Management Financial

ROBERT A. GERGER

**** ***** ****** ***. ******, CA 92867 949-***-**** *******@*******.***

CHIEF FINANCIAL OFFICER / FINANCE DIRECTOR

20+ years of finance and accounting high-level leadership experience, including tenures in the healthcare and managed care industries. Key contributor of success with four companies across multiple goals, including start-up expansion, operational and profit turnarounds, exponential business growth, and full regulatory compliance.

OVERVIEW: Astute and visionary executive leader with a broad background covering financial, business,

operational, and related areas. Success in establishing financial controls, leading product development, coordinating M&A activities, and collaborating across departments to drive exceptional results. Communicate honestly and directly with Boards of Directors and senior executives. Provide motivational and pragmatic leadership.

SELECTED SKILLS & EXPERTISE: Full P&L Accountability Auditing Company Sale/Due Diligence Risk

Assessment & Mitigation Cost Accounting & Control Private Equity Financing Acquisition Financing &

Integration Post-Acquisition Integration Working Capital & Cash Management IT Stewardship Vendor &

Contract Management Team Building & Leadership Bench Building & Succession Planning Cross-Functional Leadership Sarbanes-Oxley/SOX Compliance Securing Capital & Lines of Credit

PROFESSIONAL EXPERIENCE

CENTRAL BASIN MUNICIPAL WATER DISTRICT – City of Commerce, CA – 2017 - 2018

Finance Director

Partner with management of the $50M-$60M water wholesaler to reduce costs and align with revenue goals.

Plan, organize, and direct Finance Department operations, which entails leading finance and accounting functions for the District. Work with GM to ensure cost control. Produce monthly financial reports for Board of Directors and Finance Audit Committee. Lead four direct reports and cross-train staff. Establish and analyze water rates. Perform fixed asset management. Oversee contracts administration.

Promoted from Consultant to full-time CFO, driving finance and treasury functions.

Developed budget in partnership with management that aligned with anticipated revenues after gathering sufficient information and trying to maintain debt coverage ratios.

PRESCRIBE WELLNESS, LLC – Irvine, CA – 2016-2017

Chief Financial Officer

Brought on board to oversee the software solutions provider’s 1st audit and improve internal financial/operational processes, procedures, and systems.

Directed all financial activities/functions, including Accounting, Reporting, Budgeting, Audit, and Tax relationships, reporting to the CEO. Supervised, mentored, and evaluated team of direct reports. Worked jointly with Legal and HR on relevant matters, as well as with the management team to achieve top-priority company goals.

Generated $4.1 million in funding from institutional investor, with capital used to fund product development for 2017 and generate eventual profitability.

Developed and implemented Forecasting Model to improve executive-level understanding of Prescribe’s current and future financial condition. Additionally producing the company’s 1st budgeting model.

Met and exceeded goals in conducting the company’s 1st-ever audit.

TC3 HEALTH (backed by JMI Equity) / EMDEON – 2005-2015

ROBERT A. GERGER, 2-949-***-**** *******@*******.***

TC3 HEALTH (backed by JMI Equity) / EMDEON – 2005-2015

Senior Vice President / General Manager (2012-2015) Chief Financial Officer / Chief Operating Officer (2008-2012) Chief Financial Officer (2005-2008)

Recruited and hired by managed care containment company to provide financial expertise, strategic business leadership, and operational structure for a privately- held start-up company. Earned promotion to dual CFO/COO role, overseeing all functions and activities in the company.

Reported to the CEO and Board of Directors. Oversaw all financial activities, including GL, AR, AP, purchasing and invoicing, banking/auditor relationships, and legal functions. Directed operations, IT, Sales, and Account Management as COO. Served on Board of Directors as Treasurer (2006-2012). Ensured SOX compliance. Prepared company to meet rapid changes.

Played critical role in growing the company from $3 million to $50 million, with an EBITDA of approximately $20 million. Initially generated funding via line of credit and raised round of VC funding.

Brought the company from unprofitable to profit-producing status. Used automation solutions and extensive employee buy-in (w/ minimal extra hiring) to facilitate growth (Board invested $8 million and company sold for $62 million).

Built loyal, cohesive, and productive management team, drove efforts in implementing the company’s strategic plan, and created environment that led to successful long-term client retention.

Instituted changes within Information Technology that improved user access to relevant data, help desk responsiveness, and process automation; led implementation of proprietary systems.

Served as a key catalyst and coordinator in the sale of the company in 2012 ($62 million), including related due diligence and interactions with external auditors and internal legal staff. Managed post-acquisition integration.

Introduced 3 new products in 6 months that included PPO routing negotiations and investigations of healthcare claims, leading to additional $1 million to $5 million in future revenues.

Secured partnership with MultiPlan following 3 years of efforts (including worker’s compensation and auto products) that was projected to generate $2 million to $3 million over the course of several years.

TKB INTERNATIONAL / NEWPORT MEDICAL INSTRUMENTS – 1999-2005

Chief Financial Officer

Brought on board with distributor of wide range of medical devices to right-size struggling operations through various strategies.

Provided top-level strategic and tactical financial planning, forecasting, analysis and leadership for a $50 million global company, reporting to the owner in Japan. Supervised and mentored Finance, IT, and HR. Managed U.S. banking relationships and lines of credit. Served as the Treasurer and Secretary for the Board of Directors of both TKB and NMI.

Drove efforts in restoring profitability to the company as it grew from $20 million to ~$50 million. Reduced operating expenses by 50%, with close to $2 million in savings in a single year.

Reduced parts inventory by over 20% through establishing close to just-in-time system, utilizing as many of the same parts as possible, phasing out old slow selling lines, and developing/selling newer products.

Sold 5 buildings and consolidated into a single 50,000 sq. ft. location. Increased production efficiency by ~15%.

Reduced A/R 50% and helped short-term cash flow by modifying global sales terms and expediting payments.

Previously served as Controller / Chief Administrative Officer with Beech Street Corporation, spearheading 180-degree profitability for organization.

EDUCATION & CREDENTIALS

BA in Business - CALIFORNIA STATE UNIVERSITY, Fullerton, CA Licenses - Certified Public Accountant (CPA)

Affiliations - American Institute of CPAs, Washington State Society of CPAs, Washington State Board of Accountancy

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