Samuel Wolfe Email & Phone Number

Plano, TX, US

Irving, Texas, United States

• Actively manage Performance Management process to identify performance variance, conduct root cause analysis, define and execute remediation plans.
• Work collaboratively with all partners to analyze, plan, and execute required modeling, contracting, or pricing strategy changes.
• Identify root cause analysis trends for under and overperforming accounts and enforce strategies for remediation and deal contract best practices for future RFPs.
• Provide leadership and direction for direct reports in a fast-paced environment while responding to changing business needs and priorities.
• Develop and maintain working relationships across the McKesson enterprise to ensure communication and action on customer performance-based events within the business.

Irving, Texas, United States

• Serve as finance & pricing lead for over $5B in complex health system distribution proposals.
• Present deal proposals to health system executives highlighting risks and financials.
• Collaborate with cross-functional teams to meet tight customer deadlines.
• Participate in contract review and customer business reviews periodically.
• Provide recurring and ad hoc customer analysis to support the MHS segment.
• Support special projects & identify process improvement measures for MHS segment.

Irving, TX

• Manage relationship with key business partner (over $2B annually).
• Present margin optimization proposals to senior management
• Manage generic pharmaceutical pricing through financial analysis.
• Focus on targeted pricing strategies using price optimization software.
• Managed pricing automation project saving pricing team hours each week.
• Build strong working relationships with internal and external clients.

• Throughout tenure served as financial lead for over $1.6B in global bid pursuits.
• Responsible for creation of comprehensive financial summary briefs inclusive of financial impacts, detailed pricing constructs, risk analysis, examination of business case cost inputs, and breakout of ad hoc financial.
• Led multiple, global projects seeking to expand specialized bid pursuit training across global commercial and bid teams, streamline current internal governance bid approval processes and develop detail refence.
• Work closely with the Head of Commercial Finance to present commercial, legal and finance briefs along with extensive, supporting financial documentation to bid approvers and senior management.
• Work alongside geographically diverse bid teams across BT to understand the basis, underlying assumptions and drivers of inputs, ensuring these are aligned with the bid requirements.
• Manage accurate and timely delivery of robust cost inputs, covering both BT internal and external cost quotations, for consolidation into the bid financials often to tight timescales.

• Prepare & coordinate $1.7B in financial models to deliver pricing to new/existing clients for competitive bids.
• Responsible for gathering data, developing P&L projections and performing sensitivity analysis to identify and determine risks for senior management.
• Develop and maintain teaming relationships with peers in operations, finance and sales.
• Prepare pricing-related reports and participate in presentations with internal teams, clients, prospects and vendors.
• Make recommendations to improve turn-around times of data received from outside sources.

• Conduct, prepare and coordinate the filing of excise tax, sales and use tax for filing with various federal, state, and local taxing jurisdictions and outside consultants.
• Retrieve record and retain financial information and prepare payment requests for all excise/sales and sue taxes.
• Communicate with taxing jurisdictions and respond to questions raised with respect to state excise and sales/use taxes.
• Reconcile tax general ledger accounts and assist Accounting dept in development of tax accruals, entries and adjustments.
• Obtain, review and maintain tax exemption certifications from customers on a daily basis for federal and state excise taxes and sales/use taxes.
• Obtain proper licensing for new states and jurisdictions for excise tax and sales/use tax.

• Actively manage all tax-related aspects of 7-Eleven Inc’s wholesale fuel business.
• Manage SEI Fuel’s motor fuel excise tax reporting process including remittance in 29 states as well as county and city tax jurisdictions.
• Manage accounting process related to motor fuel excise tax reporting including approving & posting journal entries as well as performing tax account reconciliations.
• Oversee and approve over 12 million dollars per month in motor fuel excise taxes.
• Handle vast majority of motor fuel excise tax compliance issues with regards to all taxing jurisdictions.
• Hired, trained and continually mentor three direct reports which generate tax returns, assist in handling tax compliance issues, mailing tax returns, and researching critical tax matters.

• Analyze weekly and monthly survey data to compile recommendations on prices for products within assigned product categories.
• Manage categories within department-specific application in addition to other databases in order to properly review category pricing an relation to competitive pricing.
• Work with other departments to identify opportunities, gather pertinent data, and secure approval to pricing recommendations.
• Analyze product movement data to help discover and verify the impacts of pricing recommendations both before and after implementation.
• Complete other projects as assigned by management

• Supervise tax team of 11 to ensure efficient, timely and accurate processing of all sales/use tax returns, and EFT payments. Aid Department Head in running sales tax department when manager took vacation.
• Contribute to team by processing and paying sales/use and equipment taxes for Connecticut as well as paying Virginia meals tax.
• Aid in resolution of tax related questions from franchisees, marketing managers, field consultants and store operators.
• Regularly communicate with other corporate accounting units, field accounting centers, divisions, markets, stores regarding a variety of tax matters.
• Aid manager with state tax reconciliations, balancing tax accounts, posting journal entries, and setting up ACH credit payment plan for states’ sales and use tax. Gained experience in Oracle, CorpSales (by Deloitte and.

Mba, Strategic Management

Graduated May 2013

Bba, Finance

Also attended Texas Tech Univ (1997-1998) and Collin County Community College (1998-1999)