Kathy Lucas Email and Phone Number
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Seventeen plus years of Financial, Business, Portfolio and Strategic experience- primarily within major Pharmaceutical companies, plus a high degree of proficiency in Excel, SharePoint, PowerPoint, MS Project Server and many other computer applications.Areas of Concentration: Financial Analysis, PMO Analysis, Portfolio Management, Strategic Planning, Business Analysis,Change Management, Vendor Management, Process Improvement, Project Management, Budgeting/Planning, KPI/Metrics, Business Case Development, Strategic Sourcing, IT Projects, Contracts, Business Partnering/Liaison
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Project Coordinator And It Program ManagementMerckNew Jersey, United States -
Project Coordinator/It Program ManagementMerck Jan 2018 - Present
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Senior Financial Analyst / Project Manager IiiJohnson & Johnson Jun 2015 - Jun 2017New Brunswick, Nj, Us• Plan spend and deadlines for IT projects in countries with product being serialized • Review issues, risks, monitor status and provide ad-hoc analysis for PMO and IT management• Liaise with project managers and other business partners to develop IT project status and cost• Manage and track SOWs, budgets, committed and actual spend for country specific projects• Develop financial documents and business cases for new Capital Appropriation Requests• Update Business Plan and forecast Long Range Financial Plan for IT Serialization Projects • Review issues, risks, monitor status and provide ad-hoc analysis for PMO and IT management• Forecast IT Resources and track budgeted versus actual spend on quarterly basis • Utilize Excel, SharePoint and PowerPoint extensively; also use Ariba, Clarity, and Instantis • Oversee Purchase Order process in Ariba for PMO and IT Teams -
Pmo AnalystPfizer Mar 2014 - Mar 2015New York, New York, UsPMO Analyst- Global Serialization - Contractor• Monitored program status across all the work streams, creating reports / metrics for Serialization Program, highlighting issues and risks to achieving compliance with Global Mandate deadlines• Managed Global Serialization SharePoint Website, including enhancements, summary banner, content and access to site • Utilized databases on SharePoint for monthly creation of Executive Summary Excel reports• Developed metrics to reflect actual versus targeted deployments across the global sites• Produced Deployment Dashboards and Schedule, and tracked progress for products to be serialized• Prepared dashboards and presentations for Governance and Operational Leadership meetings• Ad-hoc program analysis, utilizing Excel (pivots), PowerPoint, MS Project, MS Project Server, Visio -
Portfolio ManagerZoetis Sep 2013 - Mar 2014Parsippany, Nj, Us--Manage financial processes surrounding the IT project portfolio, as well as the actual portfolio--Select a new portfolio tool to catapult Zoetis portfolio processes toward a much greater level of sophistication- analysis/strategy/reporting/charting, and initiate overall process improvements-Present projects in semi-monthly leadership review meetings and facilitate approval-Analyze and troubleshoot IT business cases for projects submitted for leadership review -Create presentations, agendas, and metrics for high-level project review meetings -Utilize SharePoint, PowerPoint, and Excel extensively- enhancing and streamlining existing tools -
Portfolio Partner- Financial Projects CoordinatorMerck Nov 2012 - Aug 2013Financial Projects Coordinator at Merck through EMC in Lebanon, NJ. - Provide Business and Financial Analysis support fornew proposed IT capital projects and programs; perform forecasting and variance analysis for existing projects - Prepare business case summaries and KPI to facilitate review committee ‘s selection of IT projects - Trained in successful Business Case development; support Project Managers in case development - Create presentations, agendas, and metrics for high-level capital review meetings - Manage project flow of projects through MS Project Server; maintain integrity of project content - Perform extensive ad-hoc analysis, and utilize Excel (including pivot tables, vlookups, filters, sorting and macros), MS Project Server, PowerPoint, SharePoint and Word routinely
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Financial AnalystNovartis Jan 2012 - Nov 2012Basel, Baselstadt, ChFinancial Financial Analyst- Contractor (Clinical Transparency federally mandated initiative) * Develop Strategic Plan to audit insourced/outsourced data being reported * Validate and update Purchase Order data to ensure initiative Compliance * Created spreadsheets to automate review of clinical spending data for Healthcare Professionals/Organizations for consistency with mandated initiative process * Apply business partnering skills and contract analysis to obtain, verify and correct data * As team lead/ liaison, responsible for consolidating reports and data integrity * Utilize Excel (including vlookups and macros)), SAP, and Ariba extensively -
It BuyerSanofi-Aventis Sep 2011 - Nov 2012Paris, France, Fr- Strategic Sourcing- Financial Analysis- Contract Negotiation- Change Management -
