Providing top notch CFO & Financial Planning & Analysis services on a consulting basis that have helped over 40 businesses improve financial decision making and better plan for future business results. Providing CFO services on a project basis that allow organizations to receive best in class support while keeping costs down.Specialties include:-Strategic Planning-Finance Team Leadership & Support-Financial Modeling-Annual Budget & Operating Planning-Quarterly Rolling Forecasting-KPI Reporting-Financial Reporting-Financial Statement Analysis-Sales Analysis-ROI and NPV analysis-Capital Budgeting-Cash Flow Planning

NextLevel is a Pacific Northwest-based professional services firm with national resources, providing executive and board services on an interim, project and advisory basis. We deliver a broad range of strategic, operational and financial management services through vetted, expert team members who have an average of two decades of experience serving in leadership positions within the C-suite and boards of directors.NextLevel insists on making a meaningful contribution to your organization. We will give you immediate access to proven executive talent and address your critical initiatives in a timely, effective manner. We will align ourselves with your needs, objectives and culture through a customized engagement structure, remaining flexible to ensure you receive the right amount of support. We will rapidly integrate into your operations, delivering expertise that enables positive change, accelerates the achievement of key initiatives, improves competitive positioning and reduces risk. Value creation will always be our priority.

Directs financial planning and analysis to support delivery of RS Medical business goals, both short-term and long-term.Drives the Annual Budget process and quarterly forecasting process, as well as routine analysis of the Company’s actual results versus expectationsPartner with Sales Leadership on the development of sales incentive systems that drive optimal performance and business valueSupports the company's Strategic Planning process with analysis and fact-based insights,contributing to development of strong executable strategies.Build, develop, and lead the FP&A team at RS Medical to become a high performing value add team

Partner with business unit General Manager and department managers to attain target profitability. Understand and communicate margin & cost drivers to effectively achieve profits.Preparation of annual operating budget for a $70M multinational business unit. Including Revenue and Gross Margin planning by product and detailed Operating Expense planning for over 40 departments.Preparation of monthly financial forecast for executive review sessionReporting & analysis of actual vs budget variancesROI & NPV analysis of new product proposals and selection recommendationsActively participate in strategic planning sessions by creating/presenting business models and scenarios.Actively monitor inventory levels and make recommendations for E&O reserve as well as identify inventory risk of “end-of-life” products and product line refreshes.Create dashboard and key performance indicator metrics for business unit managers.Calculate sales commissions for the worldwide sales team within business unitFacilitate and oversee monthly Supply/Demand process to optimize inventory levels