Resume

Specialties Link to heading

  • ERP / SaaS business systems strategy & execution
  • Leading distributed and remote global business systems teams
  • Global multi-currency and multi-book consolidation & reporting
  • Quote-to-Cash (Q2C), usage-based billing, subscription/consumption models
  • Medical billing and healthcare industry revenue cycle
  • Implementation & optimization of key platforms: NetSuite, Zuora Billing, Coupa, Ramp, Workato
  • Systems governance, integration architecture, data flows & controls (SOX/compliance readiness)

Experience Link to heading

Lyra Health - Burlingame, CA (Remote) Link to heading

Senior Director, Head of Financial Business Systems, Aug 2025 - Present
Director, Head of Financial Business Systems, May 2021 - Aug 2025

  • Defined and led the global financial systems strategy aligned with enterprise growth across finance and accounting.
  • Built a global team from the ground up, establishing structure, roles, and processes to support rapid international growth.
  • Spearheaded implementation of NetSuite features and modules (Advanced Financials, Dunning, Fixed Assets, Multi-book, Multi-currency, SuiteTax), Zuora (usage billing), Coupa (procurement), Ramp (virtual cards), and Workato (automation) to support scalable business models.
  • Consolidated multiple global acquisitions (AMER, EMEA, APAC) onto NetSuite; localized tax and e-invoicing compliance across regions.
  • Spearheaded a Snowflake data warehouse (Fivetran, dbt) ingesting data from NetSuite, Zuora, Coupa, Salesforce, and other GTM/finance apps.
  • Authored NetSuite multi-book and multi-currency dbt features accepted into Fivetran’s public codebase.
  • Automated business user provisioning via Okta and Workato workflows, reducing provisioning time and manual error.
  • Enhanced audit-readiness by aligning architecture, access, and controls with SOX compliance standards.

AmSurg Corp - Nashville, TN Link to heading

Senior Director of Financial Services (Finance Transformation), Apr 2018 – May 2021

  • Led data warehouse initiative creating a ‘single source of truth’ for billing, accounting, and operations across 300+ entities.
  • Orchestrated integrations for acquisitions including chart of accounts design, and reporting infrastructure.
  • Spearheaded a custom web application automating ~$1B annual revenue recognition.
  • Core team member in consolidation and reporting for 300+ entities with variable ownership structures.
  • Coached and mentored accountants and managers to strengthen financial analysis and systems understanding.

Director of Financial Services (Finance Transformation), Jul 2016 – Apr 2018

  • Managed accounting and systems integration for newly acquired surgery centers including budgets, opening balance sheet, and go-live support.
  • Developed SSRS and Cognos reports for senior management analytics across finance and operations.
  • Improved month-end close through SharePoint and Nintex-driven workflows, enhancing process efficiency and control.

Manager of Financial Services II (GL Accounting), Jun 2011 - Jul 2016

  • Led accounting staff for 30+ surgery centers, overseeing monthly close, budgets, and operational financial support.
  • Replaced paper-based processes with digital workflows, saving over one million sheets annually.
  • Created dashboards and reports improving executive visibility.

LifeWay Christian Resources - Nashville, TN Link to heading

Financial Analyst (FP&A), Jan 2009 - Jun 2011

  • Performed budgeting, forecasting, and strategic reporting for multiple departments.
  • Assisted in the design of a financial data warehouse integrating financial and customer data sources.

Deloitte & Touche LLP - Nashville, TN Link to heading

Senior Consultant, Data Quality & Integrity, Sep 2006 - Oct 2008

  • Delivered audit and consulting services for Fortune 500 clients using computer-assisted audit techniques (CAATs).
  • Served as data specialist for external audit teams; led data testing and control evaluations across global operations.
  • Member of the inaugural Nissan North America audit team following HQ relocation to Tennessee.
  • Worked cross-regionally (US & India) gaining early exposure to global systems and teams.

Additional Experience Link to heading

Belmont University - Nashville, TN Link to heading

Adjunct Professor of Accounting, College of Business Administration, Aug 2009 - Dec 2009

  • Taught Accounting Principles II to 30 students.
  • Created presentations, tests, assignments, and games to facilitate classroom learning.

Education Link to heading

Belmont University - Jack C. Massey Graduate School of Business Link to heading

Master of Accountancy, 2005 - 2006

  • GPA: 4.0; full scholarship via graduate assistantship.

Belmont University Link to heading

Bachelor of Business Administration, 2000 - 2004

  • GPA: 3.9; four-year academic scholarship recipient.

Volunteering Link to heading

Belmont University Link to heading

Business Systems & Analytics Advisory Board Member, Mar 2024 - Present

Honors Link to heading

  • Federation of Schools of Accountancy 2006 Student Achievement Award

Associations Link to heading

  • American Institute of Certified Public Accountants
  • Tennessee Society of Certified Public Accountants

Certifications Link to heading

Courses Link to heading