Corporate Controller Resume Example

Strategically lead cross-functional teams to manage $200M in capital spend across 10+ acquired entities while providing liaison finance leadership for one core entity.

• Implemented processes to prioritize capital needs across entities to drive aggressive provider network growth agendas; improved data and reporting to ensure capital spend optimized strategic value to physicians, patients and health plans.
• Provided on and off-site finance leadership for one acquired entity, facilitating month end close, budgeting, and long range planning.

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.

• Managed the consolidation, analysis, and submission of the $400M Retail Services expense plan; coordinated partners' inputs for the monthly forecast, annual budget, long range plan, and monthly results review
• Drove the monthly capital review and approval process for Financial and Retail Services (FRS) technology and infrastructure requests; regularly presented to FRS and IT leadership and helped prepare them for capital reviews with Target executives
• Quickly learned the new enterprise application tool and provided support to planning partners during an organization-wide implementation of SAP; rebuilt models and reports to accommodate the new software structure.

Effectively managed short-term and long-term projects in a demanding, fast-paced, and ambiguous environment; adeptly responded to changing priorities.

• Demonstrated roficient, complex financial modeling and analytic skills
• Instrumental in the successful implementation of the business' first client-facing pricing process; built and managed multi-variable pricing models and functional unit cost models across all products in the portfolio
• Collaborated with Sales, Product, and Operations to develop pricing recommendations and responses for complex RFPs; presented all proposals to executive management for review and approval
• Redesigned the business' P&L reporting structure to more accurately reflect business line and product profitability

Financial Consultant - Financial Planning and Analysis (03/2008 to 09/2009)

Utilized strong analytical skills to support budgeting, forecasting, reporting and ad hoc analytics.

• Accurately forecasted Consumer Driven Healthcare (CDH) product P&Ls for annual budgets and quarterly forecasts; analyzed and trended nearly $1B in HSA assets; provided interest rate impact analyses
• Created the business' first sales pipeline reporting database and reporting package; maintained bi-weekly updates of sales progress and against forecasted metrics; regularly presented progress against annual goals to senior leadership
• Assisted in the development of the HSA pricing model and expansion of the HSA pricing strateg

Executed financial forecasts and analyses for new investment initiatives for the HSBC Card and Retail Services near prime credit card portfolio.

• Evaluated investment opportunities for $80M and ~1.2M new accounts in 2007; utilized a discounted cash flow valuation methodology that allowed for campaign prioritization to optimize profitability against capital constraints
• Audited the accuracy of investment forecasts and ad hoc marketing plans; identified and presented performance trends and variances to the financial plan to senior management, including the CFO

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.