LEADING a team to establish fundamental global finance, commercial and operations reporting needs, actively developing an enterprise data warehouse (EDW) that will assimilate data tables from a multitude of reporting systemsESTABLISHED US Commercial reporting in Power BI for the newly formed US team as we work towards developing a presence in the US market. Data combines historical data from the acquired fusion product line from Centinel Spine with our existing internal data to help Commercial team track current performance of inherited distributorships vs historical performance. FP&A, short-term: designed a opportunity evaluation model that takes price, commission rate, case type inputs and transforms that into a 3 year EBITDA analysis that evaluates profitability of an opportunityFP&A, long-term: designed a financial model for global commercial leaders to forecast a 5 year sales plan, taking into account existing set performance, pricing and sales force efficiency against new set builds, price erosion and sales force expansion

CORE COMMERCIAL INTEGRATION TEAM MEMBER - chosen to help align $2B+ commercial teams across both NuVasive and Globus Medical. Worked Intimately over 6 months during merger close to create new sales territory hierarchy and maps, taking care to optimize salesforce while minimizing attrition.MANAGED a team focused on developing insightful analytical tools in Power BI for our Commercial Leadership and cross-functional business partnersACCOUNT PROFITABILITY MODEL - leveraged internal and external data to identify and rank accounts into 4 profitability quadrants: Maintain & Grow, Win & Grow, Maintain & Optimize and Re-evaluate. Accounts were ranked based on profitability (GM/EBITDA) and Total Addressable Market (TAM). Broadly, bottom performing accounts were targeted for commercial teams to work on ways to drive profitability higher while high performing accounts were targeted for account expansion or new account development

MANAGED, DESIGNED AND IMPLEMENTED new reporting structures for US Commercial through leveraging our EDW and Power BI. Commercial Leadership has access to reporting on trended forecast/PTQ attainment, surgeon & account leakage, procedural gaps in their territories. Reporting is accessible via computer or mobile appsSTREAMLINED QUOTA-SETTING PROCESS through Power-Query linked workbooks, facilitating surgeon-level quota capture for 70+ Sales Directors, equating to roughly $800m and 100k+ lines of quota data automatically generated for load (previously a manual-dependent exercise)BUILT TRUSTED RELATIONSHIPS with RVPs and SDs by providing timely, accurate and novel analyses, being hyper-responsive, and working diligently to help tackle problems together

MANAGED, DESIGNED AND IMPLEMENTED new reporting paradigm in Power BI, Reporting is dynamic, online and highly configurable where cross-functional leadership teams can reliably answer daily, weekly, monthly and quarterly business-critical questions. 500+ in known man-hours/year saved DESIGNED AND CHAMPIONED new win/loss reporting dashboard that has become a BU-standard for reporting during monthly and quarterly business reviews. The report captures over $1.5B in competitive booking data annually, highlighting trends across different BUs, regions, and model typesREVOLUTIONIZED forward-looking 4-quarter bookings forecast methodology by developing a dynamically linked CRM Excel dashboard driven by real-time data, becoming an integral component towards setting annual bookings budgets and factory build plans

REDESIGNED multiple forecasting models, resulting in improved forecasting accuracy by utilizing historical data in unison with sales team input; often with an average absolute error of less than 5%RENOVATED multiple quality metrics into team-specific dynamic dashboards enabling managers to visualize performance and highlight key areas to seek improvement through user-driven dashboard toolsTRANSITIONED customer satisfaction survey from mail form to phone-survey while managing the customer input-to-company action workflow

DESIGNED a regression modeled dashboard that evaluated four-year market performance and identified top 25 market opportunitiesANALYZED the Annual Customer Satisfaction Survey and created a new reporting format with improved trend analysis and an updated aestheticMANAGED a successful Request for Proposal (RFP) for a new survey vendor, which was projected to save Mentor Graphics approximately $100K/year

CONDUCTED research for client projects and prepared preliminary drafts of press releasesHANDLED media relationships and distribution of press releases