Ortho Clinical Diagnostics
Aug 2016 – Present
Senior Financial Analyst, Operations Strategy and Consolidations
Ortho is a medical device and clinical lab test manufacturer where I worked in Operations Finance. I managed the monthly close reporting process and consolidated results for the Finance Leadership Team (FLT). I was recognized for developing a robust yet flexible model for the 5-year strategic plan.
Quest Diagnostics Inc
Nov 2013-Aug 2016
Senior Financial Analyst, Health Plan Pricing
While on the pricing team, I prepared financial models to evaluate pricing decisions in negotiations with large health plans ranging in value from $5M– $30M+. I worked with the sales execs to develop a pricing approach to optimize revenue and then presented the results of the analysis to senior management.
Senior Auditor, Internal Audit
Supervised a four-person team performing operational audits. I developed the audit plans based on risk assesments, assigned the roles to team members, and then managed the audit to completion.
Defense Contract Audit Agency
Aug 2010-Nov 2013
Led and supervised operational audits for compliance with Federal Acquisition Regulations (FAR), Cost Accounting Standards (CAS), and the Truth In Negotiations Act (TINA). I developed the audit plan, assigned sections to a team of four auditors, and then reviewed work to ensure testing was complete and documentation of high quality.
Education & Certifications
Jun 2014-Jan 2016
Masters in Professional Accountancy
The eduction was mainly in the application of accouting theory to operate at a high level of professionalism but I also learned about audit analytics. Here I was introduced to R and how cutting edge machine learning was being applied in the field.
University of Wisconsin- Whitewater
Sept 2008-Aug 2010
Bachelor in Business Administration (Accounting)
Graduated Summa Cum Laude after 4 years of developing technical expertise in accounting. My interest in business systems led me to build an accounting system in Acccess. I also focused on cost accounting to prepare for the CMA exams.
Certified Public Accountant (CPA)
State of New Jersey
Certified Management Accountant (CMA)
Institute of Management Accountants (IMA)
US Marine Corps
Jun 2002-Jul 2011
Infantry Squad Leader
Led 12-man squad in combat operations. Developed junior Marines by instructing in the technical aspects of infantry field, including navigation, communication equipment, and first aid to prepare for deployments and assume future leadership roles.