John Berman, Cfa, Cpa Email & Phone Number

Tel-Aviv, Il

Tel-Aviv, Il

Joined the Oncology commercial leadership team to manage the financial planning and analysis effort. Worked with general manager and brand teams to develop processes to improve forecasting accuracy of both revenue and expenses for this $800M business unit.Supported the global “Reshape”, or cost reduction effort, as the financial partner analyzing and tracking the US Specialty Medicines group projects which amounted to over $100M in annual savings.Set up mapping from SAP to Oracle to match reporting structure and track product spending.

Tel-Aviv, Il

Created and led the Business Operations team to consolidate the activities of the Finance, Project Management, and Contracting departments into a single group for more efficient financial planning and control. Led to better financial compliance with contract terms and a financial forecast that was more closely aligned with the project management timelines. Oversaw the project management department responsible for coordinating all of the diverse activities involved in proprietary drug development including clinical operations, data management, regulatory affairs, and manufacturing.Developed and implemented a state of the art enrollment tracking and analysis system to monitor clinical performance metrics and calculate payments to investigator sites. Resulted in savings of $75,000 or more per clinical study compared to outsourcing.

Tel-Aviv, Il

Served on Joint Steering Committee for collaboration products with a third party.Presented financial results and analysis to senior management, including Board of Directors.Negotiated savings of over $500,000 in a dispute with a clinical research organization.Led team in planning company move from 15,000 square foot to 40,000 square foot office.

Hired to build the planning and analysis functions as well as the accounting function for the branded R&D division of Barr Pharmaceuticals which consisted of 15 employees at the time.Implemented accounting procedures and controls for this newly formed division in accordance with Sarbanes-Oxley requirements.Hired an accounts payable associate, accountant, and financial analyst to handle the invoice processing, month end accounting, and capital accounting, budgeting, and forecasting.

Responsible for developing and implementing the financial planning and control systems for this publicly traded biotechnology company. Implemented budgeting programs and monthly reporting to identify risks and opportunities within the company.Provided financial vision to enhance revenue growth, spending control, and leverage new market opportunities by developing monthly report of key financial figures in graphical format for senior management.Consulted with department leaders across the company to analyze potential major initiatives. Negotiated savings of over $100,000 on domestic product shipping costs and leasehold improvements.Led complex, large-scale cross-departmental financial modeling efforts for long term business plans.Performed in-depth analysis of actual and projected income statement, cash flow and balance sheets.

Us

Prepared company business plans and budgets for this publicly traded online music and video retailer.Analyzed from a financial perspective major marketing deals with Pizza Hut, 7Up and others. Financial representative on the product pricing committee. Recommended numerous changes to store policies that substantially improved gross profit margin. Determined financial impact of shifting orders between various distributors. Made recommendations that reduced costs and improved shipping times to our customers.

Fort Washington, Pa, Us

Assisted Chief Financial Officer and the Vice President of Finance with banking relationships, project and corporate finance, interactions with Wall Street analysts, and preparation of financial, marketing and executive presentations.Developed a business plan for outside investors in a newly formed Real Estate Investment Trust focused on residential and commercial rental properties. Resulted in a joint venture with a major State Employee Pension Plan.Built a financial model for new business initiatives including landscaping, home security and cable.Analyzed several potential acquisition targets and made recommendations to the Chief Financial Officer and Chief Executive Officer on potential investments.

Gb

Performed business valuations and intangible asset valuations in a wide range of industries including pharmaceutical, snack food, and manufacturing.Supervised work of analysts and associates to ensure timely and accurate reports were completed and presented to client. Prepared extensive written reports documenting industry and company analysis to support valuation conclusions to the Internal Revenue Service.

Boston, Ma, Us

Prepared customized investment performance reports for endowment portfolios to show the performance of each investment manager relative to each other and to selected benchmarks.

Mba, Finance

Ba, Economics

High School