Project Clients & Past Employers

• Applied Materials ($8.45B Semi-conductor Manufacturer, designs, manufactures, and sells semiconductor fabrication equipment worldwide. It operates in four segments: Silicon, Fab Solutions, Display, and Adjacent Technologies.
• McKesson Corporation ($103.88B Healthcare industry, provides supply, information, and care management products and services for the healthcare industry. It operates in two segments, Distribution Solutions and Technology Solutions.)
• Genentech Inc ($12.18B Bio-tech Manufacturer, engages in the discovery, development, manufacture, and commercialization of pharmaceutical products in the United States.)
• CV Therapeutics ($116M Pharmaceutical, engages in the discovery, development, and commercialization of small molecule drugs for the treatment of cardiovascular diseases.)
• SuccessFactors Inc. ($85.13M Business software and services, provides on-demand performance and talent management software that enable organizations to optimize the performance of their people.)

Functional Finance & Accounting Experience

Financial Reporting & General Accounting
• Balance Sheet reconciliation and maintenance for Clinical operations and Clinical Materials at a large Bio-tech company
• Monitored headcount growth rates via weekly headcount metering report to the CFO
• Supported month end close activities for R&D finance group & monthly variance analysis
• Managed the clinical trial accruals & payments for drug Molecules insuring the accuracy of Vendor contracts and patient enrollment information for Bio-Oncology & Bio-therapeutic areas
• Managed Clinical material process for Bio-Oncology & Bio-therapeutic areas within R&D.
• Produced financial summaries for all Investment Opportunities, outlining the project's benefit and risks for the corporation
• Managed a $30 Million dollar Capital portfolio and lowered quarterly operations and facilities charges by 10% at a large semi-conductor company
• Responsible for timely submission of quarterly reporting of the results of a product division to the corporate office
• Assisted with internal and external audit, including footnote disclosures, and providing documentation to support results, for international subsidiaries as well as local entities across all expense accounts.
• Prepared and reviewed quarterly and fiscal year-end internal management power point presentations on behalf of the VP of Finance for the Board of Directors and senior management of a small software company
• Created pitch-book for executive presentation of Clinical Sales Organization (CSO) Project outlining the $10M project for Senior VP meeting at a medium sized Pharma company.

Financial Planning & Analysis
• Prepared and presented the annual operating plan and quarterly forecasts in accordance with Company objectives for a variety of companies including a small software company, and a large bio-tech company. Reviewed results, analyzed and explained major variances and made recommendations for corrective actions, as needed.
• Managed $52M dollar R&D budget for a large semi-conductor division, evaluated cost structure, assessed areas for improvement.
• Implemented 25% cost reduction in variable R&D costs at a large semi-conductor manufacturer
• Managed a $100M capital budget at a large Healthcare company.
• Performed financial and business analyses, including, but not limited to, return on investment (ROI), break-even analysis, and pay-back period.
• Analyzed buy-side and sell-side company financial models, conducted competitive intelligence, profitability metrics, among largest competitors.

Financial Modeling
• Vast experience building, improving and refining budget and forecast models for various types of businesses.
• Analyzed all internal Capital investment opportunities through DCF financial modeling at a large Healthcare company, calculated (ROI), analyzed five year cash flows, and (IRR) among investment alternatives
• Created Financial P&L models for break-even analysis & pay-back calculation at a medium sized Pharma Company
• Developed sales force metrics for executive dashboard, analyzed revenue and contribution margins per rep
• Analyzed marketing data out of Salesforce.com and created marketing metrics to measure sales reps performance

M&A Analysis and Post Acquisition Finance /Accounting Integration
• Comparable and precedent transaction due diligence for a M&A activity/deal execution
• Discounted Cash flow analysis of each company prior to merger
• Analysis of synergies and sensitivity analysis outlining probable scenarios
• Post-merger consolidation of balance sheet & income statement for current fiscal year

Systems Expertise: Selected Detail

Excel
• Expert Level User including, pivot tables, macro creation, graphing presentations (charts, trend lines, multiple charts, formula building (IF, And/Or, V-Lookup, H-Lookup, arrays, etc.), shared data (linking and embedding), dynamic searching (ISerror, Match, Index, V/H lookup combo)

PowerPoint
• Advanced Level User including, creating slide masters, working with templates and layouts, inserting objects (pictures, symbols, charts, sound), creating graphs and organization charts, working with embedded and/or linked objects, slide transition and animation, timing, as well as creating and running slide shows.

Hyperion
• Business Intelligence 9.2 end-user, Hyperion Essbase advanced level user, Hyperion Planning, Hyperion Workforce Planning (headcount).
• Assisted with Full Hyperion Implementation and testing

SAP
• Proficient in latest SAP accounting modules and reporting

Cognos
• Cognos 8 planning business forecasting - medium end user

Salesforce
• Proficient with On-demand software, creating reports and compiling data.

Other
• Proficient with Argus (real estate analysis software), and Lawson GL

Education & Credentials

• University of Notre Dame, Mendoza School of Business, MBA
• Santa Clara University, Leavey School of Business, BSC, Finance

Languages

• Fluent in Spanish