Expert Details
Pricing Models for Home Medical Equipment and Aerospace Products in the U.S.
ID: 728943
California, USA
• Financial analysis and reports for executive decision makers.
• Competitive analysis, benchmarking, cost and pricing analysis and industry analysis.
• Supervised marmalade food processing and business improvement.
• Developed strategic planning.
• Implemented systems of food; tomatoes, fried beans, pop corn, strawberry, orange, blueberry preserve quality control and assurance.
• Plant manger in the food processing industry.
• Extensive bilingual consulting, highly technical speaking and understand Spanish.
Served as Project Consultant Director with various international companies to improve business structure and profitability, including consolidated profit and loss and Income statements by division, country, product line and distribution channel.
Presented reports and variance analysis directly to the CFO's and Board of Directors in U.S.A., Great Britain, France, and Japan. Developed business process improvements and modeling to help corporations to minimize cost in manufacturing of in-flight entertainment, Broadband, homecare equipment beds, wheelchair and oxygen equipment. Trained and supervised executive business team for Aetna, CIGNA and United Healthcare.
Designed and implemented models for healthcare business standardization, process and controls to secure up to $90 million in contracts.
Designed and implemented a pricing methodology of homecare equipment (beds, wheelchair, oxygen equipment, CPAP mask, humidifier, Nebulizer) resulting in substantial annual revenue increases.
Served as leader in operational modeling to help businesses identify and resolve ineffective operations and people practices for waste management, cash flow model creation and analysis, thus reducing costs and increasing profits.Directed frozen food, macaroni and cheese formulation and refinement of new frozen dinner microwavable products.
Technical development support for food projects involving all new product formulation, pilot plant production, valuation raw materials of corn, peas, spinach, carrots, potatoes, sensory and shelf life food quality control and assurance.
Professional Summary:
• Over 10+ years of Sr. Financial Analyst/ Project Finance Manager. R&D Chemist for Food Industry 5 years.
• Designed and implemented complex Model to report profitability for all Project requests and analysis as a result secured up to $90 M contracts. ($5 Billion corporation)
• Developed projects financial business plan, proposals, elimination analysis up to $3 Billion in revenue by Division, Country, Region and Product Line report to VP’s and executive management.
• Assists Program Manager(s) in partnering with senior management to identify and prioritize Project opportunities efforts on business needs for elimination and consolidation of Geneva branch to the Paris location.
• Created SOX compliant manufacturing 200 projects revenue and expense comparison Model that ranks customer profitability variance analysis and performance. Experience working for Fortune 100 companies.
• Proficient in Microsoft Office Suite, Excel Modeling, Oracle, SAP, Hyperion, COGNOS, Implemented Microsoft FRx and knowledge ERP systems and complete understanding of Quick Books.
• Trilingual in English, Spanish and French
• US Citizen
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1994 | Degree: MBA | Subject: International Business | Institution: Chapman University |
| Year: 1991 | Degree: MS | Subject: International Business | Institution: Webster Uiversity |
| Year: 1986 | Degree: BS | Subject: Biochemistry | Institution: LaSalle University |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2010 to Present | Employer: Undisclosed | Title: Expert Witness | Department: |
Responsibilities:Expert Biochemist witness. Extensive work in Organic Chemistry witness preparation and expert analysis and witness. |
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| Years | Employer | Title | Department |
| Years: 2019 to Present | Employer: Undisclosed | Title: Finance Project Manager | Department: |
Responsibilities:• Assists Program Manager(s) in partnering with senior management to identify and prioritize project opportunities efforts on business needs for elimination and consolidation• Analyzed cross-functional business units and direct reporting to VP’s and senior management. - Responsible for assembling project plans and teamwork assignments, development, customization, configuration, testing, and implementation of Business elimination from scratch - Excel Modeling. • Developed project analysis and procedures that ensured effectiveness of internal financial controls; P&L and Business process improvements, forecasting creation by monthly, quarterly and annually. • Build relationships and collaborate cross-functionally to lead project delivery teams towards successful project outcomes; document decisions and action items for Projects elimination. |
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| Years | Employer | Title | Department |
| Years: 2018 to Present | Employer: Undisclosed | Title: Financial Project Manager | Department: |
