Dynamic financial leader with extensive experience at driving P&L management. Expert in financial analysis and forecasting. Proven track record in enhancing efficiency and implementing strategic financial models to support business growth.
Overview
31
31
years of professional experience
Work History
Manager, Financial Planning and Execution
COMMUNICATION TEST DESIGN INC
West Chester, PA
01.2024 - Current
Responsible for P&L Budget management for 7 East Coast branch locations contributing $60M in annualized revenue.
Leads the annual budget process by meeting with department heads to discuss changes for the coming year, review trends set growth targets, load the budget into Hyperion.
Manage monthly close process by running reports, preparing accruals along with all documentation and comparing actuals to forecast and budget for accuracy.
Prepare daily forecasting, weekly performance reviews with executive leadership and monthly outlook development.
Creates financial models to project business expansion opportunities with nationally recognized brands like Frontier, AT&T, Verizon and T-Mobile.
Makes recommendations for action and modifications regarding financial procedures and controls, including an accounting process to connect vendor invoices with the associated revenue attached to each project. As a result, identified $2M in unrecognized revenue for the company.
Built an Excel financial model to consolidate revenue and expenses by pulling in data from Hyperion.
Manager, Financial Planning
TEMPLE HEALTH
Philadelphia, PA
01.2023 - 01.2024
Held responsibility for P&L management of 13 physician departments totaling $90M in annualized revenue.
Led the annual budget cycle including setting the budget, determined executive performance metrics and prepared in depth financial analysis of monthly financial statements.
Met monthly with Department Chairs to review individual P&L’s and KPI’s related to Relative Value Units (RVU’s). Made recommendations to improve efficiency and drive cost savings including staffing optimizations, alternative medication costs and other ways to reduce expense.
Ensured revenue was being captured accurately and corrected billing system errors based on incorrect CPT codes being bringing the company additional revenues upwards of $800K.
Senior Analyst, Facilities Budgeting & Reporting
FEDERAL RESERVE BANK OF PHILADELPHIA
Philadelphia, PA
01.2006 - 01.2023
Responsible for a team of 4 records management analysts to oversee all records and document management processes for the entire bank.
Led a $150M capital building infrastructure initiative over three years to replace all mechanical components in the bank, presented project updates monthly to the Board of Governors.
Managed implementation of two new financial systems, Workday and Ariba, including change management process to train and drive adoption.
Oversaw all financial aspects across 30 capital projects including costs versus budget, notified management of any potential cost overruns, and prepared unbudgeted capital requests.
Created annual key risk document for the facilities department along with the monthly financial package to review KPIs.
Resolved accounts payable issues to ensure timely processing of vendor payments and represented facilities on all RFPs with procurement.
Budget Analyst
VIASTAR TECHNOLOGIES
Harleysville, PA
01.2002 - 01.2006
Developed first annualized budget process and managed $10M P&L for the company.
Devised a business plan for the company’s retail business component, generating new profits over $350K.
Established an incentive plan for frontline sales team to increase productivity by 25%.
Analyzed all available handsets on the market to determine most optimal for the company to sell to insurance customers. Analysis resulted in a 20% increase in net margin per handset.
Financial Analyst
VERIZON WIRELESS
Trevose, PA
01.1999 - 01.2002
Prepared gross operating margin, growth and customer subscriber files and daily sales reports for the tri-state region. Responsible for the P&L management of an annual budget of $60M. Additionally worked in the commissions department, preparing monthly commission payouts for over 150 sales representatives.
Won the “Employee of the Month” award three times for displaying strong work ethic.
Agent
US MARSHALL SERVICE
Philadelphia, PA
01.1995 - 01.1999
Investigation and apprehension of criminals as part of the fugitive task force working undercover. As result of efforts the team was able to process upwards of 125+ fugitives.
<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.