Madison, Connecticut, United States
Financial Team Leader with significant experience in rapidly growing manufacturing/distribution and healthcare organizations. Energetic, resourceful, problem solver, adept at analyzing Financial and Operational information, systems and processes with an eye for quantitative and qualitative results. Ability to dissect complex problems using Process Improvement techniques, communicate and implement changes needed to process and technology to improve overall results. Considered an expert in the evaluation, design and implementation of multi-dimensional cube Budgeting and Forecasting applications Specialties: Implementaion of Financial Planning Systems (Cognos, Hyperion) Training, User acceptance testing, model development Integration of Acquired Company Financials Planisware Certified Cognos Planning Developer Clinical Trial Recruitment Metrics IPO Cost Accounting Apparel Manufacturing Medical Billing ( Home Heathcare) Medicaid, Medicare
Leading a team of 7 Resource Management Leads responsible for the forecasting of over 3500 FTEs supporting the Pharmaceutical & Consumer portfolio globally. Integral to the development of the annual operating plan the team develops algorithms to forecast the resources needed to support the portfolio. Guide senior leadership on the effect decisions have and resources needs across the organization through thoughtful analysis and presentations of scenario planning.
Business Manager - Global Chemistry Manufacturing and Controls • Responsible for managing $93MM GCMC Budget • Worked with Leadership team to develop resource estimating algorithms for entire product portfolio • Developed process to accurately forecast Contracted Resource spend for over 275 resources and $34MM • Liaison with Finance group for all Budget & Forecast updates • Negotiated annual renewals with External Vendors for contracted resources • Implemented Time Tracking changes and upgraded reporting to improve visibility of resource deployment to projects
Administration of Cognos Planning Models for Pfizer Global Research & Development, Budgeting, Forecasting Models. Responsible for the designing, developing and training of Finance staff on process and tools to improve information quality and timeliness of Annual Budget, Target and Forecast of expenses for R&D. Acted as liaison to Human Resources for Compensation and Headcount related information for Budget and Target. Finance & Procurement Global Line Representative for Resource Management Initiative assuring compliance within the line and providing reporting information as requested.
Responsible for the supervision of the Billing Department of 10. Duties include re-engineering billing functions with reduction of costs, processing time and improvement of DSO. Act as liaison between Billing and Clinical Department. Resolved reimbursement issues with state agencies, managed care and insurance carriers. Member of Leadership Team and Quality Council. •Reduced Days Sales Outstanding from 70 to 54 while company experienced 30% sales growth and a 15% reduction in staff through process improvements and cross training of staff •Designed and implemented review process for Medicaid cash application backlog from 6 weeks to 4 days resulting in an increase in availability under the working capital line and lowering interest expense •Designed and implemented process that reduced the number of adjusted Medicare claims resulting in fewer Medicare requests for information and improved cash flow. Lowered claims pulled for review by agency
Supervised 3 Acct Mgs & 1 Inventory Control Mgr. Reviewed monthly financial statements and presented to Senior Mgt and with Dept Mgrs for explanations of significant variances. Developed annual budget for3 distribution centers, 3 mfg facilities and all selling, general and admin exps. Managed daily cash availability for borrowing requirements and liaised with banks for borrowing base calculations and loan covenants. Liaison to MIS Department •Supported CFO in generating Financial projections that lead to the closing of $120m revolving line of credit, the private placement of $60m in subordinated debt and a successful IPO raising over $160m. •Prepared 10-Q and 10-K reports for VP of Finance review and provided support for analyst calls •Designed and developed Commission system reducing complaints by sales representatives about rate calculations minimizing maintenance time to change rates and increased flexibility in rate assignments.
Responsible for timely closing of monthly financial statements for five individual corporations. Supervised Staff Accountants, Accounts Payable, Credit and Invoicing, Payroll and Cash Application Specialists. Planned and executed physical inventories for raw materials, WIP, and finished goods for timely production of year end statements. Coordinated compliance review with licensing agencies auditors resulting in no adjustments to statements. Coordinated staff for year end audit and generated timely financial statements.
Prepared monthly closing entries, bank reconciliation's, A/P reconciliation's, budget schedules, perform account analysis, participate in physical inventories, and prepare reports of sales for licensing agencies. Developed standard costs for raw materials and manufactured products
Performed all aspects of certified audits, reviews and compilations.