Experience

Star Equity Holdings

• United States
• Financial Services
• 1 - 100 Employee

• Director of Financial Planning and Analysis

  • Mar 2022 - 1 year 10 months

  San Diego, California, United States Star is a 120M+ PE Firm that manages a portfolio of companies that are in the healthcare and construction sectors. Liaison with banking partners to establish FCCR, Leverage ratios and tangible net worth calculations that the company could adhere to in securing a new 20M dollar revolving line of credit. Handpicked by the CFO to work closely with our integration consultant to ensure a smooth transition from QAD, Great Plains and Adaptive to NetSuite to capitalize on process gains by… Show more Star is a 120M+ PE Firm that manages a portfolio of companies that are in the healthcare and construction sectors. Liaison with banking partners to establish FCCR, Leverage ratios and tangible net worth calculations that the company could adhere to in securing a new 20M dollar revolving line of credit. Handpicked by the CFO to work closely with our integration consultant to ensure a smooth transition from QAD, Great Plains and Adaptive to NetSuite to capitalize on process gains by moving the company to one COA and ERP and reporting system. Building and leading an efficient and effective FP&A function where none existed prior transforming the function into a reliable and sort after business partner assisting the organization in achieving its commercial and mission goals through effective resource, capital and risk management. Work closely with the CFO in developing the Board of Director and Committee presentations, capturing key discussion points like, manpower challenges, Free Cash Flow and EBITDA trends. Streamlined organization financial and business intelligence, establishing a regular cadence of strategic financial reviews, ensuring synching between operational teams to ensure one enterprise version of the truth. Lead the 5-year strategic, annual, quarterly, and monthly budgeting and forecasting processes for all facets of Company’s financials, including balance sheet, income statement, statement of cash flow, and other detailed analysis as necessary in an Adaptive Planning environment. Evaluate and advise Senior Leadership on potential impacts of different business models and partnership options, conducting long-range planning, and helping develop and inform enterprise strategies. Show less



Digirad

• United States
• Hospitals and Health Care
• 100 - 200 Employee

• Senior Manager Financial Planning Analysis

  • Nov 2018 - Mar 2022

  Poway, CA Digirad is an innovative 100M+ revenue generating solid state nuclear imaging company, who pioneered mobile imaging technology that is recognized by Insights Success Magazine as one of the Top-10 fastest growing healthcare solutions provider companies. Quick learner, with 3 days of training on budgeting and reporting system maintained on time reporting schedule while learning and improving the system to attain 15% efficiency improvement in reporting process. Work closely with the… Show more Digirad is an innovative 100M+ revenue generating solid state nuclear imaging company, who pioneered mobile imaging technology that is recognized by Insights Success Magazine as one of the Top-10 fastest growing healthcare solutions provider companies. Quick learner, with 3 days of training on budgeting and reporting system maintained on time reporting schedule while learning and improving the system to attain 15% efficiency improvement in reporting process. Work closely with the Vice President in the development and implementation of annual operating plans, board presentation and Earnings releases. In the midst of chaos brought calm, stability and reliability in the reporting process while unlearning improper uploading technic and corrected/restated the balance sheet for misstatements in intercompany and equity accounts. Work closely with the CEO in developing the Board of Director and Committee presentations, capturing key discussion points like, manpower challenges, Free Cash Flow and EBITDA trends. Develop and manage annual, quarterly, and monthly budgeting and forecasting processes for all facets of Company’s financials, including balance sheet, income statement, statement of cash flow, and other detailed analysis as necessary in an Adaptive Planning environment. Show less



