Raleigh-Durham-Chapel Hill Area
Divisional CFO for corporate functions responsible for all aspects of reporting, planning, and analysis across G&A, Product Development, Professional Services, Enterprise Capital, Client Experience, and D&A. Positioned as trusted advisor to multiple C-Suite leaders enterprise-wide. Identified, developed, and executed Finance transformation initiatives including: implementation of a new ERP application for labor forecasting, a revised segment profitability metric for management reporting, new governance structure for Enterprise Capital, and implementation of standardized labor forecasting and reporting processes leveraging a Centers of Excellence model.
Directed corporate development activities across Florida Blue including identifying, prioritizing, negotiating, and executing strategic transactions. Opportunity structures included mergers, divestitures, and joint ventures. Responsible for private equity & venture capital fund portfolio management and strategic investment activities. Team Leader for Valuation Services. Responsible for developing methodologies and associated financial analytics for transactions and corporate strategic initiatives.
Directed corporate development activities (M&A, joint ventures, licenses) across the PFE portfolio including identifying, prioritizing, negotiating, and executing strategic transactions. Coordinated and led the diligence process, managing cross functional teams to identify and mitigate potential risks. Managed incorporation of diligence findings into deal structure, valuation and contracting strategy. Briefed and advised management on transactions as they progress and are executed.
Managed cross functional teams to develop business and financial cases for domestic and international company acquisitions, in-licensing, out-licensing, and R&D risk-sharing opportunities. Partnered with scientific, regulatory, and commercial colleagues to develop wholistic investment recommendations that maximized therapeutic asset values by optimizing their clinical trial design, regulatory filing strategy, and market entry.
Developed analytics for M&A transactions requiring legal entity and IP integration. Created financial models for post-acquisition integration of plant network infrastructure and global supply chains.
Assisted clients' acquisition teams to assess and quantify customs compliance risk during M&A due diligence.