Experience

Virtas Partners

• United States
• Capital Markets
• 1 - 100 Employee

• Director

  • Oct 2021 - Present

  Serving clients within the firm’s Finance & Accounting Optimization practice with proven expertise in budgeting, forecasting, complex modelling and big data, and especially deep experience in the pharmaceutical sector. Serving clients within the firm’s Finance & Accounting Optimization practice with proven expertise in budgeting, forecasting, complex modelling and big data, and especially deep experience in the pharmaceutical sector.



Thomson Consulting LLC

• Eastchester, NY

• Founder

  • Apr 2014 - Present

  Current Project: Analyze commercial performance and cost structure of emerging biopharmaceutical company. Create models to enhance financial monitoring, budgeting and long-term planning efforts as well as facilitate supply chain operation. Develop method to generate sales reports and create models of incentive compensation programs. Transfer responsibility for tools to client and provide training as needed. Current Project: Analyze commercial performance and cost structure of emerging biopharmaceutical company. Create models to enhance financial monitoring, budgeting and long-term planning efforts as well as facilitate supply chain operation. Develop method to generate sales reports and create models of incentive compensation programs. Transfer responsibility for tools to client and provide training as needed.



National Cornerstone Healthcare Services, Inc.

• Loma Linda, CA

• CFO & COO

  • Feb 2015 - Dec 2018

  Identified and remedied deficiencies in accounting, financial planning & analysis, payroll, expense reimbursement, audit and tax functions. Introduced comprehensive financial analysis and forecasting for commercial operations generating $135 million in annual revenue. Contributed finance and strategic expertise as part of a four-person team that completed comprehensive business review and restructuring (including RIF) less than 90 days after engagement. Eliminated 31% of non-employee operating costs by streamlining internal workflows and external services. Reduced average working capital needs to 5% net revenue (from 13% net revenue) through improved collection procedures, tighter inventory control and engagement of new suppliers. Prepared responses to written and verbal DOJ inquiries related to Civil Investigative Demand (CID). Directed procurement and migration of IT operations to HIPAA-compliant colocation and services provider. Show less



Mylan

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Senior Director, Economics & Forecasting - Specialty

  • Jul 2010 - Mar 2014

  Led all revenue forecasting and analysis activities for EpiPen® and other branded Mylan products ($1 billion FY13 net revenue). Partnered with business leads to evaluate demand trends and identify commercial opportunities. Created Excel models supporting pricing decisions, negotiations and strategic business initiatives. Led all revenue forecasting and analysis activities for EpiPen® and other branded Mylan products ($1 billion FY13 net revenue). Partnered with business leads to evaluate demand trends and identify commercial opportunities. Created Excel models supporting pricing decisions, negotiations and strategic business initiatives.



Catalent Pharma Solutions

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Director, Financial Planning & Analysis – Sterile Technologies

  • Jan 2009 - Jul 2010

  Led financial consolidation and forecasting activities related to business unit operations. Compiled and analyzed historical and projected financial data to support strategic and tactical management decisions. Prepared monthly presentations disclosing financial performance and identifying key operating trends. Led financial consolidation and forecasting activities related to business unit operations. Compiled and analyzed historical and projected financial data to support strategic and tactical management decisions. Prepared monthly presentations disclosing financial performance and identifying key operating trends.



Macquarie Group

• Australia
• Financial Services
• 700 & Above Employee

• Asset Manager – IMTT Holdings (Bulk Liquid Storage)

  • Jun 2007 - Dec 2008

  Monitored business performance and made recommendations on strategic decisions to Macquarie members on IMTT Board of Directors. Composed reports to MIC Board of Directors, SEC documents, and other disclosures. Monitored business performance and made recommendations on strategic decisions to Macquarie members on IMTT Board of Directors. Composed reports to MIC Board of Directors, SEC documents, and other disclosures.



Cambrex

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Director, Corporate Development & Investor Relations

  • Jul 2000 - Jul 2007

  Managed transaction processes during acquisitions, divestitures, and other strategic initiatives. Created financial models and identified optimal deal structures based on due diligence findings. Prepared comprehensive transaction proposals for consideration by Cambrex management and Board of Directors. Appointed in August 2006 to serve as primary liaison between Cambrex and its shareholders. Managed transaction processes during acquisitions, divestitures, and other strategic initiatives. Created financial models and identified optimal deal structures based on due diligence findings. Prepared comprehensive transaction proposals for consideration by Cambrex management and Board of Directors. Appointed in August 2006 to serve as primary liaison between Cambrex and its shareholders.



Young & Partners LLC

• New York, NY

• Investment Banking Associate

  • Feb 1998 - Jul 2000



Lehman Brothers

• Capital Markets
• 700 & Above Employee

• Investment Banking Associate

  • Aug 1997 - Feb 1998



Mobil Oil Corporation

• New Jersey

• Chemical Engineer

  • Oct 1988 - Aug 1995