Maxwell Technologies

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 100 - 200 Employee

• Finance Manager

  • Apr 2012 - Dec 2017

  San Diego, CA Played a key role in analyzing financial and operational data offering a crisp, timely perspective on the performance of the business for the CEO, VPs, Directors and Senior management team. Managed the development of the LRP, AOP and forecasting process, built financial models and forecast to support and aid in the operation of the business, partnering with functional leaders to achieve business goals and create shareholder value through the planning and execution of defined strategies, drove… Show more Played a key role in analyzing financial and operational data offering a crisp, timely perspective on the performance of the business for the CEO, VPs, Directors and Senior management team. Managed the development of the LRP, AOP and forecasting process, built financial models and forecast to support and aid in the operation of the business, partnering with functional leaders to achieve business goals and create shareholder value through the planning and execution of defined strategies, drove and measured key performance metrics and controlled costs. • Manage World-Wide planning and forecasting function for $200M+ business. Build annual operating plans and long-range strategic plans in partnership with multiple functional areas. • Transformed the Capital Appropriations process reducing preparation and processing time by 75% enabling quick assessment of the company’s strategic investment performance to plan, prior year, quarter and monthly forecast. • Advanced business decision making process through the utilization of variance analysis bridging actual performance to prior year, budget and forecast with supporting commentary and volume/mix analysis. • Adapted organization to rolling forecast, allowing for greater flexibility and frequency in producing updates on the financial position. Cut annual planning cycle time by 33% with new processes and increased business partnership. • Partner with the CFO and VP of Finance to manage quarter guidance process: Highlight latest results, consolidate, review forecast, and provide analysis to executive team and investment community. • Developed Financial Statement models that encompass the Balance Sheet, Income Statement, and Statement of Cash Flows that forester the forecasting of “what-if” scenarios • Partner with business to consult on new project opportunities: Review/Refine revenue projections, gather capital requirements, set operating targets and develop communications strategy to acquire funding. Show less



Legrand North America

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 700 & Above Employee

• Manager, Financial Planning and Analysis

  • Apr 2008 - Apr 2012

  New London/Norwich, Connecticut Area Managed the development of the Strategic, Annual Operating Plan, Financial Reporting and forecasting process. Managed P&L responsibilities for $100M Network business line in the Data Center segment. Implemented controls and policies around Capital expenditures, headcount, and prototyping spend. • Transformed broken financial reporting and forecasting process reducing preparation and processing time by 50% enabling quick assessment of the company’s performance to plan, prior year… Show more Managed the development of the Strategic, Annual Operating Plan, Financial Reporting and forecasting process. Managed P&L responsibilities for $100M Network business line in the Data Center segment. Implemented controls and policies around Capital expenditures, headcount, and prototyping spend. • Transformed broken financial reporting and forecasting process reducing preparation and processing time by 50% enabling quick assessment of the company’s performance to plan, prior year, quarter and monthly forecast. • Advanced business decision making through the utilization of variance analysis bridging actual performance to prior year, budget and forecast with supporting commentary and volume/mix analysis. • Developed Average Realized Pricing report in partnership with the Director of Channels to assess rebate program impact on sales and aid the Product Managers in positioning their products in the market. Show less



Delphi

• United Kingdom
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Senior Financial Analyst

  • Jan 2006 - Apr 2008

  Rochester, New York Area Analyzed financial and operational data on the performance of plant operations in support of the strategic and operations plan. Developed and coordinated budgets with department managers. Prepared month end close financial reports and provided detailed analysis of plant performance to Corporate. Became a valued business partner to operations managers aiding them in the development of their forecasts. • Provided timely and accurate product-line analysis to Plant Manager and Controller… Show more Analyzed financial and operational data on the performance of plant operations in support of the strategic and operations plan. Developed and coordinated budgets with department managers. Prepared month end close financial reports and provided detailed analysis of plant performance to Corporate. Became a valued business partner to operations managers aiding them in the development of their forecasts. • Provided timely and accurate product-line analysis to Plant Manager and Controller with detailed commentary on discrepancies between budgeted and actual results on a monthly basis. • Key liaison on headcount and overtime analysis allowing Plant Manager to quickly assess manning levels. • Assisted Area managers with the development of bridge analysis on budgeted/forecast versus actual expenditure presentations to the Plant Manager. Show less