Greg Lambert Email & Phone Number

Texas, United States

Irving, Texas, US

Irving, Texas, US

• Oversee short and long-range planning process and consolidation for US Pharmaceutical, a +$200B division of McKesson
• Lead financial modeling for macro level economic events (i.e. Gross to Net, Bio Sims, 340B changes)
• Lead the creation of customer/segment profitability reporting, providing management insight into business drivers affecting customer and segment profitability
• Drive collaboration with Pricing to ensure accurate forecasting, proposal analysis, and impact to budgets
• Developed individual customer cash flow modeling

Irving, Texas, US

Irving, Texas, US

Irving, Texas, US

• Revamped growth tier forecasting process, eliminating a 20% year-end average fluctuation
• Managed validation and reporting of $7+ billion in rebates, growth tier incentives/investments buys
• Directed Finance IT roadmap, evaluating capital deployment to improve accuracy/efficiency
• Liaised with Generics Product Team, advising on forecasting future supplier income and how supplier growth tier agreements would impact financials

Irving, Texas, US

• Crafted a pricing model to generate margin opportunities, resulting in $1.5MM incremental margin
• Upgraded current scorecard model to allow for reporting by customer activity instead of aggregated by customer, providing better insight into customer behavior
• Developed budget/forecast adjustments for Retail National Account Segment with $4B+ in sales
• Managed financial alignment with organization’s financial goals for customer renewals
• Established Generics pricing strategy, ensuring sales and program team met sales targets

Irving, Texas, US

• Managed monthly close process for business unit with $300 million annual revenue, coordinated close process with international teams, and ensured consolidations and intercompany activity were eliminated correctly
• Enhanced intercompany rebate accruals by removing inadequate estimates, resulting in more accurate, stable accrual
• Drove long-range and annual planning and developed monthly forecast for business unit revenues and expenses
• Improved budgeting/forecasting models by increasing granularity to allow forecasting by sales program and customer
• Maintained legal entity consolidation schedules and acted as a liaison to International Accounting and Tax
• Improved financial results reporting to included analysis at customer level in addition to item level

Irving, Texas, US

• Team lead for project to transition Accounting (Phase I) and AP (Phase II) to Richmond, VA office
• Integrated a corporate acquisition’s finance/accounting via research, analysis, and purchase accounting documentation
• Oversaw all accounting transactions and integrity for a $250 million subsidiary
• Conducted subsidiary’s financial reporting/variance analysis, providing explanations for budget to forecast variance
• Redesigned 12 major balance sheet reconciliations from an inadequate roll forward presentation
• Confirmed suitable reserve methodologies and SOX narratives on an annual basis

Dallas, Texas, US

• Developed base-line metrics and identified processing trends, eliminating bottlenecks to improve efficiency by 10%
• Created AP Process SOP Guides for field and finance associates
• Led consolidation of regional finance offices to the Richmond Shared Service Center
• Managed 25 team leads and associates in disbursements, invoice processing, T&E, and vendor maintenance
• Controlled outsourced relationship with third party data entry group in India

US

• 7 analysts and supervised their development, training, and evaluation processes
• Ensured all vendor funding was correctly recorded in accordance with U.S. GAAP
• Confirmed bill-back transactions, receivables, and inventory were recorded in accordance with U.S. GAAP, and created recurring forecasts for net owned inventory, payables, receivables and other GL accounts
• Reviewed bill-back transactions and inventory write-offs for accuracy
• Performed annual physical inventory audits for nationwide Circuit City distribution centers, and routinely prepared schedules of out of period adjustments and root cause analysis for senior vice presidents
• Researched and documented accounting methodology for complex transactions involving co-op and service revenue agreements

US

• Implemented a document storage system that saved the company $7,000 per month
• Resolved a legal vendor dispute that resulted in finding $1.5 million in the company’s favor, and amended Merchandise Payables reporting procedures, eliminating 15 hours of work/month
• Managed 12 account representatives and promoted two to analyst roles
• Revamped vendor funding, reconciliation, invoice matching systems, and PeopleSoft for better control and efficiency
• Controlled 15 payables balance sheet accounts, prepared and approved GL account reconciliations and month end close
• Oversaw invoice payment, vendor resolution, and third party audits

Mba, Finance

Bachelors, Accounting