Sally Ann Maxwell Email & Phone Number

Holly Springs, NC, US

Windermere, Florida, US

Morrisville, NC, US

Durham, North Carolina, US

• Responsible for creating the monthly, quarterly and annual forecasts and budget submissions - Central Labs and EA Genomics business units
• Establish financial analysis, margin analysis and performance targets to deliver financial expectations
• Perform detail analysis of monthly results and communicate results to executive suite and key stakeholders
• Create business case justification analysis – ROI, NPV, FCF for strategic initiatives and long-term planning
• Partner with operational and functional leads to guide decision making and analyze the financial impact of business decisions
• Develop targeted operational metrics appropriate for analyzing resourcing needs and deployment of assets and capital expenditures

• Responsible for budget and forecast submission for clinical trials departments on monthly basis
• Created standardized data driven reporting and analysis surrounding major costs line items – personnel, travel, contractors, billable hours, etc.
• Detailed P&L analysis – resulting in cost control implementations
• Metrics analysis surrounding maximization of resources
• Creation of monthly presentation decks for executive suite and BOD
• Training and building of burgeoning FP&A team – responsible for training new analysts

• Responsible for day-to-day operations of the business – sales, marketing, customer relationships, human resource management
• Managed a team of 3-4 employees
• Aided in business growth of 15-25% annually, increased gross by 15% annually, increase net income by 25% annually
• Provided detailed financial analysis of monthly, quarterly and annual P&L statements – Excel and Quickbooks
• Performed line-item variance analysis to maximize profitability and implementation of cost controls measures
• Analyzed competitor environment for possible expansion of additional store front site, on-going competitive analysis

New York, NY, US

• Responsible for detailed analysis and support of financial statements – analysis of corporate P&L monthly, quarterly and annually
• Consistently communicated with all levels of employees in the field concerning the financial health of the company
• Created monthly variance analysis by line-items; responsible for driving operating margins, cost reduction and profit maximization
• Managed the forecasting and budgeting process – analytic tools utilized Hyperion, Essbase and Microstrategies for both budgeting and forecasting
• Provided analysis and strategy for potential target acquisition company
• Created Ad Hoc Presentations for finance, sales and marketing departments – provided the analysis of operations’ new planning project for streamlining book fairs scheduling, responsible for the monthly presentation to.

• Responsible for the support and creation of corporate budget model and all supporting schedules
• Provided reforecast, analysis and updates for monthly financial reporting – analyzed cost and revenue line-items in order to increase and maximize Funds from Operations
• Responsible for the creation of monthly financial presentations for Board of Directors and Executive Committee
• Analyzed and advised on target acquisition properties
• Created competitor REIT’s presentations – analyzed financial statements and filings of various competitors
• Responsible for the analysis and accuracy of capital expenditure projects at the REIT’s properties

Orlando, Florida, US

• Analyzed new 2007 ticket strategy – based on research and analysis the suggested ticket was launched
• Performed financial analysis of new ticket product appropriate for specific sales channels
• Ensured Universal Orlando’s overall competitive position with respect to ticket product, appropriate sales channels and commissions
• Created ticket pricing models for special events, concerts and shows
• Responsible for creation, deployment and analysis of ad-hoc research surveys

Master Of Business Administration (M.B.A.), Finance & Management

Bachelor'S Degree, International Business