- Provide insights to senior leadership and influence strategic business decisions. Responsible for all analytics, forecasting and reporting related to $150M annual revenue as well as $70M annual operating expenses for the Commercial and Service organizations. - Cultivate a high-performing team through mentorship, skills development and strategic delegation, resulting in enhanced analytical capabilities and increased team productivity.- Generate revenue forecast by modeling expected selling prices, treatment utilization, service agreements and freight revenues based on inputs for sales volumes of capital equipment. - Create annual expense budgets and ensure adherence to plan throughout the year by partnering directly with senior leadership for the Commercial organization, including CCO, CMO, SVP Sales, VP Marketing and VP Services & Support.- Develop analysis, business cases and metrics to support the Service team in achieving corporate milestones related to reducing cost of service for capital units.- Partner with Sales Operations and SVP Sales to model, forecast and administer over 20 variable compensation plans for the Sales organization. Responsible for monthly and quarterly validations of associated commission payouts.

- Over 8 year tenure, absorbed increasing responsibilities while scaling the FP&A organization from a team of 4 to a team of 10 as annual company revenues grew from $200M to $1.7B.- Provided analytics across all areas of the organization to understand actual results, drive business decisions and implement strategic initiatives. Responsible for all company financial modeling and analytics including income statement, balance sheet and statement of cash flows for annual and quarterly forecasts, long range plans and M&A.- Drove calculations for revenue, cogs and expense budgets/forecasts, gross to net revenue discounts and incentive/variable compensation by partnering across all areas of the organization including US and OUS Commercial, Sales Operations, Accounting, Manufacturing Operations and R&D. - Prepared monthly reporting packages including detailed results for all financial statements, budget versus actual performance and explanations, gross margin analytics and headcount analysis for review by senior leadership.- Implemented modeling tools to support Supply Chain, Manufacturing Operations and Commercial teams through the early days of COVID by identifying production capacity and material constraints while aligning with customer demand. Worked cross-functionally to identify and execute ways to maximize product availability.- Led order-to-cash integration process for Triage acquisition which closed in October 2017. Successfully received, fulfilled and invoiced US and select OUS customer orders within one month of closing. - System and reporting enhancements: - Improved forecasting platform (Adaptive Planning) to report and forecast in multiple currencies while consolidating company results in USD. - Created ability in ERP framework to report indirect manufacturing costs by plant. - Partnered with IS team to automate flow of data from ERPs (LN 10.2 and LN 10.5) to Adaptive Planning as well as Cognos for easier, more efficient reporting and analysis.

- Responsible for forecasting, implementing and analyzing strategic pricing decisions by considering competitive position, historical data and demand elasticity and by working cross-functionally with departments including Merchandising, Merchandise Planning & Inventory, eCommerce and Store Operations.- Developed analytical templates and models to ensure consistency and accuracy in data provided to business partners detailing key metrics for evaluating business decisions.- Collaborated quarterly and as needed with Regional Vice Presidents of Operations to evaluate pricing strategies for stores in their regions with regards to competitive landscape, economic conditions and store performance.- Led team in adoption of new technologies and processes and acted as subject matter expert in the design, test and implementation phases of Oracle’s Retail Merchandising System and Retail Price Management.- Partnered with IT department to develop and test system modifications to increase accuracy and efficiency of price change processing and label printing.

- Analyzed advertising rate proposals for print and online with respect to industry segment, advertiser commitment and company profit margin while ensuring accurate implementation if approved.- Developed annual revenue ($30M) and expense ($22M) budgets for all departments in the organization and proposed areas for cost-saving and revenue generation to maximize profitability.- Identified process errors and ultimately corrected reporting for approximately $50K per month in advertising revenue that was being allocated to the incorrect sales team.- Acted as Finance department representative in cross-functional teams for company projects including launching new products, reducing paper width and outsourcing production activities by providing necessary information to ensure decisions were cost-effective.- Received one of four company-wide 2008 Publisher’s Ring Awards for Excellence.

- Created and analyzed reports comparing actual financial results to budget and prior year data to identify areas of concern or potential revenue growth.- Collaborated with Advertising department to execute all aspects of commission bonuses including verifying monthly results as well as analysis and implementation of new compensation plans.- Enhanced existing systems and reports to more accurately, effectively and efficiently share financial results.

- Developed and presented the periodic food/packaging cost forecast and the annual budget by collaborating with departments including Purchasing, Menu Marketing, Restaurant Accounting and Margin Improvement.- Created regular reports comparing actual financial results to budget and prior year, analyzed variances and proposed solutions to ensure ongoing profit maximization.- Collaborated with Information Systems to create automated processes to ensure accuracy, consistency and speed in the development of the monthly food/packaging cost forecasts.

- Analyzed and presented the potential and actual financial impacts of marketing and product tests by conducting return on investment and break even analyses in support of JBX, a fast-casual concept type for Jack in the Box.- Verified profitability and effectiveness for discount and marketing events using key result factors such as sales mix, product switching, average check amounts and profit margin.- Developed sales forecasts for new and promotional products for use in planning by Operations, Central Inventory Management, Marketing and other departments within the company.- Collaborated with other departments within the company including Purchasing, Restaurant Accounting and Research & Development to ensure accuracy of product cost reports used in company-wide financial reporting.

- Evaluated the potential and actual impacts of price changes for consumer electronics product line with regards to margin dollars, market demand elasticity, market share, competitive landscape and inventory positions.- Determined the most effective pricing and promotional strategies to maximize margin dollars while limiting exposure to inventory excess or shortage by working with Product Procurement, Product Planning, and Marketing Management.- Developed, maintained and implemented a demand forecast to ensure proper product procurement by gathering inputs across functions as well as by analyzing historical trends, seasonality indexing and other market factors.

- Accountable for pricing segments of the $2 billion transcontinental markets including over 1000 individual markets by evaluating competitive positioning, customer trends and market changes to develop strategies for published and unpublished fares.- Served as Operational Lead by assisting weekly point person in reviewing entire system of domestic pricing actions and relaying information to key leaders in the department.- Collaborated with external business partners and internal departments to prepare pricing structures of special unpublished fares for wholesale accounts.