Functional Skills
Business Unit Strategy
Change Management / Org Design
Business Planning
M&A Support
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Accounting Software Implementation
Cost Reduction
Data Visualization / Reports
Communications
Software Skills
Basecamp
Microsoft Excel
Microsoft Office
Microsoft Project
Microsoft Word
MySQL
Netsuite
Microsoft Excel Macros
Microsoft PowerPoint
PowerBI
Sector Experience
Business Services
Financial Services
Healthcare
Life Sciences & Pharma
Technology
Languages
English
Mandarin
Fortune 500
Experience
Clover Biopharmaceuticals
Product Management / Strategy
Head of Business Operations
4/2021 - Present
Create operational workflows that connect back to the business and corporate strategy
Align strategic priorities across Finance, IR, HR, IT, Procurement, PA, Corporate Strategy, work behind the scenes to pre-empt issues and provide feedback and instructions to project teams . Champion OKR process for the G&A team. • Lead a launch planning team which includes Corporate Strategy, Regulatory, Clinical, Supply Chain, Public Affairs and IT to position for the launch of vaccine product worldwide.
Align strategic priorities across Finance, IR, HR, IT, Procurement, PA, Corporate Strategy, work behind the scenes to pre-empt issues and provide feedback and instructions to project teams . Champion OKR process for the G&A team. • Lead a launch planning team which includes Corporate Strategy, Regulatory, Clinical, Supply Chain, Public Affairs and IT to position for the launch of vaccine product worldwide.
Premier Research Interational
Finance
Senior Director of Strategic Planning & Business Operations
1/2020 - 4/2021
Lead finance, business operations, corporate development, strategic planning, and legal functions for the regulatory consulting division of Premier Research. Design and implement fit-for-purpose financial systems and workflows to achieve the business goals of the division. Build financial modeling for FP&A reporting. Financial reporting and business M&A integration with parent company. New client business development, pricing, RFP, negotiations, contracting.
Premier Research & Regulatory Professionals
Finance
Director of Business Operations
11/2017 - 1/2020
See description for Senior Director of Strategic Planning & Business Operations
Stern Ventures
Finance
VP Investment Banking
1/2016 - 11/2017
• Provide strategic and financial advisory services to startup companies including fundraising and strategic planning
Electronic for Imaging
Finance
Senior Manager Corporate Development
8/2013 - 1/2016
Closed over $100MM in US and cross-border transactions in digital factory ERP software (EU, US) and industrial hardware (Israel). Work with executive management in identifying growth opportunities in the digital printing industry. Synthesize various market information and data. Compile, narrate and convince executive management team on acquisition target alignment with growth objectives. Build financial model for valuation. Partner with corporate functional teams in Finance, Legal, HR, IT
Wells Fargo
Finance
Senior Consultant/Associate
11/2008 - 8/2013
Managed and closed ~$150MM in acquisitions in Asset-based lending (UK) and Capital Leasing JV (EU). Provide financial modeling, market analysis, and project management support to corporate partners in Legal, Finance, HR, IT, as well as with external advisors in deal execution. Collaborate with business finance leads in performing market analysis, and managing firm-wide change controls and merger integration. Work with corporate accounting and FP&A on internal and external reporting.