Chief Financial Officer

• Jun 2023 - Present

VP of Finance, Orthopedics

• Mar 2023 - Present

Strategic Advisor: CFO

• Jan 2023 - Present

Member Board of Directors & CFO

• Dec 2022 - Present

Chief Financial Officer

• May 2022 - Apr 2023

Bringing purpose-built AI automation to transform healthcare supply chains and unlock value for a $135B global medical supply chain. eCommerce medical supplier and partner to government agencies, healthcare providers and consumers. Faster, more accurately, and intelligently connect supply chain systems without APIs. Bringing purpose-built AI automation to transform healthcare supply chains and unlock value for a $135B global medical supply chain. eCommerce medical supplier and partner to government agencies, healthcare providers and consumers. Faster, more accurately, and intelligently connect supply chain systems without APIs.

Division CFO & Head of Commercial Operations

• Feb 2021 - Jun 2022

Accountable for the following functions: finance, accounting, compliance, sales operations, pricing operations, data analytics, master data management, contracts, strategic sales, customer care, distributor relations, integrated business planning, and demand planning. Responsible for the financial and support function execution of a $300MM global business. Accountable for the following functions: finance, accounting, compliance, sales operations, pricing operations, data analytics, master data management, contracts, strategic sales, customer care, distributor relations, integrated business planning, and demand planning. Responsible for the financial and support function execution of a $300MM global business.

Sr. Director Finance, Business Unit CFO & Controller - Instruments

• Aug 2018 - Feb 2021

Commercial finance leader for a $2B multi-country business unit. Accountable for leading the following functions: finance, accounting, compliance, sales operations, and pricing. Commercial finance leader for a $2B multi-country business unit. Accountable for leading the following functions: finance, accounting, compliance, sales operations, and pricing.

Director Supply Chain Finance: Morning Foods

• Mar 2017 - Aug 2018

Partnered with the SVP of Morning Foods Supply Chain and the Division CFO of Morning Foods in leading the COGS P&L: $1.7B in annual spending and $100MM in annual capital investments. Responsible for 10 internal plants, external manufacturing, logistics, and procurement. • Exceeded budget expectations and delivered a YoY COGS Rate benefit of $30MM behind a +$100MM savings plan. My team delivered a significant portion of the Division OP margin expansion in ’17. • Financial lead of a… Show more Partnered with the SVP of Morning Foods Supply Chain and the Division CFO of Morning Foods in leading the COGS P&L: $1.7B in annual spending and $100MM in annual capital investments. Responsible for 10 internal plants, external manufacturing, logistics, and procurement. • Exceeded budget expectations and delivered a YoY COGS Rate benefit of $30MM behind a +$100MM savings plan. My team delivered a significant portion of the Division OP margin expansion in ’17. • Financial lead of a Cereal network: $30MM of annual savings without closing a facility. • Led the integration of two Mexican plants into the North America network from an operational and financial perspective. • Finance advisor to Kellogg's VC arm - 1894 Capital - drove working capital improvements at Kuli Kuli • Led the development of a financial COGS strategy with a pipeline of $300MM in savings between ’19 and ’21. • Project lead on the Smacks Recall in 2018 – minimized the financial impact of the recall on divisional results while overseeing the project to get back on the shelf.

Senior Finance Manager : Morning Foods FP&A & ZBB

• Mar 2016 - Apr 2017

Provided financial leadership for a $4B division. Supported the CEO and CFO of Morning Foods through forecasting and establishing performance metrics for the brands and key functions while defining deliverables and challenging assumptions. • Led the financial planning and analysis organization through a Global Business Service Transformation while driving consistency and efficiencies across the retained and COE locations. • Embedded and drove planning efficiencies through the use of… Show more Provided financial leadership for a $4B division. Supported the CEO and CFO of Morning Foods through forecasting and establishing performance metrics for the brands and key functions while defining deliverables and challenging assumptions. • Led the financial planning and analysis organization through a Global Business Service Transformation while driving consistency and efficiencies across the retained and COE locations. • Embedded and drove planning efficiencies through the use of new analytical tools for demand forecasting and reconciliation • Prepared quarterly financial outlook based on extensive expertise in the areas of budgeting, forecasting, and long-range planning for business operations – expanded to an 18-month rolling forecast. • Created a financial model that accurately forecasts Out of Period Sales impact as a part of the quarterly forecast process. • Partnered with the senior leadership team in developing and executing an end-to-end ZBB program that improved operating margins 500 basis points, and in the first year delivered $82MM of savings - 70 separate workstreams and projects to deliver profitability objectives • Led a cross-functional team in embedding the cultural dynamics of ZBB including an owner’s mindset.

