Analysis of revenue, expenses, and metrics to improve understanding of the key drivers affecting project margins. Comparison of margin on current projects to completed projects during project lifecycle to project future margins. Provide recommendations to accelerate revenue recognition and increase margin.

Examination of project expenses to support assessment of revenues under ASC 606 standard.

Analysis of revenue, expenses, and metrics to improve understanding of fluctuations in margin, model the effect on potential margins based on project mix and provide recommendations to improve profitability.

Examination of project expenses to support assessment of revenues under ASC 606 standard.

Preparation of information for support of annual audit and requests from Private Equity sponsors

Partnered with HR to develop headcount planning, forecasting, and reporting processes guide resource management & understand the impact on financial forecasts.

Collaborated with operations and finance teams to provide monthly reports and re-forecast of P&L performance

Communication of reports to business leadership with commentary and analysis of trends and KPIs to enhance understanding of business performance, provide actionable insights and improve forecast accuracy.

Partnered with business leaders & Treasury to develop and maintain the corporate, long-term strategic plan using scenario modeling to evaluate the impact of various corporate initiatives on financial objectives and provide decision support in areas including capital allocation and debt covenant planning.

Collaborated with business finance teams to identify insights into key drivers of billing and movements in working capital and develop methodologies to improve forecasting accuracy.

Support integration of projects onto combined platform following merger of INC Research & Inventiv Health to form Syneos Health

Developed financial reporting dashboards facilitating the seamless review of project financial performance by project managers and finance teams during system transition from ASC 605 to ASC 606.

Increased efficiency by implementing process improvements and automation to combine and interpret large volumes of financial data, to add client and geographic dimensions to revenue reporting, produce standard reports, and reduce flash revenue preparation time by 10 hours.

Finance Business Partner for Global Business Development and Advisory Service Group

Partnered with business leaders, managing competing priorities, to develop annual budgets and quarterly forecasts, manage the month-end close process and drive enhanced financial performance.

Prepared timely and accurate monthly reporting packages at a regional and consolidated level which provided functional and business unit leaders with variance analysis versus budget and forecast, key performance indicators (KPIs) and trend analyses, and actionable recommendations to drive achievement of budgeted goals.
Analyzed financial data and metrics on 200 active projects within the portfolio to provide senior management with insights into the drivers impacting revenue resulting in recommendations for changes in pricing and client focus which drove an increase in margin of 15% over 3 years within the Product Development Advisory Group.

Finance Business Partner for Global Business Development and Advisory Service Group

Developed ad-hoc analytics and financial reporting tools to support decision-making in areas including pricing for new service offerings, allocation of resources to improve support for relationships with strategic partners and forecasting of sales required to meet long-term financial objectives.

Created financial models to enhance the ability to forecast the conversion of sales to revenue and set targets for sales, revenue, and profitability by client, geography and business segment and track results against goals.

Collaborated with cross-functional teams to implement changes to the headcount planning & reporting processes and systems which supported department managers in managing costs within a $100M Business Development budget by increasing transparency and accountability for headcount and expenses.

Collaborated with business finance, tax, and treasury teams to build and maintain the corporate multi-year P&L, Balance Sheet, and Cash Flow projections at a global, and geographic level in support of corporate tax planning, debt covenant compliance and regional cash planning and management.

Led corporate initiatives to implement improvements to the company’s financial planning system and process, which enhanced data access and review capabilities and saved 100 hours per year during the planning process.

Performed financial modeling, investment, and valuation analysis for capital expenditure, M&A opportunities and potential divestments and evaluated their overall impact on the company’s financial performance.

Assisted with the implementation of Hyperion Financial Management (HFM) and Hyperion Planning and integration of acquisitions onto the organization’s shared service platform and HFM

Coordinated the global annual budget and quarterly forecast processes, including partnering with senior leadership team to develop worldwide business and regional financial goals based on an analysis of the key drivers to minimize surprises and improve the effectiveness of the financial planning process.

Prepared financial reporting packages for the Executive team, Board of Directors, Investor Relations and Private Equity sponsor

Collaborated cross-functionally to develop the company’s global incentive and volume rebate plans, working with accounting to introduce new procedures to ensure the integrity and accuracy of monthly reporting.

Educated and trained global finance teams on improved use of system data and analytical capabilities.

Finance Support for global business segment spanning 5 Business Units across 7 countries

Coordinate the planning and monthly close processes, developing planning calendars, load files

Preparation of financial reports for Business segment and corporate leadership.

Collaborate with global finance leaders to determine and implement changes to planning and reporting requirements as a result of the company transition from a public entity to private.

Performed financial modeling, investment, and valuation analysis for capital expenditure, M&A opportunities

Supported the integration of global business unit onto the corporate shared services platform