Finance and Strategy Consultant
2021 - PRESENT
Toptal Clients
- Served as interim CFO for a media agency: helped the company change from a cash to an accrual basis, assisted the founder in ascertaining the valuation of the company versus the offer on the table, and handled the full suite of CFO responsibilities.
- Built a model to assist in automating revenue recognition calculations and analyzing revenues.
- Helped the founders of a shipping platform determine the right equity split by developing a model to apply objective and subjective factors in determining the cap table during an advisory engagement.
Focus areas: Accounting, Activity-based Costing, M&A Modeling, M&A (Sell-side), M&A, Revenue Modeling, Revenue Analysis, Revenue Recognition, Annual Budgets, Reporting, Analysis, Budgeting Consulting, Cash Flow, Cap Tables, Revenue Leakage, Financials, Reports, Virtual CFO, Xero, Optimization, Cash Flow Management, Cash Management, Financial Consolidation, Internal Financial Reporting, Pricing Plans, Human Resources, Healthcare IT, Manufacturing, Medical Devices, Project Evaluation, Financial Transformation, Xero, Management, Target Operating Models, Cost Reduction & Optimization (Cost-down), Reorganization, Vendor Selection, Vendors & Suppliers, Buy Now Pay Later (BNPL), Profit & Loss (P&L)
BioConnexUs
- Assessed around 12 VC deals for the fund, including deal financial analysis.
- Analyzed market sizing and growth potential for deals sourced by the fund.
- Built financial assessment and valuation models for deals cleared through the stage-one product, market, and fit assessment.
- Assessed and formulated term sheets for companies that were considered a fit.
- Conducted financial and business due diligence on various startups, including cap table structures and scenario models.
- Created an internal valuation model for the fund, which is used for all deal financial assessments and valuation gap analyses related to the founder versus fund view of valuations.
- Provided the fund with subject-matter expertise on healthcare operations as the key SME. This included finance, supply chain, IP structure, contract assessment, creation and manufacturing setup, and OEM assessment.
Focus areas: Startup Development, Deal Analysis, Deal Advisory, Deal Structuring, Seed Fundraising, Subscriptions, Fundraising, Cash Flow Modeling, Early-stage Funding, Early-stage Venture Capital, Specialty Healthcare, Operating Analysis, Revenue Modeling, Revenue Analysis, Sales Compensation, Compensation, Joint Ventures, SaaS, Cap Tables, Valuations, Business Modeling, Analytics Development, Design Strategy, Dashboard, Investment Return Scenario Analysis, M&A, Financial Risk Management, Project Finance Consulting, Venture Capital, Financial Controls & Processes, Investments, Accounting, Financial Managers, Business Taxation, Auditing, International Finance, Options, Risk Management, Financial Modeling, Business Strategy, Leadership, FP&A, Reporting, Operations, GTM Marketing, Healthcare App Design, Supply Chain Management, Taxation, Team Leadership, Team Mentoring, Team Development, Transfer Pricing, Healthcare Supply Chains, Supply Chain Optimization, Pricing, Sales Effectiveness, P&L Forecasting, Rolling Forecasts, Market Trends, Trend Analysis, Trend Forecasting, Distribution Management, Recruiting, Contract Product Management, Negotiation, Contract Negotiation, Audits, Sales Forecasting, P&L Management, Cash Flow, Contract Review, Product Licensing, Intellectual Property Licensing, Licensing, IFRS Financial Reporting, GAAP, Sales & Operations Planning (S&OP), P&L Analysis, Balance Sheets, New Product Development, R&D, FCPA Compliance, Due Diligence, Investment Cases, Investment Analysis, Board Reporting, Policy, SOX, Change Management, Sales Growth, Profit Maximization, Market Intelligence, Intellectual Property, Organizational Design, Product Launch Strategy, Manufacturing Strategy, Excel Development, Microsoft Word, Microsoft PowerPoint, Management Accounting, SaaS, Market Research Analyst, Interim CFOs, Activity-based Costing, Cost-benefit Analysis, Excel, Term Sheet Negotiations, Logistics Consulting, Budgeting Consulting, Business Modeling, Presentation Design, Asia, Southeast Asia, Europe, Professional Services, Operations Management, Organizational Structure, Pharmaceuticals, Process