Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Jodi Gaynor

Smithfield,RI

Summary

Accomplished Executive Finance Planning & Analysis Director recognized for strong team leadership and development to drive forward progress. Highly organized, detail-oriented leader with an ability to see the big picture and skilled in directing high-performing teams to develop solutions and solve operational and techinical problems. Success implementing systems across multiple operations with superior organizational skills and communication skills.

Overview

31
31
years of professional experience

Work History

FP&A Executive Director

CVS Health, Inc.
09.2020 - Current
  • Managed oversight of $7+ Billion in operating expenses across multiple segments and business areas
  • Established relationships with organizational leadership through a cadence of good communication including a monthly & quarterly meeting & reporting cadence and ad hoc touch bases as needed
  • Experienced in Financial Planning and Reporting including business intelligence, analytics and insights enabling executive decision making to achieve the company’s financial objectives
  • Experienced in Senior Executive support including CEO, CFOs, and other executive leadership
  • Set organizational goals and objectives to guide and direct company focus and achieve mission fulfillment
  • Recruited, managed, and developed a high performing team of eighteen including Director, Manager and Analyst roles
  • Partnered with key business leaders to develop quarterly forecasting and annual/multi-annual strategic plans and budgets
  • Managed oversight of $800M in capital investment portfolio for the Corporate Segment
  • Presented financial monthly business reviews, proposed forecast and budget financials including performance to plan, variance drivers, finance guardrails and expectations aligned to the company financial objectives
  • Member of steering committee on the implementation of the Anaplan capital and workforce management planning systems
  • Led a capital investment segment alignment team to leverage best practices, develop consistent processes and timelines and establish a Corporate Investment Committee dedicated to prioritization of capital investment monies and tracking of return on investment
  • Partnered across the business to continuously identify evolving challenges and shifts in focus to pivot and deliver a seamless transition while improving innovation and efficiencies.

FP&A Director

CVS Health, Inc.
01.2013 - 08.2019
  • Managed oversight of $7+ Billion in operating expenses across multiple segments and business areas
  • Experienced in Financial Planning and Reporting including business intelligence, analytics and insights enabling executive decision making to achieve the company’s financial objectives
  • Experienced in Senior Executive support including CEO, CFOs, and other executive leadership
  • Recruited, led, and developed a high performing team of eighteen including Director, Manager and Analyst roles
  • Partnered with key business stakeholders and organizational leadership to develop quarterly forecasting and annual/multi-annual strategic planning
  • Managed oversight of $800M in capital investment portfolio for the Corporate Segment
  • Member of steering committee on the implementation of Anaplan capital and workforce management planning systems
  • Led a capital investment segment alignment team to leverage best practices, develop consistent processes and timelines
  • Partnered across the business to identify financial planning and reporting pain points leading to problem solving and innovation.

Senior FP&A Manager

CVS Health, Inc.
09.2007 - 12.2012
  • Managed oversight of $7+ Billion in operating expenses across multiple segments of the business
  • Experienced in Financial Planning and Reporting including business intelligence and insights driving executive decision making to achieve the company’s financial objectives
  • Experienced in Senior Executive support including CEO, CFOs, and other executive leadership
  • Recruited, led, and developed a high performing team of eighteen including Director, Manager and Analyst roles
  • Partnered with key business stakeholders to develop quarterly forecasting and annual/muti-annual strategic planning
  • Managed oversight of $800M in capital investment portfolio for the Corporate Segment
  • Member of steering committee on the implementation of Anaplan capital and workforce management planning systems
  • Led a capital investment segment alignment team to leverage best practices, develop consistent processes and timelines
  • Partnered across the business to identify financial planning and reporting pain points leading to problem solving and innovation.

Senior Manager

CVS Health, Inc.
08.2004 - 08.2007
  • Integrated four warehouses during two major acquisitions
  • Piloted the opening of two automated, financially integrated warehouses
  • Designed and implemented mainframe WMS improvements including: Statistically viable cycle counting program
  • Automation of daily business processes
  • Standardized the inventory transactions
  • Designed and implemented the financial integration of a conventional network warehouse
  • Conducted and reported on annual warehouse physical inventories for 14 distribution centers
  • Managed and reported one billion dollars of inventory in 14 warehouses
  • Hired and developed an inexperienced staff of entry level Accountants
  • Developed a Data warehouse Transaction Database
  • Developed and maintained a Manufacturer Coupon Store Reporting Database.
  • Managed large-scale projects and introduced new systems, tools, and processes to achieve challenging objectives including specification design and implementation of a financially integrated warehouse management system and developing a 3-way match imports database for letters of credit receipts and accounts payable processing of multiple purchase orders.
  • Provided strong leadership to enhance team productivity and morale.
  • Implemented and developed operational standards, policies and procedures.
  • Developed detailed plans based on broad guidance and direction.
  • Established performance goals for employees and provided feedback on methods for reaching those milestones.

Senior Accounting Analyst

CVS Health, Inc.
04.2002 - 07.2004
  • Integrated four warehouses during two major acquisitions
  • Piloted the opening of two automated, financially integrated warehouses
  • Designed and implemented mainframe WMS improvements including: Statistically viable cycle counting program
  • Automation of daily business processes
  • Standardized the inventory transactions
  • Designed and implemented the financial integration of a conventional network warehouse
  • Conducted and reported on annual warehouse physical inventories
  • Managed and reported one billion dollars of inventory in fourteen warehouses
  • Hired and developed an inexperienced staff of entry level Accountants
  • Developed multiple Access databases including: Letters of Credit Import Management Database
  • Data warehouse Transaction Database
  • Manufacturer Coupon Store Reporting Database.

