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.

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.

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.

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.

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”.

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.

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.

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.

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.

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