Experience

PromptCare

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Finance Manager

  • Jan 2023 - Present

  New Jersey, United States



ARJ Infusion Services, now part of PromptCare

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Financial Controller

  • Jul 2021 - Jan 2023

  Lead construction of the annual operating plan and budgeting process Construct and monitor monthly and long-term three statement financial model, utilizing operating data to provide effective decision support Construct segmented P&L analysis Deliver monthly operating results, metrics and KPI reporting dashboard Research and communicate variance explanations between budget/forecast and actuals Improved monthly inventory reconciliation and reduced the volatility of inventory… Show more Lead construction of the annual operating plan and budgeting process Construct and monitor monthly and long-term three statement financial model, utilizing operating data to provide effective decision support Construct segmented P&L analysis Deliver monthly operating results, metrics and KPI reporting dashboard Research and communicate variance explanations between budget/forecast and actuals Improved monthly inventory reconciliation and reduced the volatility of inventory adjustments Improved the efficiency of the month end close process by 40%

• Financial Analyst

  • Dec 2018 - Jul 2021

  Overland Park , Kansas Deliver weekly reporting of operating results and KPI indicators. Provide invoice review support and profitability analysis Conduct contract analysis Conduct and deliver cash flow forecast



Catalent Pharma Solutions

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Financial Analyst

  • Aug 2016 - Dec 2018

  Kansas City, Missouri Area • Construct a pricing model to reflect direct labor, material and indirect cost allocations relating to budgeting and forecasting for pricing committee evaluation • Construct ad-hoc business case financial models to compute NPV, IRR, and discounted payback in addition to highlight risks associated with each project with scenario analysis • Conduct Monthly P&L Actuals to Budget Variance analysis • Update monthly distribution and depot financial forecast by gathering and analyzing… Show more • Construct a pricing model to reflect direct labor, material and indirect cost allocations relating to budgeting and forecasting for pricing committee evaluation • Construct ad-hoc business case financial models to compute NPV, IRR, and discounted payback in addition to highlight risks associated with each project with scenario analysis • Conduct Monthly P&L Actuals to Budget Variance analysis • Update monthly distribution and depot financial forecast by gathering and analyzing sales, volume, and profitability data, helping to explain variances from prior forecasts and budget expectations • Improved Depot business unit monthly contribution margin from 7% to 31% by improving processing and aligning contractual pricing and vendor services • Preformed analysis of fixed asset records and recognized write-down of 296k with disposal of 6910 assets • Reconciled Depot business unit transactions and recognized $151,000 in billable opportunities for FY17 Show less



State Street

• United States
• Financial Services
• 700 & Above Employee

• Fund Accountant

  • Nov 2015 - Aug 2016

  Kansas City, Missouri Area • Verified accurate booking of derivative instruments within funds • Distribute new security purchases within bond funds to ensure daily amortization and interest accruals are processed correctly • Monitor and resolve cash discrepancies between accounting and custody • Utilized Bloomberg and other 3rd party pricing vendors to verify security prices which resulted in large impacts to the mutual funds • Research any security impacting a mutual funds more than 10 bps to ensure pricing… Show more • Verified accurate booking of derivative instruments within funds • Distribute new security purchases within bond funds to ensure daily amortization and interest accruals are processed correctly • Monitor and resolve cash discrepancies between accounting and custody • Utilized Bloomberg and other 3rd party pricing vendors to verify security prices which resulted in large impacts to the mutual funds • Research any security impacting a mutual funds more than 10 bps to ensure pricing is accurate • Collaborate with local and international team members to deliver an accurate NAV before deadlines Show less



Association of Fundraising Professionals (AFP Global)

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Investment Analyst Committee member

  • May 2015 - Jul 2016

  Overland Park Kansas Served on the Association Investment Committee which managed the associations reserved account. Recommended changes the funds current allocation from 100% invested in money market fund to 70% US equity and 30% US fixed income to increase the funds diversification benefits.



Full Stack Modeller

• United Kingdom
• E-Learning Providers
• 1 - 100 Employee

• Competitor

  • Oct 2015 - Nov 2015

  Overland Park, Kansas ModelOff is the world’s largest professional competition for Microsoft Excel, Financial Analysis, Investment Analysis and Financial Modeling. The international competition annually attracts 4,000 leading professionals and students from over 100 countries. ModelOff celebrates analytical skills and financial services excellence. Participants compete in two online qualification rounds in topics that range from advanced discounted cash flow modeling (DCF), quantitative analysis of infrastructure… Show more ModelOff is the world’s largest professional competition for Microsoft Excel, Financial Analysis, Investment Analysis and Financial Modeling. The international competition annually attracts 4,000 leading professionals and students from over 100 countries. ModelOff celebrates analytical skills and financial services excellence. Participants compete in two online qualification rounds in topics that range from advanced discounted cash flow modeling (DCF), quantitative analysis of infrastructure projects to innovative challenges in Microsoft Excel. The best and brightest competitors are flown to London for the Top 16 World Finals event which is broadcast Live and Free worldwide as part of the annual ModelOff Conference. Show less



UnitedHealth Group

• Hospitals and Health Care
• 700 & Above Employee

• Special Projects Team member

  • Aug 2011 - Nov 2015

  Overland Park, KS Strategize with team members to improve processes that increased work flow efficiency by 20%, thus reducing cost. Reduce and maintain average order age of 4 days from 10 days through new procedural process improvement. Contacted high priority clients to discuss issues concerning orders.



Newson Capital and Investments LLC

• Option trader/ Investment Analyst

  • Mar 2012 - Aug 2015

  Discover miss-priced securities through scanning valuation multiples, conduct fundamental analysis to understand what the drivers to earnings growth, Researched consensus opinion of various securities to understand why the apparent miss-pricing.



Chartered Financial Analyst Research Challenge (Rough Daft)

• Investment Analyst

  • Sep 2013 - Dec 2013

  Kansas City, Missouri Area Worked directly with 4 team members to perform financial evaluation of Kansas City Southern Railroad. I adjusted financial statements to account for lease commitments to establish a more accurate capital structure analysis. Conducted Discounted cash flow and relative value analysis of Kansas City Southern Railroad to establish an intrinsic value. Conducted ratio analysis to understand trends the company is undertaking Initiated a sell recommendation as Kansas City Southern Railroad… Show more Worked directly with 4 team members to perform financial evaluation of Kansas City Southern Railroad. I adjusted financial statements to account for lease commitments to establish a more accurate capital structure analysis. Conducted Discounted cash flow and relative value analysis of Kansas City Southern Railroad to establish an intrinsic value. Conducted ratio analysis to understand trends the company is undertaking Initiated a sell recommendation as Kansas City Southern Railroad was overvalued and determined a $88 price target Attended an analyst presentation and follow up conference call with management Show less