Professional Summary
Professional Overview
Nick B. is a seasoned financial executive with over 15 years of experience leading finance and operations teams in the healthcare and technology industries. As the Chief Financial Officer at Surgical Notes, he is responsible for overseeing all financial functions, including planning, analysis, reporting, and strategic decision-making. Known for his analytical expertise and strategic mindset, Nick's focus is on driving operational excellence, optimizing financial performance, and supporting the company's growth initiatives.
Experience Summary
Current Role
As the Chief Financial Officer at Surgical Notes, Nick is responsible for providing strategic financial leadership and guidance to the executive team. He leads the company's financial planning, analysis, and reporting processes, ensuring accurate and timely information to support informed decision-making. Additionally, Nick oversees the accounting, treasury, and risk management functions, working closely with the leadership team to develop and execute financial strategies that align with the organization's goals.
Career Progression
Prior to joining Surgical Notes, Nick held senior finance roles at Cloudmed and Solera, Inc. As the Senior Vice President of Finance and Enterprise Operations at Cloudmed, he was instrumental in driving the company's financial and operational transformation, leading initiatives that resulted in significant cost savings and process improvements. At Solera, Inc., he served as the Vice President of Global FP&A and Vice President of Finance for the Revenue Operations division, where he played a key role in enhancing financial planning and analysis capabilities to support the company's global expansion.
Earlier in his career, Nick served as the Vice President of FP&A and Treasury at Caris Life Sciences, overseeing the company's financial planning, budgeting, and treasury management functions. He also held finance leadership positions at Shionogi Pharma (formerly Sciele Pharma), where he managed the commercial finance team and contributed to the company's financial strategy and decision-making.
Academic Background
Nick holds a Bachelor of Business Administration in Finance from the University of Georgia, where he graduated with honors. He is a strategic and analytical thinker with a strong foundation in financial management, operational optimization, and data-driven decision-making.
Areas of Expertise
- Financial planning and analysis
- Strategic financial leadership
- Accounting and treasury management
- Financial reporting and performance management
- Operational efficiency and cost optimization
- Cross-functional collaboration and stakeholder management
Professional Impact
Throughout his career, Nick has demonstrated a proven track record of driving financial and operational excellence. His ability to leverage data and analytics to inform strategic decisions has enabled the organizations he has served to achieve their financial and growth objectives. Nick is recognized for his innovative problem-solving skills, his commitment to driving continuous improvement, and his ability to build high-performing finance teams.
Conclusion
With his comprehensive finance expertise, strategic mindset, and track record of success, Nick B. is well-positioned to lead Surgical Notes' financial function and contribute to the company's long-term growth and profitability. His diverse industry experience, coupled with his strong analytical capabilities and collaborative leadership style, make him a valuable asset to the organization.
