Chloe B. Email & Phone Number

Dallas, Texas, United States

Dallas, Texas, United States

Owned the oversight and relationship with midsize pharmaceutical client accounts. Responsible for developing and achieving account-based business goals and fulfilling brand strategic imperatives.● Developed accurate annual and monthly project-level forecast updates aligned to client SOWs, opportunity areas, and accruals-to-date with justification to leadership for modifications. ● Built budgeting tool and submitted client level budget for year ahead. ● Designed and reviewed utilization reports for team billability/utilization, pulse on trends, and availability; maximized resource allocation. ● Contributed to and/or monitored KPIs and evaluated and optimize marketing plans accordingly.

Dallas/Fort Worth Area

Oversee all facets of daily operations and strategic planning, collaborating with board members to outline short- and long-term objectives. Spearhead a team of directors in meeting revenue and profitability contributions, including compiling business plans and implementing scalable systems and processes. Conduct in-depth evaluations of existing technical solutions to optimize task management within budget constraints. Develop and monitor strategies to maintain financial viability, including pricing and sales strategies. ● Secured eight figure revenue and double-digit profitability contributions.● Contributed valuation analysis and materials in two successful outside capital raises. ● Migrated operating systems from QuickBooks to NetSuite ERP, as well as implemented Salesforce and electronic HR and quality systems to streamline workflow and enhance accuracy. ● Cultivated a team of 50+ employees, maintaining alignment with organizational requirements; created compensation planning. ● Directed installation of ISO 5 manufacturing cleanroom areas in two locations, from design to daily use: second location 11,000 sq ft of cleanroom space operating at GMP standard. ● Appointed representative to the FDA, providing executive oversight to quality system policies and documentation for ISO 9001; AATB accredited lab operating at GMP standard. ● Led company through successful IND submission and Phase I clinical trial initiation.

Dallas/Fort Worth Area

Directed daily operations and marketing strategies to meet and exceed established objectives for growth, expansion, and continuous process improvement. ● Increased overall corporate revenue by 20% and more than doubled profitability within two years.● Attended 4+ tradeshows annually to maintain working knowledge of industry trends and to position company at forefront of industry. ● Launched two product lines, collaborating with team members on design, sourcing, and sales strategies. ● Led strategic change initiative to shift focus from B2B to ecommerce growth.

New York

Produce financial reports for senior management related to forecasting and budget planning within the Northern America Sales team. Ad hoc reporting, including commissions analysis and optimal staffing calculator. These projects require seeking and compiling data across departments and data sources (Business Objects, Hyperion) and influence C-suite level staffing decisions.

New York, Ny

Work primarily in the marketing department providing analytical insight to assist in the planning and evaluation of initiatives including Coupon Programs, Web Site Optimization and SEO, PPC, Loyalty Cards, and Partnership Programs.Coordinate a task force assigned with developing a robust reporting system by introducing Tableau software to consolidate diverse platforms including Google Analytics, Adwords, SQL databases & proprietary systems, as well as ad hoc and short term monthly status reports.Utilize data on consumer parking habits to recommend high level pricing policy over a range ofverticals. Personally established best practices for interpreting and analyzing data.Create reference materials and dashboards that help stakeholders to understand the current state of business and make forecasts.

Stamford, Connecticut, United States

Supported the payroll team including international and domestic staff.Produced a variety of data checks and status reports while utilizing advanced excel skills and COGNOS business intelligence software.

Panama

Medistem is one of the leading adult stem cell research and treatment centers in the world. Using its pioneering treatment methods and utilizing partnerships with Universities and Physicians across the world, Medistem has almost doubled its revenue in the last year and the company continues to expand. {www.cellmedicine.com}Responsible directly to the CEO for all aspects of day to day accounting and P&L. Managed relationship with external accounting and audit firm. Operated externally in a mainly Spanish-speaking environment, acting as the primary liaison in all financial and tax regards. Managed accounts receivable for high ticket services and accounts payable (100+ invoices/m). Handled all aspects of monthly close, including journal entries, depreciation and reconciliation.Responsible for monthly budgeting and cash flow management. Utilized advanced excel techniques for financial planning and analysis. Prepared weekly revenue projections and ad hoc reports for senior management such as product profitability analysis and vendor cost examinations. Designed and produced in depth BOM analysis of costs per treatment. Allowed the company to reassign prices based on known margins and increase profitability. Planned and implemented a complete restructuring of the company's accounting system from expense to inventory based in a partnership with an outside financial consultant. Operated as part of a team to reform and continually maintain the company's website, writing and publishing original content using WordPress platform.

Worked directly with the MD (and founder) to prepare material for Investors for private jet company. This included company financial analysis and an investment 'teaser'. Responsible for researching the American private jet industry, due diligence on possible partners and drafting a business plan for a project to expand the company's US branch: this venture is projected to increase Avolus' turnover in the region by 300% next year. Generated many facets of the company's finances: worked with the CFO to log invoices and receipts onto Sage accounting software, made bacs payments, and prepared customer invoices.

Administered weekly TA sessions for an Introductory Macroeconomics class of 60 students. Graded and corrected exams and homework, and aided students in test preparation.

Master Of Business Administration (Mba), Strategy

Bsc, Economics