Senior Manager Global Engineering, Global Supply Chain Finance

• May 2015 - Mar 2016

•Partnered with the VP of Global Engineering in leading the global capital planning process for Kellogg Company. •Provide leadership for the Supply Chain Innovation Costing team for Kellogg North America innovation initiatives (supported the various BUs). •Responsible for owning and revising the capital appropriations policies and global governance. •Drove long-range capital planning for the corporation •Leading, directing and communicating capital post audit results with Senior… Show more •Partnered with the VP of Global Engineering in leading the global capital planning process for Kellogg Company. •Provide leadership for the Supply Chain Innovation Costing team for Kellogg North America innovation initiatives (supported the various BUs). •Responsible for owning and revising the capital appropriations policies and global governance. •Drove long-range capital planning for the corporation •Leading, directing and communicating capital post audit results with Senior Executives •Responsible for the Capital Cost Reduction process

Finance Manager - R&D & Customer Advocacy

• Aug 2013 - May 2015

Partnered with the VPs of Product Management, Engineering and Customer Advocacy in leading the innovation process and managing R&D / EAID investments for the RFCD Division. • Managed a team of three senior analysts responsible for the financial planning processes and drove improvements in the execution of the quarterly R&D & EAID forecasts from +/-15% to +/-2%. • Improved the time to complete the financial forecast by 40% through automation and simplification • Executed a… Show more Partnered with the VPs of Product Management, Engineering and Customer Advocacy in leading the innovation process and managing R&D / EAID investments for the RFCD Division. • Managed a team of three senior analysts responsible for the financial planning processes and drove improvements in the execution of the quarterly R&D & EAID forecasts from +/-15% to +/-2%. • Improved the time to complete the financial forecast by 40% through automation and simplification • Executed a multi-year Engineering Transformation project through offshoring non-core capability to India through HCL, Cognizant and a new Harris India subsidiary. Fixed expense savings of 35% from base while maintaining productivity.

Lead Finance Analyst / Finance Manager: Regional Controller

• Sep 2010 - Nov 2013

Finance Manager: Controller for the East and Federal Regions (2012 - 2013) and Controller for the Heartlands & West Regions (2011-2012) • Partnered with the Regional Program Directors in leading a $200MM P&L with a book value of $500MM. • Led a team of 5 analysts that controlled project financial forecasting, operational budgeting, resource planning, invoicing, pricing, ordering, scheduling, contracts, and business case development. • Drove continuous improvement:… Show more Finance Manager: Controller for the East and Federal Regions (2012 - 2013) and Controller for the Heartlands & West Regions (2011-2012) • Partnered with the Regional Program Directors in leading a $200MM P&L with a book value of $500MM. • Led a team of 5 analysts that controlled project financial forecasting, operational budgeting, resource planning, invoicing, pricing, ordering, scheduling, contracts, and business case development. • Drove continuous improvement: 60% improvement in DSO, created ECAC controls to ensure revenue recognition, led process improvement initiatives in pricing reviews & change orders, and improved quarterly revenue forecasts from +/- 10% to +2%. • Finance lead on capture team and implementation team for $100MM contract with the San Francisco Metro Transit Authority. • Program Finance lead for PeopleSoft Contracts and Project Module during PeopleSoft ERP implementation and integration.

Senior Financial Analyst

• Sep 2009 - Nov 2010

• Support the Quality, Production, R&D, Supply Chain (Procurement), and Product Management teams with advance metrics that enable management to proactively manage their respective areas. • Responsible for establishing and managing the accuracy of the cost for all PSPC products in the US and Canadian plants • Provide cost estimates for new products or adjustments to current products and managed the Annual Standard Cost Roll process. • Primary liaison for the Procurement team in fixing… Show more • Support the Quality, Production, R&D, Supply Chain (Procurement), and Product Management teams with advance metrics that enable management to proactively manage their respective areas. • Responsible for establishing and managing the accuracy of the cost for all PSPC products in the US and Canadian plants • Provide cost estimates for new products or adjustments to current products and managed the Annual Standard Cost Roll process. • Primary liaison for the Procurement team in fixing vendor payable issues that were damaging our relations with suppliers. • Led various cost center managers through the annual capital budgeting process. • Maintained physical inventory count exemption through the management of the cycle count process. • Support external audit requirements, ICSA compliance and Sarbanes Oxley requirements. • Identified and corrected how the Repair and Return Rework Process had been unintentionally adjusting the cost basis to the products. • Identified and corrected a Price List system error which caused costs to be quoted to vendors at 2002 levels which significantly impacted the cost basis of Harris’ products. • Identified and corrected a mismanagement of product margins which caused a year over year loss of approximately $500,000 and represented opportunity costs of $2.3 million per year.

Senior Sales Consultant

• May 2008 - Sep 2009

Averaged 297 sales a month vs a team individual average of 120 Customer retention rate after 1 year of 74% - highest ever on the team. Averaged 297 sales a month vs a team individual average of 120 Customer retention rate after 1 year of 74% - highest ever on the team.