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Andrew Grimalda

Andrew Grimalda

Irvine, CA, United States
Member since February 14, 2017
Andrew is a highly experienced CFO with focus in the insurance, healthcare, eCommerce, and technology sectors. He collaboratively guides companies to maximize their value and growth potential. From angel funding to managing an IPO process, from renegotiating debt structures to developing complex capital budgeting models, or to just be a sounding board—Andrew helps companies find their optimal solution which he finds personally fulfilling.
Andrew is now available for hire
Career Highlights
Case studies
Industry Expertise
  • Healthcare
  • Insurance
Other Expertise
  • Capital Budgeting
  • Data Analysis
  • Financial Planning & Analysis (FP&A)
  • Revenue & Expense Projections
  • SaaS
  • Professor
    2009 - PRESENT
    Concordia University, Irvine
    • Designed and taught senior-level courses in strategic financial planning and value optimization, data analytics, and forecasting techniques.
    • Provided consultative services in the management of the roll-out and marketing of one of the first true CRM cloud applications.
    • Negotiated strategic partnerships for a company in the data security industry providing 2-factor authentication and smart card technology.
    Focus areas: Strategic Financial Planning, Revenue Optimization
  • CEO
    2001 - 2009
    Horizon Health Administrators
    • Grew the company to become one of the 100 largest claims processing companies in the U.S.
    • Integrated seamless, real-time operations in the U.S. with India.
    • Adopted new technologies to provide new product offerings and maximize customer loyalty and value by integrating what used to be disparate customer functions into a single unified health management system.
    Focus areas: Business Plan Development, Revenue & Expense Projections, Valuation Modeling
  • Colonel
    1978 - 2004
    U.S. Army
    • Acted as the commander of all officer class-room training in New York, New Jersey, and New England.
    • Worked as the Deputy Chief of Logistics Support Command responsible for all supply & logistical operations of Reserve Forces in the Northeast U.S.
    • Commanded 220 soldiers in combat operations during Desert Storm.
    • Taught as an assistant professor in economics at the U.S. Military Academy.
    • Was a member of the Army Rangers.
    Focus areas: Leadership, Management
  • CEO | Founder
    1997 - 2001
    CFOs For Hire
    • Built financial models for internal projections and external funding efforts resulting in raising more than $50 million in angel/mezzanine funding for companies in the B2B and online retail markets.
    • Negotiated agreements between national law enforcement associations and a startup online insurance company.
    • Led an online retailer through its IPO process.
    • Designed one of the pioneer online insurance applications and claims processing system.
    • Negotiated the successful merger and acquisition of a startup online service company.
    Focus areas: Financial Planning & Analysis (FP&A), Budgeting, Capital Raising, Mergers & Acquisitions, Valuation Modeling
  • CFO
    1992 - 1997
    IVANS, Inc.
    • Handled and was responsible for all aspects of finance and information technology of the largest network and telephonic services reseller in the country.
    • Pioneered the design and engineering of a proprietary in-house CRM system.
    • Developed complex pricing algorithms.
    Focus areas: Pricing Analysis, Financial Planning & Analysis (FP&A), Business Plan Development
  • CFO | Treasurer
    1989 - 1992
    General Insurance Company
    • Handled and was responsible for the financial reporting.
    • Monitored and analyzed company's underwriting criteria.
    • Managed the asset portfolio of more than $50 million.
    • Managed the information technology systems.
    • Oversaw and was responsible for all claims payment operations.
    Focus areas: Financial Planning & Analysis (FP&A), Financial Risk Assessment, loss reserve modeling, Investment Management
  • Senior Officer Leadership Certification in Leadership
    2001 - 2001
    U.S. Army, Command and General Staff College - Ft. Leavenworth, KS, USA
  • Master of Science in Management with an emphasis in finance
    1985 - 1987
    MIT Sloan School of Management - Boston, MA, USA
  • Bachelor of Science in Engineering
    1974 - 1978
    U.S. Military Academy, West Point - West Point, NY, USA
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