• Develop and manage all FP&A processes, including owning, preparing, and reviewing the budget and forecasts, operating model, 13-week cash flow, pricing analyses, staffing analyses, and more, and present the results to executive team members.• Actively assisted in a divestiture of a business unit that did not align with the strategic goals of our investors. Managed working with third parties including investment bankers, diligence providers, consultants, and lawyers to execute a successful transaction, providing our company capital to continue to grow inorganically.• Built the financial operating model from scratch as a part of the permanent CFO’s initiatives consolidating three entities with various revenue streams and geographical footprints. Actively manage the reforecasting and updates to the model continuously improving its accuracy, driving data driven solutions for our finance and executive teams.• Built and managed the FP&A team, including the transition of three CFOs, three controllers, multiple analysts, and a VP of FP&A. As part of this, I have conducted interviews, evaluated the competencies of candidates that align with strategic objectives, onboarded and trained above and below, and managed teams across multiple entities.

• Developed a series of analyses to drive the organization’s go-to-market strategy, including territory design and staffing analyses, sales performance and revenue forecasting analyses, and prospect targeting analyses.• Constructed various reports and dashboards to drive monthly KPI reporting, help manage the commercial sales pipeline, create actionable insights, and make strategic recommendations to team leaders.• Oversaw the creation and review process for all Commercial Team deliverables, including client pitch decks and supporting financial and geographic analyses.• Worked directly with team leaders from various departments to identify bottlenecks and areas of improvement, propose innovative solutions, secure buy-in, and lead cross-functional initiatives through completion.• Implemented various workflow optimization strategies to streamline business processes in a scalable way.• Developed and maintained the organization’s commercial playbook, defining the company’s go-to-market strategy.• Conceptualized and oversaw the buildout of the organization’s Salesforce instance and acted as both the Salesforce architect and administrator.• Developed training programs which I used to onboard 100+ individuals from various departments in Salesforce, Sales Navigator, and other sales enablement platforms.• Managed a small team of developers and analysts who were responsible for carrying out Salesforce development initiatives and for ensuring data integrity.

• Conducted due diligence and built valuation models for acquisition targets to assess investment opportunities.• Built the organization’s corporate projection and valuation model for investor purposes.• Developed and ran various analyses to assist with strategic decision making, including market pricing, geographic, and projected savings analyses.• Created pitch materials and sales decks for the sales team and for leadership.• Built and ran analyses to identify market pricing across all covered procedures for the Provider Network sales team.• Worked across multiple departments to identify process enhancements to improve the overall efficacy of the Commercial team.• Responded to RFPs and RFIs, as well as developed a process for standardizing and templatizing responses and submissions.

• Joined the organization at an early stage to develop the business infrastructure needed to grow and scale the business by taking the company vision and supporting it through implementing various business processes and systems.• Managed and owned all finance and accounting workstreams, including developing a financial reporting structure, budget creation, development of the organization’s key financial models.• Developed a cross-functional CRM that allowed for lead tracking, client and account management, inbound order and delivery tracking, and an interactive product database. • Managed the strategic pricing of all products at the wholesaler, distributor, and retailer level.• Oversaw all inventory planning initiatives and coordinated inbound and outbound logistics for both domestic and international shipments.• Led weekly sales pipeline meetings and helped the sales team identify and prioritize targets.• Negotiated pricing and contract terms with our clients and oversaw the new client onboarding process.

• Communicate with clients and legal counsel to obtain information for valuations and to provide project updates. • Build financial models using Excel based on data extracted from historical and pro forma financial statements, client-information and market data. • Think creatively and analytically to develop new valuation techniques to be applied to analyses.• Possess and demonstrate a thorough understanding of financial modeling and valuation methodologies.• Write proposals and legal contracts pertaining to the subject valuation.

• Completed daily dividend checks by verifying consistency between the dividend dates reported on the company’s internal database and those reported on external investment reports.• Used Bloomberg to update the company’s trading database by confirming or changing dividend declaration dates.• Provided support to other analysts in the office by working on a variety of financial and legal projects, when requested.

• Used Essbase to retrieve data to update financial documents.• Analyzed department-specific financial data to create expense forecasts.• Created an excel-based template which was used internally within the finance department to track resources dedicated to potential revenue generating projects.• Led a team of interns in a simulation stock market investment game.