Primary business partner to the Global Service and Commercial Excellence business leaders, supporting the management team in driving, establishing and achieving financial targets. Provides business and financial counsel to ensure that business objectives are attained.Provide insight and analyses that assist the organization in making sound business decisions to enable sustainable revenue growth through full P&L management.Build quality business cases, founded in data and validated assumptions, to justify spending.Commercial Excellence finance liaison to key stakeholders, such as WD finance, corporate finance, treasury, tax, legal and compliance to ensure alignment and effectiveness of the finance operations.Deliver quality reporting, financial planning and finance processes, while fostering a culture of strong financial discipline and business integrity.Lead, collaborate and mentor a team of 3 experienced Senior Financial Analysts.

Supported the global CMO function with all financial and operational reporting as it related to global demand generation, public relations, product marketing, marketing analytics and corporate brand marketing.Developed all SaaS (software as a service) related benchmarking, including marketing working and total ROI, Customer Acquisition Costs (CAC), Lifetime Value (LTV), MQL’s, SQL’s, Cost per Outcome, Conversion Rates and direct pipeline generation. Partnered with the various CMO functions to provide corporate guidance with quarterly expense forecast updates compared to prior forecast and the operational plan. Provided a consolidated marketing deck to the CMO highlighting these updates and any potential risks and opportunities on a quarterly and annualized basis.Final approver on all marketing purchasing requests which included detailed reviews of multi-year contractual documents to ensure any financial commitments within align with marketing budget and/or forecast expectations.

Support the Applied Genomics and Reproductive Health product management teams with all financial and operational reporting for the Global Diagnostics Business Unit. Responsible for providing all financial materials for presentation to senior leadership at all monthly and quarterly business reviews. Develop a detailed understanding of business revenue, ASP, and margins by product line along with the business segment market, profitability, and business trends. Partner with functional and product line leaders to analyze consolidated results, identify trends, and develop projections. Provide commentary and recommendations to senior leadership.Support the consolidation, analysis and development of the Global Diagnostics Business Unit long range and annual operating plans, monthly forecasts and business reviews.Perform analytical modeling as required by the organization to help identify operational risk or potential synergies and participate, as needed, in process improvement initiatives across businesses focused on improving forecast accuracy, cost savings & selling effectiveness.

Principal Financial Analyst for the Global Diagnostics Applied Genomics business - a core $150M segment of the growing Diagnostics Division within PerkinElmer. Support the development of annual operating plans, monthly forecasting, monthly operational reporting, as well as support any ad hoc requests for the Diagnostics Applied Genomics business on a global basis.Support internal financial and operational reporting for the Americas and Global Applied Genomics Diagnostics division. Assist with the preparation of materials for presentation to the division president. Develop detailed understanding of business revenue, ASP, and margins by product line along with the business segment market, profitability, and business trends. Partner with functional and product line leaders to analyze consolidated results, identify trends, and develop projections. Provide commentary and recommendations for divisional management.Support the consolidation, analysis and development of the Americas Diagnostics long range and annual operating plans, monthly forecasts and business reviews.Other responsibilities include partnering with the Accounting team to understand reported results, revenue recognition and accounting adjustments on financial projections, perform analytical modeling as required by the organization to help identify operational risk or potential synergies and participate, as needed, in process improvement initiatives across businesses focused on improving forecast accuracy, cost savings & selling effectiveness

Collaborate with the General Manager, Global Lifestyle to develop financial modeling tools for the Lifestyle Strategic Business Unit that serve as the basis for the annual 5-year plan update, new product gross margin review, imported and Made in USA footwear pricing and gross margin forecasting, and monthly, annual and 24-month trend analysis and metrics. Provide all budget planning and forecasting, risk analysis, expense research and troubleshooting support for the Lifestyle Strategic Business Unit product marketing, development and design cost centers.Maintain and update all footwear standard costing components, by style, for the Lifestyle Strategic Business Unit from product creation to product confirmation and track the impact of any changes on the forecasted gross margin, by style.Other responsibilities include maintaining all quantitative metrics for Lifestyle product reviews, from first prototype to line confirmation, communicating any potential risks or opportunities to budget and/or forecast to senior finance team and developing ad hoc financial modeling upon request.

Manage the timely delivery of insightful, responsive, and quality inventory appraisal analysis by developing complex financial models using such metrics as net sales/comparable store sales trends, gross margin, inventory levels, initial/average markup and discounting trends.Schedule and conduct company management interviews, obtain all relevant quantitative and qualitative information, discuss financial and operational issues with senior management, arrange field visits by appropriate liquidation consultants, and tour all pertinent company facilities.Communicate status/issues internally, as well as with client bank and the subject company throughout the appraisal process. Maintain on-going communication with senior management with regards to project status, anticipated completion date, liquidation strategy, and lender risks. Present appraisal reports, based on delivery criteria, in person to appropriate audience.

Managed all aspects of retail marketing budget planning, forecasting and variance analysis including all divisional merchant media by media type and all non-media marketing operational areas.Provided proactive budget management advice and analysis to senior management that resulted in the marketing division achieving 99.8% of their marketing budget target in Fiscal 2008, which included several late season budget target reductions due to the challenging economic retail environment. Delivered an additional $150,000 in savings against the annual marketing budget target in Fiscal 2007, which enabled the Company to achieve the Fiscal 2007 EBIT target.Empowered the Technology, International Marketing, Loyalty, Public Media and Creative departments to assume ownership of budget planning and forecasting by developing the necessary financial tools to help Directors manage their related family of business.Piloted and implemented an Account Executive new hire training workbook and accompanying marketing financial guidelines to assist with the proper training of Bloomingdale’s executives to the handling of various expenses as they relate to the Company’s Marketing Division.