Norm P. Email & Phone Number

Chicago, IL, US

Lake Forest, IL, US

Eden Prairie, MN, US

• Oversaw the development of custom pricing strategies to drive value and maximize profitability of complex deals providing large hospital systems with enhanced capabilities, including revenue cycle management, IT.
• Collaborated with a pricing team of 15 to meet overall profitability goals and identify improvement opportunities to enable scaling of the business, a key strategy growth area delivering EBITDA equivalent margins of up.
• Partnered with a variety of stakeholders, including operations, delivery assurance, sales, financial planning & analysis, HR and legal, to gather data, analyze, and recommended appropriate pricing and costing.
• Revamped two clinical pricing models for hospital and ambulatory case management services; establishing a more structured approach to define resources requirements based on standardized assumptions and more.

Denver, CO, US

• Oversaw planning, forecasting, analysis and reporting for $2.5B in labor expenses and a headcount of more than 49K employees driving expense efficiency for the Kidney Care line, the company’s largest division with $7B.
• Developed, coached and managed a team of up to three fostering a strong team focused on process improvements, cross-training and collaboration – extensively involved in interviewing, onboarding and coaching new.
• Collaborated with and advised key internal stakeholders, including accounting, field finance teams and the internal consulting group to accurately forecast labor and non-labor expense, provide analyses / insights and.
• Managed labor budget oversight committee collaborating with operations leaders across 10 geographic regions to develop and execute expense-saving operational tactics and strategieso Identified and drove over $30M in.
• Presented formally to the CFO and the Chief Investment Officer on multiple occasions communicating monthly forecasting projections and updates across all operating expenses
• Built and maintained a comprehensive analysis of incremental costs incurred across more than 1,500 facilities needing to cohort positive COVID-19 patients providing a key input into the development of a revised safety.

New York, US

• Oversaw budgeting, forecasting, pricing support, KPI analysis/reporting and financial modeling for a $160M regional office delivering financial advisory and decision support to grow revenues and maximize profitability
• Partnered closely with 10 key leaders to understand business needs, challenges and opportunities and ensured the delivery of value-added financial analyses and reporting
• Drove focus and discipline around financial metrics and performance enabling the region to consistently exceed quarterly EBITDA goals by over 10% despite flat revenue trends
• Developed a data aggregation and visualization tool for an operations manager to more effectively and accurately manage an annualized labor budget of $1.2M for a facility management staff of more than 30
• Identified financial skill gaps and delivered value-added training to over 30 District and Branch Managers strengthening knowledge of P&L and basic financial concepts – significantly improved the quality of monthly.

New Orleans, Louisiana, US

• Provided strategic financial leadership and advisory support to the Mortgage, Indirect Automobile Finance, Public Finance and Business Equipment Finance business units o Oversaw budgeting, forecasting, analyses, ad-hoc.
• Developed various analysis and reporting tools to support leaders in profitably growing a Mortgage business with $3B in assetso Developed a staffing model and analysis tool to effectively manage sales and operations.
• Led the implementation of strategies and tools to facilitate continued growth for an emerging Business Equipment Finance division with over $700M in assets – increased its ranking to 73rd in the Equipment Leasing and.
• Analyzed the fee-based loan model of the Indirect Automobile Finance division, a niche business extending over $500M in loans to 10K customers acquired through 200+ dealerships, ensuring optimal credit quality and.

Northbrook, IL, US

• Oversaw financial analysis and reporting to optimize agency economics for a $1.6B Midwest region with over 680 agents across Illinois, Minnesota and Wisconsin – managed a team of up to four analysts
• Consulted strategically with internal and external stakeholders, including agencies, regional business leaders, sales and marketing, developing promotions, programs and initiatives to drive performance across the region
• Overhauled over 16 internal and agency financial reporting tools seamlessly migrating from a legacy system
• Initiated and led the design of a new tool enabling sales to translate high level performance and goal data into a more streamlined, action driven format – tool was adopted across seven of the fourteen regions nationally
• Created a consolidated regional, territorial and market-level sales analyses and reporting process providing more than 40 key business leaders with a concise roadmap of overall performance, sales drivers and market.

Northbrook, IL, US

• Performed complex analyses and reporting for the Agency Economics team, a team providing financial oversight and support of compensation programs for over 7,000 U.S. agencies
• Built sophisticated models for the $200M countrywide Agency Bonus Program for two years setting individualized performance, profitability and portfolio goals to align and incentivize the agency network around key.
• Performed monthly forecasts for all three bonus programs, countrywide, start-up and California
• Developed and managed a new analyst guiding the design of a smaller, $20M tenured Agency Bonus Program for California – grew associate quickly facilitating a promotion within 11 months

Northbrook, IL, US

• Provided financial analysis and reporting support for Encompass Insurance, a $1.2B subsidiary with over 2,300 independent agencies
• Partnered with finance, sales, underwriting and pricing on a wide range of strategy-driven projects and analyses
• Researched, developed and presented a comprehensive competitive analysis gathering news, financial data, pricing information, tactical and strategic insights for six niche and mass market organizations, including.
• Proactively learned Tableau developing an analytical tool to evaluate U.S. Census data, market penetration and ease of doing business identifying optimal agency appointment targets – distributed report to underwriters.
• Led the development of a collaborative tool to generate and share market and agency prioritization lists consulting with underwriters, operations and sales to gain buy-in and support across the business

Chicago, IL, US

• Led research and analysis for a $1.6B Home Business unit evaluating product transitions, brand launches and marketing campaigns impacting 1,300 Kmart stores – delivered valuable decision support data for a team of 17.
• Thoroughly researched and evaluated ROI for up to 10 product transitions monthly analyzing revenues, margins and COGS to understand underperformance and inform future buying decisions
• Supported up to 20 ad hoc requests monthly including analysis of advertisements, pricing strategies and marketing promotions assessing ROI activities
• Consulted extensively with team of 12 reporting on performance relative to forecasts and recommending opportunities to improve margins across 14 distinct categories – reviewed and reported monthly budget results across.
• Performed weekly forecasting estimates across two divisions providing business unit management critical trending data and financial results – created comprehensive 35-page summary documents utilized to report results
• Initiated and created two key excel-based analytical tools used across the organization for brand tracking and marketing analysis recognized and endorsed by key senior leadership, including the Business Unit President.

Deerfield, IL, US

• Oversaw research, analysis and reporting supporting team of four responsible for all buying, merchandising and marketing for $1.5B consumables category representing thousands of non-alcoholic beverage and snack products
• Researched and analyzed financial results of three major product transitions evaluating key variables, including product selection, pricing and market strategy – created comprehensive 60-page summary reports presented.
• Conducted thorough category assessment recommending product, pricing and marketing strategies to potentially drive incremental sales by up to $50M

Deerfield, IL, US

• Contracted into the MSF Finance Practicum program through University of Illinois/Illinois Business Consulting for a three-month project identifying risks and opportunities for determining financial projections for.
• Conducted a comprehensive competitive analysis researching and evaluating business strategies, logistics infrastructure and financial results of five online and brick-and-mortar companies * Analyzed Return on Invested.
• Presented results to Treasury Director providing great insights into market opportunities, including information informing the ultimate acquisition of Drugstore.com

Master Of Science, Finance

Bachelor Of Arts, Economics