Heather Lundy Email and Phone Number
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Leader in FP&A, Integrated Business Planning, data analytics and visualization, financial reporting, forecasting, regional Sales management, strategic planning, and Commercial and Marketing support
Medtronic
View- Website:
- medtronic.com
- Employees:
- 10
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Principal Financial Analyst - Global RegionsMedtronic Oct 2023 - PresentMinneapolis, Mn, Us
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Ibp Fp&A LeadMedtronic Mar 2021 - Oct 2023Minneapolis, Mn, Us• Lead the implementation of Integrated Business Planning across two operating units representing almost $5B in revenue• Lead monthly revenue, cost of sales, inventory, and free cash flow financial processes as it relates to Integrated Business Planning• Act as a strategic thought partner providing insight into business performance and trends• Serve as an integral link between supply and demand throughout the IBP cycle• Understand and present business IBP Performance metrics and track critical KPIs• Present financial scenarios to senior leadership to influence forecast and business decisions• Extensive financial modeling, trend analysis, and data visualization using Excel, PowerBI, Tableau, SmartView, and Essbase.• Coordinate and collaborate with cross-functional partners in the creation of PowerPoint decks for weekly presentations to senior leadership
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Principal Financial AnalystMedtronic Jul 2019 - Mar 2021Minneapolis, Mn, Us• Promoted from Sr. Financial Analyst for exceeding goals and consistently improving and delivering financial leadership and direction• Lead revenue forecasting process and variance analysis in 12 regions across 4 business segments and multiple countries• Create and propose actionable strategic solutions to company leadership to close revenue gaps• Implement forecasting models for new business segments, pipelines, programs, and product launches• Design and present weekly, monthly, and quarterly financial reporting, business reviews, and trend analysis to company leadership using data visualizations in Excel, PowerPoint, and Tableau• Collaborate with Sales and HR directors to develop and track performance and compensation plans• Partner with Sales, Marketing, and Strategy teams to model and implement revenue forecast for AOP budget, strategic planning, and resource allocation• Lead regular reporting and analysis for management to optimize and align business strategies• Manage demand forecast for multi-product device manufacturing• Evaluate and engage in month-end accounting controls and activities• Coordinate month-end leadership reporting of financial statements including analysis of P&L, free cash flow, and balance sheet• Extensive Salesforce.com development of dashboards, trend reports, customizing fields, and training a 25-unit sales team to enable field sales success• Expert in Microsoft Excel including building and maintaining pivot tables, macros, charts, graphs, and formula functions
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Sr. Financial Analyst - Sales ModelingMedtronic Nov 2015 - Jul 2019Minneapolis, Mn, Us• Manage revenue forecasting process across all business segments and propose solutions to senior leadership to close gaps• Develop and present financial reporting and analysis to leadership on a regular basis• Create demand forecast for device manufacturing• Extensive work with Salesforce.com in developing dashboards and reports, customizing fields, and training sales team• Complete forecast variance analysis regularly to explain variances and propose ongoing solutions
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Financial Analyst - PricingCommercial Water Distributing, Llc Nov 2014 - Nov 2015Zumbrota, Mn, Us• Reviewed and analyzed financial statements for pricing impacts• Was solely responsible for managing multi-channel dynamic pricing of over 8,000 products• Provided margin reporting and made recommendations for improvements to senior leadership • Performed elasticity analysis on multiple product categories to optimize pricing strategy• Managed multiple projects at once to improve pricing processes -
Supply Chain PlannerSchwan'S Consumer Brands May 2013 - Sep 2014Marshall, Minnesota, Us• Responsible for managing Edward’s brand forecast at multiple levels and accounts• Worked cross functionally with various departments including Marketing, Finance, IT, Capacity Planning, Deployment, Field Sales, and Customer Sales in planning demand and lead monthly meetings to successfully come to a consensus on the forecast number• Monitored actual demand versus demand plan in order to analyze and communicate deviations• Identified trends and analyzed sources of forecast bias -
Sales AnalystSchwan'S Consumer Brands Jan 2012 - May 2013Marshall, Minnesota, Us• Instituted best practices in planning, implementing, communicating and analyzing incentive programs in order to ensure execution and to make recommendations to marketing teams maximizing their ROI• Managed the distribution of materials to field sales employees by coordinating with marketing and the Material Distribution Center including redesigning the process resulting in $90,000 annual savings• Primary contact for field sales agents and leader in communicating cascading messages regarding incentive programs, pay, marketing promotions, and organizational announcements• Provided insights and analytic reports to senior leadership through monthly presentations
Heather Lundy Skills
Heather Lundy Education Details
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Southwest Minnesota State UniversityMaster Of Business Administration - Mba -
Southwest Minnesota State UniversityAccounting And Finance
Frequently Asked Questions about Heather Lundy
What company does Heather Lundy work for?
Heather Lundy works for Medtronic
What is Heather Lundy's role at the current company?
Heather Lundy's current role is Globally Experienced Financial Analyst.
What is Heather Lundy's email address?
Heather Lundy's email address is he****@****msu.edu
What is Heather Lundy's direct phone number?
Heather Lundy's direct phone number is +132084*****
What schools did Heather Lundy attend?
Heather Lundy attended Southwest Minnesota State University, Southwest Minnesota State University.
What are some of Heather Lundy's interests?
Heather Lundy has interest in Economic Empowerment, Education, Environment, Science And Technology, Animal Welfare, Health.
What skills is Heather Lundy known for?
Heather Lundy has skills like Accounting, Microsoft Excel, Forecasting, Auditing, Microsoft Office, Management, Financial Analysis, Time Management, Sap, Leadership, Powerpoint, Financial Reporting.
Who are Heather Lundy's colleagues?
Heather Lundy's colleagues are Paul Louy, Omar Ferrús Blasco, Sivhidzho Tshifhiwa, Peter Chen, Daniel Lee, Sherry Thompson, Phil Wilson.
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