Finance leader with 15+ years of experience in managing FP&A, reporting, Accounting, controls at both Fortune 50 multinational conglomerates as well as technology startups.
Key Skills & Competencies
| P&L, Balance Sheet, Free Cash Flow Management | Strategic Planning | Financial Modeling | Data Analytics | Budgeting & Forecasting | Process & Procedures Optimization | Pricing | M&A Integration | Margin Expansion | Revenue Recognition | Stock-Based Compensation | SOX & Internal Controls | Long-Term Contracts | SaaS | Digital Transformation | Microsoft Excel, PowerPoint, Power BI | Startup Business Valuation | Business Development |
EDGEWELL PERSONAL CARE, INC. 2 years
Led corporate digital transformation pilot project. Reported saving tracking to external financial reporting group. Built business cases to reduce unearned discount leveraging MS Power BI. Gained support from Sales, IT, project managers for the initiative.
SIKORSKY - LOCKHEED MARTIN, CORP. 2 years
Assisted Commercial Business Controller’s department in financial statements/balance sheet management including cost/margin analysis, inventory, sales return & allowance, monthly close, and ensured the adequacy, accuracy & completeness of key reserves in compliance with GAAP. Managed consignment inventory analysis in collaboration with customer service and customer.
ZYGO - AMETEK, CORP. 2 years
Managed several international businesses units full P&L, balance sheet to ensure compliance to US GAAP. Successfully implemented Q4 '15/year-end close, external reporting, and internal control self-assessment testing and remediation plan, e.g. revenue recognition, order to cash, capital assets, procure-to-pay, and financial close & disclosure processes.
Corp. Sr. Financial Analyst, HONEYWELL INTERNATIONAL Corp. 5 years
Key business partner to executive management team to drive profitable growth with robust analytics & forecast. Finance lead for monthly/quarterly financial analysis & forecast review with global business leaders, and CFOs. Managed all financial aspects of Price strategies implementation. Overhauled sourcing, freight, and GM expansion metrics. Led financial strategic planning process. Collaborated leadership team to create company’s 1st e-business launch SaaS pro-forma model.
FP&A and Reporting Manager, SPINE WAVE, INC. 4 years
Assisted the company’s rapid scale-up from startup to full commercialization of $40M. Led FP&A and Reporting. Oversaw monthly financial reviews & communication, budgeting & forecasting, multi-year financial projections. Oversaw cost center budgets of SG&A, R&D, Clinical & Regulatory Affairs. Managed metrics of Revenue, Cash, CapEx, and Sales Compensation Plan. Successfully managed equity/stock-based compensation plan in compliance with ASC 718.
Global Assistant Controller, GEMS SENSORS - DANAHER CORP. 2 years
Led accounting in restoring profitability and lean process during business turnaround. Oversaw daily functions with seven staffs. Re-aligned accounting policies & procedures. Accelerated monthly closing & financial review process by 2 days out of 5. Approved all journal entries and GL reconciliations and ensured consistent application of U.S. GAAP.
Financial Specialist, PRATT & WHITNEY – RAYTHEON TECHNOLOGIES 7 years
Oversaw 3 large international aerospace contracts valued $500M+ life of contract revenues. Partnered with cross-functional leaders and re-negotiated one international strategic contract, recouped >$5M of cash. Monitored P&L, B&S, and ensured EAC in compliance with GAAP. Managed analysis and forecast including P&L, B&S, and Corp G&A at consolidation level > $10 billion of annual revenue. Supported Executive presentations, including Operating Management Meeting (OMM), Earnings Release, and Presidents Council.
Coach, FIRST LEGO League - Fundación Scientia, 1 year
Coached middle schoolers on robotics and innovative projects to build smart, green, sustainable cities for First Lego League tournament in Nov ‘19. Train on Robotic Process Automation, Climate Change impact, and renewable energies.
Event Volunteer, Special Olympics, 1 year
Treasurer, Adams Middle School, Guilford, CT, 2 years
Masters Degree in Accountancy, Miami University, Oxford, OH
Bachelors Degree in Business Administration, Cincinnati, OH
Member of AICPA, CPA, Chartered Global Management Accountant
Wharton Online, Accounting Analytics Certificate
Yale online, Financial Markets
Duke, Financing for Startup Business
Wharton Online, Fintech
MITx Verified Certificate for The Science and Business of Biotechnology
Honeywell Bravo Silver Award Honeywell ACS Finance Town Hall Employee Recognition Pratt & Whitney Finance RAVE Award Pratt & Whitney Service Satisfaction Appreciation Award Miami University - Graduate Assistantship