Financial leader responsible for all aspects of accounting management, business reporting, technology management and enterprise support.

Led the financial planning and analysis team for the US Follett Content Solutions business (a private equity owned company) covering library book, textbook, supplemental classroom and digital product areas. Prepared and presented monthly reporting packages to include key financial results and variance analysis for the P&L, balance sheet and cash flow. High focus on gross margin, operating expense, EBITDA and warehouse cost results. Drove preparation of quarterly forecasts, annual budget and… Show more Led the financial planning and analysis team for the US Follett Content Solutions business (a private equity owned company) covering library book, textbook, supplemental classroom and digital product areas. Prepared and presented monthly reporting packages to include key financial results and variance analysis for the P&L, balance sheet and cash flow. High focus on gross margin, operating expense, EBITDA and warehouse cost results. Drove preparation of quarterly forecasts, annual budget and annual long-range strategic plans for the business. Show less

Spearheaded the sales forecasting process for the US Neuroscience and US Metabolics businesses for monthly LBEs, annual plan, annual LRP and monthly reporting. Interfaced with Marketing Analytics and Business Insights teams (MABI) to incorporate the latest patient and demand volume trends into forward-looking forecasts. Prepared numerous LBE, Plan and LRP presentations for senior leadership that illustrated YTD actual results and the latest sales forecast for key metrics including market… Show more Spearheaded the sales forecasting process for the US Neuroscience and US Metabolics businesses for monthly LBEs, annual plan, annual LRP and monthly reporting. Interfaced with Marketing Analytics and Business Insights teams (MABI) to incorporate the latest patient and demand volume trends into forward-looking forecasts. Prepared numerous LBE, Plan and LRP presentations for senior leadership that illustrated YTD actual results and the latest sales forecast for key metrics including market share, price, channel inventory, demand variances, new patient starts/discontinuations and patient persistency. Show less

Managed and led the annual plan and long-range plan (LRP) consolidation processes and promotion accounting/reporting for the $16B US Commercial organization. Partnered with US franchises and Global/Corporate FP&A teams in the coordination, consolidation and accurate completion of the annual plan and LRP for the US Commercial business. Created complex price/pipeline/demand analyses and managed comprehensive P&L rollforward schedules (vs plan, prior year and LBE) to understand and present key… Show more Managed and led the annual plan and long-range plan (LRP) consolidation processes and promotion accounting/reporting for the $16B US Commercial organization. Partnered with US franchises and Global/Corporate FP&A teams in the coordination, consolidation and accurate completion of the annual plan and LRP for the US Commercial business. Created complex price/pipeline/demand analyses and managed comprehensive P&L rollforward schedules (vs plan, prior year and LBE) to understand and present key drivers of sales and margin growth. Prepared detailed review books for presentation to senior management to assist in strategic decision-making. Show less

As a Company executive, provided leadership for all aspects of financial planning, reporting, analysis and control, accounts payable, IT, capital budgeting and facilities management for the North American Precision Dormer business unit of Sandvik Machining Solutions.

Solid 17-year career with steady advancement, growth and diverse experience across all major divisions of the Company in traditional FP&A, Business Development (new business valuation, financial modeling and new business integration), Pricing/Marketing and Internal Audit. Background includes extensive travel to Baxter offices, distribution centers and manufacturing plants throughout the US, Europe, South America, Mexico, Canada and Puerto Rico.Specific roles include: - Senior… Show more Solid 17-year career with steady advancement, growth and diverse experience across all major divisions of the Company in traditional FP&A, Business Development (new business valuation, financial modeling and new business integration), Pricing/Marketing and Internal Audit. Background includes extensive travel to Baxter offices, distribution centers and manufacturing plants throughout the US, Europe, South America, Mexico, Canada and Puerto Rico.Specific roles include: - Senior Finance Manager - Business Development (BioScience Division) - Senior Finance Manager - FP&A (Infusion Systems - Medication Delivery Division) - Finance Manager II - Acquisition Integration (Infusion Systems - Medication Delivery Division) - Finance Manager - FP&A (US Region consolidations/reporting - Medication Delivery Division) - Project Manager - Pricing/Marketing (US Renal Division) - Senior Operations Analyst - Corporate Audit (Corporate) Show less

Provided accounting and auditing services to public accounting firm clients in the consumer products, banking and financial services industries.

Assisted in federal and state tax compliance for the Corporate Tax Department.