Norristown, Pennsylvania, United States
CPA with over 25 years experience in the healthcare insurance industry. Most recent role as Lead Director managing the Enterprise Transfer Pricing Program Specialties: Transfer Pricing, Strategic planning and forecasting, financial analysis and financial projects.
• Currently leading the Enterprise Transfer Pricing Program focusing on value creation and risk mitigation ensuring alignment with enterprise and business strategy as well as compliance with regulatory requirements • Extensive FP&A experience in the Aetna Healthcare Businesses leading complex strategic planning and SG&A processes working directly with senior leadership to support margin and growth strategies. Positions held at CVS/Aetna include: • Lead Director - Enterprise Pricing - Transfer Pricing - 2020-present • Financial Director - FP&A - various positions within Aetna Healthcare Business including Commercial, Government and Integration - 2011-2020 • Senior Financial Manager - FP&A - Aetna Government and Federal Businesses 2006-2011 • Financial Manager - FP&A - Aetna National Accounts, Government and Federal Business 2003-2006 • Financial Consultant - FP&A - Aetna National Accounts Mid-Atlantic Region 2002-2003 • Financial & Reporting Consultant - Aetna HMO GAAP Reporting 1998-2002
Responsible for all aspects of pubic accounting including auditing and tax preparation.