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Work Background
PfizerDirector, FP&A
Jan. 2023 - Jul. 2023Needham, Massachusetts, United StatesProvided Financial and cross-functional collaboration across commercial organization to complete monthly close, prepare annual budgets, mid-year forecasts, management reporting, executive reporting, trend and variance analysis, disclosures for SEC Reporting, and financial systems. • Supported successful launch of a new product, which resulted in a purchase by Pfizer, Inc. • Assisted with implementation of a Corporate Financial Planning system to incorporate a newly formed commercial organization, including planning and user acceptance testing. • Provided data to satisfy due diligence requests prior to $12B purchase by Pfizer, Inc. • Supported commercial organization and finance through integration and migration to Pfizer, Inc. systems and processes.
Biohaven PharmaceuticalsDirector, Commercial FP&A
Feb. 2019 - Jan. 2023Yardley, PA
Gates Consulting, LLCSelf Employed
Nov. 2004 - Aug. 2021Needham, MAGATES CONSULTING, INC., Needham, MA Independent Financial Consultancy Self-employed full-charge finance professional for small to medium-sized clients reducing need for accounting staff. Responsible for all system implementations, AR, AP, Banking, Tax, Audit, Payroll, Financials, and Statutory reporting. • Managed multiple clients weekly across multiple industries on a wide variety of projects reducing overhead costs and eliminating need for full-time staff. • Supported Presidents/CEOs through financial audits, government audits/inquiries, tax audits/inquiries, and insurance/unemployment matters. • Provided Financial Consulting to the following large Pharmaceutical companies: Otsuka America Pharmaceuticals, Inc. Consultant, FP&A Prepared quarterly financial statement forecasts, annual budget, variance analyses, and explanations keeping leadership informed of required changes. Updated Chart of Accounts and cost allocation model to better suit business’ needs. Ensured accurate accounting of all departmental expenses and allocations. Established Cash Flow forecasts to support Line of Credit Requests. Consultant, Treasury (2012-2017) Directed administration and maintenance of cashflow model in HSF and replication of model in Excel used as a requirements document for future implementations. Updated HSF software for all cash impacts due to major business transitions. Prepared Cash Flow Variance Analysis and Explanation for four affiliates. • Assisted in delivery of cashflow expectations and Line of Credit requests to Board of Directors. Consultant, Financial Planning and Analysis (2008-2012) Provided Capital Expenditure planning including calculation of depreciation for four companies. Planned, implemented and executed creation of Balance Sheet and Cashflow in Essbase. Maintained Shared Services contracts. Consultant, Corporate Financial Systems (2005-2006) Designed and implemented Hyperion Essbase database for forecasting and annual budgeting.
Hanger Orthopedic GroupFinancial Systems Analyst
Feb. 2002 - Nov. 2004Bethesda, Maryland, United States• Designed and implemented Hyperion software including data entry templates, complex calculation scripts, outline and security maintenance, and report design used to create an annual budget. • Balanced needs of end users against business needs and translated them into a final working product including support and education of end users. • Provided professional and technical accounting research. • Reviewed and prepared annual and quarterly SEC filings.
Celera GenomicsSenior Accountant
Jan. 1999 - Feb. 2002Rockville, MD• Prepared and reviewed SEC filings, MD&As, supporting schedules, press releases, and footnotes. • Provided analysis and accounting for all equity and cost-basis investments and derivatives. • Supported integration of three purchased companies and sale of two businesses.
Internet Securities Inc.Staff Accountant
Jan. 1997 - Dec. 1999
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