Performance-driven financial executive with a proven ability to develop and implement ideas that produce bottom line results. Consistently employ an energized, can-do management style utilizing financial analysis skills, organizational abilities, vision and tenacity. Respected motivational, lead-by-example manager and a proponent of empowerment and accountability. Experience in healthcare and biopharmaceutical industries, in addition to "Big 4" public accounting.
Career Skills/Knowledge:
Financial planning and analysis
Strategic planning
Business plan formation
Compensation plan design
Operations turnaround
Project management
Competitive analysis
Profit enhancement/Risk mitigation
Contract negotiation
Managing Matrix relationships
Training and developing staff
Education:
Villanova University, December 2005
Masters of Business Administration
Villanova University, May 1998
B.S. in Accountancy
Certifications:
Licensed CPA in the state of Pennsylvania
Experience:
Total Medical Cost and Underwriting Manager June 2008-Present
Responsible for overseeing financial analysis, reporting, and Contract Underwriting functions for designated markets with combined medical costs of $800MM+.
Responsible for understanding key drivers of medical cost and working collaboratively with matrix partners to drive savings initiatives and favorable contract results.
Led annual unit cost planning process working with contractors and direct reports to improve unit cost discounts, contract structure, and competitive position relative to competition.
Directed efforts to ensure the efficient operation and cost-effectiveness of operating systems and programs.
Managed a team of staff analysts working remotely and operating in a matrix environment.
Drove realization of $30MM+ Medical Cost savings in market by working with contractors to integrate facility and professional contracts of acquired company to parent company.
Controller November 2006- May 2008
Key leader in business turnaround for a $130MM workers comp company specializing in case, fee, and pharmacy management services. Reported directly to CFO, while working closely with other members of senior leadership team to address earnings challenges and develop strategy to drive profitable growth.
Directed the overall control/financial analysis of $100MM+ expense budget.
Led efforts to improve customer profitability analytics facilitating more competitive product pricing and revenue growth.
Critically reviewed, evaluated and challenged the integrity of functional area plans/forecasts.
Oversaw efforts to reduce direct expenses and improve overall earnings.
Supervised improvements in revenue/strategic forecasting models.
Designed financial reports, performance metrics, and leading indicators to help management better understand financial/operating results.
Supervised development of case management capacity models to achieve optimum staffing levels and operating margins.
Partnered with VP Sales, HR, and Compensation department to design/build sales compensation plan which increased sales pipeline and realized new sales by 30% in desired product segments.
Led a cross-functional team of operations, finance, and internal/external audit to complete organizations first SAS70.
Senior Financial Analyst September 2003- October 2006
Managed multiple functional budgets which in total exceeded $100MM, as well as a capital budget of $300MM+ for the global supply chain of a biopharmaceutical company which is part of a global, diversified, healthcare company. Counseled non-finance senior management on financial aspects of managing their business. Direct responsibilities included financial reporting, preparing presentations for senior management, budgeting/forecasting, business case and trend analysis, strategic planning, and financial modeling and valuations. Supported both domestic and international business partners in the U.S., and Europe.
Worked with logistics, manufacturing, and marketing, to help develop capital and COGs forecasts for long-term Strategic Plan.
Partnered with the tax department, manufacturing, and R&D to develop global tax strategies for pipeline products which reduced overall effective tax rate.
Finance lead on cross-functional team managing a $60MM+ tech transfer of manufacturing processes to a contract site. Prepared product cost models used in contract negotiations, reviewed scope changes/amendments, and tracked project spending. This project was completed on time and 10% under budget.
Performed a comprehensive competitive analysis on other pharmaceutical companies in order to help management benchmark capital efficiency and inventory management.
Saved the company $5MM by identifying/working to eliminate inefficiencies in process science area.
Prepared NPV, IRR, and payback analysis to evaluate capital investment opportunities. Responsible for approving all purchases up to $150K.
Prepared financial analysis used to evaluate the business case for pursuing Six Sigma initiatives.
Responsible for SOX 404 implementation and audit of fixed asset cycle.
Developed and managed all cost allocations to internal plants, R&D, and external affiliates fully leveraging SAP.
Financial Analyst November 2001-August 2003
Supported start-up biopharmaceutical manufacturing facility which produced 400 kgs plus of bulk material and incurred COGs in excess of $150MM. provided monthly forecasting and analytics associated with manufacturing costs. In addition provided analytical decision support analysis on issues impacting product cost trends.
Partnered with management to create annual business plan and forecasts.
Prepared monthly inventory, days of supply, and reserve analysis for multiple manufacturing sites.
Developed metrics for Balanced Scorecard which was subsequently implemented across the organization.
Helped develop/manage process for capitalizing/releasing production variances versus standard costs. These policies were approved by management and external auditors, and then implemented across the company.
Used statistical tools to analyze production losses, which led to changes in manufacturing processes, and subsequent COGs improvements.
Applied decision support software to facilitate the selection of a contract-manufacturing site.
Directed physical inventories & cycle counts at internal and contractor manufacturing sites.
Worked with engineering and project management to provide finance support on large capital projects.
Audit & Assurance Senior Accountant September 1998- October 2001
Supervised field audit engagements, assisted in designing the approach to audits, supervised staff, performed accounting of complex areas of a clients' balance sheet and income statements, oversaw the completion of clients' annual reports and interacted with clients to resolve issues for a Big 4 professional services firm.
Managed all aspects of financial statement audits including planning, tests of controls, substantive testing, report issuance, and staff supervision.
Responsible for managing client relationship and providing outstanding service.
Gained SEC reporting experience (Forms 10Q/10K) by working on several public clients.
Researched and interpreted technical accounting pronouncements to provide client with solutions to accounting issues.
Served on a wide variety of clients in many different industries including non-profit, retail, manufacturing, banking, and communications.
Supervised, trained, mentored, and evaluated less experienced members of the audit team.
Computer Skills: SAP R3, Expert Choice, and MS Office applications
Memberships/Activities/Interests:
Founding Father of a chapter of a national fraternity
March of Dimes
AICPA & PICPA Member
Avid golfer and fitness enthusiast |
