Professional Summary

Professional Overview

Steve Berger is an experienced Chief Financial Officer with a strong track record of driving financial strategy and operational excellence across the healthcare and technology industries. As the CFO at One Physics and Bloom Health Centers, he leverages his deep expertise in financial planning, reporting, and risk management to support the growth and profitability of his organizations.

Experience Summary

Current Roles

Chief Financial Officer, One Physics (2024-09-01 to Present)

• Oversees all financial operations, including budgeting, forecasting, and financial reporting

• Developed and implemented a comprehensive financial strategy to support the company's rapid expansion into new markets

• Spearheaded the implementation of robust internal controls and risk management practices to ensure financial integrity

Chief Financial Officer, Bloom Health Centers (2023-09-01 to Present)

• Responsible for the overall financial management and strategic direction of the multi-location healthcare provider

• Played a crucial role in securing funding for the organization's growth initiatives, including the acquisition of new clinics

• Improved financial reporting and analytics to enhance data-driven decision-making across the organization

Career Progression

Chief Financial Officer, Atlantic Vision Partners (2019-05-01 to 2023-08-01)

• Provided financial leadership during a period of significant company growth, including the successful integration of multiple acquired entities

• Implemented streamlined financial processes and systems to improve operational efficiency and data visibility

• Played a key role in securing favorable financing terms to support the organization's expansion strategy

Chief Financial Officer, Pivot Health Solutions (2013-12-01 to 2019-05-01)

• Oversaw all aspects of financial management, including budgeting, forecasting, and financial reporting

• Spearheaded the development and implementation of a comprehensive financial management system to enhance data-driven decision-making

• Collaborated with the executive team to identify and capitalize on new business opportunities

Chief Financial Officer, Six Red Marbles (2007-04-01 to 2013-11-01)

• Provided strategic financial leadership during a period of rapid growth, including the successful expansion into new product lines and markets

• Streamlined financial processes and controls to improve operational efficiency and mitigate financial risks

• Played a key role in securing funding to support the organization's growth initiatives

Academic Background

Steve Berger holds a Bachelor's degree in Accounting from the University of Maryland, College Park. He is a Certified Public Accountant (CPA) and has completed executive education programs in strategic financial management at the Harvard Business School.

Areas of Expertise

• Financial planning and analysis

• Budgeting and forecasting

• Financial reporting and control

• Risk management and compliance

• Mergers and acquisitions

• Business strategy and growth initiatives

Professional Impact

• Implemented data-driven financial strategies that have consistently delivered top-line growth and improved profitability for his organizations

• Spearheaded the successful integration of multiple acquired entities, ensuring seamless financial and operational transitions

• Recognized as a strategic financial leader who has played a pivotal role in driving the expansion and transformation of his organizations

Conclusion

With his extensive experience as a Chief Financial Officer and a proven track record of driving financial and operational excellence, Steve Berger is well-positioned to continue making a significant impact in the healthcare and technology sectors. His ability to align financial strategy with business objectives, coupled with his strong leadership and analytical skills, make him a valuable asset to any organization seeking to achieve sustainable growth and profitability.