AKASH PATEL

Levittown, PA ***** 307-***-**** adnl59@r.postjobfree.com

SR. DIRECTOR OF FINANCE

Multi-faceted professional with expertise in finance and accounting while influencing business decision- making. Expert in data analytics from various systems and displaying in visualized/graphical presentation to CFOs. Highly adept at developing financial modeling from collaborating with senior leaders. Instrumental in serving as a finance lead in all financial projects while challenging the status quo and assumptions to ensure deliverables were met on-time. Dedicated to implementing process improvements, automation and robotics, reducing redundancy, enhancing efficiency, and resolving complex problems. Strengths include:

Financial & Accounting Mgmt Budgeting & Forecasting Financial Modeling

Team Leadership Financial Analytics P&L Management

Financial Reporting Project Management Strategic Planning

Process Improvement Systems Implementation Talent Management EMPLOYMENT HISTORY

SODEXO, Philadelphia, PA (2020 – Present)

Sr. Director of Finance & Business Analytics

Lead Healthcare (Hospitals and Senior Services) Center of Expertise for FP&A and serve as direct liaison to Segment CFOs providing analytics and insights on key performance indicators to drive profitability. Implemented new financial close process for the Healthcare market (~$4B portfolio). Developed robust financial dashboards for senior executives which resulted cost savings & deeper dives into financial matrix. Key Achievements:

• Orchestrated & Streamlined Forecast & Budgeting process across multiple portfolios and reduced cycle time

• Automated financial dashboards & designed several tools for month end reporting to anticipate results on $4B business which resulted productivity and efficiencies gain across several departments TD BANK, Mt. Laurel, NJ (2016 – 2020)

Director of Finance Bank Operations

Directed the development and achievement of financial and project objectives for $600M+ bank operations portfolio on financial performance results. Provided investment recommendations. Ensured project financials were on track to budget. Drove alignment between Lobs execs and PMs on benefits, forecast accuracy, rate of spend on technology, and consultants. Tracked the project lifecycle from ATS to closure reviews. Established key KPIs and business metrics, which drove visibility into financials for Group CFOs to product line executives. Key Achievements:

• Spearheaded the operating expense unit cost allocations for $600M across the TD Bank portfolio groups, which resulted influencing all CFOs agreeing to incorporate the $600Mexpense allocations into P&L based on deep dives and strategy.

• Generated over $5M in savings through the dashboard analytics and deep dives with senior leaders.

• Implemented Oracle Hyperion Smart View tool from the old Essbase system, which resulted in business continuity due to flawless transition.

NOVARTIS/GSK, Parsippany, NJ (2013 – 2016)

Associate Director, Drug Channel (2015 – 2016)

Established comprehensive reporting packages for $200M+ channel. Orchestrated with Commercial teams; Marketing, Revenue Accounting, Contracting & Pricing, and Brand Finance to develop quarterly, annual, and long range gross to net business operating plans. Developed financial analytical insights for Drug Leadership Team by providing complex dashboards on the annual sales plan, annual performance targets, quarterly financial updates, monthly outlooks, cash flow management, and operating expense analysis. Key Achievements:

• Successfully partnered with Market Access and Pricing to understand brand trends in order to oversee the forecasting of channel mix as well as contracted and government rebate rates strategy & chargeback allowances.

• Headed all aspects of the gross to net P&L lines for all brands; provided insights into the financial implications of various legislative changes, managed contracting efforts through the evaluation of financial implications of contracting changes

AKASH PATEL

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307-***-**** adnl59@r.postjobfree.com

• Led financial business process development and operations, which drove rigorous evaluation of brand margin analytics that resulted in more accurate forecasting, improved budget target process, and increased visibility of opportunity/risk assessment. Global Finance Manager, Americas Region (2013 – 2015) Designed, implemented, and led financial annual planning for $1B+ region and analytics for 15 global markets. Led full P&L development including; end to end gross to net to Operating Income, forecasting & budgeting cycles to integrate with 3-5 year strategic plan processes and initiatives by building complex financial models for 100+ brands. Oversaw global projects and analytics for business initiatives, which encompassed financial and process improvements and operational planning. Gained expertise in account management, operational performance, technology and processes, go-to-market offering and capability development, business transformation, talent assessment and development, and financial model development. Key Achievements:

• Developed Gross to Net LRP and gain alignment on key assumptions: charge backs & returns, government rebates/allowances, revenue royalties, write-offs, sales/coupons deductions, slotting fees, market growth, market share, new indications, competition, channel mix, COGS impact & price increases

• Implemented complex Gross to Net forecast strategies to Operating Income in collaboration with stakeholders for over 100 brands across 15 international markets

• Generated automated dashboards for international CFOs while providing transparency into $1B P&L.

• Spearheaded the successful implementation of BPC tool into Excel, which saved thousands of hours and improved productivity.

SODA STREAM, Cherry Hill, NJ (2012 – 2013)

Finance Manager – FP&A, North Americas

Key Achievements:

• Charged with accountability for strategic financial leadership and analysis, which drove profitable net sales growth.

• Managed transactions throughout the deal life cycle including identification, analysis, development, and execution of various types of acquisition and divestiture transactions.

• Initiated development of business process scorecard, MOR, program reviews, and S&OP process by restructuring the company to enhance operational performance, efficiency, and client communication. KELLOGG COMPANY, Horsham, PA& Battle Creek, MI (2008 – 2012) Regional Finance Manager, FP&A (‘10 – ‘12), Senior Financial Analyst (‘09 – ‘10), Finance Intern (08 – 2009) Key Achievements:

• Designed business models for $1B+ region while enhancing financial reporting, budgeting, and forecasting processes as well as transforming data into actionable solutions. EDUCATION

Bachelor of Business Administration in Finance & Sales Western Michigan University, Kalamazoo, MI

TECHNICAL SKILLS

Smartview, Essbase, Alteryx, BPC Tool, Think-Cell, Tableau, Excel/Access, Power-Pivot, Power BI, IRI, Nielsen Nitro, IMS Data, Oracle (Business Intelligence Discoverer), SharePoint, PowerPoint, Business Info. Warehouse

(SAP BW)/CRM, Business Explorer (BEx), BEx Web Analyzer, BEx Query & Report Designer, CRM, SAP BI, Webi

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