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Specializes in bridging the traditional gap between Finance & Strategy and Product Management departments. By embedding financial discipline directly into the product development lifecycle, this advisor helps organizations cultivate an environment where financial influence shapes the product roadmap from inception, driving better commercial outcomes.
Advises leadership teams on navigating the operational and financial complexities of managing large-scale global business units exceeding $1.3B in annual revenue. This expert provides the strategic blueprint for balancing aggressive top-line growth with healthy margin optimization, ensuring that massive scale does not erode corporate profitability.
Serves as a strategic partner to the C-suite by building robust, flexible forecasting tools—including sophisticated bookings, revenue, and expense models. This expert advises on the development of comprehensive 5-year long-range financial plans, equipping executive teams with the scenario-based data necessary to evaluate risks and make high-stakes corporate decisions.
Helps leadership teams cut through financial noise by introducing modern operational efficiency metrics that realign how a business measures success. This advisor specializes in financial storytelling, translating complex, multi-layered revenue drivers into intuitive 'revenue math' frameworks that non-finance executives can instantly digest and act upon.
Self-Employed · New York, NY
Advising private equity firms, health system boards, and digital health startups on strategy, M&A, and market positioning. Serving on three advisory boards.
Meridian Health Technologies · Boston, MA
Advising private equity firms, health system boards, and digital health startups on strategy, M&A, and market positioning. Serving on three advisory boards.
Goldman Sachs · New York, NY
Advising private equity firms, health system boards, and digital health startups on strategy, M&A, and market positioning. Serving on three advisory boards.
McKinsey & Company · Washington, D.C.
Advising private equity firms, health system boards, and digital health startups on strategy, M&A, and market positioning. Serving on three advisory boards.
Bain & Company · Boston, MA
Advising private equity firms, health system boards, and digital health startups on strategy, M&A, and market positioning. Serving on three advisory boards.

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