Leadership

Inspired People. Passionate Leadership.

Client-first cultures begin at the top. Our leadership team is composed of passionate experts who bring decades of experience to market-leading innovation and service excellence.

Deeply committed to a business-to-human approach, these individuals bring diverse perspectives, insight, enthusiasm, and vision to our collective efforts to grow clients’ organizations and elevate receivables through industry-leading innovation.

Tim O’Brien

Chief Executive Officer

Bio

In his three years as CEO of Finvi, Tim has led the company’s growth, overseeing multiple corporate acquisitions and the expansion of Finvi’s core solutions. Tim has a wealth of experience scaling fast-growing companies and helping customers thrive. For nearly a decade, he served as Chief Marketing and Commercial Operations Officer and in other key leadership roles for athenahealth, a leading cloud-based healthcare services company whose annual revenue grew dramatically during his tenure.

John Granara

Chief Financial Officer

Bio

John manages Finvi’s finance, sales operations, human resources, legal, and compliance functions. In addition, John works closely with other Finvi leaders on various organizational, development, and strategic issues. His career has included more than 20 years of leadership roles with increasing responsibilities while building global financial expertise within publicly traded and privately held companies in growing organizations, ranging from start-ups to billion-dollar global companies across the technology sectors, including SaaS and payments.

Raj Sethuraman

Chief Product and Technology Officer

Bio

Raj is responsible for product vision, product strategy, product engineering and software development activities for all products within Finvi’s portfolio. Raj has substantial leadership experience in formulating and launching product strategies, and driving technology transformations for global companies, including Intuit Inc., Wolters Kluwer, United Health Care Group, and Agilent Technologies.

Kevin Holst

Chief Revenue Officer

Bio

Kevin is an experienced healthcare executive who joined Finvi from Groups Recover Together, where he served as Chief Commercial Officer through their early growth stage. Prior to joining Groups, he ran the Enterprise Division of athenahealth, a public health information technology business focusing on delivering network-enabled services to provider and payer organizations nationwide. Kevin has more than 30 years of diverse healthcare experience which includes the development of the first generation of electronic health records. He has extensive experience in healthcare fintech, alternative payment models, and population health management, including work with innovative payvider organizations focused on managing Medicare/Medicaid risk.

Robert Fleu

General Counsel

Bio

Robert Fleu has more than 20 years of experience in advising companies on complex legal and business issues. He has conducted extensive merger and acquisition activity, with an interest in private equity and venture capital transactions. In his previous General Counsel role, Bob oversaw contractual and intellectual property issues, managed employment law matters and ensured regulatory compliance for Waystar, a SaaS-based healthcare payment technology company.

Rozanne Andersen

Vice President and Chief Compliance Officer

Bio

Rozanne oversees the design of innovative compliance management solutions for clients in the healthcare, accounts receivable management (ARM), and government markets for Finvi. Her input and influence at every stage of product development help ensure clients have the tools they need to navigate an increasingly complex regulatory and legislative environment, to mitigate risk, and to solve their most challenging business problems. In addition, Rozanne leads several company programs—Consumer Financial Law Compliance, Compliance Consulting Services, and Compliance Outsourcing—which she continually refines to keep pace with market and regulatory changes.

Dan Ward

Vice President,
Payments Commercialization

Bio

Dan has nearly 20 years of experience driving growth strategies within technology companies. Prior to joining Finvi, Dan held several senior leadership positions with healthcare technology companies throughout various stages of scale and growth. Most recently he served as Vice President of Growth Enablement at Waystar where he was responsible for coordinating growth strategies across the hospital and health system market.

Lisa Osborne

Vice President,
Marketing

Bio

Lisa is an experienced B2B marketing professional with a proven history of effectively marrying a creative product marketing strategy with a process-driven approach to go-to-market. With more than 10 years of healthcare experience leading teams for PE-backed and public companies, Lisa has effectively launched and marketed new products, developed repeatable commercialization frameworks, and implemented competitive intelligence programs — all with a focus on driving measurable results and ROI.

Rich Surace

Vice President,
Client Operations

Bio

As the leader of our Implementation and Customer Services organizations, Rich is committed to providing exceptional customer experiences with a continuing focus on the implementation/delivery of new client rollouts along with ongoing support/renewals and upgrades. Rich has a broad spectrum of global operational and leadership experience from more than 20 years in the high-tech, enterprise software arena. He has a successful track record of driving complex service delivery into enterprise functions, global processes, strategic programs, and integrations, as well as solving complex business problems to enable companies to scale-up and improve operations, increase profitability, and capture new market opportunities.

Leadership

Inspired People. Passionate Leadership.

Tim O’Brien

John Granara

Raj Sethuraman

Kevin Holst

Robert Fleu

Rozanne Andersen

Dan Ward

Lisa Osborne

Rich Surace

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