Small to medium size business finance and strategy consulting. Develop financial models and trend projections. Perform and summarize primary research for financial services clients.

Run annual plan and rolling forecast process for company with $4B in revenues. Manage financial submissions across multiple teams of stakeholders. Compile rolling forecast and annual plan P&L’s. Redesigning product forecasting processes from ground up including analysis of product performance vs. annual plan and rolling forecast. Lead finance team member on implementation of Cognos TM1 system. Business partner for new ventures and office of the President. Ad-hoc analysis for CFO.

Ran monthly “flash” meeting at financial close to analyze preliminary monthly performance with finance team. Built monthly financial bridge analysis of final results vs. forecasts, QTD, YTD, and LY. Business partner support for U.S. unit of Home Monitoring including monthly reporting, ad-hoc analysis and forecast submission.

Worked with CFO and all department directors of a cutting-edge biopharmaceutical company to prepare cash flow “runway” analysis for 18 month budget, long range planning models. Wrote guidance for investment banks to assist with corporate valuation for IPO, and performed parallel valuation for executive team.

Reviewed and compiled financial statements for small to medium sized businesses in healthcare, government, real estate, and building materials industries. Performed financial analytics and inquiries, prepared financial statements for clients. Managed work of associates.