Senior Accounting Analyst

CVS Corporation
09.1999 - 03.2002
  • Performed monthly P&L variance analysis of the CVS ProCare division including SG&A, Payroll and Interest Expenses and specific Margin activity
  • Monitored the Meridian Tax Restructuring Project to ensure data integrity in accounting policy and procedures
  • Integrated and performed Stadtlander accounting functions to CVS home office
  • Reconciled various Balance Sheet accounts and reviewed reconciliation submissions from outside departments
  • Provided support to various departments in designing Balance Sheet reconciliations - including Payroll, Payroll Prepared and recorded various monthly Journals for Pharmacare, CVS.com, Highland Leasing, Thundermist, and the Indianapolis Liquor Program
  • Taxes, Lottery, Inventory and Accounts Payable Departments
  • Prepared and coordinated the monthly distribution of the MBR report
  • Participated in the implementation of the PeopleSoft Asset Management module
  • Developed and implemented three Access database programs to automate recurring financial processes.

Senior Accounting Analyst

Providence Washington Insurance Company
03.1999 - 09.1999
  • Prepared monthly income statement and other miscellaneous reports for multi-interest insurance company
  • Enforced financial controls to increase the accounting department’s efficiency and maintain the Freedom General
  • Ledger, Accounts Payable and Federal Reporting Systems
  • Produced quarterly and annual financial statements through third party regulatory software
  • Assisted in preparing and compiling multiple department annual expense budgets
  • Managed temporary year-end employees assisting in the annual financial reporting process
  • Responsible for leading and participating in five plus conversion projects including: Leading the conversion from Freedom’s DOS based Annual Statement Software to Freedom Windows Freedom System 2000
  • Leading the project to map the general ledger data to the annual statement software
  • Leading the automation of the general ledger manual journal entry processes
  • Leading periodic upgrade conversions to existing Freedom Financial System, approximately four times per year
  • Participating in the data conversion from ABC mainframe general ledger package to Freedom LAN based windows general ledger, accounts payable and federal reporting package
  • Developed and implemented Access Database programs to increase department efficiency
  • Detailed knowledge in Freedom Financial reporting software
  • Experienced with mainframe general ledger-based accounting systems.

Accounting Analyst

Providence Washington Insurance Company
06.1997 - 02.1999
  • Prepared monthly income statement and other miscellaneous reports for multi-interest insurance company
  • Enforced financial controls to increase the accounting department’s efficiency and maintain the Freedom General
  • Ledger, Accounts Payable and Federal Reporting Systems
  • Produced quarterly and annual financial statements through third party regulatory software
  • Assisted in preparing and compiling multiple department annual expense budgets
  • Managed temporary year-end employees assisting in the annual financial reporting process
  • Responsible for leading and participating in five plus conversion projects including: Leading the conversion from Freedom’s DOS based Annual Statement Software to Freedom Windows Freedom System 2000
  • Leading the project to map the general ledger data to the annual statement software
  • Leading the automation of the general ledger manual journal entry processes
  • Leading periodic upgrade conversions to existing Freedom Financial System, approximately four times per year
  • Participating in the data conversion from ABC mainframe general ledger package to Freedom LAN based windows general ledger, accounts payable and federal reporting package
  • Developed and implemented Access Database programs to increase department efficiency
  • Detailed knowledge in Freedom Financial reporting software
  • Experienced with mainframe general ledger-based accounting systems.

Associate Accounting Analyst

Providence Washington Insurance Company
01.1993 - 06.1997
  • Prepared monthly income statement and other miscellaneous reports for multi-interest insurance company
  • Enforced financial controls to increase the accounting department’s efficiency and maintain the Freedom General
  • Ledger, Accounts Payable and Federal Reporting Systems
  • Produced quarterly and annual financial statements through third party regulatory software
  • Assisted in preparing and compiling multiple department annual expense budgets
  • Managed temporary year-end employees assisting in the annual financial reporting process
  • Responsible for leading and participating in five plus conversion projects including: Leading the conversion from Freedom’s DOS based Annual Statement Software to Freedom Windows Freedom System 2000
  • Leading the project to map the general ledger data to the annual statement software
  • Leading the automation of the general ledger manual journal entry processes
  • Leading periodic upgrade conversions to existing Freedom Financial System, approximately four times per year
  • Participating in the data conversion from ABC mainframe general ledger package to Freedom LAN based windows general ledger, accounts payable and federal reporting package
  • Developed and implemented Access Database programs to increase department efficiency
  • Detailed knowledge in Freedom Financial reporting software
  • Experienced with mainframe general ledger-based accounting systems.

Education

Bachelor of Science in Business Administration - Accounting

Bryant University
Smithfield, Rhode Island
05.1993

Skills

  • Financial Modeling
  • Financial Management
  • Strategic Planning
  • Performance Feedback
  • Team Bonding
  • Leadership Development
  • Presenting to Executive Leadership
  • Creative Problem Solving

References

Furnished upon request.

Timeline

FP&A Executive Director

CVS Health, Inc.
09.2020 - Current

FP&A Director

CVS Health, Inc.
01.2013 - 08.2019

Senior FP&A Manager

CVS Health, Inc.
09.2007 - 12.2012

Senior Manager

CVS Health, Inc.
08.2004 - 08.2007

Senior Accounting Analyst

CVS Health, Inc.
04.2002 - 07.2004

Senior Accounting Analyst

CVS Corporation
09.1999 - 03.2002

Senior Accounting Analyst

Providence Washington Insurance Company
03.1999 - 09.1999

Accounting Analyst

Providence Washington Insurance Company
06.1997 - 02.1999

Associate Accounting Analyst

Providence Washington Insurance Company
01.1993 - 06.1997

Bachelor of Science in Business Administration - Accounting

Bryant University

Similar Profiles

CREATE PROFILE
Jodi Gaynor