Mapping, US GAAP Accounting, Microsoft Development, Due Diligence, Profitability Analysis, Three-statement Modeling, Data Rooms, Series A, Business Planning, Interim CFOs, Data Analysis, Google Sheets Development, Financial Ratios, Business Process Optimization, Business Process Consulting, Business Plan Consulting, Process Improvement, Finance Process Improvement, Business Process Re-engineering, Analysis, Risk Analysis, COGS Analysis, Cost Analysis, Business Cases, Business Setup, Business Audits, Business Ideas, Global Business, CPA, CPA, Controller, Financial Statements, Customer Analysis, Customer Acquisition Cost (CAC), Financial Analysis, Business Partnerships, Long-range Plans, Long-term Planning, Planning, Annual Budgets, Business Intelligence Development, Fractional CFOs, Financial Reporting, Market Sizing, Total Addressable Market (TAM), Key Performance Metrics, COO, Performance Management, Talent Management, Workforce Management (WFM), Workforce Analytics, Workforce Reduction, Human Capital Strategy, Finance, Design Consulting, Budget Modeling, Financial Reporting Dashboards, Monthly Close Process, Excel 365, Market Research & Analysis, Growth Strategy, Growth Analysis, Gross Profit Margin Growth, Startup Growth Strategy Development, Growth Strategy, Revenue Management, Revenue Recognition, Revenue & Pricing Support, Revenue Strategy, Monthly Recurring Revenue (MRR), Revenue Cycle Management, Revenue Projections, Revenue Optimization, Data Science, Financial Data Analytics, Small & Medium-sized Enterprises (SME), Customer Segmentation, Key Performance Indicators (KPIs), Internal Audits, Internal Control, Dashboard Design, Revenue Leakage, Financials, Reports, Virtual CFO, Optimization, Cash Flow Management, Cash Management, Integration, Post-merger Integrations, Internal Financial Reporting, Marketplace Design, Pricing Plans, Human Resources, Healthcare IT, Manufacturing, Medical Devices, Project Evaluation, Financial Transformation, Xero, Management, UK GAAP, Cost Reduction & Optimization (Cost-down), Reorganization, Vendor Selection, Vendors & Suppliers, Fraud Investigation, Profit & Loss (P&L)
CEO | Founder
2018 - PRESENT
VADN Health
- Designed the entire SaaS platform for the company I established and ran as the CEO.
- Developed a comprehensive market research study and gathered user insights to develop the framework for the platform build.
- Project managed the development team and delivery of milestones.
Focus areas: Healthcare App Design, Supply Chain Management, Excel Development, Microsoft Word, Microsoft PowerPoint, SaaS, Market Research Analyst, Activity-based Costing, Excel, Financial Forecasting, Forecasting, Revenue & Expense Projections, E-commerce marketing, Valuation Modeling, Supply Chain, Term Sheet Advisory, Term Sheet Negotiations, Logistics Consulting, Budgeting Consulting, Venture Capital, Early-stage Venture Capital, Business Modeling, Presentation Design, Valuations, Asia, Southeast Asia, Seed Fundraising, Subscriptions, Fundraising, Cash Flow Modeling, Operating Analysis, Revenue Modeling, Revenue Analysis, SaaS, Cap Tables, Valuations, Business Modeling, Transportation & Shipping, Startup Development, Analytics Development, Marketing Design, Design Strategy, Dashboard, Investment Return Scenario Analysis, Financial Risk Management, Financial Controls & Processes, Investments, Accounting, Financial Managers, Business Taxation, International Finance, Risk Management, Financial Modeling, Business Strategy, Leadership, FP&A, Reporting, Front-end Development, Front-end Architecture, Full-stack, APIs, Operations, GTM Marketing, Taxation, Statutory Reporting, Team Leadership, Transfer Pricing, Healthcare Supply Chains, Supply Chain Optimization, Pricing, Sales Effectiveness, P&L Forecasting, Rolling Forecasts, Market Trends, Trend Analysis, Trend Forecasting, Distribution Operations, Distribution Management, Credit Risk, Debtor & Creditor Management, Recruiting, Contract Product Management, Negotiation, Contract Negotiation, Sales Forecasting, P&L Management, Cash Flow, Contract Review, Product Licensing, Intellectual Property Licensing, Licensing, IFRS Financial Reporting, GAAP, Sales & Operations Planning (S&OP), Foreign Exchange (FX) Hedging, Warehouse Operations, P&L Analysis, Balance Sheets, FCPA Compliance, Due