Responsibilities:• Developed an excel model to compare GM across all divisions. Achieve 1st place award among 80 factories at KHC globally in 2018.Responsible for overall coordination, status reporting and stability of project-oriented work efforts.• Establishes and implements project management processes and methodologies to ensure projects are delivered on time, within budget, adhere to high quality standards and meet customer expectations. • Program Manager(s) in partnering with senior management to identify and prioritize project opportunities efforts on business needs for elimination and consolidation. • Maintained, assigned the intercompany Projects activities P&L, Deck performance, KPI by Department and Products for a $65 Billion corporation. Manages more than 55 cross-functional projects of medium to high complexity. Project and budget forecast, monthly, quarterly and year-end forecast. • Created Excel modeling for analysis internal projects; compared with forecast, and departmental budget by product, by division. Created, maintained and compared actuals vs Budget vs forecast weekly. |
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| Years | Employer | Title | Department |
| Years: 2016 to 2018 | Employer: MX International | Title: Sr. Financial Analyst/ Project Manager | Department: |
Responsibilities:• Analyzed cross-functional business units and direct reporting to VP’s and senior management. - Responsible for assembling project plans and teamwork assignments, development, customization, configuration, testing, and implementation of Business elimination from scratch - Excel Modeling.• Developed and implemented intercompany transactions, consolidations, infrastructure maintenance of national company projects and supervised completion of Global Sales, main office Montreal Canada. • Manage project deliverables and milestones within approved timelines and budget; Created SOX compliant manufacturing project revenue and COGS comparison P&L with excel model that ranks customer profitability and variance analysis; performance especially used for Business Elimination/consolidation. • Lead FP&A functions; worked closely with VP operations, Engineering, Marketing and Sales to improving Projects accuracy and reviewed all cash management reconciliation and financial statements. Update quarterly dashboards for Board of Directors presentations. |
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| Years | Employer | Title | Department |
| Years: 2008 to 2015 | Employer: British Telecom / B&V | Title: Sr. Financial Analyst /PM Consultant | Department: |
Responsibilities:• Designed and implemented a methodology for Project Accounting, operations and revenue, used in business elimination for the Hosting Network around the globe $3 Billion corporation. Headquarter in London, England.• Developed project analysis and procedures that ensured effectiveness of internal financial controls; P&L and Business process improvements, forecasting creation by monthly, quarterly and annually. • Consolidate monthly reporting to VP of Sales to determine 18 excel tools for improvement in quota and revenue; KPI’s for Inventory and manufacturing analysis creating Excel modeling. • Manage and coordinate day-to-day operational and tactical aspects of approved projects. May lead cross-functional linked teams to address business elimination of Geneva office to move to the Paris location. • Build relationships and collaborate cross-functionally to lead project delivery teams towards successful project outcomes; document decisions and action items for Projects elimination. • Worked on Modeling to evaluate 200 Projects; reporting package development; extracted and manage costing determination, overhead rate setting which included income statement, inventory, and manufacturing cost analysis monthly, quarterly and annual with savings of $10M • Developed excel automated commissions model, pricing rate and cost rate setting analysis projections for Marketing and Operations. |
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| Years | Employer | Title | Department |
| Years: 2006 to 2008 | Employer: Apria Healthcare | Title: Sr. Pricing Marketing Sales Analyst | Department: |
Responsibilities:• Developed and implemented an Excel Model to support up to 100 products contract and RFQ requests to Gross Margin determination of national contracts Homecare/Pharmacy.• Developed product costing and rate analysis and setting for (Aetna, United, and Kaiser).Prepared all proposals requests for quotations (RFQ) operational cost and revenue report to sales in timely basis; contract approval with analysis and rate setting up to $90M contracts. • Developed and implemented intercompany transactions, consolidations, infrastructure maintenance of national and regional contract services and supervised completion of Sales • Created variance report comparing departmental forecasted; reported to management factors affecting pricing and profitability within corporate controls and guidelines. |
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| Years | Employer | Title | Department |
| Years: 2004 to 2005 | Employer: Panasonic Avionics | Title: Sr. Financial Analyst III | Department: |
