Kristin M. Oberhelman

New York, NY *****

accykl@r.postjobfree.com 858-***-****

SUMMARY

Accomplished finance professional working with global technology companies. Experienced

manager with deep knowledge of strategic planning, budgeting, forecasting and

management reporting. Strong communication skills with both peers and management.

Able to manage and coordinate projects with a high degree of confidentiality. Detail oriented

and organized with strong analytical skills and the experience necessary to make sound

financial and strategic business decisions.

PROFESSIONAL EXPERIENCE

LenovoEMC, New York, NY 2012 2013

Manager, Financial Planning and Analysis

Led the FP&A team though the confidential partnership launch and subsequent systems

•

integration; responsible for planning the initial budget of $97M revenue and $21M expense for

the joint venture.

Collaborated with world wide accounting teams to seamlessly integrate gross to net process

•

and provide guidance with the transition of all channel marketing programs.

Prepared monthly financial reporting package with detailed revenue, margin, and expense

•

analysis. Briefed executive team with highlights and analysis monthly.

Created three year business & financial plan, working with operations, sales, and accounting

•

to create realistic and viable projections for volume, revenue, cost, and expense.

Established new month end reporting processes for the partnership, integrating two

•

accounting systems delivering a single report for daily review during each fiscal close.

Developed and managed the monthly expense forecast process, incorporating feedback and

•

agreement from key stakeholders.

EMC Corporation, New York, NY 2005 – 2012

Principal Financial Analyst

Managed the calculations and recording of gross to net revenue deductions worldwide

•

totaling $30M annually. Created monthly executive reporting to highlight areas of

improvement.

Reduced the monthly close process for discounts and rebates from 8 to 2 days through the

•

development of automated reports and standardized procedures worldwide.

Supported worldwide sales and marketing, including responsibility for the annual

•

$10M budget, monthly expense accruals, monthly variance reporting, and all PO approvals.

Principal Product Manager

Determined promotional pricing for eight e tail and reseller accounts while staying within

•

gross margin guidelines, hitting revenue targets, and minimizing channel conflict, this

included the development of analysis templates and working with a team of 7 account

managers.

• Provided competitive market research as requested by the Director of Channel Marketing.

• Reviewed the terms and condition for all new vendor agreements; worked with the Legal

department to implement updates as necessary.

Kristin M. Oberhelman accykl@r.postjobfree.com Page 2

RDW Infomatics, San Diego, CA 2004 – 2005

RDW Infomatics is a privately owned consulting company with clients that have included HP, Sony, and

iMetrikus.

Independent Contractor

Edited ‘Request For Proposal’ technical responses and wrote time cost sections

•

which detailed the time and costs required to complete the project.

Advised on resource allocation which led to enhanced business relations and

•

extended existing contracts.

QUALCOMM, Inc., San Diego, CA 1999 – 2004

Senior Business Analyst

Managed $300M annual budget for R&D software engineering. Partnered with Sr.

•

Engineering VP to determine necessary headcount needed to complete project roadmap,

presented proposals to division President and CFO.

Staff Financial Analyst

Built financial models to determine impact of competition on pricing as well as

•

determine the financial impact of various proposed business ventures.

Accountant

Managed the accounting consolidation of a $2.0B semiconductor division and

•

instituted process flow improvements which increased the timeliness of P&L delivery by 33%.

University of California San Diego Medical Center, San Diego, CA 1994 – 1999

Accountant

Implemented benchmarking tool across two hospital sites. Created reports used to

•

compare best practices. Worked with staff members at all levels to improve customer

satisfaction and reduce operating expenses.

EDUCATION

New York University, New York, NY

Certificate in Fundraising – courses in process

California State University, San Marcos, San Marcos, CA

Master of Business Administration

University of California San Diego, La Jolla, CA

Bachelor of Arts Anthropology

Bachelor of Arts Psychology

ADDITIONAL INFORMATION

Completed Walt Disney World Marathon Jan 2014

Member of TEAM ASPCA, achieved 150% of personal fundraising goal

Contact this candidate