• Supported 10 full-service senior care facilities, including executive directors, regional VPs and Chief Operating Officer, collectively expected to generate >$500M of revenue in 2025 (growing 50% Y/Y). As the lead operational finance partner, conducted monthly operating reviews with each center and helped the company drive toward sustainable profitability.

and Board reporting. Company had ~$600M+ in annual utilization-based revenue growing 50%+ year-over year and ~$250M+ in operating expenses. Reported to CFO.
• Led implementation of Adaptive Insights, which allowed the FP&A team to provide quarterly budget versus actual (BvA) reports for each budget owner, reducing time to create analysis from several days to a few hours.

• Led corporate consolidation and monthly management reporting, coordinating 14 people across 6 different teams. Responsible for operating spend of >$1.2B annually. Managed team working directly with G&A budget owners on the monthly forecast and annual planning. Reported to SVP of FP&A.

• Recruited and led FP&A team of 5 people responsible for annual budget, long-range plan, forecast and Board & management reporting. Company grew revenue from ~$50M+ to ~$200M+ during my tenure. Reported to CFO.
• Collaborated with Sales Ops to improve bookings and revenue forecast accuracy and analyzed sales force efficiency and effectiveness, with methods such as LTV / CAC analysis.
• Led digital transformation from Excel to Anaplan, which included driving more insightful analysis, less manual entry, and more cost center owner visibility.
• Presented financial results and forecast to executive team on a quarterly basis and led preparation of similar analyses for Board of Directors and investors.

• Analyzed acquisition and partnership targets, which typically included the strategic rationale, operating model, synergy case, and valuation.
• Collaborated with senior management and business unit leaders to prepare 3-year strategic plan and to analyze other initiatives for US Pharma distribution business.

• Provided thought leadership through several deliverables including a quarterly competitive report (distributed to 100+ senior leaders), earnings write-ups, and various ad-hoc analyses for senior executives.
• Presented regularly across the company as a subject matter expert on market and competitive trends, including 2014 Finance Forum (250+ finance leaders).

• Assisted with all aspects of the 3-year strategic plan, including administering Hyperion Strategic Finance, developing key corporate-level assumptions, and analyzing consolidated results.

• Supported senior analyst with all aspects of equity research companies under coverage.

• Supported senior analyst with all aspects of equity research companies under coverage.