Gregory Berkel Email & Phone Number

Boston, MA, US

Provincetown, Massachusetts, United States

Boston, Massachusetts

290 Congress St Boston MA

Greater Boston Area

• Finance Manager for Technology (s/w development team), Client Operations (represents all client facing support teams), Strategic Planning (marketing & market growth), and Corporate departments (Finance, HR, BIS.
• Managed 2006-2010 budget development process with Technology, Client Ops, Strategic Planning, and Corporate departmentso Met with department heads and their management teams to develop yearly budgets, headcount.
• Managed Key Performance Indicators (KPI) reporting for each function I supportedo Gathered key metrics on functional goals and objectiveso Consolidated results from all functions for reporting to Executive Team
• Developed and maintained global headcount tracking process and databaseo Managed inputs across functions for actual reporting and forecasting attrition and new hireso Implemented Serena TeamTrack software to help with.

• Performed monthly, quarterly, and yearly variance analysis of SG&A and other cost centers for multiple regions (North America, Europe, and Asia)o Analysis included: reviewing actual expenses to plan; journaling.
• Developed and implemented new forecast and budget procedures and templates for FY04 o Lead Analyst for SG&A and other costs centers – including timetable for deliverables, consolidation of regional informationo Lead.
• Performed ROI Analysis on all FY04 internal development projectso Coordinated gathering of expense details, meetings with external contractors/trainerso Projected potential benefits – both qualitative and quantitativeo.
• Lead Financial Analyst for Data Management and Biostats & Programming business unitso Performed monthly, quarterly, and yearly variance analysis of P&L expenses with emphasis on Direct Labor, headcount, non-labor.
• Managed Revenue Recognition Process for various projectso Coordinated unit-based revenue recognition with Project Managerso Planned revenue meetings and provided updates on project multiples

• Developed, organized, and managed 2001 and 2002 Annual Operating Plan (AOP) for all cost centers in North America, including headcount forecasts
• Completed quarterly Profit and Loss reports for North America and each sales/service region; responsible for variance analysis and distribution of data to senior management and divisional directors
• Developed, maintained reports for equipment revenue, consumables revenue, unit sales by department/region, and trend analysis for each
• Support regional sales and marketing managers with ad hoc sales reports – both revenue and units, and compare results to the AOP

• Trained Finance personnel on relevant software including FAS, Solomon General Ledger, FRx Financial Report Writer, R&R Report Writer
• Performed month-end, quarter-end, and year-end balance sheet account reconciliations to meet stringent schedule
• Created and maintained revenue schedule and related supporting reports for use by senior management
• Created, managed, and implemented Budget templates for divisions within the organization, including support for departmental managers
• Responsible for monthly Budget vs. Actual Expense reports to division managers including investigation into variances of actual expenses to budget/ forecast
• Formalized reporting package for Senior Management with variance analysis of actual expenses to budget, actual to projected headcount, capital expenditures