Senior business analyst with 20+ years in regulated industries: healthcare (revenue cycle, HIPAA, clinical operations), payments (PCI-DSS, PayFac, portfolio migrations), public sector, and education. Led BA teams, standardized business case processes for C-level approval, and oversaw analysis for $1B+ portfolio migrations. Currently augmenting traditional BA practice with AI tools to deliver requirements, process documentation, and gap analysis at 10-20x traditional speed. IIBA Nashville VP of Technology and paid speaker. BBA in Accounting.
20+
Years in Business Analysis
$2.17B
Healthcare AR Managed
$1B+
Portfolio Migrations
Business Analysis Experience
i3 Verticals (NASDAQ: IIIV) | Nashville, TN | $370M revenue
- Led Business Analyst team across Healthcare, Public Sector, Education, Payment Technology, and Non-Profit verticals
- Business case standardization: Created processes, templates, and documentation for C-level project approval with data-centric evaluation methodology
- Healthcare RCM optimization: Facilitated triage workshops improving Revenue Cycle Management, generated data-driven business cases for improvements
- $1B+ portfolio migrations: Oversaw analysis and process mapping for large portfolio migrations between payment processors
- IT governance: Partnered with VP of PMO developing governance framework and project management policies
- Product Owner for Atlassian suite (Jira, JSM, Confluence, Atlas) managing onshore and offshore development teams
- Guided division leaders in strategic analysis, cost-benefit analysis, and risk identification for PayFac and Merchant of Record operations
Fresenius Medical Care (NYSE: FMS) | Franklin, TN | $13B revenue
- Managed SharePoint installations for Corporate AR and 5 Revenue Centers billing $2.17 billion in healthcare receivables
- SharePoint 2010 to Online migration: Coordinated enterprise migration across thousands of users, hundreds of sites, and critical workflows
- National program deployment: Scaled American Kidney Fund project from regional to national across multiple directors with varying business processes
- Verification of Benefits tool: Created responsive form used by all Revenue Centers to ensure correct payer billing under complex Medicare ESRD coordination rules
- Workflow automation eliminating shared Excel documents, spanning Revenue Cycle, IT, Social Workers, Clinics, Pharmacy, and Coding
Fractional CTO & Current Work
Ask the Human LLC | Franklin, TN
Orbiit Services Inc. (Orbiit Recovery Ecosystem) | Remote
- Co-founded AI-powered SUD recovery platform — requirements gathering with clinical SMEs, regulatory research, production deployment
- HIPAA-compliant multi-tenant Django/PostgreSQL SaaS with Stripe Connect, Twilio SMS, TCPA compliance, multi-stakeholder RBAC
Why AI-Augmented BA Matters: I treat documentation and business analysis as first-class artifacts, not afterthoughts. 300+ documented development sessions. 100+ Architecture Decision Records across active projects. Every requirement traced, every decision recorded, every process mapped. AI lets me do this at 10-20x speed without cutting corners. I'm not a developer pretending to be a BA. I'm a BA who also builds, and uses AI to do both faster.
See examples of my work →
Education & Credentials
BBA, Accounting - Georgia Southern University
Bell Honors Program Scholarship (18 students/year)
IIBA Nashville Chapter - VP of Technology (2022-Present)
Paid speaker at BA Development Days (9-chapter event)
Offshore Team Experience: Managed onshore/offshore dev teams at i3 Verticals. Created requirements documentation tight enough that offshore teams deliver what was actually asked for.
Core Competencies
Business Analysis
Requirements Elicitation
Process Mapping
Business Case Development
Stakeholder Management
Healthcare RCM
HIPAA / PCI-DSS
Revenue Cycle
Agile / Scrum
Jira / Confluence
Cost-Benefit Analysis
IT Governance
Portfolio Migrations
SharePoint
SQL / PostgreSQL
Power BI / Excel
AI Agent Orchestration
C-Suite Communication
SDLC / Waterfall / Agile
Offshore Team Management
Requirements Documentation
