Managed US Surgical Orthopedic. Led strategic FP&A processes, including budgeting, monthly forecasting, 5-year strategic planning, performance tracking & analysis. Supported President and 14 Functional VPs with business insights to drive top and bottom-line growth, efficiency, profitability, and operational improvement. Created and delivered key stakeholder presentations to Enovis COO, CEO, and CFO. Analyzed financial and operational data, and developed financial models used to guide monthly business decisions (profitability by customer/product line, PVM analyses, waterfalls and bridges for variances, ROI/IRR/NPV/Capital Budgeting, Working Capital including DSO, DOH, and DPO).Monitored financial performance by implementing KPI dashboards, with focus on growth, profitability, and cash flow management (including Surgeon Gain Loss analysis by Region and Key Anatomy; Net New Surgeon Conversion; Core Growth; Gross Margin Expansion; NPI Vitality; OpEx Scorecards; Instrument Set Deployment per CapEx; Production/Safety/Downtime, Inventory turns/Backorders; EBITDA expansion; and Cash conversion).Provided weekly Revenue Flash forecasting to President and key stakeholders. Built and automated Daily Revenue reporting by Anatomy and Region. Built regression revenue analysis incorporating historical sequential growth, federal holidays, vacation seasonality, weekly surgery schedule, monthly surgeon engagement events, inventory backorders, and implant set availability. Improved weekly, monthly and annual net revenue forecast accuracy by 8%. Built Controllable OpEx monthly forecast and scorecard reporting by Function, cost center, and key area spend. Developed and automated T&E reporting. Developed reporting to track monthly surgeon engagement in Marketing and R&D events. Created monthly HC reporting by Function and cost center. Built detailed Depreciation report. Gained control over monthly spend and improved forecast accuracy within +/- 3% vs budget and 1.5% vs Forecast.

•Planed, managed, and coordinated $1Bn portfolio for Ops FP&A and Cash Flow functions: Supply Chain, Procurement, and Manufacturing•Managed months end close, quarterly forecast, annual budget, and Standards processes •Managed and executed P&L and Balance sheet reporting including variance analysis and forward looking recommendations to ensure financial targets and KPIs met•Managed HC and Capex Budget•Coordinated and prepared financial statements for internal and external auditNotable Accomplishments•Supported manufacturing and market release of COVID products. Developed and implemented sensitivity models to balance out inventory with demand plan; suppliers’ capacity; and business needs•Managed and executed Distress Optimization project. Mitigated $3MM of Distress/Reserve for parts being reworked after write off. Saved $1MM in Distress/Reserve by extending dating on existing inventory•Identified opportunities in EXW shipping transactions. Saved $0.9MM in material expenses by proving evidence of 3rd party carriers’ gross negligence•Managed and executed Dangerous Goods logistics project, which mitigated $15MM of shipping cost •Managed a process to get reimbursed for Abbott design spare parts first time failure at suppliers’ and customers’ site, resulting in $2MM savings•Managed key vendors’ Qtr. reconciliations. Provided financial analysis to ensure contractual obligations are met•Responsible for financial analysis to support Procurement initiatives in negotiating contractual agreements to ensure benefits received•Implemented process improvements into Inventory and AP reporting. Gained control to improve forecast accuracy•Developed sensitive model, which streamlined HC change scenarios and reconciliations•Reduced monthly closing time from 5 to 3 days•Developed models (including DCF, CAPM, NPV, IRR, growth model, 12 month rolling average, trend analysis, ratio analysis) supporting pricing initiatives, business valuations, and partnership with vendors

