Senior Manager, Finance

• Nov 2022 - Present

Finance lead for American Health Packaging (AHP), Triose, and Pharmacy Solutions (PHS), which are Cencora (formerly AmerisourceBergen) business units within U.S. Health Systems & Government Services• Strategic partnership with business unit leaders – providing financial guidance and perspective on daily operations as well as strategic initiatives, partnerships, and growing/evolving thebusiness• Develop, coordinate, and prepare all financial plans and forecasts for the business units• Prepare and present monthly financial analysis and reports to leadership teams• Develop and prepare productivity and efficiency analysis for the manufacturing facility and sales & marketing functions to track progress towards meeting quarterly and annual business unit performance goals and provide recommendations to senior management• Lead pricing strategy and oversight of portfolio management. Perform profitability analysis relative to contract, customer, and product profitability• Calculate and track gross profit initiatives• Continually evaluate market dynamics and develop thoughtful forecasts to educate stakeholders to enable effective decision making• Collaborate with sales, finance, accounting, legal, and portfolio management to support the coordination of RFPs and customer contract negotiations• Develop proposal strategies ensuring risk/reward balance• Collaborate with financial and operational leadership across Cencora business units anddepartments to enhance profitability metrics Show less

Manager, Transformation

• Oct 2020 - Nov 2022

In alignment with Cencora's strategic priorities, I led and/or supported the management and coordination of high-priority, large-scale, and enterprise-wide projects that required considerable resources and high levels of cross-functional integration in order to execute transformation plans and drive operating superiority.• Conducted analyses, identified insights, and delivered recommendations in support of advancing key projects/initiatives and improving efficiency• Assisted in the development, refinement, validation and ensured completion of all project workplans; managed various work plans to ensure project commitments were met - on time andwithin budget• Managed documentation and reporting on current Transformation initiatives, as well as tools and resources that supported such initiatives• Generated timely and concise communications/presentations to functional and executive leadership regarding the status of current and potential projects in the pipeline, and any pending issues Show less

Finance Manager

• Apr 2019 - Oct 2020

Consolidated reporting and FP&A functions (P&L and Balance Sheet) for all divisions of Cencora; Financial steward for ~$200+ billion (total revenue) portfolio of a Fortune 8 companyAssisted in founding and current Council Co-chair (2019 – Present) of Cencora's first ERG geared towards young and emerging professionals, the Emerging Professionals Network

Senior Financial Analyst

• Jan 2018 - Apr 2019

Consolidated reporting and FP&A functions for the Pharmaceutical Distribution and Strategic Global Sourcing organization (around 80% of total company revenues)

Financial Analyst II

• Jan 2016 - Jan 2018

Financial Planning & Analysis for Pharmaceutical Distribution & Strategic Global SourcingSupported management with financial planning and decision making by identifying, maintaining, and evaluating financial information and trends:• Analyzed and consolidated monthly financial statements and operating expenses for the division • Prepared and consolidated monthly financial analysis and reports for the division• Analyzed gross profit and revenue components on a monthly basis and reported significant variances• Assisted with yearly and long range planning, as well as monthly forecasts• Worked closely with other business units to complete month-end closing processes• Developed and delivered executive level presentations (Monthly Business Reviews) and recommendations to help guide effective and efficient decision makingWas directly responsible for reporting and analyzing the consolidated P&L for Pharmaceutical Distribution & Strategic Global Sourcing, as well as forecasting the company’s largest customer, Walgreens Show less

Fund Financial Associate, Global Fund Accounting

• Mar 2015 - Jan 2016

Corporate Actions AccountingSafeguarded mutual funds by accounting for all corporate actions and dividend activity accurately and timely• Identified, captured, validated, and processed all effective corporate actions and dividends into the accounting system• Reconciled cash and asset entitlements from corporate actions• Reported the impact of action processing to key clients, such as Fund Pricing• Worked to gain a solid conceptual understanding of Corporate Actions' processes and their impact on mutual fund pricing and internal and external clients• Established and maintained effective working relationships with both internal and external clients and business partners through effective communication• Anticipated clients' needs and ensured clients' satisfaction related to the services provided• Initiated and participated in process improvement initiatives, as well as other special projects• Provided training support to new employees, and participated in cross-training Show less

Investment Professional (Mutual Fund/Brokerage)

• Jul 2013 - Feb 2015

• Responded promptly, professionally, and accurately to incoming client phone calls and inquiries regarding the placing, status, and execution of mutual fund (both Vanguard and non-Vanguard) and individual security orders• Executed monetary and clerical transactions in a timely, accurate, and compliant manner• Demonstrated excellent client relationship management skills to help identify clients’ needs, educate the client, and appropriately position products and services• Assumed ownership of client issues from follow-up to resolution by effectively communicating to and appropriately utilizing the management team, specialty resolutions groups, and other departments• Explained different types of retirements plans, their rules, and the regulations that govern such plans• Researched and provided improvement suggestions for department processes• Participated in department projects, utilizing Microsoft Office to create deliverables and organize data• Supported other departments with call volumes/service levels Show less

Checkout Coach (Department Supervisor)

• Dec 2005 - Jun 2013