The Grifols Healthcare Solutions group advances sterile compounding to help hospital pharmacies achieve performance, safety, quality, compliance, cost savings and financial goals.Member of NA Commerical leadership team responsible for financial forecasting, reporting and profitability analysis

Manage all accounting operations including billing, financial statements, A/R & A/P, cost accounting, inventory accounting and revenue recognition.Direct the preparation of the budget and financial forecasts including report variances.Prepare and publish timely monthly financial statements and KPIs to private equity partnersResearch and execute technical accounting issues for compliance.Lead and manage month-end and year-end close process.Ensure quality control over financial transactions and financial reporting.Manage and comply with local, state, and federal government reporting requirements and tax filings.Develop and document business processes and accounting policies to maintain and strengthen internal controls.

Financial and marketing infrastructure activities for start-up company.Ivy.ai makes self-service chatbots for higher education institutions. Chatbots for websites, text messaging, and Facebook Messenger support greater information flow by providing 24/7 coverage unencumbered by hours of operation and personnel availability.

Hired to overhaul and refine processes for human resources, operations, finance, and banking, driving and supporting 20% growth for a start-up advertising agency. Managed P&L, balance sheet and cash flow. Executed strategic re-branding of the company. » Secured three straight months of profit improvement within the first year; implemented and executed blog, e-mail and marketing program to generate new leads» Developed yearly and monthly budgets; streamlined processes for inventory, product segment reporting, and profitability reporting and re-organized accounting, cash flow, and cash reserve strategies» Developed an integrated financial management and reporting system, including online timesheets to manage and track client and project hours and product segment profitability analysis tools » Developed new hire processes and onboarding paperwork; launched and now manage benefits, training, and mentoring programs for a team of 10» Engaged with the community via pro-bono development and presentation of full-scale marketing analyses and action plans for community organizations; manage community sponsorship events Key Accomplishments: » Streamlined operations at BG Digital group to improve client services, drive long-term growth, and manage debt; launched client reporting KPIs in an easy to navigate Excel tool to facilitate monitoring of client retention and ROI.» Increased efficiency and profitability at BG Digital by launching a new traffic tool for resource and creative development planning, executing a new general ledger system for profitability transparency, and managing cash flow and P&L.

Recruited from the finance department to oversee a ground-up overhaul of the marketing department for Grifols (formerly Talecris Plasma Resources). As the creative director for marketing, drove the development of advertising, branding, and marketing collateral in alignment with operational strategy and goals. Managed corporate projects and branding initiatives, including legal, medical, and regulatory reviews.» Introduced the Grifols Plasma branding campaign by leading focus groups, developing cultural collateral, and planning and executing promotional programs to align and integrate four separate brand identities into one parent company » Developed reporting systems to support data-driven decision-making for managers and senior leadership» Created e-platforms with program libraries to facilitate customer access to marketing materials and promotional collateralKey Accomplishments: » Designed and launched two customer-facing websites and applied SEO best practices to grifolsplasma.com, increasing traffic by nearly 200%.» Managed a large marketing department budget and monitored ROI for a marketing budget across 170+ Grifols plasma centers; spearheaded and developed a marketing 101 training program for new managers at Grifols, which empowered managers to engage effectively with potential donors and develop a results-oriented marketing planning process» Developed an award-winning “One Reason” advertising campaign for donor recruitment aligning four brands under one Grifols umbrella and targeting diverse demographics to drive new donor rates; led internal development and strategy and creative development processes for additional advertising campaigns» Managed the donor experience from branding and image, via recruitment and on-boarding through various retention programs; included a donor ambassador program and launching the first ever social media program as a relationship marketing tool» Realized a 20% savings within printing budget

Led a newly formed department of six creative, analytical, and marketing professionals to manage the development of marketing planning processes across 69 locations. Oversaw advertising, promotions, community outreach, and creative development and strategically allocated a marketing budget of $2.9M.» Developed internal and external communications strategy and implementation processes; leveraged social and digital media outlets to support wide-scale customer engagement» Managed the re-development and maintenance of internet and intranet toolsKey Accomplishments: » Designed and launched two customer-facing websites and applied SEO best practices to grifolsplasma.com, increasing traffic by nearly 200%.» Managed the donor experience from branding and image, via recruitment and on-boarding through various retention programs; included a donor ambassador program and launching the first ever social media program as a relationship marketing tool.

Served on a newly established divisional operational leadership team to steer the financial and operational performance of 20 plasma centers. Trained staff; audited and led financial control processes across all locations. » Developed management tools to drive a 16% YOY and 1% MOM improvements for labor and expense efficiency» Managed volume and expense forecasting with +/-4% accuracy» Created and launched a financial controls manual, training program, and auditable processes and procedures in collaboration with multiple departments at Talecris, leading to a robust, fraud-resistant system of financial checks and balances

Collaboratively spearheaded and standardized financial operations by establishing and refining processes and procedures for budgeting, forecasting, and monthly reporting in support of strategic allocation of an $80M budget.

As a co-founder of the treasury department for a $900M company under Bayer Biological Products, transitioned the cash management platform from a shared service environment to a stand-alone department within six months. » Served as a primary point of daily contact for all banking relationships across the US, Canada, and Germany» Provided financial oversight for global operations, including cash, investment, and borrowing activities and associated reporting

Oversaw financial forecasting, budgets, and risk portfolio management related to complex, FDA-monitored biotechnology manufacturing processes representing $650M in global revenue and expenses. Selected by senior management to represent and manage confidential joint venture and divestment projects, including due diligence support. » Led a cross-functional team of 41 across eight separate work streams in support of a major worldwide audit project » Identified and mitigated risks to facilitate achievement of financial and business targets via P&L analysis/reporting, accounting and audit support, budget planning, and profit forecasting» Elected to the 2002 Bayer Premier Circle for exceptional performance and in 2004 awarded “Above and Beyond” recognition for role in confidential joint venture and divestiture project » Received “Above and Beyond” recognition in 2004 for managing a large-scale, complex divestiture project

Challenged with stimulating and supporting sustainable growth and driving operational transparency within the business unit by implementing performance measurements and financial controls during turbulent transitional periods. Served as a key member of the management team, reporting directly to the general manager and indirectly to the worldwide corporate controller.» Developed and implemented multiple cutting-edge controlling and performance management processes to drive process improvements within the management team and the business unit » Defined/managed operational budget planning process, which was adopted division-wide and cited as a best practice » Provided strategic advice and balanced scorecard performance measurement system, offering transparency to management team that turned an operating loss of -11M Deutsche Marks to break-even within three years and four management changes.

Accounts included: Infiniti Automobiles

Accounts included: AGFA Film stock, Columbia/TriStar Pictures, Nestle Infant Formula