Jason Monteleone, Cpa, Cma, Mba Email & Phone Number

Chester Springs, Pa, Us

Bilthoven, Nl

DIA is a global, member-driven organization mobilizing life sciences and healthcare professionals.DIA's mission is to foster innovation to improve health and well-being worldwide by:*Providing invaluable forums to exchange vital information and discuss current issues related to healthcare products, technologies, and services;*Delivering customized learning experiences;*Building, maintaining, and facilitating trusted relationships with and among individuals and organizations that drive and share DIA values and mandates; and*Offering a multidisciplinary neutral environment, respected globally for integrity and relevancy.

San Francisco, Us

@Power is building the most patient-friendly way to access clinical trials. @ Power believes that every patient deserves the chance to participate in a life changing clinical trial. For patients where the standard treatments have not worked, cutting edge research can present the best hope.Unfortunately, convoluted processes and complex medical jargon mean that most patients are shut out. We know, because we’ve tried — and sometimes failed — to help our loved ones enroll in promising trials. At the same time, researchers are struggling to recruit patients. Roughly 86% of all clinical trials are delayed due to an inability to recruit enough patients.

Pivotal Financial Consulting, LLC is a strategic financial consulting serving the clinical research industry with a special focus on Clinical Research Organizations (CROs). Engagements include: * Advising Private Equity and Strategic Sponsors on CRO Acquisitions * Assisting Founder owned CRO & SMO organizations exit their investments * CRO Acquisition diligence support * Strategic Planning * Special ProjectsRecent Transaction Experience1) Court Square Capital's acquisition of Celerion.2) Sale of New England Research Institutes to Healthcore3) Advisory assistance to a large private equity firm in its attempt to acquire Chiltern International4) Metalmark Capital's acquisition of Premier Research5) Genstar Capital's acquisition of Bracket Global6) Biotelemetry's acquisition of Telcare7) Divestiture of Theorem Clinical Research to Chiltern International8) Divestiture of Omnicare Clinical Research to Nautic Partners9) Divestiture of MDS Pharma Services to Bain Capital/Ricerca10) Acquisition of Aerostar Aerospace by Nautic Partners11) Acquisition of Warmelin Precision by Nautic Partners

Horsham, Pa, Us

Morrisville, North Carolina, Us

Clinipace is a global mid-size Clinical Research Organization (CRO) with 800 employees across the globe. Clinipace provides traditional CRO services, strategic regulatory services and stand-alone biostatistical & stats programming services. Clinipace's geographic coverage includes North America, Latin America, Asia-Pacific and Eastern & Western Europe. Our objective is to provide solutions and a high-touch service experience to our customers.

Morrisville, North Carolina, Us

Chief Executive Officer responsible for developing and executing strategic plans for Clinipace, a global Clinical Research Business (CRO) with 900+ staff in 23 countries around the world.

Responsible for overall financial management for a recently acquired private equity investment. Establish financial processes, acquisition assistance and management/bank reporting until local full time CFO is recruited.

Slough, Berkshire Sl1 4Aa, Gb

Responsible for the overall financial management of a top 15 global Clinical Research Organization. Oversight includes finance, accounting, human resources, information technology, legal, contracts and facilities.

King Of Prussia, Pennsylvania, Us

Finance leadership position tasked with assisting the Senior Executive Management team of a $500M+ Global Clinical Research Organization divest the organization while streamlining the corporate finance function. Deliverables include:1) Key player in the $200M Preclinical and Early Stage divestiture process. Contributions included: a) “Sale Presentation” development and delivery to prospective buyers. b) Project Manager of the entire due diligence process. c) Architect of the 5 year strategic plan provided in the sell book.2) Directed key finance deliverables including board presentations monthly operating reviews, annual budgeting process, monthly and quarterly forecasting, and all financial analytics.3) Provided financial leadership to the Oracle Optimization Steering Committee. Primary objective is profitability by study through the re-implementation of the Oracle Projects and Time & Labor modules. 4) Teamed with Supply Chain to implement an improved Capital Authorization and Purchasing process.

King Of Prussia, Pennsylvania, Us

Responsible for the financial operations of the global $100M+ Global Clinical Development Business (Phases 2-4 of drug trials) at MDS Pharma Services (the world's 6th largest Clinincal Research Organization). Responsibilities include:1) Finance leader on a Management Team responsible for turning an $8M EBITDA loss to an $8M gain. The profitability improvement enabled MDS to divest GCD in 2009 for $50M.2) Developed the GCD strategic plan resulting in a 15% margin improvement. Key driver was implementing an optimal cost structure by reducing the direct labor rate and non-billable costs. 3) Implementation of a new financial reporting structure resulting in greater transparency of billable vs. non-billable costs allowing for improved variable margin analysis.4) Transformed the GCD budgeting and forecasting process from a finance dominated exercise to a finance/operations collaboration resulting in realistic targets and greater operational accountability.5) Reduced from 10 to 6 a global (UK, US & France) finance team responsible for study revenue recognition, revenue forecasting and project profitability analysis.

Us

1) Leader of a 6 person finance team during a 9 month global design phase with the objective of implementing a 13 site (7 international & 6 U.S. based) single global instance of JD Edwards.2) Spearheaded the VIASYS change effort from numerous (5) disparate ERP systems to one global model.3) “Globalized” the VIASYS chart of accounts, business unit design, management reporting package, R&D job cost reporting, warranty expense reporting and refurbishment parts reporting.4) Design and implementation responsibilities for the general ledger, accounts receivable, accounts payable, fixed asset, job cost and advanced cost accounting modules.

Us

1) Finance leader on the General Management Team of a $70M global Customer Care organization that achieved 13.5% revenue growth and gross margin expansion of over 10%.2) Negotiated and closed an agreement that saved $400K annually by consolidating the domestic sales/service automotive fleet program under one provider.3) Responsible for leading the Customer Care strategic planning process and its tactical implementation.4) Integrated 3 acquisitions into the Customer Care financial reporting/forecasting process.

Us

1) Directed key finance deliverables including board presentations, earnings call analysis, annual budgeting process, monthly and quarterly forecasting, and all financial analytics.2) Architect of numerous financial essentials such as the monthly financial reporting package, acquisition model, supply chain metrics analysis and key working capital ratio analysis (DSO, Inventory Turns, etc..).3) Managed and developed the annual budget process for 5 Business Units across 13 entities in 6 countries. 4) Finance lead on a special committee established to select an enterprise resource planning (ERP) software package/implementation partner and develop a business case justifying the recommendation.

1) Developed a 10 year business model used for budgeting, debt raising and business opportunity analysis.2) Modeled the $853M negotiated consolidation of Digital Access I and Carolina Broadband.3) Assisted the President and CFO with all Board Packages, due due diligence and debt raising activities.

Boston, Ma, Us

1) Forecasted the 2000 year operational plan for a $300M+, 6 district, 30 branch division.2) Developed reporting packages and dashboards for the North American over-the-road (OTR) division.3) Finance leader for the largest North American Division of the company.

Us

1) Completed 20+ due diligence engagements and 30+ valuations ranging from $500K to $20M in revenue.2) Developed a 5 year business plan for a catalog/internet book retailer seeking private equity. 3) Advised client to decline a $20M acquisition due to a reduction in Medicare reimbursement rates.

Us

Mba, Finance

Bs, Accounting

Education record