Experienced finance professional with extensive practice in financial planning and analysis, data management, and financial reporting within the healthcare and life sciences industries.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Sr. Financial Analyst
Fortrea, Inc.
Durham, NC
04.2014 - Current
Responsible for accounting for the Company's net new orders and related backlog, sales commissions on net new orders, and monthly, quarterly and annual internal reporting.
Performed extensive analysis on the timing and conversion of initial pipeline into revenue generating studies.
Substantial ad hoc reporting, analysis and budgeting for various business units.
Primary systems used include SalesForce and Workday.
Financial Analyst
Teleflex Medical
Durham, NC
05.2013 - 04.2014
Prepared detailed reports on budget forecasts and financial performance metrics for the SG&A business units in North America.
Director of Finance
PRACS Institute
Fargo, North Dakota
10.2011 - 03.2013
Responsible for the preparation of GAAP financial statements for a North American Phase I CRO with five different sites and $50M of annual revenue.
Substantial cash flow and solvency analysis as well as working with external business consultants.
Supervised a staff of three full time employees and two interns.
Sr. Financial Reporting Analyst
INC Research (now Syneos Health)
Raleigh, North Carolina
08.2006 - 05.2011
Preparation of US GAAP financial statements for a $275 million CRO, with internal operations across twenty legal entities.
Responsible for the administration of the Company's stock-based compensation plan through purchase by Avista Capital Partners and the Toronto Teachers Pension Plan.
Responsible for US Tax compliance until a full time position was hired.
Assistant Controller
Embrex, Inc. (now a division of Zoetis)
Durham, NC
07.2001 - 08.2006
Preparation, review and analysis of US GAAP financial statements for a NASDAQ listed company with international operations in the agricultural life sciences industry.
Sr. Corporate Accountant
Interim HealthCare
Durham, NC
04.1997 - 07.2001
Education
Bachelor of Arts - Finance And Accounting, Double Major
University of Wisconsin, Madison
Madison, WI
05-1996
Skills
Financial and operational reporting
Data analysis
Planning and analysis
Financial statement analysis
Sales reporting
Problem solving
Budgeting and planning
Forecasting techniques
Certification
NC CPA Licenses 30302 (inactive status)
Timeline
Sr. Financial Analyst
Fortrea, Inc.
04.2014 - Current
Financial Analyst
Teleflex Medical
05.2013 - 04.2014
Director of Finance
PRACS Institute
10.2011 - 03.2013
Sr. Financial Reporting Analyst
INC Research (now Syneos Health)
08.2006 - 05.2011
Assistant Controller
Embrex, Inc. (now a division of Zoetis)
07.2001 - 08.2006
Sr. Corporate Accountant
Interim HealthCare
04.1997 - 07.2001
Bachelor of Arts - Finance And Accounting, Double Major