Experience

Wind River Environmental

• United States
• Environmental Services
• 100 - 200 Employee

• Senior Vice President of Finance & Corporate Controller

  • Jun 2022 - Present

  Wind River Environmental is the leading provider of inspection, service, installation, repair and maintenance of non-hazardous liquid waste solutions in the United States. We have the largest fleet in the industry and offer consistent service across the regions we serve. Our headquarters is in Marlborough, MA with operations up and down the entire Eastern part of the Country. Backed by a private equity firm, we are presently executing an aggressive growth strategy. We are a highly… Show more Wind River Environmental is the leading provider of inspection, service, installation, repair and maintenance of non-hazardous liquid waste solutions in the United States. We have the largest fleet in the industry and offer consistent service across the regions we serve. Our headquarters is in Marlborough, MA with operations up and down the entire Eastern part of the Country. Backed by a private equity firm, we are presently executing an aggressive growth strategy. We are a highly acquisitive Company with over 100 acquisitions since inception.

• Vice President of Finance & Corporate Controller

  • Jan 2020 - Jun 2022

  Responsible for all financial operations and management of financial plans, procedures, and policies of the organization, including the accurate and timely reporting of results in accordance with US GAAP and support for management execution. Lead the accounting, FP&A, and treasury operations of the business and partner cross functionally across the organization to improve and advance the organization in alignment with it's strategic goals and objectives. Add value through leveraging… Show more Responsible for all financial operations and management of financial plans, procedures, and policies of the organization, including the accurate and timely reporting of results in accordance with US GAAP and support for management execution. Lead the accounting, FP&A, and treasury operations of the business and partner cross functionally across the organization to improve and advance the organization in alignment with it's strategic goals and objectives. Add value through leveraging partnerships, delivering insightful analysis and recommendations, ensuring accurate results and effective controls, driving efficiency, integrating acquisitions, and supporting sound investments, including multiple system implementations. Responsible for building teams and implementing scalable infrastructure to support the Company as it grows.



Anthem

• Management Consulting
• 1 - 100 Employee

• Vice President of Finance/Actuary and Chief Financial Officer, Pharmacy Solutions Division

  • Aug 2017 - Dec 2019

  > Led the creation of the financial infrastructure for a newly formed reportable segment IngenioRx (subsidary of Anthem). IngenioRx is one of the largest Pharmacy Benefit Manager (PBM) in the country with 16 million members and over $20 billion in revenue. > Full P&L responsibility including pricing and product level P&Ls, spread pricing, and gross margin analysis for the Company. SME for technical accounting, financial reporting, SEC reporting, and revenue recognition. >… Show more > Led the creation of the financial infrastructure for a newly formed reportable segment IngenioRx (subsidary of Anthem). IngenioRx is one of the largest Pharmacy Benefit Manager (PBM) in the country with 16 million members and over $20 billion in revenue. > Full P&L responsibility including pricing and product level P&Ls, spread pricing, and gross margin analysis for the Company. SME for technical accounting, financial reporting, SEC reporting, and revenue recognition. > Managed the development and monitored implementation of strategic business unit plans to seize competitive opportunities and/or respond to performance shortfalls/plan variances. > Created business unit financial plans, including robust long term growth plans (LTGP) and forecasting tools/processes. > Utilized financial analysis to recommend strategic, support business initiatives and pricing. > Drove the dissemination and collection of input/output data, critical assumption and management reporting requirements. > Partnered with other financial disciplines to assure pricing, product and risk alignment with business unit financial performance targets. Socialized emerging trends, risks and opportunities, and worked collaboratively with the senior leadership team to help mitigate any unfavorable trends timely. > Integrated medical data with Rx data assist in driving better health outcomes and reduce/streamline the cost of care. > Planned, implemented and managed all financial-related activities by evaluating cost trends (medical and Rx), claims lag tables, and led the Actuarial team to drive cost saving initiatives. > Obtained PBM license-sure in all states and led external financial reporting for compliance purposes. Assisted with all the Company's external reporting in SEC & Investor relation documents. > Recipient of a Company achievement award for excellence in innovation. Show less > Led the creation of the financial infrastructure for a newly formed reportable segment IngenioRx (subsidary of Anthem). IngenioRx is one of the largest Pharmacy Benefit Manager (PBM) in the country with 16 million members and over $20 billion in revenue. > Full P&L responsibility including pricing and product level P&Ls, spread pricing, and gross margin analysis for the Company. SME for technical accounting, financial reporting, SEC reporting, and revenue recognition. >… Show more > Led the creation of the financial infrastructure for a newly formed reportable segment IngenioRx (subsidary of Anthem). IngenioRx is one of the largest Pharmacy Benefit Manager (PBM) in the country with 16 million members and over $20 billion in revenue. > Full P&L responsibility including pricing and product level P&Ls, spread pricing, and gross margin analysis for the Company. SME for technical accounting, financial reporting, SEC reporting, and revenue recognition. > Managed the development and monitored implementation of strategic business unit plans to seize competitive opportunities and/or respond to performance shortfalls/plan variances. > Created business unit financial plans, including robust long term growth plans (LTGP) and forecasting tools/processes. > Utilized financial analysis to recommend strategic, support business initiatives and pricing. > Drove the dissemination and collection of input/output data, critical assumption and management reporting requirements. > Partnered with other financial disciplines to assure pricing, product and risk alignment with business unit financial performance targets. Socialized emerging trends, risks and opportunities, and worked collaboratively with the senior leadership team to help mitigate any unfavorable trends timely. > Integrated medical data with Rx data assist in driving better health outcomes and reduce/streamline the cost of care. > Planned, implemented and managed all financial-related activities by evaluating cost trends (medical and Rx), claims lag tables, and led the Actuarial team to drive cost saving initiatives. > Obtained PBM license-sure in all states and led external financial reporting for compliance purposes. Assisted with all the Company's external reporting in SEC & Investor relation documents. > Recipient of a Company achievement award for excellence in innovation. Show less