Managed FL medical plant, NY hospital plant. Led US and Canada comprehensive manufacturing planning and reporting processes including strategic plan, quarterly forecasts, operating plan, monthly spending, and weekly estimates to plan/forecast to ensure balanced growth. Supported financial reporting of Latin America, Asia, and Europe. Provided consolidated UCAN and Global P&L, balance sheet and budget review by business and individual country performance. •Provided weekly sales report, annual budget, quarterly forecasts, standard costs recalculation, and reporting of monthly results and drivers of variances.•Supervised through staff accounts payable, payroll, fixed assets, spare parts, accounts receivable, financial reporting, cost accounting and inventory control functions.•Provided financial modeling and business decision support on US Canada and Global plant investments and new business initiatives.•Managed US plants' capacity reviews, inventory cycle counts, excess and obsolete reserve analysis. •Partnered with management to maintain a strong understanding of key business drivers, specific business processes and priorities, and future strategic direction.Notable Accomplishments:•Collaborated with business owners to ensure strong execution, delivery of customer value and positive business results. Proactively developed process improvements and cost savings opportunities. Contributed to $0.4M savings for US plant and $0.6M for Canada market. •Identified opportunities in medical devices standard cost and saved $0.9M in material expenses (3rd party provider warranty and replacement credit).•Decreased US plant excess inventory by $0.5M over Q3 2017.•Managed annual capital spend budget. Assessed and approved spending requests, reported progress of spending, and worked with plant and field partners to ensure projects completed on time and on budget.•Directly managed 4 team members including hiring, developing, motivating and directing people as they work.

Managed US Renal Market of Hemodialysis. Led financial plan and close cycles for income statement areas of chronic kidney disease products for General Medicines Sales and Marketing functions. Managed monthly price-volume-product mix and variance analysis for assigned functions. •Provided monthly trend analysis and financial reviews for US Hemodialysis by product category, product mix and national accounts. •Implemented sensitivity analysis and identified opportunities for US market of kidney dialysis equipment, drug infusion pumps and blood therapy products. •Advanced and maintained deep expertise in past, current and anticipated therapeutic area issues, industry trends, competitor products, and future pipeline products. Applied market knowledge to guide brand team strategy.•Prioritized the work of the direct reports to ensure that all required work is completed in a timely manner to support the portfolio of brands. Notable Accomplishments:•Supported VP in the financial feasibility of potential acquisitions, joint ventures, and startup businesses by providing NPV/IRR analyses, discounted cash flow analysis, and financial models.•Led financial integration of Rockwell Medical with Baxter. Developed and incorporated new metrics of commercialized hemodialysis concentrates into Baxter monthly reporting. Provided gross margin-based price per unit analysis to ensure the retention of exclusivity rights.•Developed and implemented new contracting and pricing strategy resulting in +4% price increases in renegotiated contracts.•Created semiannual price certification process for top 5 US Hemodialysis and Peritoneal dialysis customers. •Developed and leveraged new level of Marketing and Sales reporting that expended visibility into Sales/Volume by Agreement owner, Product, and Region; and trending for top 10 national accounts.•Provided daily and weekly US Renal Sales reporting to GM CVP and President of Renal.•Promoted to Controller.

Supported $1.5Bn portfolio for Discover Facility business. Ensured effective support of business partners’ strategies and initiatives through analysis, thought leadership, reporting enhancements, and proactive changes that impacted month close, forecast, plan and reporting processes. • Created standardized variance analyses for key expense area and identified forecast impacts from key drivers and unit costs. • Partnered with businesses to drive tighter tolerances for forecast to actual variances, focused on key line items to drive toward +/-2.5% vs. Flash and +/-5.0% for the next publicly reported Quarter vs. Forecast.• Executed and led Lean project to reduced Facility budget reporting and forecasting time.• Delivered Headcount Optimization project.• Developed and rationalized new Rent Allocation Methodology.• Led project in quantifying the financial impact of Investment Council submissions, tracked projects, and delivered on-time reporting to Finance and ePMO teams. • Reported to SVP of Finance and VP of Facility. Notable Accomplishments:• Created new process for forecasting salaries and wages and HC, which drove tighter tolerance for forecast to actual variances (prior variance was within 9-11%, revised within 4%).• Created new process for depreciation forecast, which mitigated risk of double counting depreciation, provided budget clarity, and drove tighter tolerance for forecast to actual variances (prior variance was within 12-18%, revised within 8%, mainly driven by timing of the projects). • Created new unit cost measurement structure, which reflected the latest changes in Facility Sq.Ft. information, made it easier to track changes in the expenses by location and the impact of the changes on the cost per sq.ft by location, region and business unit.• Identified opportunities in G/L line items and saved $0.5MM in employee compensation and $0.5MM in professional fees for 2014 Plan. Ensured remaining risks were clearly communicated.

