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Executives in Transition - Healthcare Services CFO in Southwest







  • Oversaw company growth from 66 to 98 clinic locations and from $100M to $200M of revenue, becoming a top DSO in the U.S.


  • Led financial planning, forecasting, and strategic oversight for multi-billion-dollar contracts involving major non-profit hospitals, health plans, and medical groups.


  • Oversaw direct and indirect reports of over 30 people, including Controllership, RCM, and IT for multi-state DSO.


  • Successfully helped lead sale of company to new PE fund, including managing deliverables to outside bankers and consultants, responding to questions, and influencing the Quality of Earnings report.


  • Instrumental in the spinoff of payment platform from parent company, managing all SEC filings and multiple financial and operational separation activities.


  • Closed new $30M credit agreement and $15M of PE sponsor equity infusion.


  • Directed financial accounting and reporting activities for 78 clinical locations and 24 surgery centers, across 5 states.













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