CVS Health

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Chief Financial Officer & Treasurer, Insurance and Prescription Drug Companies

  • Apr 2011 - Aug 2017

  Officer of the Board of several Companies, wholly owned by CVS Health, with combined revenues of over $25 billion dollars. > Led the financial activities and reporting to the President and Board of Directors during a period of significant growth moving from seventh in the industry to number one with over 5 million members. > Provided strategic leadership at the executive level to support the growth, gross margin, capital management and productivity gains. > Served as an… Show more Officer of the Board of several Companies, wholly owned by CVS Health, with combined revenues of over $25 billion dollars. > Led the financial activities and reporting to the President and Board of Directors during a period of significant growth moving from seventh in the industry to number one with over 5 million members. > Provided strategic leadership at the executive level to support the growth, gross margin, capital management and productivity gains. > Served as an active member of the Finance leadership team and provided thought leadership, cost of care improvements, and insights/influence to the various operational leadership teams of CVS Health to drive improved performance. > Led all financial analysis of actual results including technical expertise in Statutory and GAAP financial reporting, financial modeling & analysis, and operational data warehousing, to ensure maximum returns on deployed capital, while employing appropriate controls to protect company assets. > Applied skills with strong financial controls and risk management through cash management, revenue and expenditure reporting, budget/forecast management, financial reporting, compliance with Federal and State regulations, and tax planning. > Developed short/long term growth plan modelling, cost saving strategies & cash forecasts and monitored operating liquidity. > Worked collaboratively with CMS, various Departments of Insurance and other regulatory bodies on audits, examinations, and changes in regulations. > Lobbied in Washington DC and successful influenced major policy changes at CMS and at the NAIC for the benefit of the Company and others in the industry. > Involved in the product development team and lead pricing, including pricing for the annual Medicare Part D bid. > Significantly involved in due diligence and post-merger related activities related to several key acquisitions. > Created the financial infrastructure to obtain an “A” rating from AM Best and created the ORSA framework.

• Senior Director of Financial Planning and Analysis, Government Services Division

  • Nov 2015 - Jul 2017

  Senior Director of Financial Planning and Analysis for CVS Caremark's Government Services organization which has revenues of over $30 billion dollars. > Collaborated with PBM senior leaders to develop business strategies to maximize shareholder value. > Experienced in Medicare, MAPD & Medicaid reporting, CMS requirements, PBM spread pricing, MAC management, and annual Part D bid submissions. > Developed performance measures (KPIs) to support and analyze the company’s… Show more Senior Director of Financial Planning and Analysis for CVS Caremark's Government Services organization which has revenues of over $30 billion dollars. > Collaborated with PBM senior leaders to develop business strategies to maximize shareholder value. > Experienced in Medicare, MAPD & Medicaid reporting, CMS requirements, PBM spread pricing, MAC management, and annual Part D bid submissions. > Developed performance measures (KPIs) to support and analyze the company’s financial direction (margin & profit optimization). > Led the improvement of financial system’s infrastructure to drive precision and accuracy of all financial planning, forecasting and reporting processes, as well as to provide timely, accurate and insightful analysis of financial statements, annual budgets, financial trends, and ongoing forecasts. > Partnered with each operating lead to identify and establish processes to track and provide proactive and insightful reporting on the key performance indicators most important to driving each operating area of the business. > Responsibilities included reporting on monthly variances to forecast, forecast changes, key assumptions, risks and opportunities, and key performance indicators (KPIs) to senior leadership. > Teamed with senior leaders in identifying various initiatives such as cost reduction and productivity improvement opportunities. > Drove operational effectiveness and led a best in class finance organization charged with delivering significant year over year growth.

