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William Gileza

STRATEGIC FINANCE, IT & BUSINESS LEADERSHIP

Summary

Strategic & Financial Planning / Operations Analysis / Business Modeling / M&A Valuation & Diligence / Budgeting & Forecasting / Accounting & Reporting / Investor Relations

Designed and implemented the full range of corporate financial functions including strategic and operational planning in fast-paced, growth environments. Directed strategic planning, budgeting and forecasting, business operations analysis, pipeline selection and valuation, M&A valuation, accounting operations, performance tracking and reporting, corporate objectives programs, incentive compensation, plus IT and procurement functions.


Operations-oriented leader who inspires superior performance. Excellent communicator with strong team development skills. Quick thinker, resourceful problem solver. Enterprising, diplomatic manager able to handle rapid change. Highly professional public speaker, good negotiator. Personable, good natured, innovative.

SELECTED ACCOMPLISHMENTS

Developed the US finance team and IT infrastructure from ground up for Lupin Pharmaceuticals in support of revenue growth from $275M to $1.2B. Designed and implemented organizational plan to cover all aspects of financial operations, including strategic planning, M&A valuations, accounting, reporting, FP&A, treasury, risk-management, A/P, A/R, payroll and procurement. Led implementation of IT infrastructure, ERP and web-based solutions for accounting and finance, pricing and contract management, T&E processing and business analytics.
Led the Lupin US integration team for the $880 million acquisition of Gavis Pharmaceuticals. Chaired the Integration Management Office, leading the successful and seamless integration of Gavis’ commercial, manufacturing and R&D activities into Lupin’s business model.
Instrumental in raising more than $270M in capital financing for KV. Company had inadequate long-term forecasting/modeling tools to garner significant investment banking support. Developed and implemented integrated system which generated detailed projections for seven fiscal years including key supporting schedules and strategic key business drivers. Presented forecasts to investment banking due diligence teams.
Instrumental in acquisition of 6 products contributing $250M in annual revenues for KV. Developed, implemented and administered a system for the formal review, valuation, presentation and disposition of identified product and/or company acquisition targets, including spreadsheet-based modeling system for financial forecasting, valuation and presentation of acquisition opportunities to executive management, including pros and cons, risks and opportunities, price ranges, negotiation issues and probabilities for success.

Work experience

May 2009Present

Vice President, Finance

Lupin Pharmaceuticals, Inc.

Leading the US finance team for this $1.2 billion pharmaceutical company with brand, generic and R&D businesses, with overall responsibility for all strategic forecasting, accounting, financial reporting, FP&A, M&A valuation, treasury, risk management, IT, procurement, and R&D finance functions.

  • Designed and implemented organizational plan to cover all aspects of financial operations, IT and procurement; grew and mentored from team of 7 to 40 over 8 years as revenues grew from $275M to $1.2B.
  • Led implementation of IT infrastructure, ERP (SAP) and web-based solutions for accounting and finance, pricing and contract management (Model-N), T&E processing (Concur) and business analytics (Arcplan).
  • Implemented the annual 5-year strategic financial planning process for all divisions, including detailed assumptions in support of revenues, expenses, capital expenditures and staffing levels.
  • Oversee the monthly, quarterly and annual budgeting and re-forecasting processes.
  • Prepare valuation analyses for potential acquisitions of products and companies, including pro forma financials, NPV cash flows, recommended accounting treatments, marketing assumptions and strategies.
  • Developed and maintain pipeline valuation and prioritization metrics for US-based R&D.
  • Deliver monthly and quarterly business reviews for brand, generic and R&D divisions; meet with business leaders regularly to review business issues, plans and strategies.
  • Member of benefits, retirement, incentive compensation and compliance committees.
Jan 1998Dec 2008

VP / Director, Financial Planning & Analysis

KV Pharmaceutical Company

Led the corporate business planning and analysis function for this $650 million specialty pharmaceutical business with branded, generic and specialty raw material divisions, with overall responsibility for corporate forecasting, M&A valuation, long-range planning and annual corporate objective activities, reporting to the CEO.

