A strategic and analytical professional with ten years of progressive finance and accounting experience in both start-up and Fortune 100 organizations. A data driven finance partner with a passion for collaboration and execution in fast-paced, entrepreneurial settings.
Leading the enhancement of accounting and financial reporting processes for the turn-around and growth of a fast paced, dynamic start-up in health services at a critical time of fundraising.
Strategically lead cross-functional teams to manage $200M in capital spend across 10+ acquired entities while providing liaison finance leadership for one core entity.
Associate Director of Finance - Strategic Finance
Supported senior leadership with insightful financial partnership on high-profile, strategic initiatives for consumer-driven health services; key focuses included M&A activity, new business development, product line restructuring, and acquired entity integration.
Drove the revenue and cost synergy diligence in the valuation and acquisition of Alere Health, a $600M deal; lead post-close integration efforts for financial planning and reporting work streams
Participated in a carve-out divestiture consideration; had responsibility for the financial perimeter analysis, highlighting the business' potential given industry and market trends
Lead the development for all financial planning and reporting processes for the investment in Optum Market for Medicar
Finance Manager - Financial Planning and Analysis
Creatively managed a $300M top line product suite with four product lines in a fast paced, highly cross-functional, entrepreneurial environment to help business leaders quickly identify opportunities for profitable growth and cost efficiency.
Lead a team of two financial analysts; managed the execution of quarterly forecasts, annual budgets, long-term plans, pricing and operational analyses, and capital CBAs.
Played a key role in the acquisition and integration of Plus One Holdings, Inc. ($60M Revenue); participated in due diligence; lead post-close financial integration with the Plus One CFO
Managed sales and revenue reporting for the $1.1B Health Management Services business; redesigned the sales analytics to increase real-time net growth projection accuracy; improved partnership with the sales to accelerate growth strategies
Resourcefully balanced challenging deliverables of two roles by managing priorities and building strong relationships with finance and business partners.
Effectively managed short-term and long-term projects in a demanding, fast-paced, and ambiguous environment; adeptly responded to changing priorities.
Financial Consultant - Financial Planning and Analysis (03/2008 to 09/2009)
Utilized strong analytical skills to support budgeting, forecasting, reporting and ad hoc analytics.
Executed financial forecasts and analyses for new investment initiatives for the HSBC Card and Retail Services near prime credit card portfolio.
Developed a database to evaluate new annuity modeling software packages and ensure data conversion accuracy; compiled the quarterly NAIC Risk Based Capital Ratio and the A.M. Best Capital Adequacy Ratio based on a model built during my internship with the company; collaborated with Finance and Accounting team for model inputs.
GPA: 3.87/4.00 Received Carlson Scholar designation
GPA: 3.85/4.00 Graduated Suma Cum Laude; Received Outstanding Senior Student Award; Honor society member in Kappa Mu Epsilon (board member)
Accounting, analytical skills, budgeting, budgets, budget, Business Development, Business Objects, Capital Adequacy, cash flow, Cognos, credit, data conversion, database, due diligence, Essbase, executive management, senior management, fast, Finance, Financial, financial forecasts, financial modeling, Financial Planning and Analysis, financial planning and reporting, forecasting, functional, Hyperion, leadership, Director, managerial, managing, marketing plans, market trends, Market, Access, Excel, Exchange, Microsoft Office, PowerPoint, Word, modeling, month end close, enterprise, network, new business development, Pricing, pricing strategy, prime, processes, progress, real-time, reporting, Retail, Sales, SAP, strategic, valuation
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