• Senior Director of Accounting & External Reporting, Pharmacy Services Segement (PBM)

  • Sep 2009 - Nov 2015

  Senior leader charged with overseeing and leading the pharmacy services segment (Caremark) accounting organization with overall responsibility for the monthly accounting close, consolidation, and reporting for Caremark which had approximately $120 billion in revenues. > Served as the financial adviser for leaders of the most complex business initiatives to drive profitability and optimum allocation of resources. > Provided leadership in the coordination, completion, and… Show more Senior leader charged with overseeing and leading the pharmacy services segment (Caremark) accounting organization with overall responsibility for the monthly accounting close, consolidation, and reporting for Caremark which had approximately $120 billion in revenues. > Served as the financial adviser for leaders of the most complex business initiatives to drive profitability and optimum allocation of resources. > Provided leadership in the coordination, completion, and documentation of highly complex and involved financial analyses projects. > Responsibilities included supporting the quarterly results book, assistance in preparing/reviewing SEC Forms 10-Q/10-K, and annual reports. > Managed key client relationships, including the accounting & reporting for all Caremark investments (cost/equity method). > Heavily involved in PBM M&A related actives such as due diligence, deal modeling and post-merger related activities related several multi billion dollar acquisitions > Led the design and evaluation of the operating effectiveness of the company’s internal controls over financial reporting, including compliance with Sarbanes-Oxley. > Responsibilities included identifying opportunities for enhancing operational efficiencies, streamlining processes, and directing implementation of approved projects. > Established/maintained comprehensive policies and procedures, which included overseeing the controls to safeguard cash and investments. Monitored compliance with applicable regulations. > Led a very successful Implementation of the coverage gap discount program (CGDP) for Caremark. CDGP was the largest single change to the Medicare Part D program since the programs inception. > Developed working capital forecasts, cash flows, reported on results and analyzed variances. > Responsible for the accounting and monthly review of actual results compared to forecast.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Manager - Audit and Assurance Services

  • Sep 1998 - Sep 2009

  Led client engagements including audits of financial statements, internal controls, and quarterly reviews in the public and private sectors. Sr. Manager charged with managing the client relationship for a large portfolio of clients, including several large SEC clients with revenues in excess of a billion dollars. Managed and developed over 100 team members and coordinated international audit teams on multiple assignments. > Advised clients in connection with initial and secondary… Show more Led client engagements including audits of financial statements, internal controls, and quarterly reviews in the public and private sectors. Sr. Manager charged with managing the client relationship for a large portfolio of clients, including several large SEC clients with revenues in excess of a billion dollars. Managed and developed over 100 team members and coordinated international audit teams on multiple assignments. > Advised clients in connection with initial and secondary public offerings, private debt and equity financing, significant contracts, internal controls, system design and implementation, risk assessment, and interpretation of accounting standards, including IFRS. > Subject matter expert & trainer on several technical accounting standards included but not limited to revenue recognition, fair value, and Fin 46R. > Directed multiple large domestic and international audit teams in performing GAAS and GAAP audits of the numerous company’s financial statements and its internal control over financial reporting. Show less Led client engagements including audits of financial statements, internal controls, and quarterly reviews in the public and private sectors. Sr. Manager charged with managing the client relationship for a large portfolio of clients, including several large SEC clients with revenues in excess of a billion dollars. Managed and developed over 100 team members and coordinated international audit teams on multiple assignments. > Advised clients in connection with initial and secondary… Show more Led client engagements including audits of financial statements, internal controls, and quarterly reviews in the public and private sectors. Sr. Manager charged with managing the client relationship for a large portfolio of clients, including several large SEC clients with revenues in excess of a billion dollars. Managed and developed over 100 team members and coordinated international audit teams on multiple assignments. > Advised clients in connection with initial and secondary public offerings, private debt and equity financing, significant contracts, internal controls, system design and implementation, risk assessment, and interpretation of accounting standards, including IFRS. > Subject matter expert & trainer on several technical accounting standards included but not limited to revenue recognition, fair value, and Fin 46R. > Directed multiple large domestic and international audit teams in performing GAAS and GAAP audits of the numerous company’s financial statements and its internal control over financial reporting. Show less



Sysco

• United Kingdom
• Food & Beverages
• 1 - 100 Employee

• Assistant Controller - Corporate Accounting

  • 1997 - 1998

  Responsibilities included assisting in the oversight of the monthly accounting close (reserves, internal controls, journal entries, account reconciliations), technical accounting, review of actual results to forecast/budget and preparation of the monthly reporting package to the CFO. Responsibilities included assisting in the oversight of the monthly accounting close (reserves, internal controls, journal entries, account reconciliations), technical accounting, review of actual results to forecast/budget and preparation of the monthly reporting package to the CFO.


Shaw's Supermarkets
• Retail Groceries
• 700 & Above Employee
• Financial Analyst - Corporate Accounting

  • 1995 - 1997