Case Study Details
Academic Health System Strategy Team
📝 Overview
The strategy organization within an academic health system was managing critical functions—clinical revenue, grant funding, expenses, and staffing—across fragmented systems and spreadsheets. Disparate storage of financial records led to inconsistencies, delayed reporting, and limited visibility for executive leadership. Without a centralized view, the organization struggled to evaluate financial sustainability, coordinate planning efforts, or make data-driven decisions.
⚙️ Approach
I was brought in to create the organization’s first fully integrated financial reporting and planning toolkit—breaking down silos and equipping teams with the tools and training needed to manage finances more strategically.
🔗 Data Integration & Modeling: Consolidated siloed departmental data into a single financial model. The model automated manual workflows and integrated revenue, expense, and cash flow tracking across the organization.
📊 Custom Reporting Dashboards: Designed dashboards tailored to the needs of different stakeholders—from high-level executive summaries to granular tools for grant managers and department leads.
🎓 Staff Training & Handover: Provided training and documentation to internal operations teams to ensure full ownership of the new tools. This reduced dependence on external consultants and supported long-term sustainability.
🎯 Results
🧩 Replaced disconnected spreadsheets with a unified, interactive financial model
🏗 Enabled coordinated planning across grants, capital projects, and staffing
⏱ Significantly reduced time spent on month-end close and budget cycles
🧠 Increased operational self-sufficiency by empowering internal teams with skills and tools
💡 Value Add
This engagement established a repeatable financial management process where none had existed. By embedding financial ownership within the organization and providing practical, user-driven tools, the project shifted the institution from reactive data wrangling to strategic financial stewardship—laying the groundwork for long-term resilience.
Multi-State Telehealth Provider
📝 Overview
A multi-state virtual care provider preparing for further expansion was hindered by outdated systems and inefficient financial processes. Payroll was managed through Paylocity—a platform too complex and expensive for the team’s needs—while accounting was handled via a patchwork of spreadsheets. These tools limited financial visibility, slowed reporting, and created friction across the organization at a time when leadership needed streamlined operations and reliable data to support growth.
⚙️ Approach
I led a systems transformation that modernized payroll, accounting, and reporting infrastructure—improving day-to-day efficiency and enabling more strategic oversight.
💼 Payroll & HR Modernization
Replaced Paylocity with Gusto, reducing complexity and cost. I designed a new timesheet process, managed employee communications, and ensured a seamless company-wide transition.
📘 Accounting System Upgrade
Implemented Xero to replace manual spreadsheets. I customized the chart of accounts, integrated banking and payroll feeds, and trained internal users to manage the platform with confidence.
📊 Consolidated Financial Reporting
Developed a centralized P&L and extended forecast model reflecting the value-based care (VBC) operating model that allowed leadership to track performance, test growth scenarios, and make proactive budgeting decisions.
🎯 Results
⏱ Reduced time spent preparing financial reports by over 50%
💲Cut costs by transitioning to leaner, more effective tools
📈 Delivered the company’s first extended forecast
🔐 Increased clarity and confidence across the leadership team
💡 Value Add
By simplifying the financial tech stack and introducing scalable, user-friendly tools, I helped the organization plan growth initiatives. The new infrastructure not only reduced administrative burden—it also gave leadership the visibility they needed to plan state-by-state expansion confidently, communicate clearly with stakeholders, and make timely, data-informed decisions.
VC-Backed Healthcare Startup (Series C)
📝 Overview
A startup telehealth clinic faced ongoing uncertainty around hiring and service expansion. Although clinical demand was rising, leadership lacked a reliable way to forecast revenue or cash flow—making it difficult to plan for growth, manage risk, or communicate with the board. Existing tools provided limited insight into future performance, leaving decision-makers in reactive mode.
⚙️ Approach
I developed a financial forecasting framework that enabled leadership to make confident, forward-looking decisions tied to actual operating data.
📈 12-Month Rolling Forecast
Built a dynamic model projecting revenue and cash flow based on historical performance, payer mix, visit trends, and staffing plans. The model updated with monthly actuals and supported scenario testing across service lines and contracts.
👥 Hiring Alignment
Translated the forecast into clear financial thresholds that triggered new hiring decisions—ensuring cash flow could support headcount growth and reducing the risk of premature expansion.
📑 Board-Ready Outputs
Created visual dashboards and reports tailored for board review, designed to inform capital planning, staffing strategy, and new service line development.
🎯 Results
📊 Maintained <5% variance between forecasted and actual revenue over multiple quarters
🧠 Enabled leadership to time hiring decisions with greater accuracy and confidence
🏥 Supported decision-making on expansion into new geographic areas
🧭 Strengthened strategic planning at the board level through more accessible financial insights
💡 Value Add
The forecasting model became a cornerstone of the clinic’s planning toolkit—connecting finance with operations in a practical, actionable way. It empowered leadership to make growth decisions grounded in data, align staffing with demand, and strengthen the clinic’s long-term financial stewardship.