Tim D. Email & Phone Number

- Spearheaded the development and launch of PowerBI and Salesforce.com tools for the commercial sales teams, leading to enhanced data-driven decision-making and operational efficiency.- Delivered over 20 hours of hands-on training, ensuring the sales teams' proficiency with new tools and technologies.- Developed and implemented key automations within Salesforce.com and PowerBI, including New Physician Alerts and Opportunity Pipeline Tasks, reducing the number of "stale" opportunities and streamlining processes.- Engineered integrations between PowerBI, Salesforce, and NetSuite using the middleware application Celigo, enhancing data flow and operational efficiency across platforms.- Built robust datasets for PowerBI, including Inventory, Orders (integrating third-party data via APIs such as Google APIs, Open Payment data from CMS, and Population Data from Census.gov), and a custom Usage Dataset.- Provided comprehensive reporting and analytics to Senior Leadership, consistently meeting their evolving needs and expectations.- Developed a thorough and in-depth Board of Directors package, establishing a standardized approach to measuring business performance for future board meetings.- Implemented new Data Governance processes using Microsoft’s suite of tools, ensuring standardized change requests and continuous monitoring of transaction data health.

Grand Rapids, Michigan, United States

- Architected and built a Business Analytics function from the ground up, leveraging advanced technical skills in SQL, DAX, M Code, and PowerBI to support data-driven decision-making across the organization.- Partnered with various functional leaders to identify and address business needs, developing customized analytics and insights that drove profitability and operational efficiency.- Created and implemented PVM (Price, Volume, Mix) analytics, providing clear visibility into key profitability and growth drivers for the organization.- Routinely presented analytics and insights to the Board of Directors, enabling data-driven decision-making at the highest level and supporting strategic business goals.

Portage, Michigan, United States

- Set and manage annual budgets, projections and reporting of budgeted and actualfinancial results.- Prepare and interpret operating results as they affect the financial aspects of progresstoward objectives in annual budgets, projections and strategic plans.- Partner with cross-functional business leaders to drive financial strategy to enable businessstrategies, goals and outcomes, including sales measurement metrics, rep/region quotas,territory alignment / expansions- Collaborate with HR partner to execute the headcount strategy that supports the business unitgrowth strategy- Set goals and priorities and evaluates direct report's performance based on these defined goalsand priorities

Portage, Michigan

 Created a business intelligence structure for the Neurosurgical business unit which provides cross-functional business leaders the ability to make educated data driven decisions to execute on the overall growth strategy. Collaborated with Sales Ops functions across the Instruments Division to develop and implement several tools to ensure data integrity.  Partnered with Sr. Leadership to architect and execute the Quota Year change in 2019 for the Neurosurgical Business Unit. This led to Neurosurgical having the largest single month in history, which resulted achieve our 2019 financial goals. Influenced Sr. Leadership across multiple Business Units to implement a change related to the Shared Order Credit Policy. Created Territory Intelligence reports for each individual Territory within Neurosurgical which identifies current business along with customer level opportunity.  Influenced Sales Operations to add an additional metric to maximize the incentive for over performance in our Rep of the Year ranking.  Implemented tools that improved the process of Territory Alignments, Quota setting, Road to Quota and other annual objectives.

Portage, Michigan

Stryker Medical

-Successfully implemented 3 annual List Price increases by collaborating with Marketing, Finance and IT partners.-Oversaw all EUA (Equipment Usage Agreements) for the Temperature Management and Pressure Ulcer Management portfolios.-Created the first ever fully comprehensive Master List Price file to accurately inform business partners of current List Prices for the Medical Division of Stryker. -Monitored pricing compliance and provided detailed analytics to Sales partners to assist in selling initiatives.-Partnered with Sales leadership to fundamentally change the compensation program for the Mistral Air portfolio to help drive additional growth and profitability.-Partnered with Enterprise Account Managers to continually find pricing opportunities within our GPO & IDN space.-Worked closely with Finance Partners to align Commission Plans and ensure successful execution in JD Edwards.-Finance Partner for Freight/Logistics for the Medical Division. This included preparing annual Budgets for this $60MM+ annual expense as well as providing clear and concise monthly financial results to Division leadership.

