Finance lead for the acquisition & integration of Apollo Endosurgery, Inc. ($615M)

• Prepared monthly and quarterly organic & operational sales reporting, forecasting, and analysis which included the total company daily sales forecasting, ADS (average daily sales) analysis, internal presentations, and earnings release/10K support• Prepared and analyzed monthly and quarterly gross margin and price erosion by division, region, and major product including quantifying the impact of price/volume/mix on sales performance and preparing material for earnings and 10Q/K• Led the company's Annual Operating Plan and Strategic Plan processes by setting guidelines, collaborating with functional/regional/divisional business contacts, performing related analysis, and preparing presentations to senior leadership• Led the analysis of standards improvements and inventory revaluation for the Strategic Plan and Annual Operating Plan, including the process of flipping standard costs• Facilitated the flip of SFX rates yearly and assisted in moving the company from SFX to CFX for internal/external reporting • Led the total company cash flow forecast for all forecasting cycles and prepared relevant earnings release and 10Q/K support• Prepared monthly and quarterly operating income estimates for total company and prepared the segment sales and OI external reporting requirements for 10Q/K• Led, developed, and trained FP&A team through organizational change and turnover• Engaged in continuous improvement activities to streamline FP&A processes through robotic process automation

• Managed and facilitated valuation process for closed business combinations, collaborating with third party consultants and internal business partners• Built valuation models to determine fair value for closed business combinations and prepared purchase price accounting• Managed, tracked, forecasted, and reconciled companywide integration and restructuring programs and provided guidance to internal business partners• Forecasted and reconciled contingent liability balances, created valuation models upon inception, and re-measured contingent liability balances at fair value quarterly through collaboration with divisional contacts• Tracked, forecasted, and reconciled global investment balances and performed quarterly equity method adjustments• Performed quarterly investment impairment reviews over the company’s investment portfolio which involved collaboration with investees and New Business Development• Performed annual goodwill, IPR&D, and indefinite lived impairment testing which involved the creation of discounted cash flow models, change based analysis, and coordination and collaboration across the finance organization and auditors• Tracked, forecasted, and reconciled intangible asset balances and performed quarterly impairment reviews preparing financial models to evaluate impairment in collaboration with divisional contacts when impairment indicators were present• Performed segment reporting analysis for 10K filing and prepared 10Q/10K footnotes for respective areas mentioned above• Prepared the Statement of Cash Flow for the 10Q and 10K filings and drove significant improvement through automation• Appointed Value Improvement Champion for Corporate Accounting and drove savings of ~140 hours/quarter • Interfaced with external auditors for quarterly reviews, annual audit documentation, SOX 404 testing, and other inquiries

• Provided assurance services to a client base of hospitals, colleges, and biotechnology companies in all stages of growth, including site locations of public multi-billion dollar clients, clients undergoing IPOs, and non-public clients• Identified risks within business processes, assessed mitigating controls, identified control deficiencies, and recommended implementation of new controls and process changes to client's management• Performed analytical procedures over financial statements as part of planning and completion audit procedures• Reported on audit conclusions to management and proposed adjustments to client's management based on audit findings