Thanks for visiting my profile. Conversations welcome. Email: [email protected], Mobile: (562) 303-2692
I thrive on competition. As an athlete I’ve challenged myself to consistently improve my performance. This mindset carries over to my business performance.
Determination to generate company success keeps me alert to opportunities to improve process and systems and grow synergies across functions.
My role is to produce business intelligence, real-time reporting and actionable analysis that gives the companies I work for a competitive edge.
Examples of achieving results:
PROCESS IMPROVEMENT – Leveraged Business Intelligence software and creation of standardized excel templates to provide detailed analytics, streamline prescription processing, pharmacy workflows, reimbursement and reporting. Reduced month end close time required at California Specialty Pharmacy by 10 days and Kaiser Permanente by 2 days.
FORECASTING – Created and implemented Kaiser Permanente NorCal & SoCal monthly and strategic long-term forecasting models, providing executive and operational management with trended, forecasted and operational data in financial and graphic formats. Forecasts were historically within 1% accuracy to actual results.
COST REDUCTION – Audited standard costing systems and processes, implementing new processes and costing structures resulting in reduction of standardized cost variances of 25% to less than 5% for Globe Shoes, and a 10% increase in gross profit for Craig Tools.
FINANCIAL PLANNING & ANALYSIS
Strategic Financial Plans
Reporting, Analysis & Review
Budgeting, Forecasting & Variance Analysis
Actual vs. Forecast Analysis
M&A, Financial Due Diligence
Competitive Analysis & Pricing Strategy
Financial & Operational Metrics Performance
ACCOUNTING SYSTEM ARCHITECTURE
Technology & Process Implementation
Process Improvement & Automation
Team Building & Mentoring
Coaching & Talent Development