Carenet Health CFO Sales Trigger: Scale Finance & Close Deals

🚀 Battle Card: Carenet Health

• John Ozug, Chief Financial Officer

• Seasoned finance transformation leader will accelerate fiscal rigor and scale as Carenet Health pushes growth. → Source

• Scaling financial operations to support rapid expansion

• Aligning technology investments with cost optimization

• Primary: FP&A platform → 90% more accurate forecasts

• Expansion: ERP integration → 30% faster close cycles

• HQ: San Antonio, TX

• Employees: ≈ 995

• Rev: ≈ $200 M

• Website: [carenethealthcare.com](https://www.carenethealthcare.com/)

🤼 Competitive Intel

• Workday — FP&A / Financial Management
• Unique edge: Unified finance + HCM in cloud
• Evaluated by CFO for roadmap continuity

• Oracle — ERP / EPM
• Unique edge: Deep compliance & audit features
• Evaluated by VP Finance for global scale

• SAP — ERP / Cloud Finance
• Unique edge: Enterprise-grade automation
• Evaluated by IT & Finance for integration depth

• Anaplan — Connected Planning
• Unique edge: Highly customizable planning models
• Evaluated by Finance Ops for agility

• Adaptive Insights — Business Planning
• Unique edge: Intuitive modeling for mid-market
• Evaluated by Finance teams for ease of use

✅ Do-Now Checklist

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑FP&A platform implementation❑
PROOF_METRIC  = ❑90% more accurate forecasts❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = John
COMPANY     = Carenet Health
DEPT        = Finance
SIZE        = ≈ 12
BOTTLENECK  = Scaling financial operations
EVENT       = CFO appointment
DETAIL      = John Ozug as Chief Financial Officer to Drive Next Stage of Growth
PAIN        = aligning technology investments with cost optimization
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251007630979&div=41152219
SIM_CO      = Conduent
WIN_METRIC  = 90% more accurate forecasts
NEXT_SIZE   = ≈ 24
EMP_EST     = ≈ 995
REV_EST     = ≈ $200M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 12-person Finance

John—noticed your Finance team is ≈ 12.

That’s when Scaling financial operations slows growth.

We helped Conduent fix this with FP&A platform implementation.

Result: 90% more accurate forecasts.  
Quick call?

PS—next bottleneck hits ≈ 24.

DM ≤45 words, TONE:
Saw your post about John Ozug as Chief Financial Officer to Drive Next Stage of Growth — aligning technology investments with cost optimization.  
FP&A platform implementation. 90% more accurate forecasts.  
Quick chat?