As an advisor with ESP Wealth Management, I work collaboratively with our team of tax and finance professionals to support our clients. Together we provide clients the framework and professional advice to: • identify goals, opportunities, and potential pitfalls; • implement appropriate tax-optimized solutions; • measure progress towards reaching your goals; • and make adjustments as necessary.

Lead a high performance team of analytics and operations professionals responsible for the strategy and execution of pricing in the North America region. Partnered with sales, category management, inventory management, business analytics, and finance to deliver substantial growth in both gross margin dollars and gross margin percent through a series of targeted and timely strategic initiatives. Spearheaded the organizational response to a volatile price environment driven by substantial inflationary pressures. Lead the initiative to update pricing algorithms for the current and expected inventory cost environment. Lead a high performance multinational pricing analytics and operations team. Provided strategic direction, daily mentoring, and tactical support to exceed team goals and expectations. Promoted team member development and work life balance in a fast paced high performance organization.

In specific response to the Coronavirus pandemic, in general service of risk management, and to support performance-driven analytical goals, I built responsive dashboards bringing together disparate data sources to drive understanding and insight. Within the banking industry, I leveraged Microsoft Power BI to identify and monitor the riskiest assets in a bank loan portfolio. Emphasis was given to interactive visuals to help management explore their portfolio across demographic or loan characteristics. As appropriate, specific analysis was performed to dive deeper into individual sectors or subgroups. The result was an interactive tool for analysis that informed risk mitigation strategies and capital management.

Interim CFO providing executive leadership with a particular focus on improving A/R practices and reconciling aged A/R to the general ledger.

Lead organizational productivity improvement and working capital management efforts within financial shared services. Responsibilities span A/P, contract operations (comprised of customer onboarding/membership, chargebacks, and contract management), as well as financial & vendor analytics.Key Contributions:• Drove the development of vendor focused analytics- delivering dynamic data-driven visualizations for operational and financial insights and decision support. • Oversight and responsibility for the accounts payable operation which processed more than 48,000 transactions totaling more than $3B in volume across more than 2,300 suppliers.• Oversight and responsibility for financial services and contract operations which processed more than ~$700M in annual transactional volume related to vendor receivables (chargebacks). • Lead the administration of 3rd party eligibility and contract pricing with a 99.79% accuracy rate for a universe of nearly 500,000 individual price points driving transaction volume in excess of 15M lines.• Improved working capital related to contract operations by 44% in the first year through a $10.6M reduction in outstanding chargeback receivables, a 44% improvement going from $24M to $14M. Reduced aged chargeback receivables by $3.6M, an 82% reduction, and current chargeback receivables by ~$7M, a 39% reduction.

As a member of the Strategic Implementation team I looked forward and generated critical insights through evaluation of the company and its environment; infused connectivity across the H. D. Smith enterprise, while providing oversight and support for each of the strategic priorities to ensure efficiency, progress and the attainment of goals as guided by our core values.Key Contributions:• Facilitated collaboration across the H. D. Smith enterprise in order to reach strategic objectives. • Worked with business owners and sponsors to establish milestones and goals aligning to the corporate strategic priorities.• Participated as a member of the H. D. Smith Innovation Incubator to bring forward innovative ideas to impact the end-to-end healthcare value chain.• Provided temporary operational support to move projects forward.• Identified and drove enterprise-wide projects utilizing existing team and company resources

Drove generic category pricing strategy and execution for all classes of trade across a national network of distribution centers. Enhanced customer pricing effectiveness delivering year over year margin improvement across segments using effective targeted pricing to unique market and product groups. Effectively partnered with sales, sourcing, and purchasing teams to drive 4-year sales CAGR of 22.5% and profit CAGR of 33.8%.Serving as the Director of Commercial Operations - Generics, proactively identified, developed, and executed long-term strategies and initiatives that resulted in maximum profit growth through customer programs and pricing. Responsible for all aspects of commercialization for the generics product category which included: architecting programs and pricing strategies, maintaining product level competitiveness across a portfolio of 7,000 skus, and ensuring accountability for accurate and timely administration of programs and pricing. Defined and delivered a compelling commercialization vision, strategy, and roadmap, responding to qualitative and quantitative inputs from customers, organizational partners, and industry partners. Analyzed historical data to develop market and product segments to align pricing with process stakeholders’ needs and customer insights on price elasticity. Develop targeted pricing and sourcing practices that aligned customers’ price sensitivities, product characteristics and category strategies to achieve optimized sales and profit results aligned with the organizational go to market strategy.

Statistical modeling, data collection and analysis, team management, client relations, product development and delivery in Office Suite.

Interest rate risk modeling, economic forecasting, wholesale funding and investment portfolio analysis, scenario planning and risk analysis, monthly and quarterly financial reporting, co-managed annual budget, developed and managed product pricing model.