Experience

Young Innovations, Inc.

• United States
• Medical Equipment Manufacturing
• 100 - 200 Employee

• Sr. Finance Manager

  • Dec 2019 - Jan 2022

  Algonquin, IL Lead the company’s financial budgeting and forecasting process. Partner with senior leaders to plan sales and expenses across our 12 business units. Review and assess the profitability of our commercial initiatives and provide recommendation to senior leadership. Drive monthly review meetings with senior commercial executives to review P&L performance and identify opportunities for efficiencies. Manage and develop a team of financial analysts. Oversee sales commissions and reporting for… Show more Lead the company’s financial budgeting and forecasting process. Partner with senior leaders to plan sales and expenses across our 12 business units. Review and assess the profitability of our commercial initiatives and provide recommendation to senior leadership. Drive monthly review meetings with senior commercial executives to review P&L performance and identify opportunities for efficiencies. Manage and develop a team of financial analysts. Oversee sales commissions and reporting for our sales organization. Assist leadership with determining KPIs for our various businesses and develop dashboards to track performance. Serve as subject matter expert for our financial reporting system Adaptive.

• Finance Manager

  • Aug 2016 - Dec 2019

  Algonquin, IL Prepared monthly financial statements including analytical summaries and variance reporting. Designed and created financial reporting packages for use by the Executive Team and business unit leadership. Responsible for detailed financial reporting to owners and lenders, including covenant reporting consistent with the credit agreement. On a weekly basis, prepared and reviewed weekly 16 week operating cash forecast. Managed treasury services with internal and external parties. Proactively… Show more Prepared monthly financial statements including analytical summaries and variance reporting. Designed and created financial reporting packages for use by the Executive Team and business unit leadership. Responsible for detailed financial reporting to owners and lenders, including covenant reporting consistent with the credit agreement. On a weekly basis, prepared and reviewed weekly 16 week operating cash forecast. Managed treasury services with internal and external parties. Proactively seek opportunities for working capital improvement; monitor related KPIs. Capital spending tracking and reporting. Provided support for all financial reporting. Assisted with year-end audits and other accounting special projects.



Abbott

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

• Demand Planning Manager at Abbott Diagnostics

  • Apr 2016 - Aug 2016

  Lake County, IL Managed our demand planning process for our US commercial business including sales and unit forecasting across multiple product lines and regions. Served as right-hand to our Division Vice President offering guidance on the latest sales trends and forecasts. Oversaw and drove adoption of Abbott’s Customer Relationship Management (CRM) system. Ensured cross-functional coordination between our global supply chain team and commercial organization.

• Sr. Financial Analyst, US Commercial Organization

  • Jun 2014 - Apr 2016

  Lake County, IL Served as the Sr. Financial Analyst for our East and West regional sales and service teams within the US commercial organization. Report sales performance to district and regional management teams on a monthly basis and forecast sales, cost of sales, and expense budgets for each region. Managed expense budgets including payroll, travel, and fleet for each team. Completed both customer and product profitability analyses for the business as well as price, volume, mix analysis.

• Financial Analyst, US Commercial Organization

  • Mar 2013 - May 2014

  Lake County, IL Served as sales and cost of sales analyst for our US commercial organization. Managed the organization’s daily sales forecasting process by collaborating with organizational analysts. Provided internal support to our contract and pricing, order support, and national accounts teams. Managed the US Cost Change process and was responsible for accounts receivables and DSO reporting. Also, I maintained a variety of accruals and reserves for the organization and served as the main contact for… Show more Served as sales and cost of sales analyst for our US commercial organization. Managed the organization’s daily sales forecasting process by collaborating with organizational analysts. Provided internal support to our contract and pricing, order support, and national accounts teams. Managed the US Cost Change process and was responsible for accounts receivables and DSO reporting. Also, I maintained a variety of accruals and reserves for the organization and served as the main contact for external audit inquiries.

• Financial Analyst, International Reporting & Consolidation

  • Jun 2012 - Mar 2013

  Lake County, IL Supported three international managers by providing additional charge detail, correcting mapping errors, and passing expenses to our domestic ledger. Reconciled and analyzed variances between our main financial reporting and planning systems. Prepared our division’s Fixed Assets and Depreciation schedules on a monthly basis. Performed Sarbanes-Oxley (SOX) testing of our US organization’s revenue process.

• Jr. Financial Analyst, Domestic Reporting & Consolidation

  • May 2011 - Jun 2012

  Lake County, IL Supported the company’s transition to a new general ledger (SAP) and consolidations system (Hyperion). Presented multiple presentations to senior management on how to use and interpret the new systems and ultimately served as a Subject-Matter-Expert for our division. Assembled divisional financial packages of our domestic organizations for management. Supported area supervisors and managers by coordinating divisional and corporate expenses each month.



Sigma-Aldrich

• Biotechnology Research
• 700 & Above Employee

• Financial Analyst, Transfer Pricing

  • Jun 2010 - Apr 2011

  St. Louis, MO Collaborated with accounting consultants on the ‘Regional Optimization Project’, a global supply chain restructuring initiative expected to provide the company significant tax benefits. Utilized Hyperion and SAP-systems software to analyze profitability variation across Sigma-Aldrich’s multinational companies before and after profits are relocated during the supply chain reformation. Researched and identified global chemical industry trends, market characteristics, R&D spending, federal… Show more Collaborated with accounting consultants on the ‘Regional Optimization Project’, a global supply chain restructuring initiative expected to provide the company significant tax benefits. Utilized Hyperion and SAP-systems software to analyze profitability variation across Sigma-Aldrich’s multinational companies before and after profits are relocated during the supply chain reformation. Researched and identified global chemical industry trends, market characteristics, R&D spending, federal regulations, and the creation of intangible property. Show less



Illinois Business Consulting

• United States
• Business Consulting and Services
• 200 - 300 Employee

• Consultant

  • Jan 2009 - May 2009

  Champaign, IL Collaborated with a diverse team on an engagement for Northwestern Mutual Insurance Company while part of the largest student-run consulting organization in the nation. Worked on two projects intended to improve current referral and sales recording procedures. Developed a financial model for representatives to record sales data and analyze monthly commissions allowing them to better understand the financial implications of their business.



Barclays

• United Kingdom
• Financial Services
• 700 & Above Employee

• Intern, Property Finance

  • Jun 2008 - Aug 2008

  London, United Kingdom Researched emerging markets opportunities for Barclays’ ‘Going Global Initiative,’ an effort to expand property finance capabilities to company subsidiaries and developed a matrix identifying appetites for growth. Completed research project entitled ‘Competitive Landscape: Property,’ a comparative analysis of major UK property finance teams examining loan book exposures and allocations, business models, areas of property specialization, notable property deals, credits ratings, marketing… Show more Researched emerging markets opportunities for Barclays’ ‘Going Global Initiative,’ an effort to expand property finance capabilities to company subsidiaries and developed a matrix identifying appetites for growth. Completed research project entitled ‘Competitive Landscape: Property,’ a comparative analysis of major UK property finance teams examining loan book exposures and allocations, business models, areas of property specialization, notable property deals, credits ratings, marketing styles, and product offerings. Show less



Citi

• United States
• Financial Services
• 700 & Above Employee

• Intern, Wealth Management

  • Jun 2007 - Aug 2007

  Chicago, IL Used proprietary computer-based planning tools to produce asset allocations, Trak proposals, Morningstar reports as well as comprehensive and retirement plans for financial advisers to present to clients. Completed extensive training and gained knowledge on generating financial plans from wealth management experts. Worked with team members to construct a business plan designed to stress the importance of financial planning in the wealth management practice along with time efficiency.