Diligence, Deal Analysis, Investment Cases, Investment Analysis, Board Reporting, Board Membership, Policy, Change Management, Project Leadership, Sales Growth, Profit Maximization, Market Intelligence, Intellectual Property, Organizational Design, Process Transformation, Management Accounting, Interim CFOs, Cost-benefit Analysis, Europe, Deal Structuring, Specialty Healthcare, United Kingdom, Operations Management, Organizational Structure, Pharmaceuticals, Process Mapping, US GAAP Accounting, Microsoft Development, Profitability Analysis, Three-statement Modeling, Business Planning, Interim CFOs, Data Analysis, Google Sheets Development, Financial Ratios, Business Process Optimization, Business Process Consulting, Business Plan Consulting, Process Improvement, Finance Process Improvement, Business Process Re-engineering, Analysis, Risk Analysis, COGS Analysis, Cost Analysis, Business Cases, Business Setup, Business Audits, Business Ideas, Global Business, CPA, CPA, Controller, Financial Statements, Customer Analysis, Customer Acquisition Cost (CAC), Financial Analysis, Business Partnerships, Long-range Plans, Long-term Planning, Planning, Annual Budgets, Business Intelligence Development, Government Contracting, Fractional CFOs, Financial Reporting, Market Sizing, Total Addressable Market (TAM), Key Performance Metrics, COO, Performance Management, Talent Management, Workforce Management (WFM), Workforce Analytics, Workforce Reduction, Human Capital Strategy, Finance, Design Consulting, Budget Modeling, Financial Reporting Dashboards, Monthly Close Process, Excel 365, Market Research & Analysis, Growth Strategy, Growth Analysis, Gross Profit Margin Growth, Startup Growth Strategy Development, Growth Strategy, Revenue Management, Revenue Recognition, Revenue & Pricing Support, Revenue Strategy, Monthly Recurring Revenue (MRR), Revenue Cycle Management, Revenue Projections, Revenue Optimization, Data Science, Financial Data Analytics, Small & Medium-sized Enterprises (SME), Customer Segmentation, Key Performance Indicators (KPIs), Internal Audits, Internal Control, Dashboard Design, Revenue Leakage, Financials, Reports, Virtual CFO, Optimization, Cash Flow Management, Cash Management, IT, Virtual Coaching, Financial Consolidation, Internal Financial Reporting, Marketplace Design, Pricing Plans, Human Resources, Healthcare IT, Manufacturing, Medical Devices, Project Evaluation, Financial Transformation, Management, UK GAAP, Target Operating Models, Cost Reduction & Optimization (Cost-down), Reorganization, Vendor Selection, Vendors & Suppliers, Fraud Investigation, Profit & Loss (P&L)
Managing Consultant
2018 - PRESENT
VADN Group
- Redesigned the entire finance, hospital, and charity modules for a senior care home software solution as a subject-matter expert. The client had been losing clients as a result of a clunky interface and errors across all its ledgers and reports.
- Designed and was commissioned to build the charity module for the senior care software company. The client had a new customer in Singapore that needed a module that could cater to charitable donations and events, a solution the company didn't have.
- Conducted an in-market competitive landscape study for a West Africa-based commodities company. One of the key recommendations was to create an app that could improve direct communication with its distributors and move payments from cash to online.
- Performed an in-market assessment of the commodity and automotive company's leadership team across West Africa and identified the key development and training areas to focus on, including building a high-potential track for development.
- Conducted an internal risk assessment of the commodity and automotive business across West Africa. Found instances of internal fraud, which were assessed and brought to the attention of the senior leadership team for action.
- Guided a SaaS business at the crossroads of personal health and finance on its go-to-market strategy. This involved shifting from a D2C model to a B2B2C model and shifting its focus to partner with insurance companies.
- Provided guidance on KPI structuring and assessment to a Singaporean beverage company, shifting its focus from tracking everything to tracking KPIs that truly provided leading indicators of business direction and performance.
