Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Francisco Fernandez Lugo

Monona

Summary

Dynamic finance leader with extensive experience, excelling in strategic planning and financial management. Proven track record in driving revenue growth and enhancing operational efficiency. Skilled in relationship building and project management, fostering innovation while leading high-performing teams to achieve significant financial outcomes.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Director, FP&A

McKesson
11.2022 - Current
  • In charge of FP&A team servicing the business units: US Pharma, Prescription Technology Solutions and Medical Surgical.
  • Led team of 18 FTE focused on FP&A activities in Operational Expenses (OPEX)
  • Accountable for workforce planning for ~5,000 employees and the associated OPEX of ~$1B
  • Authored a weekly M365 Copilot newsletter featuring tips, feature highlights, and curated resources in an engaging tone to drive AI adoption and experimentation.
  • Utilized Power BI dashboards to track and promote adoption of approved AI tools (ChatApp 2024–2025, Copilot 2025+).

Sr Finance Manager – MR Integrated Supply Chain

GE Healthcare
05.2022 - 11.2022
  • Directed the finances for 7 plants producing 300 MRs
  • Managed a team of 10 FTEs mainly composed of finance managers and their staff
  • Preparer, reviewer and consolidator of monthly estimates including PY walks, profitability analysis, P&E, headcounts, and R&O’s.
  • Coordinator of closing activities including: closing calendar, instructions, closing calls, daily reporting and operating reviews.
  • In charge of the whole planning cycle including funnel of P&E and productivity projects, headcount, target setting and standards updates.

Sr Finance Manager - MR Segment Business Unit

GE Healthcare
05.2021 - 05.2022
  • Supported $2.5B in revenues and $0.5B in operating profit
  • Management: In charge of 1 FTE
  • Expanded order intake visibility building DOMO data sets, automation and visualization cards
  • Expanded order backlog visibility using OBIEE to inform sales forecasts and identify orders that needed reconfiguration.
  • Coordinated MR pricing strategy to reduce low margin deals in a constrained supply environment in order to manage shortages.

Sr FP&A Manager - Global Services

GE Healthcare
03.2017 - 05.2021
  • Supported $5B in revenues and $2B in operating profit.
  • Reviewer and consolidator of service franchise estimates (prior-year walks, profitability analysis, R&O), coordinator of close activities (calendar, calls, reporting), supporter of strategy and budget planning, and SME for finance tools (Smartsheet, Hyperion, Spotfire).
  • Created and led a shared service center in India (5 FTE)

COA Controllership Project Leader

GE Healthcare
07.2015 - 03.2017
  • SME in GEHC’s implementation of GE’s Global Enterprise Standards Record-to-Report (ES RTR) project.
  • Coordinated finance simplification initiatives and IT liaison activities to meet milestones and drive decisions, while training the GEHC finance community

Sr. Cash Flow FP&A Analyst

GE Healthcare
01.2012 - 06.2015
  • Supported $3B in CFOA and $2.5B in FCF
  • Created and led a shared service center in India (3 FTE)

Financial Reporting Process Leader

GE Healthcare
04.2006 - 12.2011
  • Leader of GENPACT support team (3 FTE)
  • In charge of intercompany eliminations, SEC disclosures and SOX controls
  • Author of accounting policies and memos
  • SME Hyperion Implementation Project

Sr Financial Reporting Officer (3 Ascending Roles)

Doral Financial Corporation
08.2001 - 04.2006
  • Supported $17B in assets and $0.2B in net income
  • Reviewer of SEC financial reports and filings
  • Responsible for 4 FTE

Tax and Legal Services Intern Staff

PricewaterhouseCoopers
02.2001 - 05.2001
  • Prepared Corporate Income Tax Returns

Education

Master of Arts - Theology

Evangelical Seminary of Puerto Rico
San Juan, PR
05-2006

Bachelor of Arts - Accounting And Finance

University of Puerto Rico
Bayamon, PR
06-2000

Skills

  • Relationship building
  • Strategic planning
  • Verbal and written communication
  • Decision-making
  • People management
  • Project management
  • Creativity and innovation
  • Change management
  • Financial management
  • Financial reporting

Certification

CPA (May 2001)

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Director, FP&A

McKesson
11.2022 - Current

Sr Finance Manager – MR Integrated Supply Chain

GE Healthcare
05.2022 - 11.2022

Sr Finance Manager - MR Segment Business Unit

GE Healthcare
05.2021 - 05.2022

Sr FP&A Manager - Global Services

GE Healthcare
03.2017 - 05.2021

COA Controllership Project Leader

GE Healthcare
07.2015 - 03.2017

Sr. Cash Flow FP&A Analyst

GE Healthcare
01.2012 - 06.2015

Financial Reporting Process Leader

GE Healthcare
04.2006 - 12.2011

Sr Financial Reporting Officer (3 Ascending Roles)

Doral Financial Corporation
08.2001 - 04.2006

Tax and Legal Services Intern Staff

PricewaterhouseCoopers
02.2001 - 05.2001

Master of Arts - Theology

Evangelical Seminary of Puerto Rico

Bachelor of Arts - Accounting And Finance

University of Puerto Rico

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