Senior Financial Analyst
Content
John Bridgewater My goal is to locate a challenging financial role that will use my extensive pla nning and forecasting, advanced excel skills, proven leadership qualities, and e xperience in high tech and pharmaceutical manufacturing environments. In additi on to my financial skills I also have experience in IT system implementations ra nging from Excel based solutions to specific software solutions. Education 1990 SOUTHWEST TEXAS STATE UNIVERSITY, San Marcos, TX Bachelors of Business Administration G.P.A.: Overall 3.50 / 4.0; Accounting 3.55 /4.0 National Association of Accountants, President 1990 Software Excel (expert level), MS Word, Access, Hyperion Pillar., SAP, Oracle 1 0.7, 11i, TM1. Experience June 2007 Oct. 2010 Novartis Corporation, Cambridge MA Associate Director Vaccines & Diagnostics (V&D). $2B business unit Responsible for V&D global commercial sales reporting and Global Marketing funct ion support: monthly & quarterly management reports for V&D division, budget and forecasting, Global Marketing business partner. Responsible for weekly and monthly sales reports for senior management. Implemented sales reporting on BI Portal for standardization and automation. Implemented automated sales reporting tool on Excel with global visibility. Provide sales and pricing analysis for Global Marketing function. Quarterly and Annual plan lead for Global Marketing team. Corporate lead responsible for quarterly and Annual sales forecast. Provide expense and contribution analysis for Vaccines products and markets. 2005 May 2007 Genzyme Corporation, Cambridge MA Financial Manager LSDs. $2B business unit Responsible for LSD commercial products: gross margin analysis, monthly close of P&L, budget and forecasting, Global Marketing business partner, and Manufacturi ng liaison. Generate and monitor financial dashboard indicators for Global Marketing manage rs. Generate weekly BPI dashboard for senior management team. Develop and monitor gross margin for all commercial LSD products. Joint venture accounting including P&L and cost accounting. Monitor and develop Sales & Marketing OPEX variance analysis. Perform product pricing analysis for all LSD products with Global Marketing man agers. Key contact for Manufacturing for product demand planning. Implemented Livelink system to streamline data capture and reporting for LSD d emand process Dec 2003 Nov. 2004 Macromedia Inc., Newton, MA A $450M Internet Software Company delivering digital software solutions - headq uarters in San Francisco, CA; Newton is a $ 75 M sales R&D site. Senior Financial Analyst Responsible for North America Sales , Technical Sales Engineers, and Macromedia Consulting group.
Revenue forecasting, tracking, and analysis. Page - 2 Quarterly close deliverables: expense actuals, expense forecast, sales results and GAP to plan/forecast, and quarterly sales forecast. Annual and Quarterly Quota setting for 60 member sales team. Quarterly business review. Annual planning process and quarterly gap analysis to plan. 1998-Sept 2003 TERADYNE, INC, Boston, MA A $ 2B SEC manufacturer of high technology test equipment for Semiconductors. Senior Financial Analyst - ATD Division (Oct.2002-Sept. 2003) ATD is a $ 210 M manufacturing division. Analyzed world wide Sales distribution by region, channel, and product to deter mine potential cost savings. Results were: - Implemented world wide standardized external sales representative contract to drive cost per sales dollar down and increase sales coverage. Heavily engaged I nternational Sales Managers, Legal, and ATD Controller. - Created and implemented financial model within Excel and Hyperion Pillar to mo nitor target spending across regions and channels using cost/order$ metric. Responsible for, world wide sales reporting by channel, product line, and regio n for 8 product lines using Lotus Notes database and Excel. Responsible for quarterly expense forecast and gap analysis against plan for Sa les staff of 91 selling 8 product lines world wide. Responsible for quarter end close for ATD Sales. - Balance sheet reconciliation, expense actuals, reporting to corporate. Financial Manager- Enabling Technology Group (Jan. 2001-Oct.2002) reported to VP of Engineering. Transferred into newly created Enabling Technology group within Semiconductor t o consolidate 6 separately operated R&D groups within the Semiconductor division for operational efficiency. Developed R&D expense allocation model for charge back of expense using princip ally ABC methodology. Coordinated quarterly reviews with management team to fac ilitate understanding of R&D investments. Direct business partner with VP of Engineering in annual planning process for g roup as well as coordinated quarterly review with Corporate Executive team. Implemented new web based budgeting tool for expense and capital to allow VP of Enabling Tech. group and 8 R&D heads to easily monitor investment. - Led cross functional team composed of IT staff and R&D heads to develop in-hou se web based tool which easily downloads to Excel for data analysis. Responsible for quarterly budget forecast and gap analysis. Responsible for quarter end close for Enabling Technology. - Balance sheet reconciliation, expense actuals, reporting to corporate, allocat ion of expenses to business units. Senior Financial Analyst - Semiconductor Group (1998-Jan. 2001) Semi was a $ 1B manufacturing division with 6 divisions. Responsible for all aspects of the Semiconductor sales and expense analysis repo rting to Sales Controller. Responsible for world wide expense forecast and gap analysis against plan for 6 divisions and multiple product lines. Responsible for; world wide sales reporting by product line and region for mult iple product lines using Lotus Notes database and Excel. Served as senior business partner with international sales team for all financi al issues. Created and implemented process to track expenditures world wide using Hyperion Pillar software and Excel. Created and implemented financial forecasting model for world wide sales incent
ive payments. Streamlined process to track bookings world wide which saved 1.5 man days per w eek of time or $20k/yr. Responsible for quarter end close for Semiconductor Sales. - Balance sheet reconciliation, expense actuals, reporting to corporate. Page - 3 1990 - 1998 EXXON COMPANY, USA, Houston, TX Exxon Co. USA is the oil & gas exploration, refinery, and distribution entity wi thin Exxon Corporation. Financial Analyst-Senior Financial Analyst Responsible for a variety of complex costing and financial analysis for oil / ga s exploration, including: Annual forecast of sales, production, and inventory for US properties as well a s report of material variances to Corporate Headquarters. Record annual financial and volume data; verify expenses, customer billings and payments. Annual financial forecast of sales and production. Project manager responsible for system design, budget implementation, training, and support of $200k computer reporting program for Exxon Company U.S.A. person nel. Lead accounting member of implementation team for $2 Billion offshore platform start up project. - Designed complex allocation methodology to allocate co-mingled oil and gas str eam from offshore platforms to royalty owners as well as properly record financi al transactions. - Worked with on site engineering for system flow understanding for implementati on of accounting settlement.
