Steve Mitchell
@stevemitchell
I lead enterprise FP&A, value creation, and finance transformation for healthcare and technology businesses.
United StatesWhat I'm looking for
At Caretria, I lead enterprise FP&A for a $300M private equity-backed healthcare and pharmaceutical services platform, directing a 20-person finance organization. I own planning, forecasting, sponsor reporting, S&OP, investment governance, and finance AI workflows that delivered approximately 480% first-year return.
Previously at McKesson, I governed a $650M technology portfolio and built a value-realization framework tracking approximately $200M in run-rate savings. I've also led finance for a $3B high-growth subsidiary, integrated acquisitions, modernized planning platforms, and built teams and reporting rigor for complex transformation programs.
Experience
Work history, roles, and key accomplishments
Vice President, Financial Planning & Analysis
Caretria
Feb 2026 - Present (7 months)
Own the full planning and reporting cycle for a $300M revenue healthcare services platform, directing a 20-person finance organization. Completed the eBlu Solutions integration, capturing $2M+ in synergies, and deployed enterprise AI workflows with a 480% first-year return.
Owned enterprise capital planning and reporting across all major business units, leading a global team. Built a value realization framework that identified and tracked approximately $200M in run-rate savings.
Led FP&A transformation across $500M+ in global G&A spend, rebuilding planning and forecasting for functional leaders. Established the enterprise planning tool roadmap and drove senior stakeholder adoption across global regions.
Directed finance for a high-growth $3B subsidiary, owning P&L reporting and forecasting across four business segments. Partnered with the C-suite and E&Y to execute a five-year digital modernization plan.
Managed a $200M budget supporting core IT infrastructure and the FP&A portfolio. Led the FP&A planning tool assessment, selection, and rollout, consolidating multiple financial processes into one application.
Stood up McKesson's strategy portfolio office from scratch, designing processes and automation for prioritization of enterprise technology initiatives. Consolidated global IT operations spanning 1,000+ team members into a single corporate structure, capturing multi-million dollar savings.
Education
Degrees, certifications, and relevant coursework
Briarcliffe College
Bachelor of Business Administration, Accounting
Bachelor of Business Administration in Accounting from Briarcliffe College in New York, NY.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Salary expectations
Social media
Skills
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