Work closely with the Business Segment FP&A team on monthly, quarterly and annual reporting and analysis needs.
Mentor Hyperion/Anaplan finance manager, analysts, interns and jr. consultants by providing guidance in FP&A projects.
Manage AT Kearney's forecasting and planning process - as well as working with the systems team on reporting requirements and improvements.
Provide leadership/analytics in special projects (ie: Strategic Planning, Partner Wealth, etc.) while working with consultants, other corporate department leads and the sr leadership team.
Support financial system implementations and integrations across the firm, including new reporting capabilities and Business Intelligence tools.
Provide leadership for the plan processes, development of Finance analytical standards and best practices, managing forecast processes, driving the Finance IT technology platform and maintaining a consolidated planning calendar.
Maintain close relationship with the Corporate Controller and ensure key accounting items are included in financial system updates and forecasts.
Maintain close working relationships with the Business Segment Finance Leaders to maximize the efficiency of the overall Finance IT processes.
Identify opportunities and implement changes to improve processes and financial models and report.
Sr Financial Analyst
Bally Total Fitness
06.2009 - 11.2011
Budget preparation and coordination for the corporate departments using Hyperion Essbase and Oracle BI. Year 2011 expenses of $50+ million.
Creation of financial models for budgeting, forecasting and variance analysis using MS Excel.
Conduct monthly cash flow analysis meetings with senior executives.
Monthly salary / benefits reporting and analysis for department heads and senior team.
Coordination of monthly financial review decks presented to senior management.
Responsible for monthly financial flash report, Board documents (Board letter and P&L) as well as budget preparation of miscellaneous revenue for the health clubs using new models based on key metrics.
Ad-hoc reporting and analysis for senior management and field operations (utilities, taxes & benefits, T&E, headcount).
Associate Program Mgr-Expenses
Citigroup
12.2005 - 02.2009
Budget preparation and coordination for US Partnership businesses using Hyperion Essbase, MS Excel interface. Year 2008 direct expenses of $200+ million.
Created financial models for the budget process using MS Excel and Access.
Conducted quarterly meetings with senior executives to review P&L statements.
US Partnership liaison for Cost Saving Projects.
FTE Reorganization Project for US Partnership. Expense impact and organization structuring.
Monthly forecast, flash and close for all retail sector using Hyperion Essbase/Planning. Year 2008 direct expenses of $190 million.
Lead the RCSA/SOX (compliance) tests for the CCS Finance area.
Adhoc reports and analysis (T&E, Fas91, Headcount) for Retail Sector CFO and SVP.
Star Player Award recipient.
Sr Financial Analyst
Northshore University Health system
01.2002 - 01.2005
Financial liaison between medical areas (Radiology, PM&R, Cardiology, ORs) and corporate.
New project/equipment purchase analysis for specific medical areas based on NPV, IRR, ROI.
Budget modeling, preparation and coordination for the 42 corporate departments using Hyperion Essbase / MS Excel interface. Assisted in preparation for hospital department budgets.
Revenue project/analysis based on charge codes (CDMs) to better understand key growth indicators.
Coordination of the VIP (Value Improvement Program), which consisted of savings of $30 million for FY02-FY04.
Adhoc reports for CFO, COO and AVP of Finance.
Monthly financial reports, OT & Temp. Fee reports, pay period reports for all hospitals & clinics.
President's Award recipient.
Financial Analyst
McGraw-Hill
01.2000 - 01.2001
Creation of financial reports using MS Access (Tables, Queries, Macros, Forms) and Excel for the CFO to analyze the performance of business units, editors and categories.
Financial support for the McGraw Hill Company in the transition period, when NTC/Contemporary was acquired from the Tribune Group.
Project analysis, based on NPV, IRR and contribution margin.
Participating in the preparation, coordination of financial forecasts for the new NTC (McGraw Hill) divisions.
Variance analyses of monthly results vs. prior run rate.
Daily, weekly and monthly billing reports for the VP of Finance, of Operations and the International Department Manager.
Head of Corporate Finance Transformation & Systems Implementation - Global FP&A at KenvueHead of Corporate Finance Transformation & Systems Implementation - Global FP&A at Kenvue
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.