Expanded Audit Diagnostics. Supported regulatory requests and weekly American banker summary reporting, and weekly vendor audit findings update.• Responsible for consolidating and auditing the reported financial results of the vendors’ collection activity on delinquent accounts.• Prepared Monthly Quarterly Roll Ups, Monthly Executive Summaries and Governmental reports for credit card, personal loan and student loan silos. • Audited and prepared financial reports on vendors’ trust accounts to ensure collected payments posted, remitted timely and paid in full. • Completed vendor and internal audits as assigned accurately, timely and on schedule. • Ensured compliance of documents with FDCPA and CFPB rules and regulations. Notable Accomplishments:• Built out new functions within personal loan and student loan auditing including contract audit expectations, sub-firm auditing, and database developing.• Developed, tested and implemented audit trend, control reporting and the next generation of financial due diligence for credit card, personal loan and student loan portfolios. • Methodical audit reconciliation and detailed accounting records resulted in $20MM claim reversal.• Earned promotion to Sr. Financial Analyst role, entrusted to improve forecast accuracy and budget clarity.

Prepared financial and business analysis by category, customer profitability, new product financials, and new business financials.• Provided monthly analysis for P&L variances vs. plan.• Performed budgeting and forecasting by collaborating with cross-functional business partners to drive focused strategies, and used financial models to incorporate trends into monthly projections.• Led weekly forecast consolidation for all business unites, and assisted in capital planning to the expense team. • Provided monthly reporting on loan volume, returns and sales/cost metrics, and provided explanations for changes. • Forecasted revenue, operating expenses, and receivables, and communicated results through reports and presentations to business leads.Notable Accomplishments:• Designed a waterfall model highlighting the road map among current trend, new initiatives, and risk and opportunities, identifying gaps and facilitating call to action discussion.• Improved forecast accuracy and financial reports timely delivery by implementing controls and developing weekly forecast schedule. • Led the development of vendor performance targets, executed phases of vendor management process, and developed the tracking model.

Successfully managed a conventional and construction mortgage portfolio assuring sound risk analysis. • Prepared written reviews on loan applications relative to financial strengths and weaknesses of borrowers, risk assessments, strength of guarantors and collateral and loan structures with opinions as to their credit worthiness. • Balance Sheet responsibilities included full reconciliation with monthly analysis of A/P, A/R and account balances and cash deposits.• Performed monthly close activities including accrual entries, invoice reconciliations, and variance analysis.• Analyzed financing, pricing, and penetration proposals.• Provided financial analysis for functional leadership to support business decisions and cost savings initiatives.• Developed a strong understanding of the business and financial drivers to perform monthly, quarterly, and annual planning and budgeting.Notable Accomplishments:• Improved financial reporting processes with efficient delivery of financial statements to the President of the company and external audits.• Achieved stronger partnership with top vendors, positioned the company for growth through diversified partners.• Reconciled historic accounting records, and implemented process for project expenditures tracking.

Collaborated with team members to generate ideas, identify solutions, and effectively analyze risk of an investment portfolio. Prepared concise credit analysis for use in managing securities, options and bonds. Developed recommendation related to asset allocation, risk factor, EPS forecasting and portfolio performance. Managed fixed income securities including assets and bond pricing, risk-return analysis of stocks. Conducted analysis of amount of allocated capital and credit risk. Created financial models for use in analyzing assets.

Analyzed the financial position of the company, past experience, historical factors, reviewed dividend records, noted capital structure and commented on managerial effectiveness to develop a recommendation on the investment status of the equity.• Prepared investment highlights, investment reviews, and attribution analysis. • Prepared investment forecasting such as economic assumptions, asset spreads, and asset allocation.• Produced reports on general economic trends and individual corporations to assist in the strategic direction. • Evaluated current market price of securities in terms of its value as an investment.Notable Accomplishments:• Determined the economic position of the entire industry and how it is affected by new products and processes. • Assisted with major consolidation of accounting systems, including restatement of financial results, testing system allocations, and point of sale transactions.