Serve as the Financial Lead for Stryker Medical's ProCare Field Service business unit while reporting to the Controller of the Division. Responsibilities include:Month End close of the ProCare business unit, including all necessary Journal Entires. Set annual Budgets for all 132 Field Techs, 11 Regional Managers, 2 Area Directors and total Customer Care. Create monthly, quarterly and annual Projections, by partnering with the Directors and Managers of the various functional teams which make up the ProCare Business Unit. Report the monthly results of this $100MM+ Business Unit to the Vice President of Finance for Stryker Medical.

Portage, Michigan

 Perform Credit Investigations to either render a final credit decision or prepare complete credit packages for submittal to lending partners. Insure accuracy of proposed structures and finance pricing by verifying the proposed structure, finance discounts and transaction pricing is accurate and acceptable to lending partners. Manage the flow of the transactions as a central point of contact between Stryker Finance internal and external sales force and lending partners. Prepare monthly reports for the monitoring of the Credit Department workflow. Insure proper preparation of documents by reviewing and approving lease documentation packages. Assist internal Stryker Finance group to obtain final purchase orders from lending partners. Assure Stryker Corporation that funded transactions are within terms of its vendor partner program agreements.

 Compiled month end reports needed for presentation to the Board of Directors and Senior Management. Audited the monthly reconciliation of the bank's General Ledger while personally reconciling select accounts. Oversaw the Accounts Payable department to ensure timely payment on all payables.  Assisted the Chief Financial Officer in the preparation and analysis of budgets.  Personally reconciled an out of balance account that had been out of balance for 6 years. Created monthly savings by analyzing select bills and making recommendations.

Kalamazoo, Michigan Area

 Responsible for coordinating Credit Department workflow and for Credit staff development, including periodic reviews and performance evaluations. Work directly with the Chief Credit Officer to prepare a variety of portfolio reports for the Board of Directors. Some of these include the Concentration of Credit and Allowance for Loan Loss (ALLL). Order and review Commercial Real Estate Appraisals for accuracy and relevance of market value in accordance with appraiser’s method of valuation to ensure all regulation standards are met by appraiser. Monitor Loan Compliance and prepare supporting Loan Policy Exception and FIRREA Exception Reports for Board.  Thoroughly read, review and approve all Leases and Environmental Reports for the Credit Department. Personally developed complex Excel spreadsheets to assist in the tracking of financial statements and loan covenants.

Kalamazoo, Michigan Area

 Prepare credit analysis on both C&I and Commercial Real Estate for requests ranging in size up to $15,000,000. Identify potential risks as well as Loan Policy Exceptions and work with individual loan officers to mitigate the risk. Excellent knowledge of debt service coverage and collateral coverage ratios with a strong ability to create historical and pro-forma analysis and incorporate analysis into credit sheets in an organized and professional manner Spread and analyze business financial statements utilizing Moody’s Analytics. This includes Federal Tax Returns, CPA statements and company prepared statements Analyze personal financial statements using Tax Returns and credit bureau reports to generate individual cash flow analysis and balance sheet to understand the strength of individual borrowers or guarantors Prepare Commercial Real Estate Evaluations for the bank utilizing three approaches to determine the value. Attend and prepare weekly agenda and minutes from the Officer Loan Committees

Portage, Michigan

 Processed and performed underwriting of applications including personal cash flow analysis Extended loan and retail credit within lending authority, evaluated risks, inspected collateral and closed loans Consistently exceeded monthly goals, generating over $60,000 in monthly loan volume and $4,000 in ancillary insurance Initiated all aspects of collections of past due accounts including bankruptcies and repossessions Prepared monthly branch reports and provided analysis and recommendations to improve operations and profitability Marketed all branch products and services to individuals and local businesses

Kalamazoo, Michigan Area

 Helped to select, hire and retain high caliber team members Planned team member work by delegating areas of general responsibility to maximize work center efficiency Evaluated performance, gave frequent feedback, wrote and conducted reviews Recommended and administered counseling and corrective action Supervised, trained and coached team members to achieve productivity and store goals Easily adapted to new areas of the store to increase performance in multiple work centers

Mba

Bba, Finance