PROFILE A decisive, results-driven leader with over ••••• years of financial leadership experience, with a $••••• Billion Pharmacy Benefit Management Organization, Fortune ••••• Healthcare and Consumer Products companies and a national Non-Profit organization. Proven excellence in developing and implementing strategies and key metrics to achieve multimillion-dollar cost savings, improve operating efficiencies and optimize resources. Expertise in budget/operational planning, cost reduction/avoidance, and financial modeling. Strong communicator and team leader, with the ability to leverage relationships across multiple functional units to drive organizational change.
Senior Director, Planning and Analysis (•••••) Lead the strategic planning, budgeting and forecasting process for Sales and Marketing encompassing $•••••MM and 1,••••• employees. Directed a team of seventeen that provided predictive metrics, insightful analysis to drive better decision making. Engaged with key operational area executives to analyze performance, trending, reporting, vendor contracts and development of short/long-term business plans. * Exceeded Sales and Marketing SG&A budget objective by $•••••MM. * Lead cross functional management team charged with creating and implementing innovative cost savings solutions; produced incremental savings of $2MM. * Negotiated effective and competitive contractual relationships aligned with company goals and strategies. * Managed the team responsible for Express Scripts’ Siebel CRM tool successfully implemented over ••••• system enhancements that improved client satisfaction by •••••%.
HEALTH NET, Shelton, CT ••••• - •••••
Vice President, Business Planning and Financial Analysis (•••••) Provided Operations with strategic guidance and leadership for all financial and analytical activities. Managed the annual budget and forecasting process comprised of 1,••••• employees. Created and executes long-term business plans, staffing models, cost/benefit analysis, vendor contract adherence/compliance, expense control and three-year/five-year financial models. * Met/exceeded operational budget objectives for six consecutive years; saved $•••••,••••• in ••••• alone. * Spearheaded cost reduction solutions; generated $5MM in savings, including •••••% unit cost reduction in call center within three years. * Key member of executive management team that designed and implemented operations claims cost recovery initiative; produced incremental savings of $•••••MM. * Led vendor selection process, interfaced with the legal department to establish service level agreements, negotiated contract terms and conditions. * Influenced executive leaders to implement outsourced offshore processing program; projected to generate $6MM in cost savings within four years. * Developed analytics and executed work-at-home strategy; led to •••••% increase in productivity while maintaining quality levels. * Implemented key metrics dashboard report; provided compared key metrics for actual performance versus goal; reallocated resources to meet strategic objectives.
Director, Business Analysis (•••••) Directed analysis and forecasting budget/spending patterns, managed process redesign and business case development, identified potential outsourcing and cost savings opportunities. Evaluated key drivers for selected projects/mergers and acquisitions, improved methods for tracking, modeling, and reporting progress. * Created and implemented both annual and three-year Operations business plan; influenced key business decisions including vendor selection. * Captured $2MM in savings; developed cost-benefit analysis for outsourcing of paper claims to on-shore vendor. * Engaged with business leaders/vendors to clearly identify deliverables, key contract provisions and resolution of contractual issues. * Met/exceeded operational budget objectives; two consecutive years.
Financial Manager, Marketing (•••••) Oversaw financial activities for sales and marketing departments. Developed and managed annual budgets in excess of $•••••MM. Provided analytical support across multiple functional areas, including trend analyses, cost/benefit evaluations, and membership/headcount reporting.
HEALTH NET, Financial Coordinator, Marketing ••••• - ••••• UNILEVER/ELIZABETH ARDEN, Sales Reporting Coordinator/Account Analyst ••••• - ••••• JAMES RIVER CORPORATION, Customer Account Coordinator ••••• - •••••
NON PROFIT/VOLUNTEER EXPERIENCE
YMCA RALPHOLA TAYLOR COMMUNITY CENTER, Bridgeport, CT ••••• – •••••
On a volunteer basis provided strategic financial guidance and leadership, defined objectives, established financial rigor, expense controls, optimized resources and improved operating efficiency.
University of Bridgeport, Bachelor of Science in Business Administration, Finance
Attended: Leadership Excellence Training, Hay Group; Managing for Success Training, Internal Health Net; Executive Communication Training, The Prescott Group
SAP, Hyperion, MS Excel, MS Word, MS Access, MS PowerPoint