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Work Background
Small Business Owner
MultipleSmall Business Owner
Aug. 2022Scottsdale, Arizona, United States• Focusing on building and motivating high performing teams • Developing performance tracking and business insight systems that drive profitability • Modernizing companies and industries that have historically been conservative or slow to change
Co-Founder and Advisor
cypherCo-Founder and Advisor
Oct. 2020 - Dec. 2022Cypher is a decentralized finance program built on the Solana network.
Associate Director Business Model Innovation, US Renal Marketing
Baxter International Inc.Associate Director Business Model Innovation, US Renal Marketing
Jun. 2016 - Aug. 2020Greater Chicago Area• P&L Responsibility: Led process and profitability initiative that won 2018 Q3 CEO Award. Increased profitability of non-prescription product portfolio five-fold by rationalizing SKU's, creating new service-oriented products, negotiating new sourcing contracts, and streamlining the distribution process. Required cross-functional leadership of various supply chain functions and implementation by marketing. • Corporate Structure Realignment: Provided ability to segregate data warehouses and give greater access to HIPAA controlled data on which to base innovative services. Enabled flexibility to offer new services to clinics and patients not possible under prior entity structure. • Data Product Creation: Developed and launched industry’s first paid customer-facing technology solution for remote therapy management, driving operational, clinical and financial benefits for customers. Predictive analytics using cloud-based device data help anticipate when a patient may drop off therapy and trigger personalized calls by a newly created team of remote Baxter nurses. • Operational Efficiency: Conformed product maintenance and return processes across portfolio, saving over $1 million per year. Linked commercial growth projections by geography with supply chain inventory staging, significantly reducing split shipments to customers. • E-Commerce Redesign: Commercial lead for rework of clinic- and patient-facing prescription / order management platforms. Salesforce-based portals make initiating therapy and managing treatment supplies easier for customers and provide greater visibility into cost management. • Stakeholder Education: Managing roster of 12 MD KOL’s delivering over 115 live and remote events per year. Reworked Health Care Professional education programming to deliver track-based assignable learning in digital format, enabling ROI analysis. Directed development of Tableau dashboards to visualize impact of event topics as aligned to needs.
Finance Director
NovartisFinance Director
Jul. 2012 - May. 2016Basel Area, SwitzerlandFinance Director, Canada Pharma Business Planning (Montreal) • Direct report to Country CFO. Coverage of Neuroscience and Cardio Metabolic franchises. • Reshaped planning cycle processes to streamline workflow and push accountability wider across the company. Monthly planning finalized four days earlier and accuracy increased from 65% "good" to over 85%. • Business-side lead for launch of Novartis Business Services, the carve-out of support functions into standalone shared services division. • Led roll-out and testing of SAP EPM tool for financial planning and management, placing Canada as global standard for NVS. Senior Manger, Animal Health Division Business Planning (Basel) • Coordinated with Regional CFO’s and commercial VP's to develop five-year strategic plan. • Led offshoring initiative, integrating India team into analysis activities and freeing group time for strategic focus. Interim Lead, Portugal Pharma Financial Reporting (Lisbon) • Revitalized FRA organization after a series of compliance issues, implementing recommendations to improve controls and accuracy while rebuilding cross-functional trust and coordination. • Managed internal and outsourced teams across three countries while overseeing financial reporting for country. Manager, Group Capital Markets (Basel) • Provided analysis and recommendations to the Board of Directors on financial strategy and risk management topics. • Workstream lead for $2.0 billion public market debt offering. • Managed the corporate liquidity model and served as liaison with ratings agencies to maintain credit profile.
Finance Development Program MBA Intern
NovartisFinance Development Program MBA Intern
Jun. 2011 - Aug. 2011Basel Area, SwitzerlandGroup Business Planning (Basel) • Key projects included quantifying foreign exchange rate effects on company's financial results and performing benchmarking analysis on net working capital and cash conversion cycles.
Private Equity Associate
M3 Capital PartnersPrivate Equity Associate
Mar. 2005 - Jun. 2010Greater Chicago AreaGlobal real estate private equity investment and advisory firm with offices in Chicago, New York, London and Hong Kong. Privately-held firm with over 80 employees has executed transactions involving capital or clients in North America, Europe, Asia, Australia and the Middle East. • Transactions involved assets / equity investment from four continents across core and alternative real estate sectors. • Provided advisory services including M&A, valuation, structuring and financial modeling for joint venture, multi-investor fund and entity-level transactions (2005-2009). • Performed acquisition and portfolio management roles for $1.7 billion subsidiary private equity fund (2009-2010). • Developed client strategies and identified appropriate capital sources for transactions. Acted as secondary coverage contact for major North American institutional investors. • Drafted private placement memoranda and created marketing materials for transactions. Coordinated with legal advisors on documentation and execution. • Worked on-site with portfolio company management teams to implement growth strategies.
Senior Financial Analyst – Strategic Planning Division
ATA AirlinesSenior Financial Analyst – Strategic Planning Division
Aug. 2003 - Feb. 2005Indianapolis, Indiana AreaAt the time, ATA was the country’s seventh-largest airline, providing low-cost scheduled service across North America as well as commercial and military charter flights worldwide. • Formulated corporate financial projections by working closely with other functional groups. • Served in project group responsible for financial strategy / exit plan creation during bankruptcy negotiations.

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Financial Budgeting & Analysis for Small and Large Firm
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