Wake Forest, North Carolina, United States
Experienced Senior Vice President with a demonstrated history of working in the pharmaceuticals industry. Strong management skills along with analytical skills, Corporate Finance, Variance Analysis, Financial Analysis, and Budgeting. Finance professional with a Bachelor of Arts focused in Economics from Vanderbilt University.
Led clinical financial planning and analysis team of 9 employees for a $2.2B revenue stream. Direct internal corporate reporting. Responsible for management and analysis of full revenue and cost of sales budget. • Key stakeholder on Merger and post close integration team for acquisition of inVentiv Health – deal valued at over $4.6B. • Led the Budget process for all Business Units from initial revenue and gross profit target setting to final BoD approval. • Drove the forecast and forecasting process via triangulation modeling. • Developed and oversaw metric based models to forecast near term revenue. • CFO support and analysis for quarterly Management Earnings call.
Led the corporate financial planning and analysis function for a $1.0B revenue business. Oversaw the entire budgeting and forecasting of revenue through EBITDA and managed ad hoc analysis support for a growing CRO business. • Responsible for all external monthly BoD reporting and associated analysis for executive level management in preparation of quarterly meetings. • Led the cost unit leads, close process, and budget/forecast process for all corporate SG&A areas within the organization. • Developed and maintained extensive 5 year forecast model used across multiple facets of the organization from Strategic Corporate Development to Tax and Treasury. • Built and led organization of 6 Directors, Associate Directors and Analysts.
Led the corporate financial planning and analysis function. Direct report to (then INC Research) CAO and responsible for the production and analysis of global internal reporting and metrics that were distributed to upper level management • Key contributor in IPO offering of (then) INC Research – deal valued at over $1.1B – involved in preparation of road show document, due diligence and debt restructuring. • Perform due diligence and create multiple sensitivity analysis on over $600M of company acquisitions over three year span. • Consolidated and prepared quarterly BoD’s package with detailed analysis on company financials, backlog, metrics, M&A activity, etc. • Designed, built and maintained corporate and business unit annual budgets and forecasts. • Built and led organization of 4 Directors, Associate Directors and Analysts.
Developed the new financial planning and analysis function at (then) INC Research • Developed and managed INC Research’s first formal budget process. • Performed monthly/quarterly/annual variance analysis for all therapeutic business unit leads. • Redesigned the corporate bid grid in order to attain maximum efficiencies and profitability. • Prepared metrics reports containing analysis on utilization and realization statistics • Work with proprietary backlog model to ensure proper revenue recognition across all therapeutic business unit areas.
Responsible for the preparation of the Duke University Health System (DUHS) corporate budget Created detailed actual vs. budget analyses for presentation and review by senior management Consolidated annual budget data for DUHS entities and prepared reports highlighting annual and spread budgets, historic actual data, patient volume, FTE’s and other statistics Corporate-level administrator of the Hyperion Pillar budget system Monitored and analyzed intercompany overhead costs and allocations between the university and DUHS Implemented an automated process using SAP assessments to allocate corporate overhead expenses to the operating units of DUHS eliminating extensive monthly manual entries Worked on a Corporate expense reduction project evaluating the cost of proposed salary changes financial analyst
Provided detailed monthly and quarterly Profit/Loss analysis for various assigned functional areas Researched and analyzed monthly expense budget variances and tendencies using Hyperion and Multiview in order to provide a report of findings to the individual functional area executives Built and amended annual budget and monthly forecasts for various operational areas Prepared monthly executive committee presentation and certain sales area reviews for senior management Organized monthly account reconciliations for assorted Balance Sheet accounts across the company Performed different Ad-Hoc reports as requested by senior management such as discounted cash flow analyses, monthly personnel summaries and salary/commission analyses