Juan C L. Email & Phone Number

Orlando, Fl, Us

- Advisory and Financial Solutions for Healthcare, Pharmaceuticals, Pharmacy and Healthcare Technology Businesses- Performing financial analysis to grow businesses by structuring financial strategies and architecting FP&A frameworks to execute operational excellence- Developing Cash Flow Management strategies- Strategic Pricing, planning and raising capital strategies- Pharmacy Retail, PBM and long-term care advisory

Irving, Texas, Us

Key areas of focus for M&A:• Led financial modeling and due diligence efforts for the acquisition of Rx Savings Solutions (~$1B), assessing potential synergies and risks to inform decision-making• Oversaw integration planning for the acquisition, working closely with cross-functional teams to develop a detailed plan for achieving operational efficiencies and integrating financial systems. Successfully executed the plan and achieved projected cost savings• Developed a dynamic model that accounted for Contingent Consideration tracking and reporting. It accounted for GAAP vs. Non-GAAP expenses, synergies, dis-synergies and timing based on the purchasing agreement signed by the Company and recently acquired businessKey areas of focus for FP&A:• Designed and implemented an integrated FP&A process that improved forecasting accuracy over ~$60M in OpEX• Developed and standardized workforce planning by developing a model that accounted for key stakeholder input of future hires, vacancy rate and timing of key decisions• Implemented Hyperion Planning to improve forecasting accuracy and governance across Selling, Marketing and Account Management• Partnered with key stakeholders to identify “Total Cost to Serve” by customer which influenced key hiring metrics and overall forecasting accuracy• Successfully collaborated with key stakeholders to streamline our newly established FP&A framework, resulting in improved efficiencies and a more comprehensive ability to consolidate, manage, track and report on the health of the business• Built and coached a high-performing team of high-potential individuals, specializing in FP&A, new business development, M&A, and highly complex projects focused on overall business improvements and process standardization

Irving, Texas, Us

• Developed and presented complex financial models to senior leadership, assessing new business opportunities in various industries with most opportunities valued in excess of $1 billion+• Collaborated with cross-functional teams to gather and synthesize data, and utilized advanced financial analysis techniques, including discounted cash flow and scenario analysis, to evaluate investment opportunities and inform strategic-decision making• Developed a competitor benchmark database to help identify opportunities, present scenarios and make recommendations to leadership that aligned to our strategy roadmap• Aligned key stakeholders and deliverables to significantly improve the M&A playbook, driving efficiency, reducing risk, and ensuring seamless execution of acquisitions• Conducted extensive interviews with key internal stakeholders to create a new finance function improving business performance • Newly formed finance function supported M&A, NBD, FP&A and Commercial Finance

Gb

• Collaborated with the engagement team to design and execute audit approach over $50 billion goodwill balance and $55 billion product right and intangible asset balance for a Fortune 500 pharmaceutical client• Analyzed historical normalized cash flows to determine the reasonableness of management’s cash flow projections valued in excess of $80 billion• Evaluated historical price and volume trends as well as prescription trends at a product level to determine the reasonableness of management’s product revenue forecasts for both currently marketed products and in-process research and development• Designed and executed audit procedures over key accounting areas including: payroll, R&D, contingent consideration (including sales-based and R&D-based milestones), treasury, accounts payable, revenue and PP&E• Reviewed and analyzed financial statements, including 10-K and 10-Q public filings, to ensure preparation was in accordance with US GAAP, US GAAS, Sarbanes-Oxley, PCAOB and SEC reporting requirements• Identified and analyzed the cash flow impact of significant transactions, non-cash activities, and multinational operations, from both an accounting and financial analyses perspective• Performed audit work around revenue and gross to net, including analytical procedures over each gross to net category, review of payments and contracts with direct and indirect customers (PBMs, managed care organizations, government)• Worked directly with VPs and Directors to understand and evaluate client’s key processes and probable transactions• Performed analytical procedures quarterly over client’s P&L and Balance Sheet, including gross to net impacts• Supervised and lead staff through guidance and coaching over the audit approach to effectively complete tasks in an efficient environment

Gb

Experienced Professional within the Healthcare Industries Sector, with a strong background in Finance, Accounting and primarily auditing top publicly traded pharmaceutical clients.

Worldwide, Oo

I attended Deloitte's Top National Program; Deloitte National Leadership held in Westlake, Texas. I had the opportunity to network with talented leaders from across the country as well as attend various leadership workshops and teamwork training with some of the brightest up and coming professionals.

Parsippany, Nj, Us

- Audited expenses received from Local and International partners against Customer Contracts- Ensure all expenses were properly coded and accounted in compliance with internal guidelines- Monitored and escalated discrepancies to Global Partners- Analyzed and reported Gross Margins to monitor Business Units remained profitability- Ensure company remained compliant in preparation of audit- Managed relationships with all Partners of the Americas (Canada, USA, and Latin America)- Improved overall timeliness, completeness, and accuracy of audits- Systemically improved procedures that positively affected both Partner and End-User in terms of increased efficiency, and reducing man hours on manual labor (-4 hours on average)- Improved relationships with trouble partners by enhancing communication and streamlining procedures

Minneapolis, Mn, Us

- Ensured the accurate posting and allocation of all payable expenses- Leveraged automated cash posting tool to captured all incoming cash and reconcile against third party statements- Collaborated in month-end closing entries- Reconciled AR and AP GL accounts- Performed Bank Reconciliations and enhanced the overall process- Developed new approval processes resulting in improve Cash Flow Management- Ensured employees adhere to the Travel & Entertainment Policy- Partnered with the VP of Accounting to develop control procedures to ensure accountability of all unbudgeted costs- Ensured Audit Readiness for E&Y, PwC, and IRS- Improved processes and procedures around AR and AP- Automation of Cash Applications resulting in increasing PROFIT of around $20k annually- Cross trained new employees after being acquired: AR, Collections, AP, Cash Applications, Bank Reconciliations- Post-Acquisition: FP&A, P&L, analyses performed. Systems Experience:SAP-BusinessONE - GP Dynamics, Salesforce, Microsoft Office.Excel: Pivot Tables, V-Lookups

Minneapolis, Mn, Us

- Collaborated with the preparation of monthly billing statements. Cooperatively help improved the accuracy of monthly invoices. Automated the remittance of 10% of paper invoices.- Improved customer relationships- Addressed customers declined credit cards and helped automate notification process.- Ad-Hoc reports assigned by the CFO were performed--missing revenue found, billed and automated. ($200k)- Enhanced manual billing by utilizing automation process DTW.(Data-Transfer-Workbench)- SQL queried customer reports from SAP Business One for analytical purposes.- Manually applied over 3000 monthly checks. Manually applied upwards of $500,000 of credit card sales. - Admin member of the Accounting system enhancement team for SAP BusinessOne- Led the automating of Cash Application process within SAP BusinessOne- Supported the audit and audit readiness. (AR, AP, Bank Reconciliations, GL reconciliations, etc)

Accounting, Accounting And Business/Management

Management Information Systems, Management Information Systems, General

A.S Business Administration - 2016