- Facilitated ideation and consulted for various startups around market entry, go-to-market strategies, and exits.
- Provided financial structure guidance, business case assessments, and development for various startups.
Focus areas: Design Strategy, Operations, Turnaround Management, GTM Marketing, Excel Development, Microsoft Word, Microsoft PowerPoint, Excel, Financial Forecasting, Early-stage Venture Capital, Forecasting, Revenue & Expense Projections, Valuation Modeling, Supply Chain, Term Sheet Advisory, Term Sheet Negotiations, Budgeting Consulting, E-commerce marketing, Business Modeling, Valuations, Middle East, Asia, Southeast Asia, Fundraising, Food & Beverage, Cash Flow Modeling, Operating Analysis, Revenue Modeling, Revenue Analysis, Compensation, SaaS, Cap Tables, Valuations, Business Modeling, Startup Development, Analytics Development, Marketing Design, Dashboard, Investment Return Scenario Analysis, Corporate Finance, Financial Risk Management, Venture Capital, Financial Controls & Processes, Investments, Accounting, Financial Managers, Business Taxation, Auditing, International Finance, Risk Management, Financial Modeling, Business Strategy, Leadership, FP&A, Reporting, Healthcare App Design, Supply Chain Management, Taxation, Statutory Audits, Team Leadership, Transfer Pricing, Healthcare Supply Chains, Pricing, P&L Forecasting, Rolling Forecasts, Sales Effectiveness, Market Trends, Trend Analysis, Trend Forecasting, Debtor & Creditor Management, Recruiting, Contract Product Management, Negotiation, Contract Negotiation, Audits, Sales Forecasting, P&L Management, Cash Flow, Contract Review, Product Licensing, Licensing, Intellectual Property Licensing, IFRS Financial Reporting, GAAP, Sales & Operations Planning (S&OP), P&L Analysis, Balance Sheets, Due Diligence, Deal Analysis, Investment Cases, Investment Analysis, Board Reporting, Board Membership, Policy, SOX, Change Management, Project Leadership, Sales Growth, Profit Maximization, Market Intelligence, Intellectual Property, Organizational Design, Product Launch Strategy, Manufacturing Strategy, Process Transformation, Automation, Management Accounting, SaaS, Market Research Analyst, Interim CFOs, Activity-based Costing, Cost-benefit Analysis, Presentation Design, Europe, Deal Advisory, Deal Structuring, Subscriptions, Early-stage Funding, Specialty Healthcare, Sales Compensation, Joint Ventures, United Kingdom, Professional Services, Operations Management, Organizational Structure, Pharmaceuticals, Process Mapping, US GAAP Accounting, Microsoft Development, Due Diligence, Profitability Analysis, Three-statement Modeling, Data Rooms, Series A, Business Planning, Interim CFOs, Data Analysis, Google Sheets Development, Financial Ratios, Business Process Optimization, Business Process Consulting, Business Plan Consulting, Process Improvement, Finance Process Improvement, Business Process Re-engineering, Analysis, COGS Analysis, Cost Analysis, Business Cases, Business Setup, Business Audits, Business Ideas, Global Business, CPA, CPA, Controller, Financial Statements, Customer Analysis, Customer Acquisition Cost (CAC), Financial Analysis, Business Partnerships, Long-range Plans, Long-term Planning, Planning, Annual Budgets, Business Intelligence Development, Government Contracting, Fractional CFOs, Financial Reporting, Market Sizing, Total Addressable Market (TAM), Consumer Packaged Goods (CPG), Key Performance Metrics, COO, Performance Management, Talent Management, Workforce Management (WFM), Workforce Analytics, Workforce Reduction, Human Capital Strategy, Finance, Design Consulting, Budget Modeling, Financial Reporting Dashboards, Monthly Close Process, Excel 365, Market Research & Analysis, Growth Strategy, Growth Analysis, Gross Profit Margin Growth, Startup Growth Strategy Development, Growth Strategy, Revenue Management, Revenue Recognition, Revenue & Pricing Support, Revenue Strategy, Monthly Recurring Revenue (MRR), Revenue Cycle Management, Revenue Projections, Revenue Optimization, Data Science, Financial Data Analytics, Small & Medium-sized Enterprises (SME), Customer Segmentation, Key Performance Indicators (KPIs), Internal Audits, Internal Control, Dashboard Design, Revenue Leakage, Financials, Reports, Virtual CFO, Optimization, Cash Flow Management, Cash Management, IT, Integration, Post-merger Integrations, Virtual Coaching, Financial Consolidation, Internal Financial Reporting, Marketplace Design, Pricing Plans, Human Resources, Healthcare IT, Manufacturing, Medical Devices, Project Evaluation, Financial Transformation, Xero, Management, Target Operating Models, Cost Reduction & Optimization (Cost-down), Reorganization, Vendor Selection, Vendors & Suppliers, Fraud Investigation, Profit & Loss (P&L)
CFO SEA (South East Asia)
2016 - 2018
Medtronic
- Drove revenue growth from 12% to 25% over two years, getting the region to around $350 million+.
