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Work Background
Dharma Consulting CorpCorporate Finance Consultant
Jan. 2023Andover, Massachusetts, United StatesDharma Consulting offers a comprehensive suite of financial consulting services aimed at empowering clients across diverse industries to make informed decisions and achieve strategic goals. Services such as Financial Planning and Analysis (FP&A) provide deep insights through forecasting and strategic recommendations, while Commercial Finance expertise aids in optimizing profitability and competitiveness. The preparation of Board and Lender Financial Packages ensures regulatory compliance and transparency, while Project Accounting enables efficient cost management and project performance improvement. Dharma Consulting's commitment to accuracy and efficiency is demonstrated through Year-End Audit coordination and ERP Implementation services, while their Financial Modeling and Analytics capability supports robust business planning and forecasting. Emphasizing close collaboration as business partners, Dharma Consulting strives to provide holistic financial solutions that drive sustainable value for clients.
AlkermesCommercial Finance Manager
May. 2021 - Dec. 2022Waltham, Massachusetts, United StatesPrimary responsibilities are financial planning, reporting and analysis with a focus on supporting the Alkermes Commercial Team, specifically, supporting and managing a Product P&L. Partner with the brand P&L owner and provide direct support to the Brand teams’ product sales and marketing activities, as well as meet with key stakeholders who impact the P&L on a regular basis to understand the current and planned activities – financially and non-financially – and be able to derive the effects on net margin. Responsibilities
Primarily partner with the Brand P&L owner, as well as the other functional business leaders to provide timely and relevant financial information and proactive strategic analyses to enable sound decision making (e.g. gross to net revenue analysis, expense analysis, etc.)
Participate in the month end closing process providing key gross to net accruals as well as provide oversight to Financial Analyst responsible for expense closing journal entries and re-classes (separate from Accounting’s entries)
Develop a strong relationship with Commercial Team and work together in monitoring progress of marketing tactics from a Finance perspective and assist stakeholders by providing timely monthly project reporting and expense detail
Lead preparation of the monthly financial reporting package – by Product P&L – including the appropriate level of detail on variance analysis and any implications to the latest forecast
Lead preparation of the quarterly financial forecast process that updates the organization on the latest
estimates for the fiscal year; develop quality narrative outlining the business activities that have changed and the financial implications of such activities
Manage long range planning process for current and pipeline products informing the overall company revenue and expense profile
Manage efforts with cost control and expense management initiatives
Lead special projects and analyses as required
CytelAssociate Director
Mar. 2021 - May. 2021Waltham, Massachusetts, United States• Own global software and services revenue for the company of over 200M and working closely with business heads to provide revenue insight of their business units.
• Building revenue budget and own the revenue variance analysis to report back to senior leadership.
• Partnering with operation on accurate revenue forecast and assisting them in margin growth strategy to meet their annual goals.
• Partnering with Project management team on trainings to improve forecasting accuracy.
• Review worldwide revenue transactions across Cytel on a monthly basis, working with those responsible for revenue to ensure proper accounting.
• Partnering with commercial team, to review new contracts for finance review and recommend changes as needed to improve Cytel financial position of new work.
• Prepare analyses, and revenue flash for senior leadership to present on day 5.
• Partnering with Business to align appropriate revenue recognition process/method as per GAAP.
• Ensure the consistent practice and application of the Company’s revenue accounting policies, with attention to areas requiring judgment and estimates.
• Responsible for maintaining appropriate financial internal controls related to revenue recognition.
• Help ensure implementation of and compliance with US GAAP revenue recognition matters. • Provides data for external auditors and support global controller in year-end audit matters related to revenue.
• Review and assess business/contracts to ensure appropriate revenue recognition method is recommended to accounting & sales ops
CytelSenior Manager - Project Accounting
May. 2019 - Mar. 2021Waltham, MA•Business partnering with all BU Heads to support them financially to improve performance and assist them with analysis and data to meet their goals and strategy plan.
•Partnering with commercial team to review new contracts/projects and provide guidance to finance terms of the agreement.
•Partnering with global controller to ensure revenue recognition is appropriate and internal controls are met as per ASC 606 for different types of revenue streams.
•Partnering with BU heads to create tools and reports to help them get financial visibility and areas of concerns to be addressed.
•Partner with business to build budgets with BU heads and work with the team to build forecast models as per business requirements.
•Worked closely to implement Intact ERP system, with primary focus on project accounting, time management module. •Lead an effort to moving project setup, billing, maintenance & close out activities to India. •Monitor and partner with upper management on DSO, Aging & collections concerns.
•Lead business reporting creation & delivery to operations team as tools to use data to better manage the business. Ex. Project P&L reports, Margin trend report, utilization & time spent reports etc.
•Responsible to build project accounting team & processes to handle complete O2C for Global Cytel entities. •Develop training for business/operations to implement Intact ERP system and ASC 606 revenue recognition.
•Review financials for accuracy, project reviews with project managers/BU teams and journal entries and review of account reconciliations
•Assists in the annual audit by providing information and answering questions as requested
•Creating dashboards for BUs and finance by partnering with IT to consolidate reporting and analysis to one place.
