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Click here or scroll down to respond to this candidateCandidate's Name , MBA, CPA 549 Braemar Lane Barrington, IL 60010
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Financial Planning, Analysis & Reporting Strategic Planning Budgeting & Forecasting Accounting
Treasury
Banking Financial Models Due Diligence GAAP and SOX Compliance Internal Controls
Risk Management Auditing Business Unit Partnering Staff Training & Management Tax Filings
Effective financial business partner with solid capabilities in providing insightful analysis and transforming financial data to
ensure well-informed business decisions. Proven strengths in quickly understanding and developing solutions for complex
financial problems and utilizing financial systems to create efficient business processes.
Professional Experience:
Scientific Games (formerly WMS Gaming) Chicago, IL 2014 Present
Senior Finance Manager (2015 Present)
Selected to manage all financial matters for the Enterprise Technology Officer and Chief Information Officer of a leading
innovator in the global lottery and regulated gaming industries. Hold accountability for preparing $120M annual budget.
Instrumental in reducing annual operating costs 25% ($5M) by providing analysis that led to outsourcing of companys
CIO
Played key role in growing India offshore operations by 40% (450 FTE) in collaboration with other business units
Optimized performance of multiple, integrated teams across multiple lines of business by creating and implementing a new
financial and accounting infrastructure
Improved utilization of resources across multiple business lines by establishing a Shared Service Business Unit.
Incorporated different accounting systems from acquired companies and drove process to convert to SG ERP
Created rate card that facilitated estimation of project costs on a go-forward basis
Senior Finance Manager, Financial Planning & Analysis (2014 2015)
Prepared monthly executive review package of both financial and operational data for the CFO and CEO as well as for quarterly
Board of Director meetings. Managed four direct reports.
Drove 20% reduction in capital spend and additional 10% reduction in operating expenses
Improved productivity and efficiency related to financial planning and reporting by transitioning it from Business
Objects to Hyperion
Facilitated closure of Waukegan facility and movement of financial planning and analysis function to Las Vegas
Led global consolidation of forecast data incorporating monthly actual, Forecast, and KPI data
Millennium Pharmacy Systems Oak Brook, IL 2011 2014
Corporate Controller (2012 2014) / Finance Manager, Underwriting (2011 2012)
Promoted to Corporate Controller at a pharmacy services provider to the long-term care industry. Led accounting team through
month-end close and reporting activities. Reported operating results to Executive Team and Board. Initially hired as Finance
Manager to provide financial analysis of new business opportunities.
Strategically managed cash flow and daily operations, facilitated/executed equity and financing transactions, and handled all
banking and treasury functions as company positioned for immediate sale or restructure
Increased EBITDA 25% by incorporating new drug dispensing policy
Lowered bad expense debt by 20% and developed a program that reduced inventory obsolesce by 33% ($1.4M)
through better utilization of specific drug purchasing agreements with client
Provided diligent governance over capital expenditures, new client contract terms, and client renewal agreements
Prepared analysis for successful corporate refinancing of term loans and line of credit
Completed all due diligence initiatives involving the companys sale to PharMerica
Supported Executive VP of Sales on all budget, forecast and monthly reports for Board of Directors as Finance Manager,
Underwriting
Candidate's Name , MBA, CPA Page | 2 PHONE NUMBER AVAILABLE EMAIL AVAILABLE
Developed underwriting model predicting clients revenue, margin, and cost of service, designed new contract and amendment
process, and created a transition credit as an incentive offering to clients
Partnered with sales associates to devise strategies for increasing profitability of potential deals
Walgreens Deerfield, IL 2009 2011
Finance Manager, Central Pharmacy Operations
Provided financial expertise and business support to Vice President of Operations. Led team of financial analysts at Central
Pharmacy sites.
Prepared $75M comprehensive business case to build a new Central Fill Pharmacy. Reduced cost to fill by 28% from
$1.75/Rx to $1.25/Rx by partnering with operations team to align costs with operating metrics. Developed
comprehensive scorecard aligning costs with businesss KPIs
Led efforts to outsource internal call center to third party overseas provider
Improved the costing process by developing activity-based cost model providing service costs among various volume levels
and activities
Astellas Pharma, Inc. Deerfield, IL 2007 2009
Senior Financial Analyst, Research and Development
Provided financial and analytical support to clinical study teams of a U.S. based R&D operation of a pharmaceutical company.
Submitted all financial results to corporate headquarters in Japan.
Managed budget/forecasting of R&D Phase I-IV study budgets in key therapeutic areas, including immunology,
cardiovascular, urology, and oncology. Monitored financial performance against budgets and forecasts
Created a new reporting package that consolidated financial results by therapeutic areas
Partnered with payment teams to ensure compliance with accounting policies
Contributed to achieving Japanese Sarbanes-Oxley (J-SOX) compliance requirements through creating and modifying
processes within SAP system as necessary
Prepared forward-looking statements on financial performance expectations used by corporate office in Japan as health
indicators for advancing the therapeutic pipeline
North American Company for Life and Health Chicago, IL 2001 2007
Financial Analyst Sales / Senior Commission Accountant
Utilized educational and working knowledge of financial principles and requirements to support sales initiatives, including
monthly reporting and forecasting of sales. Initially hired to handle all commission and bonus payments paid to companys 3 rd
party independent sales forces.
Developed new product forecast based on primary and secondary research information. Created commission and bonus
programs that aligned payments to products based on profitability
Created model to analyze different compensation metrics for the sales team. Analyzed sales performance results and ensured
compensation was aligned with sales revenue goals and objectives. Administered special compensation agreements to new
sales partners
Reduced printing costs 30% by incorporating business units from North America and sister companies into a print and
fulfillment RFP
Administered all legacy deferred compensations programs. Brought legacy deferred compensations into compliance with
tax regulations
Partnered with legal department to format special compensation agreements that allowed for enhanced development of new
distributors
Identified overpayments to field sales force by uncovering internal control breakdowns
Prior Experience (1998 2001): Senior Auditor American Express Tax & Business Services, Chicago, IL. Completed tax
audits and prepared tax returns and quarterly accounting for clients. Trained and managed staff auditors.
Education / Credentials / Technical Skills:
Master of Business Administration Lake Forest Graduate School of Management, Lake Forest, IL
Candidate's Name , MBA, CPA Page | 3 PHONE NUMBER AVAILABLE EMAIL AVAILABLE
Bachelor of Science, Accountancy Northern Illinois University, DeKalb, IL
Certified Public Accountant (2001)
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