HealthWell Foundation

Financial Planning and Analysis

• Provide oversight, stewardship, planning, and strategic counsel related to HealthWell and HWF Direct’s financial position.
• Collaborate with the internal and Board-level compliance officer and legal counsel.
• Plan for long-term viability in consideration of the strong and direct connection between Foundation operations and finance departments.
• Provide expertise to HealthWell in the areas of Generally Accepted Accounting Principles (GAAP) and all applicable laws and regulations.
• Presents strategic, accurate, and transparent reports related to HealthWell’s financial health to the President and Chief Executive Officer, Senior Management Team, Board of Directors, and Board-appointed Finance Committee on a monthly and quarterly basis.
• Manage relationships with HealthWell’s independent auditors, investment portfolio managers, and banking partners.
• Monitor HealthWell’s investment portfolio and makes strategic recommendations.
• Drive the development of HealthWell’s annual budgets in collaboration with department heads.

Chief Financial Officer