Experience

Horizon River

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Chief Financial Officer

  • Feb 2023 - Present



Landis+Gyr

• Switzerland
• Appliances, Electrical, and Electronics Manufacturing
• 700 & Above Employee

• Sr Finance Director

  • Jun 2020 - Feb 2023

  Alpharetta, Georgia, United States - Develop new online dashboards providing real time analysis of sales vs forecast, production forecast, account receivables status, etc. Results include collection of $20m of past due invoices. - Lead monthly forecasting and annual budget processes related to over 400 customer accounts. - Identify main storylines, trends, and major factors in the annual budget while creating a Board of Directors Budget Deck with VP of Finance. - Lead global team across multiple countries

• Finance Director

  • Apr 2016 - Jun 2020

  - Establish revenue tracking methods creating 5 new revenue probability types, improving understanding of revenue security, and providing business leaders data on specific customer accounts with highest impact to projected financial results. - Analyze 5-year pipeline with head of Sales annually, identifying likely wins and profitability of new business as part of long-term planning process. - Improve reconciliation processes across multiple systems reducing risk of erroneous… Show more - Establish revenue tracking methods creating 5 new revenue probability types, improving understanding of revenue security, and providing business leaders data on specific customer accounts with highest impact to projected financial results. - Analyze 5-year pipeline with head of Sales annually, identifying likely wins and profitability of new business as part of long-term planning process. - Improve reconciliation processes across multiple systems reducing risk of erroneous shipment data in the monthly forecast.

• Sr Finance Manager

  • May 2015 - Apr 2016

  Alpharetta, GA - Analyze over $2.0 billion of potential contracts annually, including new business opportunities and negotiations with existing customers. - Maintain Landis+Gyr cash flow and EBITDA standards by providing creative financial solutions which maximize customer incentivized expenditures. - Develop new product pricing, create matrixed approval approaches for potential deals, and enhance deal models providing the ability to compare opportunities with long term budget targets.… Show more - Analyze over $2.0 billion of potential contracts annually, including new business opportunities and negotiations with existing customers. - Maintain Landis+Gyr cash flow and EBITDA standards by providing creative financial solutions which maximize customer incentivized expenditures. - Develop new product pricing, create matrixed approval approaches for potential deals, and enhance deal models providing the ability to compare opportunities with long term budget targets. - Evaluate product and market pricing and implement pricing strategy enhancements with Product Management and Sales organization.



MedAssets

• United States
• Hospitals and Health Care
• 500 - 600 Employee

• Manager, Financial Planning & Analysis

  • Nov 2012 - May 2015

  - Budgeted and forecasted $100 million in operating and $65 million in capital expense across six internal departments including over 500 FTE’s. - Achieved over $2 million savings annually by improving monthly and quarterly financial reporting to business owners. - Validated data and performed critical testing during implementation of multiple new systems, including Forecasting/Budgeting system (TM1) and Position Control System (People Trak).

• Sr. Financial Analyst

  • Jun 2011 - Nov 2012

  - Modeled a $24 million annual bonus plan covering 1,500 FTEs and analyzed payout impact on company EBITDA, impact to employees, and year over year growth of plan. - Streamlined a tiered contribution structure of healthcare premiums from 15 to 9 employee contribution options in a multiyear partnership with HR and external health insurance consultants. - Produced monthly and quarterly financial reports detailing forecast results, headcount summaries, and EBITDA walks.



SkyWest Airlines

• United States
• Airlines and Aviation
• 700 & Above Employee

• Manager - Finance

  • May 2006 - May 2011

  Atlanta, GA - Accounted and invoiced $840 million of annual revenue through automation of reporting and data collection while reducing headcount. - Created methodology for new combined Corporate Budget when Atlantic Southeast Airlines acquired ExpressJet. - Generated $6 million additional revenue through contract analysis and model development. - Developed long term operating income forecast for the $120 million acquisition of Express Jet Airlines. - Built a $30 million… Show more - Accounted and invoiced $840 million of annual revenue through automation of reporting and data collection while reducing headcount. - Created methodology for new combined Corporate Budget when Atlantic Southeast Airlines acquired ExpressJet. - Generated $6 million additional revenue through contract analysis and model development. - Developed long term operating income forecast for the $120 million acquisition of Express Jet Airlines. - Built a $30 million investment evaluation model for TRIP Airlines in Campinas, Brazil. Show less