Revenue forecasting, tracking, and analysis. Page - 2 Quarterly close deliverables: expense actuals, expense forecast, sales results and GAP to plan/forecast, and quarterly sales forecast. Annual and Quarterly Quota setting for 60 member sales team. Quarterly business review. Annual planning process and quarterly gap analysis to plan. 1998-Sept 2003 TERADYNE, INC, Boston, MA A $ 2B SEC manufacturer of high technology test equipment for Semiconductors. Senior Financial Analyst - ATD Division (Oct.2002-Sept. 2003) ATD is a $ 210 M manufacturing division. Analyzed world wide Sales distribution by region, channel, and product to deter mine potential cost savings. Results were: - Implemented world wide standardized external sales representative contract to drive cost per sales dollar down and increase sales coverage. Heavily engaged I nternational Sales Managers, Legal, and ATD Controller. - Created and implemented financial model within Excel and Hyperion Pillar to mo nitor target spending across regions and channels using cost/order$ metric. Responsible for, world wide sales reporting by channel, product line, and regio n for 8 product lines using Lotus Notes database and Excel. Responsible for quarterly expense forecast and gap analysis against plan for Sa les staff of 91 selling 8 product lines world wide. Responsible for quarter end close for ATD Sales. - Balance sheet reconciliation, expense actuals, reporting to corporate. Financial Manager- Enabling Technology Group (Jan. 2001-Oct.2002) reported to VP of Engineering. Transferred into newly created Enabling Technology group within Semiconductor t o consolidate 6 separately operated R&D groups within the Semiconductor division for operational efficiency. Developed R&D expense allocation model for charge back of expense using princip ally ABC methodology. Coordinated quarterly reviews with management team to fac ilitate understanding of R&D investments. Direct business partner with VP of Engineering in annual planning process for g roup as well as coordinated quarterly review with Corporate Executive team. Implemented new web based budgeting tool for expense and capital to allow VP of Enabling Tech. group and 8 R&D heads to easily monitor investment. - Led cross functional team composed of IT staff and R&D heads to develop in-hou se web based tool which easily downloads to Excel for data analysis. Responsible for quarterly budget forecast and gap analysis. Responsible for quarter end close for Enabling Technology. - Balance sheet reconciliation, expense actuals, reporting to corporate, allocat ion of expenses to business units. Senior Financial Analyst - Semiconductor Group (1998-Jan. 2001) Semi was a $ 1B manufacturing division with 6 divisions. Responsible for all aspects of the Semiconductor sales and expense analysis repo rting to Sales Controller. Responsible for world wide expense forecast and gap analysis against plan for 6 divisions and multiple product lines. Responsible for; world wide sales reporting by product line and region for mult iple product lines using Lotus Notes database and Excel. Served as senior business partner with international sales team for all financi al issues. Created and implemented process to track expenditures world wide using Hyperion Pillar software and Excel. Created and implemented financial forecasting model for world wide sales incent
ive payments. Streamlined process to track bookings world wide which saved 1.5 man days per w eek of time or $20k/yr. Responsible for quarter end close for Semiconductor Sales. - Balance sheet reconciliation, expense actuals, reporting to corporate. Page - 3 1990 - 1998 EXXON COMPANY, USA, Houston, TX Exxon Co. USA is the oil & gas exploration, refinery, and distribution entity wi thin Exxon Corporation. Financial Analyst-Senior Financial Analyst Responsible for a variety of complex costing and financial analysis for oil / ga s exploration, including: Annual forecast of sales, production, and inventory for US properties as well a s report of material variances to Corporate Headquarters. Record annual financial and volume data; verify expenses, customer billings and payments. Annual financial forecast of sales and production. Project manager responsible for system design, budget implementation, training, and support of $200k computer reporting program for Exxon Company U.S.A. person nel. Lead accounting member of implementation team for $2 Billion offshore platform start up project. - Designed complex allocation methodology to allocate co-mingled oil and gas str eam from offshore platforms to royalty owners as well as properly record financi al transactions. - Worked with on site engineering for system flow understanding for implementati on of accounting settlement.