•Provide leadership; develop, oversee, review work, etc. of the global project accounting team.
•Ownership of revenue for Cytel of over $200 million yearly and partnering with business to review results and perform analysis.
ParexelManager
Jul. 2018 - May. 2019Billerica, MA•Partnering with reporting team to develop new reports and roll out of the O2C reporting solution to Finance & Operations leadership.
•Partnering with key stakeholders in Finance and the business to execute and test processes for efficiency and effectiveness, and then assisting in the redesign as needed to meet the business needs. •Provide and prepare recommendations for new business processes or changes to existing processes. Also lead the trainings to over 100 people to roll out process/system changes.
•Provide BU specific support and hands on training to operations & Finance on ASC 606 revenue recognition and on the new ASC 606 revenue recognition system. •Work closely with external and internal auditors to strengthen ASC 606 financial controls as part of month-end and quarter-end close processes.
•Constructed the model used to evaluate the accuracy of ASC 606 forecast and impact on revenue.
•Own the management and execution of existing revenue recognition processes within month-end close, controls, roll-out of reports, and analyses. Designated a subject matter expertise in these areas. •Subject matter expert in ASC 606 Revenue Recognition accounting standard and become a point of contact for any questions from finance and operations, also help understand the key differences between 605 & 606.
•Responsible for leading an international finance team within the Phase II/III clinical trials business unit, consisting of 3 employees, in 3 offices (MA, NC & Ireland)
•Support the pilot phases, including Assyst tickets and bug resolutions for the SBU specific challenges and working with the teams to ensure 100% compliance
•Support Project Finance organization in design, executing, analyzing, and documenting the business processes that enable organization to transition effectively from 605 to 606 revenue recognition method. •Perform UAT and roll out of new functionality and final UAT PAREXEL testing during the run up to the go live in July 2018.
ParexelFinance Business Partner
Oct. 2015 - Jun. 2018Billerica, MA•The Project Finance Business Partner is expected to establish as a “co-pilot”, along with the Project Leader (PL), in steering a set of projects to their targeted financial goals (e.g. revenue, profitability, cash flow, etc.). •Partnering with Operations and Contracts in the development of Changes in Scope and payment terms. •Partnered with operational leadership responsible for delivery of clinical trials to document work performed and to forecast remaining work to ensure accurate revenue recognition, forecasting and contractual coverage.
•Demonstrate understanding of the business context to synthesize financial and operational data into meaningful business insights that highlight performance, at project level.
•Presenting variance analysis to Finance management as well as Operations personnel. Perform profitability analysis at project and portfolio level. •Key financial contact person for pharmaceutical clients for any contractual, forecasting or invoicing issues
•Worked closely with external and internal auditors to strengthen financial controls as part of month-end and quarter-end close processes
•Develop and analyze actual and forecasted revenue for month, quarter and fiscal year for several large, global projects under ASC 605 & 606 accounting standards.
•Ensured accurate and timely financial reporting, forecasting, accounting and invoicing for approx. 30 clinical trials, across several clients, with ~$500 million in contract value
Orange Leaf Frozen YogurtFranchisee
Mar. 2013 - Jan. 2018Salem & Epping, NH•Successfully scouting locations and opening both locations in one year.
•Learning all about the Frozen Yogurt industry and operating an Orange Leaf Frozen yogurt store.
•Putting together a team to efficiently operate both stores without my physical presence. •Head up marketing campaigns to create awareness of opening a new business and to increase revenue.
•Learning and creating online marketing strategies on Facebook, Yelp, and Google ad words.
•Responsible for accounting, financial and payroll duties involved in day to day business operation.
•Managing a staff of over 20 employees, while keeping the payroll cost to minimum.
•Budgeting and forecasting all financial data for both locations.
ibasisFinancial Analyst
Jun. 2010 - Feb. 2013Burlington, Ma•Manage accounting, controls, and analytics for iBasis commitment deals
•Maintain and distribute various deal related financial analyses
•Prepare monthly balance sheet reconciliations for all deal related accounts
•Coordinate with deal management, customers/vendors, and finance to prepare final deal calculations
•Partner with deal management, rate team, and dispute management to resolve invoice disputes
•Seek opportunities to streamline process & Assist in strategizing a plan for future commitment deals.
iBasis TelecommunicationsRate Analyst
Jul. 2008 - Jun. 2010
Way SystemsCustomer Techinical Support
Jun. 2007 - Feb. 20091. Provide hardware and technical support for Way Systems Merchants 2. Troubleshooting the system to resolve any defects with its operation 3. Provide training for merchants as required 4.Maintain data base and record integrity to Company standards and policies 5. Rotation or on call as required by the business needs 6. Take action on Outages and Alerts to resolve the issue quickly.
Sovereign BankCustomer Relations Representative
Jul. 2006 - Jun. 20071. Handled monetary transactions 2. Sold corporate promotions to customers 3. Responsible for cash vault 4. Provided customer service to customers with banking questions either in person or over the phone 5. Selling and Redeeming Federal Bonds
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