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Associate Manager, Operations Finance
Operations finance leader at Thermo Fisher Scientific who improved KPI results by 10% across fixed-price clinical trial portfolios.
United StatesAssociate Manager, Operations Finance at Thermo Fisher Scientific
Led and developed a team of up to 6 financial analysts, steered financial planning across portfolios exceeding $1B+ in contract value, and partnered with stakeholders to mitigate risks and improve operational performance.
Financial PlanningTeam LeadershipRisk MitigationExcelPower BIASC 605 606Contract ManagementKPI Analysis
Performed independent reviews of community bank loan portfolios, conducted liquidity and cash flow analysis, and presented results to boards of directors.
Portfolio ReviewLiquidity AssessmentCash Flow AnalysisBoard Presentations
Co-developed a PowerBI-based central reporting system and partnered with finance and operations to identify and mitigate financial exposure, improve trial margins, and address out-of-scope work.
Power BIFinancial AnalysisReportingStakeholder ManagementForecastingTrend Analysis
Mentored colleagues to share procedural knowledge and co-developed new tools for organization deployment.
MentorshipTool DevelopmentProcess Improvement
Analyzed financial KPIs for clinical trials to enable positive cash flow, coordinated with stakeholders on budget targets, and prepared client-facing monthly financial summaries.
Financial AnalysisKPI AnalysisBudgetingStakeholder CoordinationClient Reporting
Led the commercial loan operations team, managed loan servicing and reconciliations, oversaw syndicated loan operations, and optimized operational efficiency by auditing and updating policies.
Commercial LendingLoan ServicingGeneral Ledger ReconciliationSyndication LoansProcess ImprovementTeam Leadership
Supported loan servicing, payoff documentation, regulatory coding, and daily transaction processing, and reconciled system reports to identify discrepancies.
Loan ServicingPayoff ProcessingRegulatory ComplianceTransaction ProcessingReconciliations
Originated consumer loans, including auto and home equity, by evaluating borrower cash flow and debt-to-income ratios, and maintained compliance with BSA/KYC requirements.
Consumer LendingLoan OriginationCash Flow AnalysisDebt To Income AnalysisKYC AML Compliance
Bachelor of Science in Business Administration and Law from Western Carolina University, completed in December 2020.
Bachelor of Science in Business Administration and Law from Western Carolina University, completed in December 2020.