Experience

GCM Medical & OEM, Inc.

• United States
• Mining
• 1 - 100 Employee

• Corporate Financial Controller

  • Apr 2023 - Present

  Chicago, Illinois, United States



Prometheus Laboratories Inc.

• United States
• Biotechnology
• 200 - 300 Employee

• Senior Finance Manager

  • Nov 2021 - Apr 2023

  San Diego Metropolitan Area



Reyes Holdings

• United States
• Food and Beverage Services
• 700 & Above Employee

• Finance Manager

  • Dec 2017 - Nov 2021

  Greater Chicago Area



CPG International

• United States
• Chemical Manufacturing

• Finance Manager

  • Jun 2015 - Dec 2017

  Greater Chicago Area • Created a new dashboard for Chief Financial Officer that consolidated Marketing, Accounting, HR, and Administrative spending for the entire company • Provided budget support and initiated cost improvement projects for all departments • Created a new Inventory Report that helped to identify and prioritize shortages • Supervised two Financial Analysts and assigned priorities during two quarterly forecasts



Abbott

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Senior Financial Analyst

  • Aug 2012 - Jun 2015

  Chicago • Constructed, reviewed, and analyzed 2013 transfer prices for over 50 Abbott host countries • Developed and enhanced financial flowcharts of Abbott products that integrated tax strategies • Created a new duty, freight, and insurance calculation method and fully automated report preparation

• Financial Analyst (Abbott Vascular Division)

  • Jan 2011 - Aug 2012

  Greater San Diego Area • Led the development of a new process to manage capitalized equipment spares for Facilities and EH&S • Created a new Management Business Review Financial Package for senior leadership of Abbott Vascular • Provided budget support and initiate cost improvement projects for Business Development department

• Financial Analyst (Abbott Diabetes Care Division)

  • Jul 2011 - Jan 2012

  Frankfurt Area, Germany • Developed a new inventory reserve methodology that helped to generate $1.5 million in annual savings • Improved consolidation of sales, product margin, and SG&A for Plan, Update, and S&OP schedules by automating and simplifying 10 reports • Created a new report for Balance Sheet Trending Analysis that contributed to better monitoring of DSO and DOH

• Financial Analyst (Pharmaceutical Products Division)

  • Jan 2011 - Jul 2011

  Greater Chicago Area • Presented monthly results to commercial team that helped to identify a new strategy to manage wholesalers • Forecasted sales, product margin, and marketing expenses for Latest Best Estimate and Sales & Operation Planning schedules • Automated and expanded Daily Sales Report reducing the preparation time by 90%

• Financial Analyst (Global Pharmaceutical Operations Division)

  • Sep 2010 - Jan 2011

  Greater Chicago Area • Consolidated and analyzed designated 2010 plan schedules for Latin America, Pacific Asia and Europe (Cost Improvement Process, Purchase Price Variance, Headcount, Project Expense, Balance Sheet, etc.) • Gathered product information to assist in new product costing and product transfer analysis • Performed various ad-hoc activities (physical inventory counting, Request for Capital Expenditure, expense reporting, etc.)



Northeast Securities

• United States
• Financial Services
• 1 - 100 Employee

• Investment Banking Associate

  • Jun 2010 - Aug 2010

  New York, NY • Assisted in finding a buyer for a Sydney based medical devices company in a $30 million acquisition • Conducted extensive research for an upper respiratory products manufacturer, as a part of $75 million acquisition • Prepared pitch books and presentations for a diabetes products supplier in a $50 million equity capital raise


Ascend Global Investments, LLC
• Intern

  • 2010 - 2010


Channelstone Capital Partners

• Private Equity Analyst

  • 2009 - 2010

  New York, NY • Identified 115 potential acquisition targets in Security, Healthcare, and Insurance Sectors • Initiated more than 70 preliminary contacts with business owners and investment bankers • Created financial models using comparable multiples valuation and replacement cost method



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Operation Summer Analyst

  • Jun 2009 - Aug 2009

  New York, NY Project Management • Participated on the team that developed the implementation strategy for new processes as Goldman Sachs transitioned to a bank holding company • Created presentations of controls, and procedures of the Operations Teams for the Federal Reserve regulators • Wrote instructions for automation of Legal Entity Management Report filings for Regulatory Operations


Pali Capital
• Financial Services
• 1 - 100 Employee
• Intern

  • 2008 - 2008

CQG
• Farming
• Project Management Intern

  • 2008 - 2008

AXA Advisors
• United States
• Investment Banking
• Junior Analyst Intern

  • 2007 - 2007