Promoted to Finance Manager - North America

Promoted to Finance Manager - FP&A Department

Senior Financial Analyst – FP&A Department• In charge of initial month end close reports submitted to Danaher, which evaluate key performance benchmarks• Develop forecast metrics for Sales, Operations, and OMX to determine forecast results and business decisions to successfully meet Danaher targets• Managed Working Capital global reporting processes including forecast modeling, and monthly analytics to generate strategic plans to improve operational efficiency and meet ICP targets• Met tight deadlines and strict accuracy reporting requirements of monthly financials and company forecasts to Danaher Corporate to ensure all regulations for the publicly traded parent were met• Significantly improved operating efficiency by automating close and budget reports and calculation of key financial metrics as part of the department’s annual budget and 3-year strat plan• Promoted to HFM admin with added responsibilities of corporate financial submissions, HFM hierarchy, and troubleshooting global system issues to ensure data accuracy for reporting• Awarded a recognition certificate for implementation of new HFM system functions including converting and optimizing legacy templates and past financial data• Advanced to sole FP&A analyst for the $35M R&D department, the largest in the company, which included:o Oversight of invoice payments, accrual bookings and salary distributions, as well as proper expense accounting for critical project decisions for over 15 global cost centers. o Management of project spending data to develop monthly expense forecasts for use during forecast meetings between President and CTO to determine and prioritize future project initiatives.o Coordinating budget data for 15 global cost centers to create yearly bridges, project spend analytics, and system upload templates to evaluate trends in department spend, develop and implement key project decisions, and to ensure time sensitive and accurate budget submissions to Danaher Corporate.

• Nominated by executives to lead Topco’s transition from several legacy systems to SAP. The team goal was to significantly enhance performance by eliminating database inefficiencies and improving business processes. • Among other accomplishments, developed an SAP order dashboard to identify and correct order flow, pricing, and outstanding invoice errors to optimize performance of the newly implemented SAP system.• Created an effective and well received scorecard featuring key performance metrics for senior management to evaluate account manager performance, drive increases in sales, and generate key productivity improvements.• Developed a wide-range of ad-hoc reports for all business areas which improved customer service.• Analyzed annual buyer Cost Savings initiatives to prevent excessive or insufficient customer dividend payouts.• Met annual deadlines while taking on a variety of new responsibilities, including:o Analyzing product costs compared to relevant PPI benchmarks to calculate true cost savings for customers which also helped to prevent overpayment of annual customer dividends.o Managing interns and training new users on Topco systems to successfully complete various projects.o Performing budget, sales, and penetration analytics to identify and prioritize sales growth opportunities.

• Analyzed Investment Solutions, and client risk profiles to create client investment proposals and asset allocation recommendations accepted and used by various clients.• Constructed MFA’s model portfolios and client investment recommendations within Morningstar Office • Performed future cash flow analysis under various investment return scenarios to determine client budgets• Managed numerous client accounts and a variety of account types, to successfully open and transfer client funds, at times in excess of $2,000,000, to our custodian TD Ameritrade • Analyzed various option strategies to determine potential return outcomes under changing market conditions • Solely responsible for daily price evaluation to ensure complete accuracy of portfolios’ end of day pricing figures • Completed each step of the daily trading process to ensure successful client purchases and account maintenance• Established selling agreements with major 529 plan, Variable, and Fixed Annuity providers• Determined portfolios’ fee structure by performing industry analysis and in-depth competitor evaluations• Developed and maintained relationships with each entity involved in the daily trading process, to efficiently execute the trading progression, as well as resolve various unique issues that required attention• Oversaw various company databases to maximize potential client base and business productivity • Successfully contacted RIAs and potential clients to determine customer needs, distribute product information, and establish initial relationships between potential clients and our firm’s Business Development Team • Collaborated daily with CEO, President, and CCO to evaluate operational performance and set expectations• Designed and individually created www.millingtonandco.com and www.millingtonfa.com