- Drove a 10%+ cost reduction through vendor terms, process optimization, and continuous improvement.
- Restructured and transformed 6+ markets, setting up the organization structure, policies, processes, SOPs, and integrated operating model.
- Generated cash flow and P&L room through negotiated settlements on long-overdue AR worth $100 million.
- Developed market access and expansion strategies (with sales), driving a 5% market share increase and around 8-10% sales growth.
- Managed performance across 130+ distributors, including contract negotiation and SLA management.
- Set up an analytics hub in Singapore and redesigned and reorganized the finance function across Southeast Asia.
Focus areas: Accounting, Taxation, Statutory Audits, Statutory Reporting, Business Strategy, Team Leadership, Team Mentoring, Team Development, Transfer Pricing, Healthcare Supply Chains, Supply Chain Optimization, Pricing, Sales Effectiveness, P&L Forecasting, Rolling Forecasts, Market Trends, Trend Analysis, Trend Forecasting, Distribution Operations, Distribution Management, Credit Risk, Debtor & Creditor Management, Recruiting, Negotiation, Contract Negotiation, Audits, Excel Development, Microsoft Word, Microsoft PowerPoint, Interim CFOs, Cost-benefit Analysis, Activity-based Costing, Excel, Financial Forecasting, Forecasting, Revenue & Expense Projections, Supply Chain, Logistics Consulting, Budgeting Consulting, Business Modeling, Asia, Cash Flow Modeling, Operating Analysis, Revenue Modeling, Revenue Analysis, Sales Compensation, Compensation, Deal Structuring, Joint Ventures, Business Modeling, Transportation & Shipping, Analytics Development, Marketing Design, Design Strategy, Turnaround Management, Dashboard, Investment Return Scenario Analysis, Corporate Finance, Financial Risk Management, Project Finance Consulting, Financial Controls & Processes, Investments, Financial Managers, Business Taxation, Auditing, International Finance, Risk Management, Financial Modeling, Leadership, FP&A, Reporting, Operations, GTM Marketing, Healthcare App Design, Supply Chain Management, Contract Product Management, Sales Forecasting, P&L Management, Cash Flow, Contract Review, Product Licensing, Licensing, Intellectual Property Licensing, IFRS Financial Reporting, GAAP, Sales & Operations Planning (S&OP), Foreign Exchange (FX) Hedging, Warehouse Operations, P&L Analysis, Balance Sheets, New Product Development, R&D, FCPA Compliance, Due Diligence, Deal Analysis, Investment Cases, Investment Analysis, Board Reporting, Board Membership, Policy, SOX, Change Management, Project Leadership, Sales Growth, Profit Maximization, Market Intelligence, Organizational Design, Product Launch Strategy, Manufacturing Strategy, Process Transformation, Automation, Management Accounting, Market Research Analyst, Southeast Asia, Specialty Healthcare, Operations Management, Organizational Structure, Process Mapping, US GAAP Accounting, Microsoft Development, Tableau Development, Due Diligence, Profitability Analysis, Three-statement Modeling, Business Planning, Interim CFOs, Data Analysis, Google Sheets Development, Financial Ratios, Business Process Optimization, Business Process Consulting, Business Plan Consulting, Process Improvement, Finance Process Improvement, Business Process