Experience

Anthem

• Financial Analysis Manager

  • May 2015 - Present

  Partner with senior leadership to identify, evaluate and manage acquisitions, joint ventures and new growth opportunities. Develop financial models to assist with acquisitions and maintain an active pipeline of opportunities. Evaluate business investments and develop the long term financial growth projections for the enterprise.



EmblemHealth

• Manager Of Financial Planning And Analysis

  • May 2013 - May 2015

  Support senior leadership with the development and implementation of department budgets, forecasting, and planning the overall financial direction of the company. Partner with various business unit leaders to discuss financial results, current business opportunities, and trends. Responsible for reviewing and analyzing the return on investment for various strategic initiatives and business investments.



Quest Diagnostics

• Associate (Corporate Finance)

  • Jun 2012 - May 2013

  Responsible for managing the Company’s strategic planning, budgeting efforts, and forecast processes. Evaluated, monitored and maintained M&A and joint venture results. Communicated the company’s overall financial results to the CEO and CFO. Participated in the development of the external financial message to the investment community and managed the analytical support provided to the CEO, CFO and Investor Relations in support of the quarterly earnings release, analyst call, Board of… Responsible for managing the Company’s strategic planning, budgeting efforts, and forecast processes. Evaluated, monitored and maintained M&A and joint venture results. Communicated the company’s overall financial results to the CEO and CFO. Participated in the development of the external financial message to the investment community and managed the analytical support provided to the CEO, CFO and Investor Relations in support of the quarterly earnings release, analyst call, Board of Director presentations, and ad-hoc analyses. Show more Show less



Thomson Reuters

• Americas M&A Team Leader

  • Apr 2005 - May 2012

  Partnered with business development, product management, and media relations in order to formulate and guide the strategic direction of Thomson Reuters M&A deals franchise. Maintained strong relationships with top tier investment banks in order to fulfill ad hoc research requests and maintained accurate and consistent M&A deal content. Performed comprehensive research on complex company ownership structures prevalent in emerging markets in order to accurately value M&A transactions.



FactSet Research Systems

• Content Analyst

  • Oct 2004 - Apr 2005



Thomson Reuters

• Market Analyst

  • May 2003 - Oct 2004



Morgan Stanley

• Internship - Wealth Management

  • Jan 2002 - May 2003