Experience

CoverMyMeds

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Sr. Director, Finance - McKesson CoverMyMeds

  • Apr 2023 - Present

  Irving, Texas, United States



McKesson

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

• Director, Finance - McKesson Third Party Logistics

  • Apr 2021 - Apr 2023

  Irving, Texas, United States Led forecasting and long-range planning processes for McKesson Third Party Logistics by partnering with operations leaders to create tactical plans to meet and exceed targets. Enhanced monthly analytics and reporting packages to provide additional transparency into financial performance and improve operating results Led monthly/quarterly/year-end close process for McKesson Third Party Logistics Managed team of three - provide mentorship, guidance, and career development… Show more Led forecasting and long-range planning processes for McKesson Third Party Logistics by partnering with operations leaders to create tactical plans to meet and exceed targets. Enhanced monthly analytics and reporting packages to provide additional transparency into financial performance and improve operating results Led monthly/quarterly/year-end close process for McKesson Third Party Logistics Managed team of three - provide mentorship, guidance, and career development opportunities Show less



PepsiCo

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

• Sr. Manager, Brand/Innovation Finance

  • Mar 2020 - Apr 2021

  Plano, Texas, United States

• Manager, Pricing

  • May 2018 - Mar 2020

  Plano, Texas

• Associate Manager, Sales Finance (Walmart)

  • Jun 2016 - May 2018

  Plano, Texas Supported Frito-Lay sales planning, forecasting, and reporting efforts for Walmart

• Senior Corporate Auditor

  • Jun 2014 - Jun 2016

  Plano, TX Conducted operational, compliance and financial audits throughout PepsiCo to identify risks and control gaps that may impact the achievement of business objectives



Houlihan Lokey

• United States
• Investment Banking
• 700 & Above Employee

• Associate

  • May 2012 - Jun 2014

  Dallas, TX Managed execution of buy-side and sell-side accounting due diligence services for clients evaluating equity investments. Performed a variety of data analytics for potential buyers, including reviews of trends in historical margins, product sales, inventory turn rates, customer attrition, and forecast sustainability



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Audit Associate

  • Oct 2010 - Jun 2012

  Dallas/Fort Worth Area Provided audit and attestation services for SEC registrant headquartered in Dallas-Ft. Worth