Lucas Miller

• Managed the creation of the consolidated, four-year operating plan and long-range plan by collaborating cross departmentally to forecast from the bottom-up ($125M yearly operating expense budget). • Prepared monthly trend, budget vs actual, and quarterly flux analyses, and investigated all material variances. • Fostered accountability and awareness of departmental operating results by providing timely monthly budget vs actual reports to department leaders along with appropriate explanations for material variances. • Communicated with external stakeholders to update and maintain our analyst consensus model each quarter • Prepared auditor-requested schedules to ensure compliance with public company reporting requirements. • Monitored corporate spending on a daily basis while ensuring compliance with budget by reviewing and approving all contracts, invoices, and POs entered into Lexion and NetSuite (~ 40 per day). • Streamlined many recurring processes such as updating key financial footnotes within the 10Q and 10K. • Prepared PowerPoint slides for the CFO to present in the quarterly board of directors’ meetings.

• Built the financial statements within our annual operating plan, and quarterly reforecasts by collaborating cross departmentally to develop bottoms up corporate revenue forecasts and expense budgets. • Consolidated month-end financials, and perform root cause analysis on all material variances vs plan • Adaptive insights administrator responsible for managing all aspects of the software including the upload of monthly trial balances, FX rates, and headcount detail as well as maintaining the detailed build-up of the consolidated annual operating plan, and quarterly forecasts. • Performed ad hoc DCF scenario modeling to determine the financial impact of corporate strategic initiatives. • Reviewed quarterly and annual SEC reporting for accuracy and provide supporting documentation for MDA. • Created PowerPoint presentations with key financial information for our Board of Directors, and Audit Committee, and present all finance slides during month-end close meetings with the CEO and CFO. • Leader of a small FP&A team; responsible for training, performance management, task delegation, project oversight, final deliverables, and career progression.

• Designed the monthly finance package which contains the three financial statements, as well as a detailed build up by product line, department, and GL account with actual variances to annual operating plan, quarterly reforecast, and prior year on a MTD, QTD, YTD basis. • Developed a new process to efficiently transform our monthly US, EU, & GB trial balances into consolidated financial statements which allows us to identify issues earlier and hasten month close. • PowerBI administrator and developer responsible for creating and maintaining numerous automated dashboards and reports that track, and allow easy access to, key financial metrics such as: daily sales and procedures by product and customer, sales and procedures vs plan and forecast, monthly expenses by vendor, cost center, and expense group, and weekly inventory levels by product type.

• Managed the transition of our Annual Operating Plan based on two antiquated systems into a new ERP, NetSuite, using a new chart of accounts. • Designed the Consolidated Monthly Financial Package, which provides both a summarized view of the income statement and balance sheet, as well as a detailed analysis of the key drivers of revenues/expenses • Developed dashboards showing monthly trends by product line, and variances to AOP for multiple key financial metrics including: gross margin %, ASP, set turns, cost of sales, and product sales mix. • Analyzed monthly departmental expenses by GL account to understand key variances to AOP and PY • Revamped and maintained the 13 week cash flow forecast each week using multiple key accounting reports to understand our current cash position, and ensure adequate liquidity to fund operations and capital investments. • Created financial presentations used by the CFO in presentations to Board of Directors, and Lenders. • Managed a group of three consultants to complete inventory roll-forward schedules for over 75 distributors • Initiated and tracked an Accounts Receivable Incentive Plan which resulted in a 57% decrease in AR over 90 days, and 75% decrease in AR over 60 days over the course of 90 days during peak Covid. NetSuite Administrator: • Took ownership of setting up a variety of user access controls, roles, permissions, reports, and workflows • Power BI Developer responsible for creating automated financial dashboards and reports used by senior leadership as well as providing training to new PBI users. • Collaborated with multiple departments to manage the creation, upload, and validation of over 14,000 SKU’s, containing dozens of different key fields, into a new ERP, NetSuite. • Built multiple excel-based CSV upload templates to automate the process of creating and updating new items, inventory adjustments, and inventory transfers in NetSuite

• Managed the global synthetic equity trade lifecycle operations for over 40 hedge fund clients. • Communicated with external clients and internal trading desks to ensure smooth and accurate downstream flow for a high volume of trades totaling hundreds of millions of dollars each day. • Created & maintained swap shells for all domestic & international securities traded by each client. • Resolved daily trade breaks through detailed swap trade analysis. • Teamed up with multiple IT departments to identify key issues within our internal systems.

• 300 hours of Yoga Alliance certified training • Instructed 60 & 90 minute vinyasa and yin yoga classes to a variety of clients

• Worked with the CFO and Controller to produce the consolidated financial statements, 10Q's & 10K. • Compiled supporting financial documentation to help the company secure $150M debt offering. • Created the company’s first three-year Annual Operating Plan. • Prepared and maintained the monthly financial packet which includes the company's P&L, balance sheet, statement of cash flows, economic model, revenue classes, and cost centers. • Conducted monthly and quarterly variance analyses to AOP and PY for all accounts on the I/S & B/S. • Created presentations used by CEO and CFO in the quarterly Board of Directors meetings. • Extensively utilized Excel pivot tables, Oracle EBS, and Hyperion to run queries, and analyze data.

Rotations: Financial Analyst (March 2016 - June 2017) Internal Audit Analyst (June 2015 - March 2016) Additional LDP Responsibilities: • Assisted VP Internal Audit with the Enterprise Risk Management program • Prepared and analyzed diverse merge & acquisition proposals to present to the Board of Directors. • Organized a two week introductory orientation for the new LDP associates • Captain of Heart Walk fundraising team; helped raise over $2000 for the AHA. • Recruited and conducted first round interviews at 7 different universities

• Performed SOX testing for IT, AP, finance, investment, premium, policy and claim liability, purchasing, payroll, and inventory controls while providing recommendations to existing policies and controls. • Lead a TPA claims audit; tested various financial attributes, and performed a cash completeness test.