Jay Jorbin Email and Phone Number
Finance Leader with 20 years experience in FP&A, M&A, and Commercial Finance | Exploring New Challenges at
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Bright Direction Dental
Jay Jorbin's Location
Buffalo Grove, Illinois, United States, United States
Jay Jorbin's Contact Details
Jay Jorbin work email
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About Jay Jorbin
Jay Jorbin is a Finance Leader with 20 years experience in FP&A, M&A, and Commercial Finance | Exploring New Challenges at Bright Direction Dental. He possess expertise in financial modeling, forecasting, financial analysis, finance, microsoft office and 16 more skills.
Jay Jorbin's Current Company Details
Bright Direction Dental
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Finance Leader with 20 years experience in FP&A, M&A, and Commercial Finance | Exploring New Challenges
Jay Jorbin Work Experience Details
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Chief Financial OfficerBright Direction Dental Jul 2024 - PresentChicago, Il, Us
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Managing DirectorAxe Consulting Llc Mar 2024 - Present -
Financial Business ConsultantDuly Health And Care Feb 2024 - Jul 2024Downers Grove, Us -
Vice President Of FinanceDental Care Alliance Jun 2023 - Feb 2024Sarasota, Fl, UsPartnered with the CEO, CFO, and COO to create the strategic roadmap and financial framework for the Company’s key organic growth initiatives for the budgetActed as the strategic CFO for the six Operations VPsDeveloped the Company’s first financial review package and strategic planning template to be leveraged by the Operations VPs to create transparency into their P&Ls and provide insight into areas of opportunity to maximize profitSupported the FP&A team with daily results and forecast, month-end reporting, the fiscal year budget, and Investor/Board requests (including support for debt covenant obligations)Created and actively monitored a bespoke labor model for each of the Company’s 400 offices, increasing productivity by$3M -
Senior Director: Fp&A And Business TransformationWalgreens Boots Alliance Apr 2019 - Jun 2023Deerfield, Il, UsLed a cross-functional team tasked with achieving savings of $3.5Bn by the end of a multi-year restructuring programAccountable for the creation and introduction of new financial tools to be utilized both by the business and their finance partners to lower the cost profile of the Company; tools include Power BI dashboards and Control & Monitoring reports. In order to evaluate and limit discretionary spend, managed the rollout and adoption of Zero-Based Budgeting, including analytics, process design, and change management, saving the Company $50MOversaw all FP&A activities related to the restructuring program, including monthly Actuals/Forecast analysis, C-Suite and Board reporting, and long-range planning. Created a governance process to review/approve onetime expenses and capital expenditures required to generate savingsPartnered with executive leadership to develop SG&A savings strategies, including corporate and field supervision reorganization, deleveraging the pharmacy labor model, and co-authoring policy changes -
Senior Director: Global Financial Planning And AnalysisWalgreens Boots Alliance Apr 2017 - Apr 2019Deerfield, Il, UsManaged the global long-range planning and budget processes, including managing (directly and indirectly) a global team of forty finance professionals, consolidation and review of financial statements from WBA’s three main divisions (two based internationally), facilitation of strategy workshops, and composition of summary documents for the Board of DirectorsEnabled the budgeting process by partnering with finance, accounting, and MIS teams to design, develop, and implement IBM Cognos and Planning AnalyticsPresented detailed analysis of WBA performance monthly to the global CFO and CEOResponsible for the WBA forecasting process, including gathering input from local and international FP&A teams, providing scenario analysis, and recommending external guidance to the global CFO
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Director Of Finance: Retail Acquisition (Fp&A And Healthcare Finance)Walgreens Boots Alliance Feb 2016 - Apr 2017Deerfield, Il, UsConverted the M&A “Deal Model” into a dynamic scenario analysis toolResponsible for the Long Range Planning and Budget processes, including developing segment P&Ls, balance sheets, and cash flow statements, as well as providing recommendations on external guidanceCreate monthly reporting to forecast the value of synergies, one-time costs, and the overall financial health of the potential transaction
