Experience

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  IntegriChain

  • Philadelphia, Pennsylvania

  • Consultant, Corporate Finance

    • Feb 2022 - Dec 2023
    • Philadelphia, Pennsylvania

    Worked with the sales team to develop, report and analyze monthly customer churn. Developed monthly customer price increase and revenue variance analysis. Prepare and analyze monthly recurring revenue trends. Developed and prepare monthly financial analysis and trend reporting of vendor spend us...

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  Virtus Pharmaceuticals

  • Consultant, Director FP&A

    • Oct 2018 - Jan 2023

    Financial Planning and Analysis Consultant responsible for annual departmental strategic operating plan including demand, sales and OPEX. I worked as finance business partner supporting the R&D, Commercial and SG&A functions. Integral member of the due diligence team responsible for pre...

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  AdvaGen Pharma

  • Plainsboro, New Jersey, United States

  • Consultant, Corporate Finance

    • Jul 2021 - Mar 2022
    • Plainsboro, New Jersey, United States

    Worked with sales team to develop pharmaceutical sales forecasting model. Developed chargeback and rebate database used for product pricing analysis and month end financial close.

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  Amneal Pharmaceuticals (Impax Laboratories acqu...

  • Associate Director, Financial Planning and Analysis

    • Aug 2011 - Sep 2018

    Developed annual departmental strategic operating plan for a pharmaceutical manufacturing company. Enhanced and automated the monthly management financial reporting process and investor presentation package. Review monthly results with CEO and CFO.Prepare the Quarterly Board of Directors package....

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  SYNOVATE, INC

  • Vice President, Financial Planning and Analysis

    • Jun 2009 - Aug 2011

    Strategic financial partner for multiple industry sector CEO's including Healthcare, Automotive, Consumer Products and the Canadian Affiliate. Develop annual strategic plans and budgets to drive planning process.Analyze financial performance for all business units and provide insight to busin...

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  SYNOVATE HEALTHCARE

  • Vice President , Financial Planning and Analysis

    • Nov 2004 - Jun 2009

    Strategic Financial Partner for Syndicated Oncology Busniess across 8 countries including US, Japan, China, Europe, Brazil and AustraliaDeveloped business plans for new country start ups.Supported Due Dilegence and led integration of a US acquisition.Managed client contract and pricing review pro...

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  ISIS RESEARCH

  • Controller and Corporate Treasurer

    • Aug 2001 - Oct 2004

    Responsible for all accounting and finance functions of a multi-site, global market research firm. Prepared and analyzed financial information for multiple lines of business - responsible for both management and regulatory reporting.Project managed acquisition integration process of US business i...

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  MERRILL LYNCH PIERCE FENNER & SMITH

  • Vice President - Finance and Administration

    • Jan 1999 - Oct 2000

    Developed financial reporting procedures for Tax Advantaged Services Group. Designed MIS reporting to be used as management tools. Designed investment return reporting for Mutual Fund Group. Developed financial models for various product lines. Prepared and analyzed budgets and forecasts for enti...

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  MERRILL LYNCH TRUST COMPANIES

  • Vice President - Treasurer

    • Jan 1989 - Dec 1998

    Responsible for developing and managing all financial activities for 9 start-up trust companies. Defined and developed regulatory financial requirements including capitalization, accounting procedures, and regulatory reporting. Responsible for general ledger accounting, financial statement prepar...

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  MERRILL LYNCH BANK AND TRUST COMPANY

  • Vice President and Controller

    • Sep 1985 - Dec 1989

    Complete management responsibility of the finance department. Developed accounting procedures for new deposit products and investment portfolio. Developed and implemented conversion of general ledger system to McCormack and Dodge system. Prepared quarterly regulatory reports and worked extensivel...

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  MERRILL LYNCH CAPITAL RESOURCES

  • Senior Accountant

    • Dec 1982 - Sep 1984

    Prepared and analyzed internal and external financial statements. Responsible for consolidation of financial information of five diverse business units. Prepared specialized financial data used by management to evaluate a diverse group of product-related financial transactions.