Co-developed a multi-disciplinary FP&A function to support our rapidly scaling business, helping triple revenue from less than $200M to over $600M ARR in six years and achieve sustainable positive free cash flow while managing 400% headcount growth

Co-lead the company’s financial budgeting, forecasting, management reporting, and strategic planning processesDevelop and maintain detailed financial models to enhance forecasting capabilities, generate insightful analytics, and influence key strategic decisionsPartner closely with departments and business units to coordinate, execute, and enhance the annual budgeting and monthly forecasting processes

Pfizer Consumer Healthcare - FinanceManage $500M sales budget for US Consumer Healthcare Upper Respiratory and Personal Care (URPC) franchise working with key brands such as Robitussin, Dimetapp, ChapStick, and Preparation HProvide financial leadership and strategic business support to URPC franchise lead, brand managers, and the customer teams for Target, Club, and Specialty retail channelsCollaborate with brand marketing, retail customer, sales strategy, and innovation teams to develop and launch new items that meet consumer needs, reinforce market leadership, and improve market shareImprove financial rigor across portfolio, enhance and standardize reporting, and drive budget optimizationEnsure accurate and effective accounting controls and compliance for all matters related to financial close

Emerging Markets & Established Products (EMEP) Finance Led Op Plan financial process for Biosimilars and EMEP Medical businesses ($500M budget); developed forecast collection templates, analyzed investment options, and drove businesses to meet targets; synthesized cohesive story and presented financials to BU President to secure funding Led financial analysis, valuation, and due diligence for business development opportunities then participated in partner negotiations and contract development to maximize value and mitigate risks Modeled trade-off decisions and helped keep internal development costs on track for the monoclonal antibody (mAb) portfolio in light of dynamic regulatory environment and competitive landscapeDrove cross-functional cross-divisional collaboration to support holistic Pfizer investment decisionsPartnered with senior business leaders to build business cases and make decisions on critical strategic projects like generics growth initiative and business development exits by providing objective financial analysis and advice

Worldwide BioPharmaceutical Financial Planning & Analysis (FP&A) Provided strong financial support to the Global Budget, Planning, and Forecast cycles including the development of financial targets, analysis of results, and presentation of data to senior management Led quarterly review of forecast and actual results for $45B business, highlighted key performance drivers and identified risks and opportunities related to pricing, rebates, and prescription trends Led internal intangible asset impairment reviews and product valuation for $68B Wyeth integrationStreamlined FP&A processes to increase productivity and better support business partner needs Prepared analyses and commentary to support 10-Q, 10-K, and investor relations Q&A

Created granular forecasting model to project future loan portfolio performance, identify risks, test sensitivity to key assumptions, and drive more informed decisions to improve return on investment Developed and distributed new performance reports to highlight financial results and key drivers Led discussions with senior managers to review analysis and determine how to improve profit level

Analyzed monthly financial results for the Human Capital business and reported key findings and conclusions to senior management to help manage business strategy and improve profitability Developed financial plan and acted as advisor to business leaders: partnered with colleagues to develop a three-year plan to double revenue, guided the budget process, and monitored execution Engineered Excel-based models to evaluate and redesign Mercer’s compensation structure, acquisition targets, and staffing plans Coordinated a global infrastructure savings initiative that engaged colleagues in the Americas, Europe, and Asia Pacific, and resulted in cost savings greater than $6 million annually

Received highest possible employee review rating three years in a row Provided quarterly financial reports to senior management and operating business units Initiated vendor optimization and contract consolidation projects that saved over $1.5M per year, exceeded the firm’s target by 200% Negotiated incremental 20% discount rates on national vendor contracts, then marketed the resulting programs to over 5,000 employees across the U.S.