Executive Track Record

Selected results from prior leadership roles

Measurable results from executive finance leadership, relevant to biotech and growth-stage life sciences companies building stronger board stewardship, FP&A capability, and operating discipline.

Leadership Experience Includes

Finance discipline, board readiness, and reporting modernization

Situation

The organization needed stronger financial discipline, a clearer board-level outlook, and faster reporting cycles.

Actions

Strengthened FP&A and forecasting cadence
Built performance dashboards, accelerated reporting through BI enablement
Strengthened board materials and SEC reporting readiness

Value delivered

Clear performance narrative, fewer surprises, decision-grade visibility

Results

~600%

Market cap growth

over seven years

20%+

Reporting cycle time reduced

8 headcount

Team built

Finance and Procurement

Enterprise long-range plan and board-level decision support at scale

Situation

The organization required long-range planning and investment decision support at enterprise scale.

Actions

Led long-term financial planning, coordinated cross-functional inputs
Prepared board-level presentations to support strategic investments

Value delivered

Strategic clarity, prioritization discipline, credible downside and upside framing

Results

$17B

Business scope

net sales

$6B

Profit

approximate

Regional operating control, restructuring, and budget ownership across complex markets

Situation

Bristol Myers Squibb needed resource optimization across a broad region with 30+ markets.

Actions

Oversaw planning, drove cost savings, led cross-functional restructuring efforts
Tightened resource allocation, built decision support for leadership

Value delivered

Operating control across 30+ markets, disciplined cost management, and sharper resource allocation

Results

$6B

Business scope

planning oversight

$3B

Pretax profit

$100M

Expense budget

managed

30+

Markets covered

FP&A leadership

Forecast accuracy and portfolio support within P&L ownership

Situation

Bristol Myers Squibb required high forecast accuracy and disciplined portfolio decision support within a P&L leadership role.

Actions

Led rolling forecast cadence, strengthened KPI alignment, improved variance narratives
Supported leadership decisions around portfolio optimization

Value delivered

Forecast credibility, stronger accountability, accelerated execution

Results

99%

Forecast accuracy

$47M

Operating expenses

P&L responsibility

What to Expect

What working together looks like

Board-ready reporting

Deliver clear narrative and decision-grade reporting.

Stronger liquidity visibility

Strengthen cash visibility and forecast discipline.

Faster cycles and clearer KPIs

Shorten reporting cycles and sharpen accountability.

Controls-minded execution

Operate with rigor built for regulated life sciences.

Ready to achieve similar outcomes?

Let's discuss how proven financial leadership can drive measurable results for your organization.

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Executive references available upon request.