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Coordinates workflows, timelines, deliverables, and priorities across multiple grant engagements. Prepares and formats proposals, reports, and client materials; performs detailed quality control; tracks requirements, deadlines, questions, and next steps; organizes project information; identifies missing details and process gaps; collaborates with consultants and project leaders; and supports process improvements.

Lead complex CFO advisory engagements for healthcare organizations, advise CEOs and Boards on finance strategy, and build VMG Health's CFO service line. Develop scalable tools, quality processes, and mentor consultants while driving business development and practice growth.

Manage and scope healthcare valuation engagements, lead project teams, ensure timely accurate deliverables, maintain client relationships, mentor staff, and apply valuation methodologies and financial modeling to form valuation opinions.