Senior Financial AnalystJohnson & Johnson Corporation Dec 2008 - Dec 2010> Managed Invoice Validation and Financial Processes for the Global Services Vendor Management Office and Project Management Office> $300 million in invoices validated and approved for Global Services> 25 percent reduction in invoicing processing time by using Lean Process-Six Sigma methodology to streamline invoice process > Significant improvement in payment time and efficiency by launching a training process for new vendors, integrating them into the VMO and our financial/invoicing processes> Developed EXCEL computer applications to benchmark vendors and create scorecards, and for Management Review of financial metrics and trends> Productive business relationship-building with many global vendors
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Sourcing AnalystJohnson & Johnson- Us Pharmaceutical Procurement Group Feb 2007 - Jun 2008> HONORED with J&J Elite Award for Supplier Financial Stability Analysis performed for the North American Promotional Premiums eSourcing Event > Generated significant savings through selection of optimal suppliers with team> Utilized EXCEL extensively for ad hoc analysis, employing Pivot Tables and V-lookup functions routinely; developed integrated Agency Spending Reconciliation Report > Negotiated savings on contracts, while assuming Senior Buyer responsibilities> Improved compliance metrics and supplier relations through creation and implementation of Supplier Invoicing Guide, which became the division standard > Enhanced and produced monthly Compliance Metrics and Trends reports> Improved compliance with invoicing process through Power Point training presentations
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Corporate Capital Planning And Control AnalystSchering-Plough Corporation Jan 1984 - Jan 1987> Added value by selecting best fit capital investments and acquisitions > Analyzed financial statements and business trends; planned capital spending> Developed capital plan, aligning spending with long-term goals plan > Benchmarked corporation’s performance versus peers; created scorecards> Managed and monitored capital spending; reconciled variances> Enhanced financial processes through development of computer applications
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Senior Financial AnalystSchering-Plough Corporation Jan 1982 - Jan 1984> Evaluated business opportunities and risks; presented feedback to upper management> Created long-range strategic and annual plans with team> Minimized cost to produce new products by optimizing formulations, manufacturing sites and process alternatives > Reduced product costs- both manufacturing and packaging, through alternative analysis > Developed financial models for sensitivity and scenario analysis > Analyzed capital appropriation requests; performed ad hoc financial analysis
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Corporate PlannerSuburban Propane Gas Corporation Jul 1980 - Jan 1982> Co-developed five-year budgets and strategic plans for corporation> Proposed suitable acquisitions and mergers > Evaluated major capital expenditure requests and business opportunities > Scrutinized growth potential and profitability of products and divisions> Built and enhanced computer applications for financial processes
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Budget AnalystSuburban Propane Corporation Jan 1979 - Jul 1980> Reconciled actual results to budgets; tracked progress and trends; produced metrics> Determined total corporation's annual budget; analyzed division budgets > Evaluated capital expenditure proposals and presented recommendations to upper management> Monitored spending and challenged expense items with high variances
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Cost AnalystEcodyne Corporation Jan 1977 - Jan 1979> Forecasted engineering job costs utilizing data from purchasing, accounting, and sales > Developed budgets and cost estimates for projects; performed ad-hoc analysis> Analyzed variances and trends and recommended solutions to issues with jobs____________________________________________________________________________________________________________ OUTSIDE ACHIEVEMENTS/ ACTIVITIESBuilt and ran Tennis Instruction business Served on various Financial Boards; developed Budget vs. Actual computer applications
Kathy Lucas Skills
Kathy Lucas Education Details
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Lafayette CollegeEconomics And Business
Frequently Asked Questions about Kathy Lucas
What company does Kathy Lucas work for?
Kathy Lucas works for Merck
What is Kathy Lucas's role at the current company?
Kathy Lucas's current role is Project Coordinator and IT Program Management.
What is Kathy Lucas's email address?
Kathy Lucas's email address is ka****@****jnj.com
What is Kathy Lucas's direct phone number?
Kathy Lucas's direct phone number is +190891*****
What schools did Kathy Lucas attend?
Kathy Lucas attended Lafayette College.
What skills is Kathy Lucas known for?
Kathy Lucas has skills like Financial Analysis, Business Analysis, Process Improvement, Microsoft Excel, Vendor Management, Analysis, Change Management, Financial Modeling, Six Sigma, Sap, Data Analysis, Strategy.
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