Business Analyst Financial Reporting

Frank Pelican

** ******* ****, *********, ** ****0

Cell 508-***-**** E-mail *********@*****.***

Functional Skills:

Data Analytics, Financial Models, Six Sigma, Project Monitoring and Coordination, Cross-Functional Collaboration, Process Improvement, Report Development, GAAP, Financial Reporting, Budgeting, and Forecasting

Software & Languages:

MS Excel, VBA, SQL, MS Power BI, Tableau, R/RStudio, SAP/Business Warehouse, and People Soft

Professional Experience

Candela Medical, Marlborough MA - Contract Feb. 2023 to Sept. 2023

Business Analyst

PMO Support - As Finance Business Partner for IT owned and managed recurring status updates for in-flight transformation initiatives and enhancements for PMO.

Finance – IT-AOP, driver-based forecast, variance analysis, expense accrual, capital expenditures, and project costing

Project Development - teamed with project leadership to define project goals, objectives, scope, value-realization and risks.

Metrics - KPI success measures for strategic initiatives

Lonza Biologics, Portsmouth NH – Contract May 2021 to Dec. 2022

Business Analyst

●ERP Support - Provided SAP user support to Program Management team on costing, invoicing and revenue recognition.

●Process Improvement – Collaborated on standing up Shared Services Central Billing Migration Project covering nine sites.

●Program Costing – calculated actual costing for multi-stage drug contracts.

●Forecasting – Tracked CDM Program Deliverables

●Revenue Recognition - Weekly Revenue Flash Reporting and PMO Audit Support (Planview)

Depuy Synthes, Raynham MA – Contract Mar. 2019 to Mar. 2021

Business Analyst

●Finance - Prepared Budgeting, Financial Reporting and Forecasting for Global Development Center.

●Supply Chain - Oversaw NPI Material Procurement and serves as staff resource for vendor activities.

●Modeling - Developed and updated financial reporting models and long- range project plans.

●Data Extraction - Mined and manipulated data across various data sources, along with deep diving into data.

InnovaSea LLC, Boston, MA Dec .2016 to Feb. 2019

Senior Financial Analyst

●Financial reporting

●Oversaw company-wide R&D Material Procurement and serves as staff resource for purchasing activities.

●Provided project management oversight for over 80 individual Research and Development projects.

●Ran the annual budget processes and r elated budget monitoring activities, developed budget assumptions, prepared financially robust budget recommendations and served as a resource on strategic financial planning.

●elated budget monitoring activities, developed budget assumptions, prepared financially robust budget recommendations and served as a resource on strategic financial planning.

●Guided transition to new cloud-based ERP and developed corresponding Finance reports.

Samsonite USA, Mansfield MA – Contract Feb. 2016 to Oct. 2016

Business Analyst

●Prepared journal entries for the general ledger and analysis of corporate credit card transactions for monthly close

●Daily/weekly sales updates and monthly/quarterly business recaps for senior management and stakeholders.

●Weekly retail sales flash reporting and monthly sales/inventory reporting

●Credit Card Chargeback analysis

MGH Radiology, Boston, MA Aug. 2015 to Nov. 2015

Senior Financial Analyst

●Variance analysis for cost center sand key accounts KPI monitoring

●AOP development and visualization creation

●Business Partner to Operation and Clinical Support teams

●Benchmarking analyses and decision support

●Responsible for up-dating finance database and maintaining all financial data/files pertaining to the financial operation and capital portfolio of the department.

Southcoast Health System, Fairhaven, MA Dec. 2013 to Aug. 2015

Financial Analyst

●Analysis on P&L and for new and existing business initiatives.

●Provided process enhancements and create efficiencies used in analytics used to support the business.

●Responsible for reporting, auditing, and analyzing data within systems. Performs a high- level review of the accounting system and provides recommendations for profile and allocation adjustments.

●Supports the management team in the development of the AOP.

Advent Int’l, Boston, MA contract Mar. 2011 to Dec. 2013

Senior Financial Analyst

●Reports – Developed high level flash reports and C-suite level dashboard.

●Close Process

oCollaborated on global close process for 19 business units.

oLiaisons with IT/Finance to develop new PeopleSoft queries.

oCollaborated on query to better estimate monthly accrued liabilities.

oPrepaid expenses and operational metrics

Model Building

oAR sub-ledger model to provide transparency on billed and unbilled Account Aging, days billed and days to collect and reduced update process time by 60%.

oInteractive Income Statement – variances, trends and drill-down ability

●ERP System – analysis of Accounts Payable identified root cause of on-going foreign currency errors

●Policies/Procedures - co-authored nineteen finance Department policies/related procedures.

Education

Rutgers University, New Brunswick, NJ

Bachelor of Arts – Economics with 24 credit hours in Accounting and a Minor in Computer Science

Certificates and Training: Google Data Analytics Professional Certificate, Six Sigma Green Belt (in-progress)

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