PROFESSIONAL SUMMARY
Strategic, results-driven Corporate Finance Executive with over 20 years of high-impact experience at Fortune 500 market leaders, including Medtronic, Ford Motor Company, Johnson & Johnson, and Evolus. Proven track record leading high-performing teams for 15+ years and serving as a trusted financial advisor to C-suite executives and SVPs of US Sales. Expert in global FP&A, Integrated Business Planning (IBP), capital allocation, and sales incentive compensation designs. Financial data storyteller with a passion for translating complex operational data into actionable strategic frameworks that maximize revenue mix, optimize gross margins, and accelerate corporate growth.
CREDENTIALS & CERTIFICATIONS
Certified Management Accountant (CMA) | License #1137625 (2007 – Present)
Juris Doctor (JD) | Bar #29931 (Honors, Partial Scholarship)
CORE COMPETENCIES
Commercial Financial Leadership
Strategic Advisory & C-Suite Partnership
Global FP&A, AOP & STRAT Cycles
Integrated Business Planning (IBP)
Pricing Strategy & Revenue Optimization
Sales Incentive Plans & Resource ROI
Mergers & Acquisitions (M&A) & Integration
GAAP, IAS, SEC, & SOX Compliance
NetSuite, SAP, & Snowflake Implementations
Team Leadership & Talent Development
PROFESSIONAL EXPERIENCE
Evolus
Vice President of Finance, FP&A, Feb 2026 – May 2026
(Position eliminated due to corporate restructuring)
Direct financial strategy and global FP&A for a $400M global performance beauty company spanning 11 countries and 400 employees during a period of 13% YoY revenue growth. Partner directly with the CEO, CFO, SVP of US Sales, and VP of Marketing to drive corporate strategy, organic expansion, capital allocation, and M&A activity. Lead a global FP&A team of 5 direct reports, managing the consolidation of the annual operating plan (AOP) and long-range strategic forecasts.
Financial Advisory & Sales Partnership: Partnered directly with the CEO, CFO, and SVP of US Sales to execute key business objectives; translated complex commercial metrics into clear, actionable executive narratives to steer corporate investment strategy.
Commercial Performance & Insights: Spearheaded the development of commercial performance dashboards and weekly field rep KPIs, driving a 4% improvement in sales quota attainment and providing real-time visibility into competitive dynamics.
Sales Compensation & Resource Optimization: Mitigated talent churn and managed financial risk by evaluating proposed sales incentive compensation changes; quantified the impact of off-quarter quotas to successfully halt unfavorable implementations.
Market Development & Pricing Strategy: Executed global product pricing and market development frameworks; identified and validated a high-value pipeline opportunity modeling $4M to $11M in incremental annual revenue.
Integrated Business Planning (IBP): Formulated demand signals and commercial strategy that successfully captured $0.8M in conversion and trial-volume revenue using targeted market share growth plays.
Commercial Profitability & Cost Optimization: Managed comprehensive P&L, balance sheet, and cash flow forecasting; negotiated a 3% fixed cost reduction on packaging/shipping logistics with UPS and successfully structured inorganic product licensing and royalty terms.
Process Improvement & Automation: Driven financial governance and automation by implementing NetSuite GAAP financial statements and designing a centralized NetSuite Planning & Budgeting framework to scale analytics capabilities.
Investor Relations Support: Authored critical financial narratives for quarterly and annual external investor relations reporting, highlighting key business segment revenues, profit margins, and performance trends.
Risk & Deal Governance: Governed the full gross-to-net waterfall (trade spend, rebates, and subscriber models), established approval workflows for high-value national accounts, and audited commercial terms to plug revenue leakage across the sales cycle.
Business Development: Led due diligence and financial integration workflows for potential acquisitions and active corporate fundraising rounds.
Medtronic
Commercial Transformation Finance Director, 2024 – 2026
Served as the Corporate Finance Lead for an $8B revenue division, managing $350M in operating overhead and a footprint of 2,200 employees across a premier global healthcare technology enterprise.
Finance Function Engineering: Built global commercial operations and transformation finance teams from scratch; recruited and onboarded specialists across FP&A, Sales Finance, IT, T&E, Pricing, and Service/Repair to establish robust business-partnering infrastructure.
Value Creation & KPI Tracking: Calibrated performance vs. expectations by creating executive KPIs that tracked transformation initiatives against strict Targeted Revenue and Operating Profit
ad and a footprint of 2,200 employees across a premier global healthcare technology enterprise.
Finance Function Engineering: Built global commercial operations and transformation finance teams from scratch; recruited and onboarded specialists across FP&A, Sales Finance, IT, T&E, Pricing, and Service/Repair to establish robust business-partnering infrastructure.
Value Creation & KPI Tracking: Calibrated performance vs. expectations by creating executive KPIs that tracked transformation initiatives against strict Targeted Revenue, Operating Profit, and Free Cash Flow milestones.
Margin Standardization: Partnered with Pricing & Contracting to standardize global margin calculation methodologies across Finance, Pricing, and Accounting; directed critical alignments with Region SVPs, the Board of Directors, and Investor Relations.
Large-Scale Restructuring: Collaborated with the SVP and VP of HR on a global 2,300-employee corporate restructuring within an aggressive 3-month timeframe, utilizing strategic talent assessments and geographic arbitrage to remain within budget targets.
Financial Governance: Introduced regular Monthly Financial Reviews for all operational segments and automated executive KPI reporting to keep the leadership team apprised of deviations from key assumptions.
Opex & Spend Management: Identified and eliminated $10M in annual Training & Events spend by deploying a unified event-planning IT platform to optimize spend management without compromising execution quality.
Change Management: Managed global, enterprise-wide commercial transformation strategies across pricing, contracting, remote sales, and training; constructed clear from-to change frameworks to secure buy-in across diverse operating units.
Corporate Divestitures (MiniMed): Identified and eliminated $6M in stranded costs across Pricing and T&E during the MiniMed spin-off; negotiated Transition Service Agreements (TSAs) and modeled targeted reductions in force to stabilize post-divestiture structures.
Medtronic
Strategy and FP&A Finance Director – Neurovascular, June 2021 – June 2024
Directed financial management for a high-growth $1.2B annual revenue segment maintaining a 53% Operating Profit Margin. Led a team of 12 corporate finance professionals.
Strategic Planning & Accuracy: Owned the global long-range strategic plan and annual operating plan for revenue, margins, and cash flow. Offset $24M in material revenue headwinds by deploying a dedicated inventory and shipping optimization team, yielding $12M in cost savings on a $100M budget.
Budgetary Precision: Maintained absolute fiscal discipline to deliver FY24 accuracy of $0.04M vs. a $1.2B total revenue target, returning +$6M favorable on a $545M Operating Profit and a +$4M variance on $626M Free Cash Flow.
IBP & Market Modeling: Led a cross-functional leadership team to design a groundbreaking Market Share Model that won the Neuroscience Finance Standing Ovation Award and was scaled enterprise-wide into Medtronic’s Integrated Business Planning system to synchronize regional demand, global supply, and commercial forecasts.
Skills
- Budgeting
- Contracting
- Forecasting
- Manufacturing
- Mergers and Aquisitions
- Modeling
- Pricing
- Strategy
- Supply Chain
- Systems Integration
To contact this candidate email nola61506@gmail.com