Re-engineering, Analysis, Risk Analysis, COGS Analysis, Cost Analysis, Business Cases, Business Setup, Business Audits, Business Ideas, CPA, CPA, Controller, Financial Statements, Customer Analysis, Customer Acquisition Cost (CAC), Financial Analysis, Business Partnerships, Long-range Plans, Long-term Planning, Planning, Annual Budgets, Business Intelligence Development, Government Contracting, Fractional CFOs, Financial Reporting, Market Sizing, Total Addressable Market (TAM), Key Performance Metrics, COO, Performance Management, Talent Management, Workforce Management (WFM), Workforce Analytics, Workforce Reduction, Human Capital Strategy, Finance, Budget Modeling, Financial Reporting Dashboards, Monthly Close Process, Excel 365, Market Research & Analysis, Growth Strategy, Growth Analysis, Gross Profit Margin Growth, Growth Strategy, Revenue Management, Revenue Recognition, Revenue & Pricing Support, Revenue Strategy, Monthly Recurring Revenue (MRR), Revenue Cycle Management, Revenue Projections, Revenue Optimization, Data Science, Financial Data Analytics, Customer Segmentation, Key Performance Indicators (KPIs), Internal Audits, Internal Control, Dashboard Design, Revenue Leakage, Financials, Reports, Virtual CFO, Optimization, Cash Flow Management, Cash Management, IT, Integration, Post-merger Integrations, Virtual Coaching, Financial Consolidation, Internal Financial Reporting, Pricing Plans, Human Resources, Healthcare IT, Manufacturing, Medical Devices, Project Evaluation, Financial Transformation, Management, Target Operating Models, Cost Reduction & Optimization (Cost-down), Reorganization, Vendor Selection, Vendors & Suppliers, Fraud Investigation, Profit & Loss (P&L)
CFO (Various Roles)
2009 - 2016
Johnson & Johnson
- Managed a portfolio of 160+ distribution/warehousing nodes ($12 billion+ in sales), covering pharma, medical, and consumer. Instrumental in negotiating a deal that helped bring down OCD distributor margins from 40%+ to 7%.
- Acquired Bioseal, a Guangzhou-based biologics company and a first for J&J Medical in APAC in 130+ years. Managed IP and tax risk for J&J source and manufacturing companies and Mumbai and Suzhou R&D centers. Generated $25 million+ in savings.
- Generated savings of $20 million+ per annum, delivered through cost improvement, working capital, and cash flow management. Set up revenue and profit maximization ($50 million+) through cost-to-serve and channel optimization projects.
- Drove approximately $10 million in YoY savings through analysis of SC variances and minimizing SLOB to 1.2% versus the 15% trend. Implemented automation projects, such as automated order fill scanning and redressing capabilities.
- Developed the center of excellence for hedging (14+ currencies) and selling in local currencies to all markets. Managed transfer pricing of products passing through the RDC (60,000+ SKUs).
- Created a performance scorecard, reducing the time for analysis from two weeks to one day for Cordis APAC.
- Devised the Philippines key account management strategy, growing sales and profit by 16% and 21% YoY. Grew Cordis sales and profit by 12% and 15% YoY.
- Delivered a 98% people retention track record at J&J for 7.5 years while serving as chairman of the talent, training, and development council for Southeast Asia finance.
