Engagement Manager at CHARTIS (2025-01 – Present)
Consultant at CHARTIS (2021-01 – 2024-12)
Enterprise Transformation & Strategic Execution
- Led an enterprise-wide strategic transformation assessment for a top-ranked pediatric health system, evaluating capital structures across business units to support regional expansion; identified a critical modeling error and revised assumptions, unlocking $200M+ in value over 10 years — reshaping how the client approaches large-scale strategic transformation and capital decision-making going forward.
- Led a cross-functional organizational change initiative to stabilize and reposition a declining clinical service line, aligning regional demand data, physician compensation strategy, and operational planning into a clear 3-year execution roadmap, securing >$20M in funding for implementation.
- Spearheaded the financial feasibility assessment for a $2B capital budget for a new hospital, constructing a comprehensive 10-year proforma model using regional data and policy review.
- Served as a trusted strategic advisor to senior leadership at a $10B health system, synthesizing complex data into executive-level recommendations across 20+ enterprise-wide transformation initiatives, with the client adopting the top 5 for 2025 execution.
- Led cross-functional teams to design and implement academic and clinical funds flow models for multiple premier AMCs, achieving a 5% reduction in academic YoY spending; most recently owned a budgeting standards and funds flow redesign directly alongside an engagement Partner, developing a new analytical model spanning 18 departments and training the client team to operate it going forward.
- Designed a financial framework to assign credit and borrowing ratings for a health system seeking an independent risk rating, successfully integrated into annual fiscal year budgeting.
- Pioneered Chartis's first generative AI tool for GME FTE estimation — automatically extracting and structuring data from program guideline PDFs — saving 40+ hours per engagement and establishing a replicable internal AI capability.
- Drove adoption of a redesigned scheduling model across 200+ providers and 8 departments for a regional health system; leveraged ChatGPT to automate visit reason mapping, projecting $7M+ in annual revenue impact within a 2–3 month engagement.
- Managed separation planning for a ~$8B spin-off health system, analyzing financial relationships, operational dependencies, and impacts on both entities.
- Provided commercial due diligence for a leading private equity firm, evaluating customer relationships, revenue concentration, and operational scalability.
- Built and led high-performing consultant teams, managing up to 5+ direct reports; conducted formal performance reviews, provided coaching and development, and participated in MBA and analyst hiring committees — driving a 15% improvement in project delivery speed and client satisfaction.
Summer Senior Consultant – Health at ERNST & YOUNG, LLC (2020-06 – 2020-08)
- Designed a strategic improvement plan for a healthcare system to cut a 6-month backlog by 80% and save >$100K annually; created executive-ready presentation.
- Built a dynamic dashboard to benchmark program effectiveness after identifying discrepancy between goals and outcomes; client adjusted goals and identified improvement areas within two weeks of implementation.
Senior Integration Architect / Senior Technical Program Manager at Cerner (now Oracle Health) (2016-01 – 2019-12)
Program & Delivery Management
- Led matrixed program management for a $100M+ enterprise-wide EHR implementation at a top-ranked pediatric academic medical center, leading and directly managing a team of up to 10 across 5 multi-disciplinary deployments, including performance feedback and participation in analyst hiring committees; co-piloted one of the earliest patient video visit telehealth applications in 2017, ahead of widespread industry adoption.
- Redefined project change control process through iterative feedback and whiteboarding; improved quality audits by 30%.
- Led clinical workflow design sessions across 5-10 health system clients spanning radiology, surgery/anesthesia, revenue cycle, ambulatory practices, and ancillaries, including ICD-10 implementations; translated clinical input directly into EHR configuration to ensure workflows integrated seamlessly across departments.
- Designed and facilitated a proprietary multi-day strategic roadmapping process for health system executives, producing 5–10 year project roadmaps — adopted by 3 clients at the VP and C-suite level.
- Proposed KPIs for end-user efficiency and utilization; end-user adoption reached 95% in 3 months.
- Created JIT coaching workshops and training materials for 100+ health providers, enabling baseline productivity within one week of implementation.
Integration Architect at Cerner (now Oracle Health) (2013-01 – 2015-12)
Analyst at Cerner (now Oracle Health) (2012-01 – 2012-12)
