David Adams, Mba Email & Phone Number

Fort Mill, SC, US

Secaucus, NJ, US

• Finance Manager for Health Systems Operational Excellence is the business partner to the Executive Director, Operations – Health Systems, Director - PLS Optimization, and the PLS Optimization team who are responsible.
• Assist the Optimization Team in developing strategy, initiatives, insights, analytical tools, and execution plans to significantly improve processes, quality, and cost effectiveness for the PLS business.
• Develop Optimization and Invigorate Operating Margin improvement strategies for network and process optimization, people management, supply optimization, asset management, and revenue.
• Implement process Improvement and analytical tool creation to drive opportunities and deliver enhanced investment and savings forecasting tools.
• Develop business cases for significant investments in technology modernization and system standardization.
• Provide progress updates, multi-year projections and external reporting guidance to Health Systems/PLS management, regional leadership, and the Optimization Team.

Secaucus, NJ, US

• Responsibilities:
• Support the Finance Manager, Finance Director, and Vice President in partnering with the Regional Leadership Team, SVP of Regional Businesses and SVP of Commercial in identifying and delivering value-creating analytics.
• Implement and manage the daily and weekly volume reporting.
• Manage consolidated regional reporting, as well as revenue reporting and analysis for core diagnostics information services business with ~$7B in annual revenue.
• Manage the monthly close process and related analysis, including Day +3/+4 revenue and volume reporting (relative to budget, forecast, outlook and prior year), Day +5 revenue memo, Day +6 reporting to Commercial.
• Manage the annual budget, quarterly forecast, and monthly outlook processes for the regional businesses.

Secaucus, NJ, US

• Key Accomplishments:
• Developed the Southwest Region Account Management Tool with Power BI which significantly improved the ability for the region to analyze key metrics at the account, sales rep, and sales director level.
• Created a Key Wins/Losses Daily Volume Tracking model granting the ability for the Finance and Commercial teams to track volume progress of key clients.
• Collaborated with a large diverse team and participated on a weeklong overnight Kaizen event to reduce the number of unbillable requisitions in the region’s main lab. The solutions from this event produce a $160k.
• Review Daily Volume reporting for the southwest region. Track and report volume trends, analyze daily volume variances for key accounts, base business, and Covid-19.
• Complete month-end revenue, volume, and P&L reporting to ensure proper revenue reconciliation and analyze key account performance. Assist with the monthly revenue and volume forecasting for the region and take part in.

Secaucus, NJ, US

• Key Accomplishments:
• Lead a team on a project building a new automated month-end close variance analysis process. The project significantly improved the efficiency of variance analysis throughout the company and led to several hundred.
• Developed a Vendor Cost Savings Opportunities Dashboard for the Southwest Logistics Functional team which was used to drive accountability and assisted the function in reducing Contract Courier spend by $960k in 2020..
• Created a cost/benefit tool for the logistics leadership to strategize for headcount adds throughout the Southwest market which has since been used on profitability analysis for new commercial deals and all cost.
• Ensured a smooth acquisition of Memorial Hermann through detailed functional expense modeling. Provided accounting assistance and built a Purchase Order reconciliation analysis for PLS Service Contracts that resolved.
• Developed Pandemic Response financial models for Expenses and Employee Furloughs. Assisted leadership in forecasting for the COVID-19 Impact in the Southwest Region.Responsibilities:

Secaucus, NJ, US

• Key Accomplishments:
• Established a new process for loading forecast and budget, improving efficiency and allowing the time to work on two large acquisitions in addition to the Southwest region.o Took over the groups Knowledge Session.
• Co-created and subsequently ran the Lunch Networking Sessions program, scheduling events for 72 members of the finance organization over two quarters.
• Developed initiatives to improve communication amongst the group through a formal review of the team’s weekly meeting with formal documentation of the priorities and schedule for Operating Cost Analytics.
• Provided cost to benefit analysis on Quest’s third-party partnership with C & W.Responsibilities:
• Conduct month-end variance analysis and provide finance support for the Southwest business leaders.

Secaucus, NJ, US

• Key Accomplishments:
• Worked on the implementation and roll out of the Key Reports project for promoting best practices.
• Improved accuracy and efficiency of the Regional Close Package refresh and instituted process to gather functional variance insights for review meetings.
• Made major overhauls to the team’s month-end reporting to adjust for changes in the business and rebuilt the consolidated budget bridge.Responsibilities:
• Produce Monthly Close Package for senior management team examining over $7B annual revenue and over $5B annual expense throughout the companies’ geographic regions.
• Control the periodic refresh of financial models for the team’s month end reporting. Update & enhance reports to improve accuracy and efficiency.

Lyndhurst Township, NJ, US

• Key Accomplishments:
• Developed operating procedure for billing over $50M of accounts receivables.
• Created and controlled a monthly reconciliation process to tie out deferred revenue for the four largest clients.
• Wrote the standard operating procedure for the company’s accounting audit and presented it to auditors.
• Assumed Lead Financial Analyst responsibilities for 3 months leave of absence.
• Successfully trained several Financial Analysts and temps.Responsibilities:

• Aided the Controller with the creation of Commission Reports for 2015 and forecasted 13 million dollars in sales goals for nine sales representatives in both 2013 and 2014.
• Completed invoicing and collections responsibilities and prepared various analyses on financial data.
• Organized and presented accounts receivable data during accounting audits

Master Of Business Administration (Mba)

Bachelor Of Business Administration (Bba), Finance