Lead company through budget process; set up P&L by line of business transparency; manage month, quarter and year end consolidated reporting; set up rules for SAP implementation;...more train permanent replacement.
Lead Financial / Business Analyst
2016 - 2017 (over 1 year)
Acquisition lead for Finance team; creator of budget tools; owner of Budget / Forecast process; continuous application of efficiencies to month end processes; coordination...more of executive level finance and human resource reporting & analysis; developed annual expense plans via management engagement and key initiatives.
Developed SaaS pricing model favored by management and chosen for consistent use in RFP responses; fully engaged in pricing +75 bids; ownership of sales pipeline reporting;...more Implemented changes to forecasting model for seamless monthly updates & financial performance evaluations; budget process owner; created market sizing analysis for potential buyer.
Navigated systems & sales reporting challenges related to newly merged company with 50% increase in sales force (to 300); re-created sales & call reporting tools for...more use by new organization; Automated call contract process to efficiently measure sales call performance; develop'd functional specs for all channel dashboards working closely with IT for training and implementation; led & created new product launch reporting used by US Vision Care sales and executive team; 18 months of 33% travel.
National Accounts Finance Lead (and other roles)
2000 - 2009 (about 9 years)
Created and convinced National Accounts team to utilize my ROI tool; produced top 10 account P&L statements; timely management and analysis of 65 cost centers ($50 M)...more requiring strong communication skills; deep knowledge of internal data systems required to pull data and create relevant; managed Financial Analyst team.
Managed International Reporting & Consolidation team: collect worldwide fin'l data from subs, consolidate, analyze & report to internal / external customers; comm's...more with global Finance and Accounting heads, GM's and HQ; manage worldwide reporting system req's & policy changes; manage monthly, quarterly and budget submissions through Novartis Finance system; team planning, streamlining and communications of budget process; liaison Controller for L..A.; Spanish and Portuguese required.