M&A and Integration
Healthcare Finance
Private Equity Portfolio Support
Financial Systems Transformation
Prior Experience
American HomePatient Inc, 07/01/10, 09/30/12, Manager of Budgeting and Financial Analysis