FINANCIAL ANALYST

Senior Financial Analyst with expertise in Financial Planning & Analysis. Known for creating and designing Financial Reports that track business income, profitability, viability, reduce costs, contribute to revenue growth, and improve processes. Expertise across diverse business functions including Sales, Marketing, R&D, Supply Chain. Skills & knowledge include:

Financial Analysis, Reporting & Planning

Financial Reporting

Capital & Operating Budgets

Financial & Cost Accounting

Performance Metrics & Monitoring

Finance Business Process Improvement

Tableau, Qlikview, SAP, SAP BW/BI, SAP Business One, Hyperion HFM, Essbase Excel

PROFESSIONAL EXPERIENCE

Adesis, Inc. (a Universal Display Company) – Wilmington, DE 2022 –present

Senior Financial Analyst

Collaborates cross-functionally across all business areas and serves as a partner on all financially pertinent analytics, planning, and reporting activities in support of making appropriate business decisions. Additional responsibilities of this position include strengthening accuracy and forecasting, streamlining decision-making capabilities and driving improvements to current processes to help overall organizational efficiency.

Drive the financial component of the annual planning cycle in collaboration with appropriate stakeholders. This includes developing, constructing and managing the Annual Budgeting process, working with departmental heads and other Company leadership in the construction of departmental expense and capital budgets.

Develop and construct relevant corporate financial presentations for the quarterly Board meeting. Build strong cross-functional relationships to drive changes relevant to simplifying and streamlining the business partner decision making process.

Instill a value creation mindset across the organization and collaboratively ensure alignment around identifying, quantifying, and implementing future value creation opportunities at the Company.

Implement reporting for Senior Management for Operating Expenses and Capital Expenditure from SAP Business One. Initially done with downloads to Excel. Prior to this it was a very minimal high level report. Educate team on spending and the impact of their spending and flag areas to watch.

SPI Pharma (Associated British Foods) – Wilmington, DE 2018 –2021

Senior Financial Analyst

Financial analysis for pharma/chemical continuous and batch process manufacturer with four sites.

Interim Plant Controller Lewes Site. Remediate situation, implemented new closing process, reporting and trained Plant Controller. Implemented processes to streamline reporting and planning. Engaged and educated plant management with info understand the impact to the financials.

Assisted Site Controllers in development and maintenance of standard costing system and capital reporting. Cross trained and shadowed Plant Controller to improve processes and trained plant personnel with custom Tableau reporting so they identify issues earlier to put corrective action in place sooner.

Implemented detailed complex capital reporting for largest project in company history. Reported spending, commitment and budget with dashboard reporting using Adage ERP and Tableau. Senior Management made it a requirement for all major projects.

Wrote streamlined approval processes for capital to convert multiple step email process to fully streamlined process using DocuSign substantially reducing approval process time.

Drive budgeting and forecasting process for a global business using financial modeling and advanced MS Excel skills and Tableau.

Consolidated and analyzed financial data budgets, income statement forecasts reporting for management to make informed business decisions.

Assembled and summarized data to structure sophisticated reports on financial status, risks, and opportunities.

Translate data into an effective presentation and communicate to all levels from production to senior management

MERCK – West Point, PA 2015 – 2018

Senior Financial Analyst

Use of Model N RME systems to support the contract administration and rebate payment processing in SAP.

Planning and executing appropriate research activities required to provide and validate data needed for recommendations on existing and proposed contract issues.

Advanced analytical and reporting support for the HP/PBM customer segments requiring in-depth knowledge of customer segments data and business dynamics.

ADVANCED CLINICAL – Princeton, NJ 2014 – 2015

Senior Financial Analyst

Financial Analysis for Global R&D and CRO spend.

Coordinated, developed, and analyzed all activities in the preparation and delivery of the annual budgets and forecasts, working with functional areas and project teams, and financial counterparts at CROs.

Prepared, analyzed, and reported monthly, quarterly, and annual financial reporting packages for senior management, project leadership, and senior managers.

ASHLAND– Wilmington, DE 2012 – 2013

Senior Business Analyst

Financial Analysis supporting Global SG&A.

Responsible for worldwide monthly SG&A consolidation, reporting and analysis for 90 entities with $500MM spend.

There were 5 business segments and 13 business units.

Responsible for the Qlikview (Business Intelligence) SG&A application support and maintenance, training of finance staff. SME for the application working with end users, finance users, IT Groups (SAP multiple versions)

Develop reports for Finance and Senior Management for individual business needs and business partners.

NORTH HIGHLAND – Radnor, PA 2011 – 2012

Financial Consultant (2011 – 2012)

Strategic Consulting, including business plan development, cost accounting, financial planning, analysis and reporting.

Observe, assess, and evaluate operations and processes and document current state. Make recommendations for process improvements and guide client in implementation.

Recommend and implement sustainable and repeatable cost collection and reporting processes for clients.

SYNTHES – West Chester, PA 2006 – 2010

Division Financial Analyst (2006 – 2020)

Financial analysis and support for Spine Division ($625M sales, 800 headcount) including budget, forecasting, sales, operating expense, staffing, and capital functions working with President, Senior Management and foreign divisions.

Developed and implemented contribution margin reporting for 5 US regions to evaluate and improve sales force.

Reporting process adopted by other divisions for incentive program calculations.

Prepared monthly, quarterly, reports measuring Spine Division performance against financial metrics.

Prepared ad hoc reports to support Senior Management and M&A evaluation process.

WYETH PHARMACEUTICALS, INC. – Collegeville, PA 2001 – 2006

Manager, Financial Reporting and Analysis, Capital (2001 – 2006)

AVECIA, INC. – Wilmington, DE 2000 – 2001

Senior Business Analyst (2000 – 2001)

BAYER CROP SCIENCE – Wilmington, DE 1992 – 1999

Senior International Business Analyst (1992 – 1999)

Assignment in Berlin Germany on Transfer Pricing and Intercompany Inventory

EDUCATION

WIDENER UNIVERSITY MBA, Financial Administration

WEST CHESTER UNIVERSITY Bachelors, Accounting

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