Work History

Work History
2013 - Present

Senior Director, Accounting - Core Businesses

McKesson Medical Surgical

Transitioned to assist with restructuring of controllership function following major acquisition. Lead team of 30 and support two business segments with $5.5B in revenues. Manage monthly and annual closes, create financial plans, forecasts, and reports, conduct analysis, provide financial advice on all company initiatives, and collaborate across the organization.

  • Played key role in design of new controllership function. Assumed interim responsibility for shared services team of 50+. Achieved stretch goal of reassigning 1,000+ tasks within a 6-month timeframe.
  • Identified costly inventory management issues at multiple distribution centers. Implemented new reporting process and now leading investigation into root causes.
  • Contributed to $10M in additional profit by integrating the accounting policies of the two distinct companies post-merger.
  • Currently serving as accounting lead for several aspects of merger integration including distribution center optimization, financial systems initiatives and supplier management process/system redesign.
2012 - 2013


McKesson Pharmacy Systems & Automation

Initially assigned to lead technical accounting, billing, sales order entry, and accounting/SOX, then promoted to support larger, newly consolidated business unit, leading a team of 20 through 6 direct reports.

  • Successfully integrated accounting operations for two additional businesses into McKesson Pharmacy Systems; cut labor costs and improved efficiency by streamlining general ledger.
  • Implemented consolidated sales order entry structure, aligning new businesses with existing processes and leading change management process that gained buy-in from all stakeholders.
2012 - 2013

Assistant Controller / Interim Medical Surgical Controller

McKesson Medical Surgical

Promoted to lead team of 35 (with interim responsibility for a second group of 30) and manage accounting, financial reporting, audits and finance-related IT for the company’s medical surgical business. Faced multiple challenges including poor employee morale, major IT upgrade, and organizational restructuring.

  • Managed upgrade of GL system to JDE 9.1, delivering on time and with zero negative business impact.
  • Revitalized under-performing, demoralized team by improving employee engagement.
  • Managed successfully through major post-merger reorganization while also serving as interim controller for the business unit. Closed the year accurately and on time despite these challenges.
  • Overhauled account reconciliation process, driving 80%+ productivity gain.
  • Led forecasting project to identify $5M in additional operating profit; implemented new guidance, direction and controls and over-achieved the target, with eventual savings of $7M.
  • Selected to participate in prestigious Women in Leadership program as a result of success.
2008 - 2010

Manager Revenue Operations (2009-2010), Manager Billing & Technical Accounting (2008-2009) & Technical Accountant (2008)

McKesson Pharmacy Systems & Automation

Hired as sole contributor to implement complex software revenue recognition rules, then earned two promotions to lead technical accounting, billing and sales order entry operations. Worked cross-functionally to review contract terms and realign workflows and accountabilities following merger.

  • Transformed under-performing sales operations team, cutting contract-processing time from 90+ days to 7 days in just one year by setting and measuring goals and performance metrics.
  • Improved service within the billing department by restructuring the team; added mew manager, instilled a sense of ownership among the team, and established/tracked clear objectives.
  • Boosted revenue from key product 54% in one year by improving contract management process to accurately track deliverables and bill clients accordingly.
  • Improved cash flow and DSO by enhancing the invoicing process in line with customer feedback.
  • Played a key role in the correct implementation of revenue recognition rules within the business by researching the issue, compiling data, and educating finance and sales teams on the implications.
2001 - 2008

Finance Manager & Interim Director, Risk Finance

Trinity Health

Recruited following merger between two health systems. Served as key finance contact for the Insurance and Risk Management Services Department, including financial reporting, GAAP financial statements, budgeting, actuarial reporting and analysis, and financial analysis. Held interim role as the Director of Risk Finance.

  • Replaced complicated premium allocation methodology; created transparent, easy-to-understand calculation model that pleased clients and saved money on actuarial services.
  • Helped to add millions of dollars to the bottom line by analyzing loss categories and identifying opportunities to reduce those losses.
  • Reduced department expenditure 7% while improving the service provided by adding new staff; achieved this by renegotiating contracts with consultants and external providers.
2000 - 2001

Sr. Accountant - Internal Audit

Lear Corporation

Audit assessments of inventory management processes

Review and reconciliation of significant freight vendor billings

1997 - 2000

Senior Auditor

PricewaterhouseCoopers LLC

Audit clients included healthcare organizations, insurance companies, educational institutions, automotive and financial institutions

Coordinated multiple business offerings, audit team and budget throughout time with PricewaterhouseCoopers



Bachelor of Science, Accounting

Miami University, Oxford, OH

Minor in Management Information Systems


2002 - Present

Certified Public Accountant