George Ladd
Saint Louis
Summary
High-impact finance leader skilled in managing private equity-backed healthcare operations. Proficient in financial modeling, risk management, and strategic planning for enterprises valued over $1B. Celebrated for transforming budgeting into a pivotal tool for performance optimization and informed decision-making.
Overview
19
19
years of professional experience
Work History
Senior Manager, Corporate FP&A
EyeCare Partners
St Louis
07.2023 - Current
- Own and direct annual budget and rolling forecast processes for $2B+ company
- Produce and present monthly operating review to Executive Leadership Team and Board of Directors
- Manage pro formas and non-recurring expenditures for private equity reporting
- Oversee free cash flow tracking and reporting, aligning treasury and cash management
- Facilitate data-driven decision making for C-suite and Executive Leadership Team
Manager, Financial Planning and Analysis
Ostara
St. Louis
10.2022 - 05.2023
- Developed and enhanced financial performance reports, scorecards, and metrics to identify cost and performance improvements
- Collaborated with operational and business leadership to build annual financial, capital, and operating budgets with a long-range outlook
- Provided strategic financial support to the CFO and CEO by drafting presentations for M&A valuations, potential equity raises, government grants, and debt offerings
- Created a comprehensive 3-statement financial model, improving financial reporting and decision-making for the start-up
Manager, Financial Planning and Analysis
EyeCare Partners
St. Louis
06.2021 - 10.2022
- Partnered with C-suite executives to develop and manage annual budget and 3-year outlook for Corporate Services (Legal, HR, IT, Finance, Marketing, M&A, & Real Estate)
- Modeled capital allocation business cases and presented to senior leadership for potential investments, acquisitions, and new location opportunities
- Built and maintained free cash flow model, including 13-week and forward looking 15-month forecasts
- Closely monitored expenses to identify and track non-recurring spend and potential cost savings
- Provided quarterly performance reporting to investment partners, the board of directors, and senior lenders, per the company’s credit agreement
Senior Consultant, Financial Systems
Hussmann Corporation
St. Louis
11.2019 - 06.2021
- Led monthly global consolidation of Panasonic Corporation subsidiaries in SAP and Hyperion ERP
- Drove efficiency and automation in financial reporting results for the parent company and its subgroups
- Improved and maintained compliance and alignment of inter-company accounting policies and procedures across all business entities
- Developed and documented processes for consolidating financial data from several systems and in multiple currencies
- Hussmann Corporation – St. Louis, MO
Manager, Financial Planning & Analysis
Refinitiv
New York
07.2012 - 10.2019
- Partnered with VPs to build and manage operating and capital expenses for the global Sales and Order to Cash departments
- Delivered monthly forecasts and annual budgets for expenses of $400M+, ensuring organizational alignment with strategic objectives and annual savings targets
- Diligently assessed business unit allocations and recognize opportunities to drive company-wide savings
- Proactively identified financial trends, risks, opportunities and solutions to business partners
- Lead continuous improvement initiative to simplify and improve the accuracy of month end close, reporting, financial processes, & overall workflow
Business Unit Controller
Thomson Reuters
St. Louis
06.2007 - 07.2012
- Managed all aspects of month-end P&L closing process for the North America Real Estate group
- Supervised cross-functional team of analysts and shared services contractors and delivered training programs which elevated average performance by over 20%
- Implemented new format for monthly management packs, reducing reporting time by 2 working days
- Created key internal SOX controls and significantly reduced existing deficiencies
- Promoted from Sr. Accountant after two years
Education
MBA - Finance
Southern Illinois University Edwardsville
Edwardsville, IL01-2009
Bachelor of Science - Accounting
Southern Illinois University Edwardsville
Edwardsville, IL01-2007
Skills
- Financial forecasting
- Business Transformation
- Cash flow analysis
- Data modeling
- Strategic planning
- ERP Implementation
- Process improvement
- Team leadership
- Decision making
- Risk assessment
- Investor relations
- Capital spending
- Private Equity
Community Involvement
- President, Southern Illinois University Edwardsville Alumni Association
- Past Chairperson, Saint Louis Crisis Nursery – Young Professionals Board
- St. Louis Aquarium Foundation Development Committee
- JDRF Ambassador and Fundraiser
Timeline
Senior Manager, Corporate FP&A
EyeCare Partners
07.2023 - Current
Manager, Financial Planning and Analysis
Ostara
10.2022 - 05.2023
Manager, Financial Planning and Analysis
EyeCare Partners
06.2021 - 10.2022
Senior Consultant, Financial Systems
Hussmann Corporation
11.2019 - 06.2021
Manager, Financial Planning & Analysis
Refinitiv
07.2012 - 10.2019
Business Unit Controller
Thomson Reuters
06.2007 - 07.2012
MBA - Finance
Southern Illinois University Edwardsville
Bachelor of Science - Accounting
Southern Illinois University Edwardsville