⋅ FP&A business partner for NDS Surgical Imaging business unit in the Minimally Invasive Surgery Group, presiding over three distinct business lines delivering innovative visualization technologies in Medical & Advanced Industrial end markets.⋅ Lead the preparation of Quarterly and Monthly Operating Review presentations for internal management and Executive Leadership reviews.⋅ Draft monthly, quarterly, and annual P&L and Net Working Capital forecasts for management review cadences, providing robust variance analysis to drive evidence-based decision making.⋅ Installed and currently lead formalized SIOP (Sales, Inventory, & Operations Planning) processes to improve forecast accuracy, risk mitigation, operational efficiency, and optimize inventory resulting in a $5.1 million inventory reduction year-over-year.⋅ Installed weekly measurement of financial and operational KPIs to create greater visibility to business challenges and guide daily management for functional teams.⋅ Create robust financial models for NPIs, requiring partnership with R&D and commercial teams, to ensure the business deploys resources on projects with greatest Return on Investment, Cash Conversion Ratio, and shortest Payback Period.⋅ Perform ad-hoc analyses as needed in areas such as pricing, activity-based costing, Value Analysis and Value Engineering, Supply Chain management, among others. ⋅ Deeply experienced with 8D Problem Solving, 5 Why, Pareto Analysis, 80 / 20 Quad Analysis methods for evidence-based root cause identification, corrective action, and product management.

⋅ Managed the weekly consolidation of business unit Bookings, Backlog, and Shipments reporting submissions including quarterly reporting of currency translation and acquisition adjustments to organic growth. ⋅ Installed a streamlined and universal process to collect business unit P&L and Balance Sheet forecasts for monthly, quarterly, and annual operating plan submissions. ⋅ Consolidated company-wide financial results and synthesized results into key financial performance metrics for business unit-level, segment-level, and parent company-level reporting and analysis. ⋅ Saved $120k in annualized cost for external Investor Relations consulting by insourcing peer and competitor analysis, peer EPS reporting, and shareholder targeting. ⋅ Created quarterly shareholder and investor targeting reporting for Executive Leadership to understand structural makeup of shareholders, shareholder investment trends, peer ownership analysis, and investor targeting to direct CEO and CFO attention to areas of highest return on time investment. ⋅ Managed Novanta Investor Relations webpage back-end and filed quarterly press releases with Business Wire. ⋅ Installed Nasdaq IR Insight Suite tool to create customized reporting on key customers’ financial performance, gleaning insight into broader market dynamics and core drivers of Novanta growth. ⋅ Prepared customer demand modelling using external market research and Wall Street guidance for key customers and applications in the Novanta portfolio.

⋅ Prepared core financial statements for monthly, quarterly, and annual operating reporting cadences and amended financial statements for impact of seasonal event adjustments to bring clarity to period-over-period variances. ⋅ Managed the reporting package for key financial performance metrics such as DSO, DPO, Cash Conversion Cycle, and Cash Conversion Ratio to satisfy internal and parent company reporting requirements. ⋅ Installed a revamped model for Balance Sheet & Cash Flow forecasting for annual operating plan and in-year forecasting to provide clarity to the drivers of the business’ Net Working Capital performance. ⋅ Created a weekly cadence of Accounts Receivable reporting, with input and review from the Credit & Collections group, to increase awareness to aging Receivables and drive collections. ⋅ Developed and managed company-wide A/R aging and collection processes, including escalation and write-off procedures.⋅ Built Power-BI Dashboard of Accounts Receivable metrics and cohort analysis to assist regional Finance Managers in evaluating the performance of their collections teams and take corrective action on problem accounts. ⋅ Participated in due diligence process for $100 million Accounts Receivables factoring agreement, requiring deep data mining of Sales and Accounts Receivable transaction data. ⋅ Installed daily reporting of Receivables securitization to monitor and satisfy Special Purpose Entity and lender data requirements and ensure compliance with credit facility collateralization covenants.

⋅ Created daily management KPI dashboard of relevant auction house activity and eCommerce metrics to guide leadership on sales growth trends. ⋅ Managed the integration and reconciliation of weekly Revenue transitions from eCommerce sales solutions into Microsoft Great Plains. ⋅ Maintained Deferred Revenue schedules for advertising licensing agreements for Revenue Recognition reconciliations. ⋅ Maintained amortization schedules related to Fixed Assets, Intangibles, Capital Leases and various other operating accounts. ⋅ Prepared presentation of core Financials and Key Performance Indicators for Quarterly and Year-End Board of Directors meetings. ⋅ Prepared Revenue trend analysis and cohort analysis to guide Sales Team efforts to areas of highest growth and value. ⋅ Prepared and presented departmental Expense analysis, to Budget and forecast, for department leaders to create accountability to financial commitments. ⋅ Drafted SaaS KPIs such as Customer Lifetime Value, Customer Acquisition Cost, Churn, among others to present to Executive Leadership.

⋅ Managed Bookings of new customer orders, Revenue Recognition of customer bookings based on Percentage Contract Complete method, and drafted invoices.⋅ Reconciled Revenue, Unbilled Revenue, Deferred Revenue, and Commissions schedules at month- and quarter-end.⋅ Prepared, reviewed, and amended Sales Team variable compensation agreements & payouts, communicated out targets and achievement to the Field Sales team. ⋅ Prepared trend analysis of Accounts Receivable Aging to take targeted actions on problem accounts and late-paying customers. ⋅ Managed collections processes to reduce receivables aged 60-to-90 days and 91-plus days to 5% and 1% of total Accounts Receivable, respectively. ⋅ As part of the Nielsen acquisition terms, drove and achieved initiative to collect $4.5 million in outstanding Receivables prior to acquisition closure and integration.

Generate ad-hoc financial reports based on the needs of a Saas business model.These reports include CAC, LTV:CAC, Sales and Marketing Program Spending, Headcount, Booking, and Cash Forecasting.Devise and create QuickBooks content designated for marketing team for one-page offers, e-Books, and blog posts targeted at CEO/CFO-level audience.Compile data for OPEXEngine Saas Business and Internet Vendor benchmarking survey.

Conduct needs-based analysis for clients with regards to retirement planning, survivor needs, education planning, and asset allocation.Use these findings to coordinate with advisors and devise client recommendations. Assist investment advisors in the construction of investment portfolios, including variable annuities and life insurance products, fixed income assets, and mutual funds. Record and track paid premium for mutual fund, annuity, and protection business and align these with the firm's pro-rata production goals.