Focus areas: M&A, Product Licensing, Intellectual Property Licensing, Licensing, Supply Chain Management, IFRS Financial Reporting, GAAP, Accounting, Sales Forecasting, Sales Effectiveness, Sales & Operations Planning (S&OP), Foreign Exchange (FX) Hedging, Warehouse Operations, Distribution Operations, P&L Management, Balance Sheets, Trend Analysis, Market Trends, New Product Development, R&D, SAP Implementation, Debtor & Creditor Management, Taxation, Audits, FCPA Compliance, Due Diligence, Deal Analysis, Investment Cases, Investment Analysis, Board Reporting, Board Membership, Excel Development, Microsoft Word, Microsoft PowerPoint, Interim CFOs, Cost-benefit Analysis, Activity-based Costing, Excel, Financial Forecasting, Forecasting, Revenue & Expense Projections, M&A (Buy-side), Valuation Modeling, Supply Chain, Term Sheet Advisory, Term Sheet Negotiations, Logistics Consulting, Budgeting Consulting, Business Modeling, Valuations, Asia, Southeast Asia, Cash Flow Modeling, M&A (Sell-side), Operating Analysis, Revenue Modeling, Revenue Analysis, Sales Compensation, Compensation, Joint Ventures, Valuations, Business Modeling, Transportation & Shipping, Analytics Development, Marketing Design, Design Strategy, Turnaround Management, Dashboard, Investment Return Scenario Analysis, Corporate Finance, Financial Risk Management, Project Finance Consulting, Financial Controls & Processes, Investments, Financial Managers, Business Taxation, Auditing, International Finance, Risk Management, Financial Modeling, Business Strategy, Leadership, FP&A, Reporting, Operations, GTM Marketing, Healthcare App Design, Statutory Audits, Statutory Reporting, Team Leadership, Team Mentoring, Team Development, Transfer Pricing, Healthcare Supply Chains, Supply Chain Optimization, Pricing, P&L Forecasting, Rolling Forecasts, Trend Forecasting, Distribution Management, Credit Risk, Recruiting, Contract Product Management, Negotiation, Contract Negotiation, Cash Flow, Contract Review, P&L Analysis, Policy, SOX, Change Management, Project Leadership, Sales Growth, Profit Maximization, Market Intelligence, Intellectual Property, Organizational Design, Product Launch Strategy, Manufacturing Strategy, M&A Modeling, Process Transformation, Automation, Management Accounting, Market Research Analyst, Presentation Design, Deal Advisory, Deal Structuring, Specialty Healthcare, Operations Management, Organizational Structure, Pharmaceuticals, Process Mapping, US GAAP Accounting, Microsoft Development, Cognos TM1, Due Diligence, Profitability Analysis, Three-statement Modeling, Data Rooms, Series A, Business Planning, Interim CFOs, Data Analysis, Google Sheets Development, Financial Ratios, Business Process Optimization, Business Process Consulting, Business Plan Consulting, Process Improvement, Finance Process Improvement, Business Process Re-engineering, Analysis, Risk Analysis, COGS Analysis, Cost Analysis, Business Cases, Business Setup, Business Audits, Business Ideas, CPA, CPA, Controller, Financial Statements, Customer Analysis, Customer Acquisition Cost (CAC), Financial Analysis, Business Partnerships, Long-range Plans, Long-term Planning, Planning, Annual Budgets, Business Intelligence Development, Government Contracting, Fractional CFOs, Financial Reporting, Market Sizing, Total Addressable Market (TAM), Consumer Packaged Goods (CPG), Key Performance Metrics, COO, Performance Management, Talent Management, Workforce Management (WFM), Workforce Analytics, Workforce Reduction, Human Capital Strategy, Finance, Budget Modeling, Financial Reporting Dashboards, Monthly Close Process, Market Research & Analysis, Growth Strategy, Growth Analysis, Gross Profit Margin Growth, Growth Strategy, Revenue Management, Revenue Recognition, Revenue & Pricing Support, Revenue Strategy, Monthly Recurring Revenue (MRR), Revenue Cycle Management, Revenue Projections, Revenue Optimization, Data Science, Financial Data Analytics, Customer Segmentation, Key Performance Indicators (KPIs), Internal Audits, Internal Control, Dashboard Design, Revenue Leakage, Financials, Reports, Virtual CFO, Optimization, Cash Flow Management, Cash Management, IT, Integration, Post-merger Integrations, Virtual Coaching, Financial Consolidation, Internal Financial Reporting, Pricing Plans, Human Resources, Healthcare IT, Manufacturing, Medical Devices, Project Evaluation, Financial Transformation, Management, UK GAAP, Target Operating Models, Cost Reduction & Optimization (Cost-down), Reorganization, Vendor Selection, Vendors & Suppliers, Fraud Investigation, Profit & Loss (P&L)
Finance Business Partner
2004 - 2006
MSD
- Oversaw the ANZ market consolidations, reporting, and long-range plans.
- Enabled analysis and scenario modeling that helped the business focus on key market segments to increase market share.
- Set up and managed the joint venture between Merck & Co. and Schering-Plough, including the co-marketing and sales agreements, while serving as the controller.
- Enabled the out-licensing of Zocor sales in the ANZ market to a generics manufacturer. This was secured in advance of the expiration of Zocor patents, enabling a lock-in of revenues for 10+ years versus cannibalization by generics.
