Finance professional with extensive background in financial analysis and management. Known for driving process improvements and implementing strategic financial planning. Reliable team player with focus on collaboration and adaptability to changing business needs.
Overview
12
12
years of professional experience
Work History
Finance Manager (Decision Support Analytics)
Highmark Inc.
2022.12 - Current
Developed team of 6 individuals to centralize Purchase Order process and validation invoices. During my tenure the team has become 2.5x more financially efficient
Built financial models for business cases and lead cross functional efficiency initiatives with Business Owners and FP&A to assure savings were properly capture in the 3 year strategic plan
Developed cost per unit analytics for Business Owners and Procurement to support contract negotiations
Directly manage ~$370M in vendor Budgets, helped to identify ~$57M in efficiencies over the course of 3 years
Developed real time run rate projections within Oracle for vendors which allowed for better multi year forecasting and identification for areas of the business showing growth vs. shrinkage
Lead FP&A Analyst
Highmark Inc.
2021.09 - 2022.12
Lead Budget and Forecast reviews with Actuary to determine appropriateness of Revenue and Claims
Communicated business case review process with Portfolio Management and Finance teams while developing KPIs to determine financial viability of projects
Create and maintain profit and loss statements for buy up products which account for $100M+ in Operating Margin, holding quarterly reviews with executive management
Develop relationships between Sales Leadership and FP&A to deliver more timely and actionable financial results
Develop goals and responsibilities for new team members to create consistent high-performance environment
Sr. Budget Analyst
Highmark Inc.
2018.10 - 2021.09
Work with senior leadership to develop and maintain three-year Budget and Forecast for Administrative Expenses
Work cross functionally with Enrollment, Market Segment Finance, and Post-Allocated Finance teams to align cost allocations and pricing strategies
Acclimate new team members through trainings in Hyperion, Smart View, EPM, and FTE tracking
Assisted in development of FTE approval process with Finance and HR, driving better management of resources
Developed alternative hierarchy for Health Plan and coordinated with other business units to implement across the Enterprise
SRA Accountant
Mylan Pharmaceuticals Inc.
2016.08 - 2018.10
Assisted in acquisitions and integrations of Renaissance Pharmaceuticals and Meda Pharmaceuticals
Converged system data and accounting methodologies to complete the best representation of data for financial statements during integration process
Completed reporting processes for Mylan Specialty including the SRA package which is ultimately included in the quarterly and annual reports (areas include Direct Rebates, Indirect Rebates, Returns, Coupons, Terms, Chargebacks, Medicaid, and Managed Care)
Functioned in unison with multiple business units including all three branches of Mylan: Mylan Specialty, Mylan Institutional, and Mylan Pharmaceuticals Inc. and across departments including: General Accounting, Accounts Receivable, Accounts Payable, Pricing and Contracts, and Commercial finance
Auditor
Ernst & Young LLP
2014.07 - 2016.07
Experience with clients in several industries including: Investments, Aluminum Extrusions, Refractories, and Education
Performed substantive tests and analytics over significant audit areas: Investments (including level I, level II, and level III), Revenue, Cash, Accounts Receivable, Accruals, Fixed Assets, Prepaid Accounts, MICP, Art Grant, and Pension and Employee Benefit plans
Assisted client team members for process improvements based on walkthrough procedures
Communicated with upper management level employees on client site to organize timing of audit procedures
Assisted and trained interns and new staffs as they work through audit procedures
Education
Bachelor of Science - Business Administration, Accounting and Finance, Psychology
West Virginia University
Morgantown, WV
05.2014
Skills
Budget forecasting
Internal controls
Continuous improvement
Financial analysis
Strategic planning
Coaching and training
Business partnering
Financial modeling
KPI management
KPI development
Timeline
Finance Manager (Decision Support Analytics)
Highmark Inc.
2022.12 - Current
Lead FP&A Analyst
Highmark Inc.
2021.09 - 2022.12
Sr. Budget Analyst
Highmark Inc.
2018.10 - 2021.09
SRA Accountant
Mylan Pharmaceuticals Inc.
2016.08 - 2018.10
Auditor
Ernst & Young LLP
2014.07 - 2016.07
Bachelor of Science - Business Administration, Accounting and Finance, Psychology
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.
Senior Finance Consultant – Enterprise Decision Support and Strategic Planning at Children’s Hospital Los AngelesSenior Finance Consultant – Enterprise Decision Support and Strategic Planning at Children’s Hospital Los Angeles