Beth Richard Email & Phone Number

 Coordinate and facilitate full planning process including template development and distribution, analysis and consolidation of quarterly forecasts, capital expenditure plans, and annual operating plan Created sophisticated budget templates for bottoms-up planning at the cost center level for the annual operating plan and quarterly forecasts complete with drop downs, automated rollups, and version control Responsible for uploading the budget/forecast to COGNOS at the divisional level and uploading to Essbase/HFM at the corporate level and ensuring the two systems are accurate and reconciles to each other Design, implement, and maintain dashboard reporting for the Clinical Studies and R&D group to manage expenses by study and/or project. These tools have proven instrumental for project phase reviews, clinical studies reviews, the investment committee, quarterly reporting, strategic planning, and tax reporting Revamped, enhanced and automated the sales commission audit model to independently calculate monthly and quarterly commissions for territory and regional sales reps to ensure proper internal controls and legitimacy of payouts Increased forecast accuracy through supporting the Sales, R&D, Clinical, and Marketing departments with detailed cost center reporting and analysis. Provide continuous coaching to directors and their managers to understand pivot tables, accounting and month end accrual process Serve as liaison between R&D and Accounting department to ensure CIP projects are capitalized timely Complete ad-hoc analysis to determine cost savings for operational expenses