- Modeled the impact of litigation outcomes on a product for the ANZ market and provided the company with options for the best path forward. The modeling helped the company choose an option that minimized the outlays.
Focus areas: Accounting, Controller, Business Cases, Business Partnerships, Reporting, Long-term Planning, Long-range Plans, Planning, Annual Budgets, Business Intelligence Development, Fractional CFOs, Financial Reporting, Market Sizing, Total Addressable Market (TAM), Key Performance Metrics, Performance Management, Workforce Management (WFM), Workforce Analytics, Finance, Budget Modeling, Financial Reporting Dashboards, Monthly Close Process, Market Research & Analysis, Growth Strategy, Growth Analysis, Gross Profit Margin Growth, Growth Strategy, Revenue Management, Revenue Recognition, Revenue & Pricing Support, Revenue Strategy, Monthly Recurring Revenue (MRR), Revenue Cycle Management, Revenue Projections, Revenue Optimization, Data Science, Financial Data Analytics, Customer Segmentation, Key Performance Indicators (KPIs), Internal Audits, Internal Control, Dashboard Design, Revenue Leakage, Financials, Reports, Virtual CFO, Optimization, Cash Flow Management, Cash Management, IT, Integration, Post-merger Integrations, Virtual Coaching, Financial Consolidation, Internal Financial Reporting, Pricing Plans, Manufacturing, Healthcare App Design, Project Evaluation, Management, UK GAAP, Target Operating Models, Cost Reduction & Optimization (Cost-down), Reorganization, Vendor Selection, Vendors & Suppliers, Fraud Investigation, Profit & Loss (P&L)
Management Consultant | Finance Business Partner | Senior Analyst | Accountant
1996 - 2004
Multiple Organizations
- Managed financials for SMEs and MNC subsidiaries, conducted audits, and provided business advisory (Stapleton Partners).
- Managed property portfolios for HNW clients and taxation of various businesses including state, corporate, and employment taxes (Grant Thornton).
- Managed the financials, reporting, and analytics of non-government deals across the ANZ market. Built and analyzed business cases and financial models for new bids and tenders. Helped collect $2 million in AR overdue 720+ days (EDS, which is now HP).
- Served as an internal management consultant to help RailCorp (NSW Government) assess, model, and restructure its cleaning services division across the entire network. Built a new ticket pricing model that would enable the reduction of regular fares.
- Managed the APAC region as the controller for all bids and tenders. All deals were with airport authorities and airlines, and we had a 90%+ success rate. Post win, served as the controller through the implementation and handover to finance (SITA).
Focus areas: Accounting, Activity-based Costing, Audits, Reporting, Long-term Planning, Planning, Budgeting Consulting, Annual Budgets, Taxation, Business Partnerships, Long-range Plans, Business Intelligence Development, Government Contracting, Fractional CFOs, Financial Reporting, Market Sizing, Total Addressable Market (TAM), Key Performance Metrics, Performance Management, Workforce Management (WFM), Workforce Analytics, Finance, Design Consulting, Budget Modeling, Financial Reporting Dashboards, Monthly Close Process, Market Research & Analysis, Growth Strategy, Growth Analysis, Gross Profit Margin Growth, Startup Growth Strategy Development, Growth Strategy, Revenue Management, Revenue Recognition, Revenue & Pricing Support, Revenue Strategy, Monthly Recurring Revenue (MRR), Revenue Cycle Management, Revenue Projections, Revenue Optimization, Data Science, Financial Data Analytics, Small & Medium-sized Enterprises (SME), Customer Segmentation, Key Performance Indicators (KPIs), Internal Audits, Internal Control, Dashboard Design, Revenue Leakage, Financials, Reports, Virtual CFO, Optimization, Cash Flow Management, Cash Management, IT, Integration, Post-merger Integrations, Virtual Coaching, Financial Consolidation, Internal Financial Reporting, Human Resources, Manufacturing, Healthcare App Design, Project Evaluation, Financial Transformation, Management, Target Operating Models, Cost Reduction & Optimization (Cost-down), Reorganization, Vendor Selection, Vendors & Suppliers, Fraud Investigation, Profit & Loss (P&L)