Seasoned Executive Director with 25 years of project finance experience, cross-functional collaboration, and team leadership. Demonstrated ability to drive growth through innovative solutions and a people-focused leadership style. Strengths include strong interpersonal skills, financial acumen, and commitment to fostering positive organizational culture. Notable impact to employee engagement scores, with a 100% Engagement index for Manager Relationship.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Executive Director, Project Finance
FORTREA (formerly Labcorp Drug Development)
Durham, NC
01.2020 - Current
Lead and mentor a team of 45 Financial Analysts, Managers, and Directors to drive revenue, forecasting, and performance improvements
Expanded team to cost effective regions (India, Bulgaria, China) to maintain a fit-for-purpose finance support team based on workload
Partner cross-functionally with Commercial, FP&A, and Controllership to enhance forecast accuracy of revenue
Lead targeted training initiatives (WISER sessions) for large, cross-functional teams to build their knowledge of overall project financial health, resulting in enhanced team productivity and skill development
Identify solutions to Agings balances and customer negotiation to receive payment for aged invoices
Define requirements for new ERP and collaborated with multiple vendors, evaluate demos for new ERP launch
Author executive summaries and reports outlining progress on projects or initiatives for senior leadership review.
Perform risk assessments across multiple areas of operations in order to identify potential issues before they arise
Exceptional employee engagement survey results every year (97% overall engagement index score), far exceeding company-wide score
Director, Finance
IQVIA (formerly Quintiles)
Durham, NC
01.2015 - 01.2020
Led a Project Financial Management organization consisting of 28 team members across three functions, with primary enterprise accountability for ASC 605 and 606 revenue recognition, financial controls, and contingent revenue oversight
Forecasted and managed backlog, profitability, and unbilled/unearned for top key accounts, internally and externally for customer
Engaged, organized, and led a team of Project Finance Analysts through a year-long PeopleSoft Conversion, culminating in the presentation of Lessons Learned at Global Project Finance Conference post-conversion
Maintained Enterprise-wide responsibility for SOX controls and Audit for revenue recognition, operating as the North America liaison for both internal and external audit teams
Integrated Novella acquisition into PeopleSoft, established revenue deliverables, and developed all training for their project finance team.
Appointed the PeopleSoft SME for Global Project Finance, acquisition-based assets, and new service offerings to be migrated into the PeopleSoft finance system
Led PFM team through EAC conversion resulting in successful initial EAC baseline at conversion
Established intercompany processes and procedures between IQVIA entities post-acquisition
Associate Director, Finance
IQVIA
01.2010 - 01.2015
Manager, Finance
IQVIA
01.2010 - 12.2010
Project Finance Manager
IQVIA
01.2008 - 12.2010
Senior Project Financial Analyst
IQVIA
01.2003 - 12.2008
Senior Contracts Analyst
IQVIA
01.2002 - 12.2003
Budget/Contracts Analyst
IQVIA
01.2000 - 12.2002
Education
B.A. - Economics, Public Policy Minor
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
Chapel Hill, NC
01.1997
Skills
Revenue recognition processes
EAC forecast modeling
Financial analysis
ASC 605/ASC 606
SOX/Audit compliance
Team leadership
Financial system conversion
ERP implementation
Post-Acquisition system integration
Strategic business partner
Project margin optimization
Cross-functional collaboration
Service expansion accounting solutions
Certification
Scotwork Negotiation Skills, 2003
Forecasting Techniques for Accounting and Finance Professionals, 2005
Dealing With Difficult People, 2005
Community Service
Sycamore Creek Elementary PTA Audit Committee, 01/17 - 01/19
Girl Scout Volunteer, Journey Badge Leader, 01/18
Soapstone UMC Children’s Council and Tween Leader, 01/17 - Present
Cub Scout Volunteer, Spring Social Lead, 01/18 - Present
Senior Clinical Research Associate II/ Lead Clinical Research Associate at Fortrea (Formerly LabCorp Drug Development)Senior Clinical Research Associate II/ Lead Clinical Research Associate at Fortrea (Formerly LabCorp Drug Development)
Regulatory Affairs Specialist at at FORTREA formerly Labcorp Drug DevelopmentRegulatory Affairs Specialist at at FORTREA formerly Labcorp Drug Development