Manager / FP&A Director (Fractional Project Consultant) at Unifying Partners (2025-01 – Present)
Deliver fractional strategic financial planning and project leadership for a diverse portfolio of clients.
- Engineered an automated, menu-driven monthly forecasting tool using advanced VBA, streamlining visibility across 58 independent corporate departments.
- Developed a pipeline-driven forecasting model for an emerging startup, embedding dynamic "what-if" scenario flexibilities to evaluate prospective large-scale projects.
Manager, Finance & Data Analysis at Fenix SPC (2023-01 – 2025-01)
Directed financial support, budgeting, and performance analysis for all corporate production facilities.
- Served as Co-Interim Oversight Manager for two major production sites, stabilizing operations during a leadership transition.
- Designed and executed a unified, company-wide Capital Expenditure (CapEx) approval and tracking framework.
- Constructed weekly operational production planning models, successfully integrating metrics across Sales, Production, and Chemistry Lab forecasting units.
Director, Financial Planning & Analysis at Cambria (2022-01 – 2023-01)
- Orchestrated and executed the company-wide Annual Budgeting Process, aligning departmental targets with corporate goals.
- Spearheaded the creation of the monthly corporate financial results package presented to executive leadership.
- Architected automated data workflows to accelerate report generation, significantly reducing manual data prep.
- Managed monthly variance analysis for all corporate business units, identifying key cost drivers and profit opportunities.
Manager, Finance & Data Analysis at Imagine Group (2020-01 – 2022-01)
- Designed the company's first centralized Client Profitability dataset within Power BI, blending cost accounting logic with granular transactional data.
- Authored the corporation's first comprehensive CapEx SOPs, establishing uniform tracking, evaluation, and reporting controls.
- Created a standardized CapEx Request Model to mathematically vet business cases, detailing savings calculations, IRR, and NPV.
- Automated a suite of forecasting, risk/opportunity, and Account Executive detail reports utilizing advanced VBA architecture.
Manager, Operational Improvement & Data Analysis at Long Term Care Group (2014-01 – 2018-01)
- Developed complex, integrated SQL-to-Excel reporting models, reducing manual report production time by 80%.
- Established cross-functional Service Level Agreement (SLA) reporting, defining operational KPIs tied directly to corporate targets.
- Designed and deployed operational performance scorecards for internal business units and external enterprise clients.
Senior FP&A & Systems Consultant at Strategic Financial Consulting (Various Firms) (2011-01 – 2020-01)
Delivered specialized interim leadership, financial transformation, and data systems architecture for enterprise clients.
- Evine Live, Inc.: Wrote optimized SQL queries and developed Power BI dashboards to extract, transform, and visualize operational data. Designed and implemented a greenfield SAP BPC Budgeting and Forecasting tool for a major business division. Formalized a new, structured corporate and divisional KPI framework to align operational outputs with financial outcomes.
- Schwan's Food Company: Designed and implemented a greenfield SAP BPC Budgeting and Forecasting tool for a major business division.
- Robert Half (Enterprise Client): Built advanced Hyperion Essbase reporting models for month-end analysis and 6+6 rolling forecasts.
- Endo American Medical Systems: Managed all divisional FP&A functions and provided strategic pivot plans to executive leadership.
- North American Membership Group: Restructured the corporate General Ledger (GL) framework and designed an agile budgeting tool.
- Virtual Radiologic / BlueStem Inc.: Deployed a newly purchased corporate forecasting system and built custom payment tracking databases.
Manager, Business Analysis & Planning at Express Scripts, Inc. (2009-01 – 2011-01)
Managed financial planning for National Commercial Formularies covering 50M members; business owner for the Formulary Administration Tool.
- M&A Integration: Led a cross-functional team of 14 through a massive acquisition integration, migrating 84 complex formularies to the core platform while reducing total formulary bloat by 36% with zero client disruption.
- Engineered a SQL, Access, and Excel validation model to audit over 140,000 records, slashing process time from 4 hours to under 10 minutes.
Director / Finance Manager – Operations & Strategic Planning at United Health Group (1996-01 – 2007-01)
Progressed through multiple leadership roles including Director of Operations & Strategic Planning, Director of Service Operations, and Intersegment Controller.
- Partnered with the VP of Operations to provide financial leadership, strategic planning, and project management across regional operational service centers.
- Footprint Optimization: Authored the financial and operational plans utilized to consolidate 14 regional sites down to 5 hubs.
- Expense Management: Negotiated $550M in intercompany charges and $530M in expenses; built comprehensive cost-allocation models.
- Capacity Modeling: Designed dynamic driver-based staffing models that reduced the FTE forecasting process from 2 days to 1 hour.
- Offshoring/Outsourcing: Structured offshore operational capabilities that yielded $4M in annual recurring savings.
- Financial Controls: Built a new PeopleSoft GL mechanism for true managerial reporting; managed the corporate SG&A ($1.3B) and Internal Revenue ($500M) budget consolidations.
