Strategic Finance Operations Leader

Summary of Leadership Qualifications

Innovative and results driven technology professional with over 15 years of experience. Background includes project/program management, finance, lean project management, process improvement, strategic business development, and channel and sales strategy. Orchestrated large programs in each role and industry utilizing lean process and principles to enable and drive cross-functional collaboration, resource and strategic objective alignment. Successfully persuaded teams to increase revenue and reduce waste (cost savings, cost avoidance, revenue generation) through collaborative leadership style and data-driven financial insights. Vast industry experience including: Telecommunications, Retail, Internet, Entertainment, Manufacturing, Investment Management, Real Estate, and Healthcare. Proven track record of Lean project management worldwide, finance operations, profit improvement, and strategy functions.

Executive Summary

Company

DaVita Healthcare Partners

Interstate Distributer Company

Holland America

Carnival Corporation

T-Mobile USA, Inc.

Starbucks Coffee Company

Last Leadership Role Held

Divisional Manager, Finance

Senior Finance Program Leader

Manager, Revenue Analytics

Senior Consultant

Strategy Manager

Senior Business Development Analyst

Dates

2015 – 2017

2013 – 2015

2012 – 2013

2010 – 2012

2008 – 2009

2001 – 2008

Core Competencies

FP&A

Financial Modeling and Forecasting

Budgeting and Financial Reporting

Project Management (Worldwide)

Business Strategy and Strategic Planning

Leadership and Management

Cross Functional Team Leadership

Process Improvement and Profit Improvement

Analytical Skills and Statistics Regression

New Concept and Product Implementation

Lean Process and Kaizen Events

Market Research and Business Intelligence (BI)

Program Leadership and Multi-Division Responsibility

Financial Analysis and Data Analysis

Professional Experience

Davita, Inc.

Divisional Manager, Finance (FP&A, Profit Improvement, Decision Support, Financial Modeling, Pricing, BI, Analytics, Strategy)

Curiously focused and responsible for improving profit for 3 large Divisions through labor management, P&L management, and selectively improved return on investment on new and existing developments through managing price, cost per treatment, and prioritized strategic locations. Member of the group and divisional management teams that drove the 3-year strategic plan, forecasting, Proforma modeling/evaluation process, and annual budget process. Delivered revenue/cost savings of $10M+.

Interstate Distributor Company

Senior Finance Program Leader (FP&A, Financial Analysis, Process and Profit Improvement, Corporate Finance, BI, SQL)

Direct report to the CFO, with a focus on projects/analysis that delivered revenue growth, cost savings, and cost avoidance. Created 5-year strategic and annual plan, forecast, capital modeling and ROI, analytics using SQL/OBIEE, competitive review, and business cases for innovation and think-tank ideas. Directly support and influence C-Level Executives to drive focus on their lead metrics (via 4DX), and created goals to drive lag success indicators through insightful and impactful analyses and joint initiative ideation/creation; Finance lead on all Kaizen Gemba walks and process improvement (order to cash, Road-call maintenance, trailer assignment, trailer tracking, driver retention) - cost savings of projects netted $15M - $20M+. Supported other areas: HR, IT, Legal, Maintenance, multiple Operations units, Pricing, Recruiting, and Safety.

Holland America (1-year Contract / Division of Carnival)

Manager, Revenue Analytics (FP&A, Pricing, Data Analysis, People Management, Dashboards, SQL, Profit Improvement, BI)

Provided accurate financial reporting, insight, recommendations across brands, rigorous financial analytics and analysis across all business category lines, assessed opportunities, and worked to define problems and crafted solutions for the EVP and Directors of Onboard Revenue. Provided finance leadership and managed an analyst and 15 Ship Controllers. Generated $2M+ in savings.

Carnival Corporation

Senior Consultant (Cross Functional Leadership, Initiatives, Project Management, Business Process/Profit Improvement)

Managed strategic project support to improve results for operating company executives through thought leadership, strategic guidance in decision-making using Lean, and data analytics in support of 10 worldwide independently run brands / operating companies (US, UK, AUS, Germany, Italy, Spain). Role combines strategy, finance, Lean, operations, and marketing to form/recommend creative initiative solutions to eliminate waste (cost reduction/avoidance). Cost savings generated of $37M+ on fuel and credit card expense and freed up $50M+ in cash reserves through optimally planning onboard cash on 100 ships.

T-Mobile USA, Inc.

Strategy Manager (Business Strategy, Financial Modeling, Strategic Planning, Project Management, BI, Statistical Analysis)

Provided strategic project support to improve results for senior sales management through thought leadership, lean thinking to reduce waste and map existing and future processes, strategic guidance in decision making, and maximizing sales channel potential through analytical discipline and rigor; Balanced pure channel strategy with finance to dissect complex problems, derive conclusions, and deliver executive-level recommendations. Freed up $30M of new store capital to re-direct to LTE network build.

Starbucks Coffee Company

Senior Business Development Analyst (Business Strategy, Acquisitions, Market Segmentation, Data Analysis, BI, Site Selection)

Led the Real Estate Alliances analysis function, involved with evaluating the sites and leases of potential partner companies, acquisition targets, Malls, and developing site selection strategies; Led M&A work for 2 acquisitions.

Marketing Research Manager / Strategic Business Development Senior Analyst, Licensed Stores Business Unit

Led market research function for Strategic Business Development and Licensed Stores to include: Scoped/defined new research studies/market data, Value Stream Mapping of current process and future process, communicated research findings and recommended solutions for key business implications; created industry overview analyses to co-develop segment strategies; Partnered with International Business Development to leverage U.S. strategy.

Financial Analyst, Finance (Food Service/ Licensed Stores)

Responsible for FP&A, financial analyses - performance, and key initiative projects ($50M cost savings – outsource distribution).

Education and Certificates

MBA, Finance and Strategy Concentration

Washington State University, Pullman, WA

Leadership, Strategy, and Strategic Management Certificate Programs

Cornell University, Johnson Graduate School of Management, Ithaca, NY

BA, Accounting & Finance

Washington State University, Pullman, WA

Software and Technology Proficiencies

MS Office Suite (Advanced Excel, PPT), SQL (MySQL), TOAD, Essbase, Tableau, R, SPSS, SAS, Power Pivot, OBIEE, ARCGIS, Scarborough, Claritas PRIZM, Crystal Ball, Anaplan, Applied Predictive Technologies (APT), SAP, J.D. Edwards, Oracle Financials, Cognos, Workday.

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