Accomplished Executive with With a proven track record of driving sustainable growth thru the use of big data analytics, progressive industry background and decisive leadership style. Offers strategic planning abilities,Private Equity and Banking Investment, background in change management and forward-thinking mindset. Ready for challenges and focused on meeting future demands.
Overview
12
12
years of professional experience
10
10
years of post-secondary education
Work History
Chief Administrative Officer
Superior Biologics
Sharon Hill, PA
12.2021 - Current
Hired as part of new executive team to maximize shareholder value and prepare the company for taking on private equity investment
Leveraged data, implemented new technology and revised procedures to support change.
Implemented and monitored organizational plans and developed goals and strategies to address prioritized issues.
Led pre-acquisition integration and operational efficiency program, identifying potential synergies that would maximize shareholder value and reduce merged company costs
Developed 3/5-year strategic business plans that included identifying potential acquisitions, pharmacy footprint expansion, salesforce growth, payer and manufacturer pricing
Developed innovative sales and marketing strategies to facilitate business expansion.
Oversaw business-wide changes to modernize procedures and organization.
Maintained P&L and shouldered corporate fiscal responsibility.
Directed technological improvements, reducing waste and business bottlenecks.
Vice President Finance Operations & Analytics
Optum Specialty
Eden Prairie, MN
04.2019 - 12.2021
Built and leveraged big data analytic models to drive business development, productivity and process improvements, staffing, and marketing strategies
Scale analytical capabilities across multiple businesses to influence strategic financial planning and executive decision-making
Strategically anticipated long-term business needs by analyzing revenue trends to inform process improvements.
Enhanced internal control systems and procedures to mitigate risk and support opportunities.
Maintained responsive organization with sustained revenue growth through industry forecast monitoring and deliberate financial planning.
Introduced software tools and process improvements to mitigate loss and drive operational growth.
Designed and modified reporting procedures and controls to inform business development and growth.
Applying statistical and algebraic techniques to interpret key points from gathered data
Develop quarterly road maps based on impact, effort, and test coordination, all while working with stakeholders to achieve short-term and long-term goals
Design and automate innovative digitization and online reports and dashboards based on key performance indicators for different management levels, leading to increased transparency and sales performance
Deliver comprehensive analysis and recommend solutions to address complex business problems using data from internal and external sources and applied advanced analytical methods to assess factors affecting growth and profitability across product and service offerings
Developed financial analysis and business plans for proposed acquisitions, partnerships and investments.
Analyzed financial statements against forecasts to prepare high-level variance analysis.
Coordinated and studied financial audits to provide recommendations for procedural improvements.
Sr. Director of Finance Operations and Analytics
Optum Home Infusion
Eden Prairie, MN
08.2016 - 04.2019
Defined, implemented and revised operational policies and guidelines.
Designed and implemented multiple 10M+dollar IT solutions
Worked collaboratively with functional leaders to implement new procedures and corrective actions to improve quality.
Built outcome reporting platform used by sales force and nurses
Created KPIs to modernized and improved operational procedures to increase productivity and profitability.
Documented processes and drafted SOPs to comply with regulations and company policies.
Built capacity-based forecast tools to define operational cost of service forecasting
Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency.
Led transformation of operational metrics, planning and systems for business model and revenue recognition
Director of Financial Planning and Analysis
AxelaCare Health Solutions
Lenexa, KS
08.2013 - 08.2016
Responsible for development of Metric Models that help drive top line revenue from $50M annually to $500M annually
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Validated existing accounting management and reporting systems to assess quality and conformance, identify problems and implement corrective actions.
Work side by side with Controller and CFO on monthly close process through entire P&L
Provides support for Senior Management Team and aids with special studies that require data compilation
Developed and supported budget monitoring models and coordinated production of the formal monitoring report
Created extensive Sales Analytics Model that supplied directional detail to make sales force more successful
Project Manager of complete workflow process improvement to create a better ROI for future growth.
Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Finance Manager
Sprint Nextel
Overland Park, KS
04.2010 - 08.2013
Budget/Forecast $25B in revenue across three business units and over 60 individual product lines
Created Budgeting/Forecasting model to project 18mths trends for revenue while allowing for unexpected business changes/paradigm shifts
Designed product specific models to provide postmortems for business cases coupled with executive readouts
Process improvements
Monthly Bill Cycle model to track where monthly results are projecting any point within in the month
Allowed executive team to have knowledge to make crucial decisions sooner
Project lead for redeveloping the Accrual/Deferral process within revenue leading to forecast projections being more in line with revenue projections and real-time changes within the business
Worked on Forecast Improvement team across all departments in Finance to design a new and fluid budgeting and forecasting process
Partnered with other Business Units to develop Business Cases for over $300M of revenue growth and over $100M of cost savings
Created rolling 24mth close package for executive team by line of business delivering deep analytical insight into business trends
Responsible for Account/Prod Code maintenance to make sure all revenue assigned for in the correct product
Created and presented monthly close package to executive lead team and corporate finance
Project lead on data mining specific points of interest requested by executive team to supply even more color on business trends both opportunities/risks
Education
Bachelor of Arts - Economics
Coe College
Cedar Rapids, IA
08.1995 - 05.1999
Bachelor of Arts - Business Administration
Coe College
Cedar Rapids, IA
08.1995 - 05.1999
Executive Leadership - Stanford University Leadership Graduate
Stanford University
Stanford, CA
05.2018 - 05.2019
Executive Development Leadership Program - Executive Leadership
UnitedHealth Group
Eden Prairie
05.2018 - 05.2019
Skills
Statistical Analysisundefined
Timeline
Chief Administrative Officer
Superior Biologics
12.2021 - Current
Vice President Finance Operations & Analytics
Optum Specialty
04.2019 - 12.2021
Executive Leadership - Stanford University Leadership Graduate
Stanford University
05.2018 - 05.2019
Executive Development Leadership Program - Executive Leadership