Newport Healthcare is a Private Equity backed national network of evidence-based behavioral health treatment for youth, young adults, and families.• Led the financial planning process for forecasting, annual budgeting, and long-term strategic planning across 47 operating units.• Implemented cost reduction initiatives worth $5M resulting in 115 bps improvement in operating margin.• Leveraged technology through implementation of Adaptive Planning to streamline periodic and ad hoc reporting, scenario forecasting, and annual budgeting processes.• Drove financial literacy with operations leaders through coaching, disciplined forecasting processes, and periodic financial reviews to improve program profitability.• Partnered with Integration Management Office (IMO) during the integration of a $100M acquisition ensuring targeted synergies and financial objectives were achieved.

• Provided strategic and tactical leadership to functional business partners for a $1.5B region with 3 operating sites.• Delivered profitable growth through Sales execution and Gross Margin management.• Partnered with Merchandising and Operations to reduce and control Inventory Spoilage and Shrink.• Collaborated with Operations leaders to achieve targeted labor productivity goals.• Developed and managed a team of 50 Finance professionals supporting Commercial, Operations, and Inventory.

• Led the financial integration of a $1B acquisition with 10 operating sites into Sysco.• Collaborated with senior leaders on strategies to ensure acquisition business objectives were achieved.• Presented monthly/quarterly financial and strategic initiative results to Sysco Corporate leadership.• Implemented a structured Finance organization for 40 associates: established accountabilities and goals.• Established monthly forecasting cadence by assimilating Greco and Son’s reporting into Sysco’s tools/processes.• Championed the Annual Profit Plan ensuring financial targets aligned with 5-year business projections.• Developed reporting tools and dashboards with functional leaders to analyze pricing, expenses, working capital, business pipeline, and industry trends.

• Provided strategic and tactical leadership to 9 Regions and 22 Operating Sites with combined annual sales of $9.5B.• Partnered with Region Presidents and functional vice presidents to maximize Gross Margin opportunities and optimize logistics operations to deliver annual growth targets.• Served as a key business partner that implemented a Centralized Pricing methodology across Sysco broadline that increased Sales Productivity by 3%.• Developed and managed 9 Region Vice Presidents, Finance with finance teams supporting Pricing and Inventory; ensured accuracy of company financial statements and internal controls met company guidelines.• Collaborated with Corporate Finance and 4 Market VP’s of Finance to implement a finance transformation that standardized transactional accounting and collections across 72 Operating Sites.

• Provided strategic and tactical leadership to functional business partners for a $900MM Operating Company.• Maximized product line profitability through Sales and Procurement that delivered 4% Gross Margin growth.• Partnered with senior leadership team to develop functional strategic objectives to achieve company goals.• Fostered business literacy across local OpCo and market teams through coaching, disciplined forecasting processes, and periodic financial reviews.• Served as key member of the Finance Advisor Board (FAB) to develop and improve finance processes for Reporting, Forecasting and developing the Annual Operating Plan across the Sysco broadline enterprise.• Developed and managed team of 33 Finance professionals supporting AP/AR, Pricing, Credit, and Inventory.

• Financial accountability for a $400MM Operating Company.• Improved financial results by 4% through development and implementation of forecasting and planning processes. • Established financial accountabilities with Sales Management that delivered 5% sales growth by focusing on profitable customer growth.• Led initiative to maximize Cash Flow by reducing Days Sales Outstanding (DSO) by 5% and inventory of slow-moving and obsolete products. • Developed team of 20 Finance professionals supporting AP/AR, Pricing, Credit, and Inventory.

• P&L ownership for a $400MM Market Unit including 2 production facilities and 13 satellite warehouses.• Provided strategic and tactical leadership to Senior Team and functional leaders to achieve annual operating targets.• Optimized rate architecture to mitigate commodity inflation; achieved 4% revenue growth and 1% margin growth.• Led cost containment initiatives to achieve 3% labor productivity improvement and 5% reduction in total expenses.• Managed market unit forecast on a monthly, quarterly and annual basis; developed and established standard forecasting processes and tools to manage progress versus strategic plan.• Analyzed monthly and quarterly results versus targets; provided operating guidance to Senior Leaders utilizing standard month-end financial presentations, analysis of key performance indicators, and ad hoc reporting.• Responsible for career development of two Financial Analysts and multiple formal mentees.

• P&L responsibility for a $186MM Market Unit including 2 production facilities and 8 satellite warehouses.• Executed pricing strategies across a multi-segmented market resulting in 3% annual revenue-per-case growth.• Led Market Unit to 4% Operating Profit growth each year during four-year tenure.• Managed Annual Operating Plan process for the Market Unit; developed strategies that delivered financial and operational growth targets.• Coached and mentored multiple Finance Interns; responsible for on-boarding and career development.

• Managed $1.5B cost budget and $75MM capital budget for 9 production facilities, 62 satellite warehouses, and regional business unit office.• Performed in-depth comparative ROI analysis for strategic capital planning and business development initiatives.• Championed strategic cost initiatives; ensured manufacturing and supply chain targets aligned to national objectives.• Spearheaded the development and implementation of standardized revenue and cost forecasting tools/methodologies resulting in 95% forecast accuracy.• Supervised one Senior Financial Analyst; coached and mentored four indirect employees.

• Financial accountability for a $65MM Market Unit including one production facility and 3 satellite warehouses.• Realized 3% revenue per case growth year-over-year through rate/mix management of product portfolio.• Engaged Market Unit team in capital initiative resulting in $100M improvement in loss lines year-over-year.

• Supported strategic operating initiatives by measuring performance/productivity metrics against financial plan for 5 production facilities and 41 satellite warehouses.• Managed $45MM capital budget ensuring investments met company Internal Rate of Return.• Streamlined communication between Operations and Finance by aligning cost initiatives with financial objectives.

• Measured logistical impact of on-demand aircraft movement, flight crew utilization and customer demand patterns through statistical analysis; results drove immediate and short-term decisions by business managers.• Identified trends, seasonality, and demand-supply relationships for daily and monthly forecasts and annual budgets.• Key player responsible for analyzing and reporting the operational state-of-the-company to Senior Management.• Managed junior analysts responsible for tracking aircraft movement and flight crew management.

• Manage comprehensive revenue and expense forecast models and long-term capital requirements planning.• Designed and managed multi-company financial reporting models (including international).• Coordinated and managed special projects resulting in company-wide efficiencies.• Identified strategic markets and assisted Senior Managers with developing profitable customer profiles.