Responsibilities:• · Created SOX compliant manufacturing project revenue and COGS comparison excel model that ranks customer profitability variance analysis and performance, participate during the company’s audit and work closely with PWC audit firm.• · Established labor rate analysis by department, determined international transactions, consolidations and eliminations for $65 million. Reviewed all cash flows and financial statements • · Maintained and worked with technical and engineering staff for plant’s budgeting, cost reduction, inventory analysis report $35M Budget. • · Analyzed cross functional business units with report to VP’s and senior management of R&D and Software and Hardware, labor, process improvements of department. Expense reduction for budget and forecasts year to year analysis presented to top management. • · Directed project management, cost and ad hoc report requests and analysis, cost savings and process improvements for all applications; provided product support and charging royalties and pricing with key vendor (iXplor, Games, SMA email, etc.) and SOX compliance with savings of $500K. • · Conducted reports for annual audit and prepared monthly closing, journal entries, and accruals of $120 million sales. • Analyzed and resolved gaps between business requirements and feasibility constraints and recommended alternative solutions and reconciled business financial results for loan losses of $12 billion. |
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| Years | Employer | Title | Department |
| Years: 2001 to 2003 | Employer: Thales/Raytheon | Title: Sr. Financial/Accounting | Department: |
Responsibilities:• Directed project management for accounting data applications, and recommended with accuracy of financial statements $30 billion Corporation.• Conducted reports for annual audit and prepared monthly closing of $120 million sales. • Reconciled $1.5 million in cash sales for international divisions in Portugal, Israel, Belgium, Switzerland, and Taiwan. • Developed IT labor hourly rate analysis of $65 million monthly salary, fixed assets and labor capitalization reports. • Created and formatted forecast cash flow of $135 million. • Created variance report comparing departmental forecaster IT budgets for 185 western divisions of $30 Billion Corporation. |
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Government Experience
| Years | Agency | Role | Description |
|---|---|---|---|
| Years: 2000 to 2001 | Agency: Undisclosed | Role: Finance | Description: Conducted reports for annual audit and prepared monthly closing of $120 million sales.Reconciled $1.5 million in cash sales for international divisions in Portugal, Israel, Belgium, Switzerland, and Taiwan. Included balance sheet and income statement for the Finance Headquarters. |
| Years: 1991 to 1993 | Agency: Undisclosed | Role: Financial Analyst | Description: Served as leader in operational modeling to help businesses identify and resolve ineffective operations and people practices for waste management, cash flow model creation and analysis, thus reducing costs and increasing profits.Conducted and directed cost accounting, depreciation and audit schedules; supervision of checks delivery and cash disbursement, funds transfers and expenses. |
International Experience
| Years | Country / Region | Summary |
|---|---|---|
| Years: 1986 to 1987 | Country / Region: Mexico | Summary: Plant inspector for an international company in Mexico City. PPG Industries. |
| Years: 1991 to 1991 | Country / Region: Geneva Switzerland | Summary: Lived and attended MBA courses in Geneva, Switzerland. |
Career Accomplishments
| Associations / Societies |
|---|
| American Chemical Society |
| Licenses / Certifications |
|---|
| MBA, CFA |
| Professional Appointments |
|---|
| Sr. Business Project Director and Biochemist Expert Witness |
| Medical / Professional |
|---|
| Government Internship |
Additional Experience
| Expert Witness Experience |
|---|
| Work as an expert witness Biochemistry case for Smith, Chapman and Campbell. Complex organic Chemistry case for a Swiss company. |
| Training / Seminars |
|---|
| MBA in International Business. |
| Vendor Selection |
|---|
| Financial analysis and reports for executive decision makers. Competitive analysis, benchmarking, cost and pricing analysis and industry analysis. Supervised marmalade food processing and business improvement. Developed strategic planning. |
| Marketing Experience |
|---|
| Served as Project Finance Director with various International Companies, and aimed toward improving business structure with creation of sophisticated business modeling and automation. Strong problem solver and analytical skills of fees, fixed income, operating expenses and profitability including consolidated P&L and Income Statements by Country, Division, Product Line, and Distribution Channel. A talent for balancing long-range planning, actual performance, and forecast with attention to detail. Interact with all levels of management Consolidated and presented financial reports and variance analysis directly to the CFO’s, and board of Directors in USA, Great Britain, France, and Japan. |
Language Skills
| Language | Proficiency |
|---|---|
| Spanish | First Language. High understanding of Spanish language. |
| French | Basic French |
Fields of Expertise
business management, business operations, control process, corporate finance, corporate restructuring, design process, finance, financial modeling, health care, international finance, medical device reporting, project cost engineering, project cost estimation, project cost management, project finance, government finance, chemical plant operation, communication