New York, New York, United States
STRATEGIC FINANCIAL LEADER Health Technology Financial Services Consumer Packaged Goods Computer Technology Agile finance leader operating in leading companies and matrix environments across a diverse set of industries with proven record of success and an extensive background in all aspects of finance. Passion and demonstrated ability as a trusted partner to develop and implement strategy to drive change and maximize performance. Strong track record of bringing simplicity and clarity to complex issues and provide solutions. Excellent communication and analytical skills with a high degree of initiative and energy. Inspiring team leader and committed enterprise thinker and collaborator with a focus on developing talent and promoting excellence in staff at all levels. National and global operating experience.
Lead Finance for a publicly traded leader in virtual care with revenue of over $2.5 Billion.
Led Finance function for $12+ Billion externally reported segment. Key member of leadership team that integrated several legacy businesses into the Global Commercial Services segment, built foundational capabilities for investment and profit management, represented the business with external stakeholders and delivered against a vision for the finance function. Provided strategic financial leadership on revenue growth and expense management. Segment now a key investor focus, representing a third of total company financials.
Led the Finance function for a high growth multi-billion dollar revenue business unit, partnering with the President and leadership team on growth opportunities. Leading a finance team to deliver business insights and manage the P&L and investments to support growth.
Leading finance team supporting U.S. Consumer Cards & Experiences business team.
Leading team responsible for development of PepsiCo’s financial Annual Operating Plan and monthly P&L forecasts – Lead consolidation of all division forecasts and insightful packaging of total PepsiCo forecast to CFO – Develop division financial targets for 1-3 years and detailed Annual Operating Plan for PepsiCo – Manage FP&A input into quarterly earnings communication – Develop all CFO communication to the Board on operating results
Seconded to lead PMO for multi-billion dollar bottling acquisitions – Led financial roll-up of synergies and integration costs as well as process for strategic review of synergy initiatives Led development of capital structure and long term liquidity strategy for PepsiCo – Led evaluation of capital structure to the Audit Committee of the Board – Proposed initiatives include development of a global liquidity platform and a new investment strategy Led International Treasury team with associates in four centers globally – Led complex currency and cash mobilization transactions
• Finance leader with team of 40+ people for newly-merged $3 Bn. division within PepsiCo selling Pepsi-Cola, Frito-Lay and Gatorade/Tropicana products • Managed development of several key strategic initiatives that have potential to transform business growth • Led ground-breaking first Strategic Plan for new division to help set a strong foundation for business • Created M&A-like valuation and approval process for acquisition of new customers • Led creative, fiscally prudent financial structuring of trade spend for several key customer acquisitions • Led all internal business reviews with PepsiCo senior management • Co-led G&A restructuring process in 2005 with Human Resources • Developed process for delivering rigorous annual operating plans/budgets and score-carding processes to track and forecast various spend items to manage within plans • Participated in Chairman/CEO and CFO-led management development programs