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Director Of Finance: Pharmacy FinanceWalgreens Boots Alliance Nov 2014 - Feb 2016Deerfield, Il, UsDirected a team of eight finance professionals to review all aspects of the Pharmacy P&L, which generates $50Bn in revenuePartnered with M&A to help create the valuation for Rite Aid’s pharmacy businessDesigned financial strategies to allow the Company to significantly deleverage it’s fixed pharmacy expenses, generating $400M in annual SG&A savingsProduced detailed FP&A reporting, including daily sales forecasts, annual P&L budget, and commentary for the Board of Director
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Director Of Finance: International FinanceWalgreens Jan 2013 - Nov 2014Deerfield, Il, UsManaged a workstream responsible for delivering $200M+ of synergy value related to the Alliance Boots acquisitionAnalyzed $2Bn in yearly Private Label purchases for opportunities to improve COGS by negotiating with top vendors, leveraging direct procurement options, and increasing value-chain efficienciesCoordinated with the Tax Department to increase the Company’s cashflow through the adoption of appropriate transfer-pricing and Subpart F strategies -
Director Of Finance: Store Operations AdministrationWalgreens May 2012 - Dec 2012Deerfield, Il, UsSupported five Store Operations VPs by managing a $20M capex budget, creating and auditing business cases, and identifying efficiency opportunities within the Company’s “Goods Not for Resale” spend (~$2Bn scope)Developed bonus targets for 8,000 individual drugstore locations, including partnering with HR to determine the Company’s incentive structureActed as the Store Operations financial lead for the USA Drug acquisition: controlled various aspects of the Deal Model, consulted on the long-term strategies, and designed reporting to ensure fiscal targets were achieved
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Manager Of Finance: Northeast Division - Store OperationsWalgreens May 2009 - Apr 2012Deerfield, Il, UsResponsible for the Walgreen Co. Eastern Division’s financials ($15B in sales): reported on sales trends, forecasts, mix/margin variance, expenses, inventory, and macroeconomic indicators in order to provide insights on the Division’s financial healthProduced and maintained a $5M capital budget, including identifying investment opportunities through portfolio management and aligning fiscal year cash flow goals with long-term strategiesDeveloped business cases and presented findings to audiences consisting of high-ranking team members, including the CFO and CEOProvided consultative services for various business units, including Corporate Strategy, Marketing, Mergers and Acquisitions, Pharmacy Services, Pricing, Real Estate, and Supply Chain
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Sr. Financial Analyst: Investor Relations & FinanceWalgreens Nov 2008 - Apr 2009Deerfield, Il, UsCreated original and detailed presentations analyzing the Company’s financial results and strategic objectives for quarterly earnings calls and investor conferences; communicated daily with buy/sell-side analystsResponsible for benchmarking reports requested by the Board of DirectorsCoordinated the Walgreen Co. Annual Meeting of Shareholders, and worked with all major business units to develop the Company’s first Analyst Day in more than ten years
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Financial Analyst: Investor Relations & FinanceWalgreens Aug 2007 - Oct 2008Deerfield, Il, Us
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Pricing Analyst: Walgreens Health ServicesWalgreens Sep 2006 - Jul 2007Deerfield, Il, UsDeveloped pricing models used to show the profitability of multimillion dollar PBM network contracts
Jay Jorbin Skills
Financial Modeling
Forecasting
Financial Analysis
Finance
Microsoft Office
Capital Budgeting
People Management
Month End Analysis
Financial Advisory
Investor Relations
Investor Presentations
Expense Control
Target Setting
Hyperion
Essbase
Impact Analysis
Sensitivity Analysis
Pricing Strategy
Scenario Analysis
Equity Research
M&a Due Diligence
Jay Jorbin Education Details
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Valparaiso UniversityMba -
University Of Illinois Urbana-ChampaignBusiness Economics
Frequently Asked Questions about Jay Jorbin
What company does Jay Jorbin work for?
Jay Jorbin works for Bright Direction Dental
What is Jay Jorbin's role at the current company?
Jay Jorbin's current role is Finance Leader with 20 years experience in FP&A, M&A, and Commercial Finance | Exploring New Challenges.
What is Jay Jorbin's email address?
Jay Jorbin's email address is ja****@****ens.com
What is Jay Jorbin's direct phone number?
Jay Jorbin's direct phone number is +122456*****
What schools did Jay Jorbin attend?
Jay Jorbin attended Valparaiso University, University Of Illinois Urbana-Champaign.
What skills is Jay Jorbin known for?
Jay Jorbin has skills like Financial Modeling, Forecasting, Financial Analysis, Finance, Microsoft Office, Capital Budgeting, People Management, Month End Analysis, Financial Advisory, Investor Relations, Investor Presentations, Expense Control.
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