Experience

ERT

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Director, Financial Analytics & Planning

  • Dec 2020 - Present

• Manager, Financial Analytics & Planning

  • Mar 2018 - Dec 2020

  - Manage a team of four across multiple lines of the business- Create and present advanced analytics and models to enhance methodology and process of project reporting and revenue forecasting with business partners- Transform data into meaningful, actionable business oriented insights towards optimizing revenue and expenses- Assist assigned executive product line managers in developing, collecting, analyzing and reviewing business and project metrics data- Assist in planning of efficient allocation of resources within company’s business divisions- Implement project management systems and processes to increase efficiency for the business- Perform strategic and operation level planning- Collaborate with assigned line of business project managers to develop and implement methodologies of measuring status of projects, forecasting revenue and resource utilization- Develop, control and manage budget process including all forecasts for assigned lines of business- Develop analytical tools and models to provide insight into project status, revenue recognition and other KPIs as needed- Partner with departmental managers to ensure expenses are managed with budget- Review Contracts for proper budgeting and revenue recognition purposes

• Lead, Financial Analytics & Planning

  • Feb 2016 - Mar 2018

  - Created and maintained advanced analytics and models to enhance methodology and process of project reporting and revenue forecasting- Transformed data into meaningful, actionable business oriented insights towards optimizing resources and revenue- Assisted eCOA product line managers in developing, collecting, analyzing and reviewing business and project metrics data- Supported the implementation and use of the ERT enterprise-wide ERP system and other tools- Developed and assisted in yearly budgeting process- Communicated with external auditors and provide support for revenue and deferred revenue transactions- Assisted in monthly and quarterly reporting packages- Analyzed and prepared monthly revenue process

• Sr. Financial Analyst

  • Sep 2015 - Feb 2016

  - Performed advanced financial analyses for reporting and revenue recognition- Developed models and reports to assist in business decisions - Assisted in yearly budgeting process- Assisted in monthly and quarterly reporting packages- Analyzed and prepared monthly project metric reporting

• Financial Analyst

  • Sep 2014 - Aug 2015

  - Perform financial analyses on various parts of the business- Develop models and reports to assist in business decisions- Assist in budgeting process- Assist in monthly and quarterly reporting packages- Analyze and prepare monthly revenue process- Maintain and analyze time entry reporting system

• Senior Accountant

  • Sep 2011 - Sep 2014

  - Assisted and prepared financial statements- Analyzed accounts for financial reporting purposes- Assisted in budgeting process- Analyzed and prepared monthly revenue process- Maintained and analyzed time entry reporting system- Assisted in cash flow projections and budgeting- Maintained and analyzed equipment accounts

• Billing Specialist

  • May 2009 - Sep 2011

  - Handled monthly invoicing to customers- Assisted and prepared budget reports for customers- Reconciled accounts on a monthly basis- Reconciled equipment accounts on a monthly basis- Entered and reconciled data to Accounts Payable, Accounts Receivable and General Ledger



Minnotte Manufacturing Corporation

• United States
• Machinery Manufacturing
• 1 - 100 Employee

• Staff Accountant Intern

  • May 2008 - Aug 2008

  - Eliminated backlog of cash reconciliations- Assisted and prepared financial statements- Analyzed accounts for financial reporting purposes- Entered data for Accounts Payable, Accounts Receivable and General Ledger- Assisted in preparation of Jobs in Process Schedules- Assisted in cash flow projections and budgeting - Eliminated backlog of cash reconciliations- Assisted and prepared financial statements- Analyzed accounts for financial reporting purposes- Entered data for Accounts Payable, Accounts Receivable and General Ledger- Assisted in preparation of Jobs in Process Schedules- Assisted in cash flow projections and budgeting