Dan Carpenter

SENIOR ADVISOR

Based in West Des Moines, Iowa

Dan Carpenter
Dan Carpenter

DAN CARPENTER
SENIOR ADVISOR

Key Skills & Expertise
• Organizational transformation
• Defining and operationalizing strategic initiatives
• M&A
• Change management
• Driving innovation
• Data analysis and insights
• Optimizing operational efficiency
• Strategic communication plans
• Financial leadership and reporting
• Artificial Intelligence (AI) adoption
• Employee and leadership retention.

Education
• Dan holds an MBA from St. Ambrose University and a Bachelor of Business Administration, Finance from University of Iowa.

Dan Carpenter is a senior executive with an esteemed career in leadership roles within the healthcare sector. This is hallmarked by a 30-year tenure at UnityPoint Health, a $4.6 billion integrated delivery system, where he held progressively senior roles in finance, strategy, M&A and transformation, including terms as Chief Business Optimization Officer, Chief Strategy Officer and Chief Financial Officer.

Dan brings a strong strategic acumen together with the ability to lead effective execution, and has an extensive track record of delivering strategic transformation initiatives that drive meaningful business change and optimize operations. He excels in identifying data insights to drive intelligent decision-making to enhance performance and patient satisfaction, critical elements of sustained success in healthcare.

Leveraging deep sector knowledge and cross-functional expertise, Dan combines a highly strategic mindset with hands-on operational grounding to serve as a visionary leader and catalyst for lasting organizational change.

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Career Highlights

• Throughout a 30-year career at UnityPoint Health, Dan was promoted to a diverse range of executive leadership roles spanning Cost Accounting, Payment Audit & Validation, Strategy, Business Development, Mergers & Acquisitions, Transformation and Change Management, Marketing, Communications, Analytics (including predictive modeling), Information Technology, Financial Planning & Analysis, Treasury, Payer Contracting, Accounting, Accountable Care & Health Plan, and Revenue Cycle.

• Acted as Chief Integration Officer for a proposed $11 billion merger, creating a framework to modernize and standardize technology, consolidate third-party contracts, and position the organization for advanced automation.

• Led development and execution of an enterprise-wide strategic plan with a focus on innovation, enhancing quality outcomes, optimizing operational efficiency and breaking down silos. Delivered $53.7 million benefit realization within first 2 years.

• As Chief Financial Officer, navigated the unprecedented challenges of COVID-19 to secure $500 million in additional liquidity while developing new reporting and forecasting models to enhance financial resilience.

• Obtained governance approval for a multi-year business standardization and automation program, setting the stage for future efficiency gains through delivery of new time and attendance and enterprise resource planning (ERP) software.

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Key Skills, Expertise & Education

• Organizational transformation
• Defining and operationalizing strategic initiatives
• M&A
• Change management
• Driving innovation
• Data analysis and insights
• Optimizing operational efficiency
• Strategic communication plans
• Financial leadership and reporting
• Artificial Intelligence (AI) adoption
• Employee and leadership retention.

Education
Dan holds an MBA from St. Ambrose University and a Bachelor of Business Administration, Finance from University of Iowa.

Contact Information

 

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MEET OUR TEAM

Ronald M. Winters
Principal
Based in New York,
Massachusetts and Nashville
Clare Moylan
Principal
Based in Nashville / Sydney
.
Thomas Urban
Managing Director
Based in Cincinnati, OH
.
James P Davis
Managing Director
Based in Dallas, TX
.
Tyler Brasher
Director
Based in Nashville, TN
Bradley Williams
Director
Based in Nashville, TN
Ginger Smith
Director
Based in Nashville, TN
Stacey Swinney
Director
Based in Birmingham, AL
David Legg
Director
Based in Newcastle, Australia
Mark Beckett
Managing Director
Based in Sydney, Australia
Nikki Case
Senior Advisor
Based in Austin, TX
Gary Frantzen
Senior Advisor
Based in Chicago, IL
James W. Callanan
Senior Advisor
Based in Boston, MA
Rhonda Miller
Senior Advisor
Based in Pittsburgh, PA
Nick Codling
Director
Based in Melbourne, Australia
Linda Ohringer
Senior Advisor
Based in Nashville, TN
Stuart F. Cubbon, Jr.
Senior Advisor
Based in New York
Emma Spillett
Communications Director
Based in NSW, Australia
Laura Burberry
Director
Based in Vancouver, Canada
Mateo A. Perez
Director
Based in Miami/Dallas/Monterrey
Amy Nguyen
Director
Based in Melbourne, Australia
Paul Storey
Managing Director
Based in Birmingham, AL
Dan Carpenter
Senior Advisor
Based in West Des Moines, Iowa