  • Coordinated and prepared annual 7-year strategic financial planning process for all divisions, including detailed assumptions in support of revenues, expenses, capital expenditures and staffing levels.
  • Prepared all financial projections and recommend positioning for various external users, including lenders, investment bankers, shareholders, analysts, etc.
  • Led development of valuation analyses for potential acquisitions of products and companies, including pro forma financials, NPV cash flows, recommended accounting treatments, marketing assumptions and strategies.
  • Coordinated and drove the Company’s annual corporate objectives (MBO) program.
  • Led the design and implementation of pipeline product selection, valuation and prioritization system. Developed effective one-page executive management summaries, allowing for termination of low priority, low value projects, saving $20 million over 3 years.
  • Prepared business performance package for weekly CEO update, including P&L forecasts, commentary and analysis of key business issues. Met with business leaders regularly to review issues, plans and strategies.
  • Re-engineered the annual budgeting process for a zero-based approach for all divisions.
  • Analyzed proposals for marketing programs and product sourcing, licensing and profit-sharing deals for potential business impact, presented conclusions to management and monitored on-going performance.
Jun 1990Jul 1997

Manager, Corporate Accounting

Schein Pharmaceutical

Led the accounting and reporting team for this $475 million multisource pharmaceutical business, including consolidation, financial reporting and general ledger functions, directing a staff of eleven, reporting to VP, Finance.

  • Prepared monthly management reporting package, including consolidated financial statements, commentary and analysis. Cut monthly P&L reporting time from 20 days to 6 days.
  • Planned and implemented the integration of subsidiary financial reporting functions with corporate accounting, reducing staff payroll by $100,000 annually.
  • Implemented inventory cycle counting programs and automated GELCO T&E expense systems, saving $125,000 annually in payroll and processing costs.
  • Developed 7-year financial projections for an expansion project, the basis for securing $10 million in debt financing for a development-stage manufacturing subsidiary in Puerto Rico.
  • Designed and implemented an asset allocation strategy for the Company's profit-sharing plan, upgrading the portfolio from CDs only to a balanced mix of bonds, stock funds and cash
  • Prepared annual consolidated financial statements and footnotes in accordance with SEC regulations. Provided guidance on implementation of all new accounting pronouncements and SEC regulations.
  • Developed valuation models for acquisitions; developed pro forma financials, MD&A and models for valuing acquired assets, intangibles, in-process R&D and goodwill.
  • Analyzed proposals for marketing programs and product sourcing, licensing and profit-sharing deals for potential business impact, presented conclusions to management and monitored on-going performance.
  • Analyzed product standards and variances for labor, machinery, materials and overhead.
  • Managed accounts receivable, accounts payable, payroll and cash forecasting.
  • Coordinated the company-wide budgeting process and prepared presentations for management. Provided training for non-financial managers and a full spreadsheet system for rolling up and analyzing the budget by cost center and expense type.
Jun 1989Jun 1990

Branch Operations Manager

GE Supply Co.

Provided leadership to ensure optimal customer service at the branch level of this multi-national full-line electrical distributor.  Drove a branch turn-around strategy, revitalized the employee team, quickened inventory turnover and improved customer relationships.  Prepared annual operating budget and 3-year strategic business plan.

Jun 1984Jul 1987

Senior Auditor

Arthur Andersen & Co.

Performed all phases of the audit function for a client base consisting of medium to large-sized manufacturing and wholesale operations.  Prepared engagement budgets, designed audit procedures, supervised and reviewed staff work, reviewed and tested internal controls, performed vouching, variation analysis and predictive testing.  Drafted audit opinions, internal control recommendations, financial statements, annual reports, 10-K and 10-Q filings.

Education

Aug 1980May 1984

Bachelor of Science, Accounting & Economics

Clarkson University

Interest

Community: Served various community charities including a local Food Pantry and Adopt-a-Family program through Immaculate Conception St. Vincent de Paul Society. Volunteered for two local mayoral campaigns.

Passion: Supporting my kids in their multiple activities, including youth football (game announcer), soccer, club volleyball, baseball. I love football, baseball, college hockey and play golf (but not too well yet). I enjoy banging on my drums when I have the time, and the monthly neighborhood poker game.