Nathan Ip Email & Phone Number

Chicago, IL, US

Chicago, Illinois, United States

Chicago, Illinois, United States

• Served as the Project Owner and Primary Project Consultant for implementation and optimization projects of Strata's SaaS product suite including: Operating Budgeting, Management Reporting, Productivity Reporting, and.
• Lead daily and weekly scrum team planning meetings and retrospective meetings being in the Agile Team Lead role while utilizing Salesforce to track account management
• Conducted data requirements gathering sessions with client finance teams to help convert existing client tools into Strata platform solutions and roadmap initial build processes
• Helped lead weekly client touch bases to ensure project timelines were tracking appropriately, address client questions/issues, further demonstrate functionality within the module tools
• Conducted module and solution demonstrations to groups of 5 to 150+ individuals with the goal of teaching system maintenance, security maintenance, report creation, and end user adoption
• Continued to demonstrate client relationship and account management success with satisfaction surveys resulting in an NPS of 9/10 and 94% on budget rating

Chicago, Illinois, United States

• Served as the Primary Project Consultant of implementation and optimization projects for Strata's SaaS product suite including: Operating Budgeting, Management Reporting, Productivity Reporting, and Strategic Planning.
• Reviewed client current state risks and opportunities through data, custom reporting, and process development to produce individually tailored solutions for successful optimization and implementation projects
• Translated clients' legacy ERP system data requirements into Strata module solutions with actionable reporting and dashboarding
• Developed client specific reporting solutions through dynamic report builds, dashboards, and training to cater to reporting needs
• Established and maintained strong client relationships through proactive and efficient delivery of action items, communication, workplans, and deadlines resulting in an average NPS score of 10/10
• Served as a leader and contributor to internal team initiatives such as development of internal and client facing training guides to increase adoption and knowledge around our product

Columbus, Ohio Area

• Finance Business Consultant for the Cardinal Health Pharmaceutical Segment (continued role from Cardinal Health)
• Provided ongoing support for Pharma & Consumer Health Leadership through client oriented data and trends using tools such as SAP, Business Objects, Anaplan, Oracle Hyperion Planning and Alteryx
• Displayed clear and effective written and verbal communication skills through end of month financial reviews with Cardinal business partners and Genpact Leadership
• Utilized principles of change management and apply them to processes in Cardinal Health reporting in an effort to maximize efficiency
• Drove informed business decisions through forecasting and budgeting models of risks and opportunities for Consumer Health Sales and Sell Margin business unit performance, Sourcing Team vendor deal savings, and.
• Developed financial models to evaluate new business strategies' revenue projections for Marketing and Business Development Group teams

Columbus, Ohio Area

• Executed, maintained, and communicated accurate budgets and forecasts for Sales & Sell Margin performance of Consumer Health products through building reports & trackers as well as utilizing applications such as.
• Partnered with different functions of the Consumer Health business to ensure proper management of the CH P&L
• Identified patterns and areas of opportunity within the Consumer Health business through breaking down Sales & Sell margin at a Category, Class of Trade, Customer, and Item Number (CIN) level.
• Developed data analytics acumen through utilizing applications, such as Alteryx, to concatenate large data files into easily digestible information to realize efficiencies and accuracy in forecast reporting
• Managed and communicated the forecast and budget of the Business Development Group P&L in monthly meetings with the Consumer Health Leadership team
• Classified and analyzed Pharmaceutical Marketing Solutions enrollment by Class of Trade to identify trends and areas of opportunity

• Identified key drivers and variances by synthesizing data, consolidating monthly financials, and supporting financials with thoroughly researched business assumptions
• Helped develop monthly P&L forecast and annual budget using Zero Based Budgeting mentality with intentions of identifying and realizing cost savings opportunities as well as data driven and challenging targets
• Support and lead process improvements to increase the team's efficiency in reporting, communications, and financial modeling as well as participated in LSS events
• Supported the training of business partners on new tools to increase early adoption and acceptance
• Monitored Distribution Center compliance of 2% accuracy on cycle counts and developed a template for DC action plans
• Performed regular Journal Entries to maintain Supply Chain P&L's and ensured Balance Sheets are reconciled and reviewed in a timely manner with thorough overview and oversight

Greater Chicago Area

• Monitored distribution center rates and budget daily through ensuring quality in associates’ work
• Created a template to help track and record the efficiency of inventory picking for customer shipment
• Constructed graphs and spreadsheets displaying trends in money and hours lost or gained through the January to July timeframe
• Increased the efficiency of the distribution center’s inventory picking structure to save the site upwards of $52,000 per week by reducing travel times between shipping processes
• Helped manage over 200 associates in the distribution center through building trust with employees and the respect of upper management

London, United Kingdom

• Adjusted employee salary data and standardized payroll tracking for London stores through a excel
• Analyzed and approved department invoices and identified risks and opportunities within the company budget
• Used Meta4 system for administrative tasks of the company
• Ran reports and prepared spreadsheets on Excel to calculate employees salaries
• Reviewed resumes, scheduled the interviews, and took part in the interviews
• Prepared legal contracts for new starters of the company and other legal documents needed

Naperville, Illinois

• Built rapport with club members and guests through attentive and positive service
• Maintained professional appearance of the driving range and course through constant attention to cleaning golf carts and golf clubs, preparing tee time cart fixtures, and organizing event construction/teardown

Finance, General, Graduate

Activities and Societies: Business Scholars Program, Sigma Phi Epsilon, Buckeye Undergraduate Consulting Club, Make A Wish at The Ohio.

Finance, 3.5 Gpa With Cum Laude Latin Honors

Activities and Societies: Business Scholars Program, Business Scholars Leadership Council, Buckeye Undergraduate Consulting Club, and.