Peter Berkowitz Email & Phone Number

Boston, Massachusetts, US

Boston, Massachusetts, US

• Finance business partner of the Neurology & Immunology global franchise SVP
• Responsible for global Neurology & Immunology P&L including management of all planning, forecasting and reporting
• Provide monthly insight and analysis on internal and external business drivers affecting sales performance
• Advise Healthcare CFO on all Franchise related items in anticipation of quarterly earnings call.
• Support all Neurology & Immunology product launches, business development, pricing, valuation and life-cycle management
• Contribute to the development of Franchise strategy and marketing plans

Cambridge, MA, US

• Forecasted gross-to-net discounts and allowances for MS and Hemophilia portfolios consisting of 6 brands, totaling over $2 Billion in annual discounts.
• Developed standardized processes and procedures for all gross-to-net related KPIs, SOPs, review meetings and forecast deliverables.
• Advised CFO on all gross-to-net related items in anticipation of quarterly earnings call.
• Presented quarterly risk assessments to U.S. leadership team on forecast variances, updated contracting strategies and action items that might impact segment mix and discount rate.
• Managed segment-specific review meetings for all gross-to-net line items to review performance and coordinate contracting strategy with segment teams.
• Provided insight and analysis on gross pricing strategies and its effect on net price.

Rahway, New Jersey, US

• Continued responsibility for all Senior Specialist, Financial Planning and Analysis duties
• Forecasted gross revenue for diversified brands portfolio to inform quarterly rolling forecasts and 5-year operating plans consisting of 27 brands, totaling $440 Million in annual US sales.
• Advised US marketing team by tracking, analyzing and reporting drivers of product performance and consulted on pricing, contracting, manufacturing and life-cycle management.
• Participated in monthly Sales and Operations planning meetings to ensure appropriate supply of product by minimizing stock-outs and discards through accurate demand forecasts and analysis of supply chain inputs.
• Oversaw development and implementation of lean IFF forecasting model for diversified brands portfolio that improved accuracy of forecasts, removed work from the system and enabled revenue forecasting team to reallocate.
• Led cross-functional team from Managed Markets and Policy, Customer Contract Management, IT and Finance to test new company-wide contracting system and ensure integrity of managed markets forecasting and accrual.

Rahway, New Jersey, US

• Forecasted US managed markets discounts across product portfolio to inform quarterly rolling forecasts and 5-year operating plans consisting of 100 brands, totaling over $4.5 Billion in annual discounts.
• Analyzed and administered monthly and quarterly discount accruals and balance sheet liabilities to ensure revenue recognition and facilitate accurate and timely closing of company's financial statements.
• Generate monthly reporting data for senior leadership to track segment specific performance against forecasts and help advise on allocation of resources and strategic business decisions.
• Gross-to-Net responsibilities for Cardiovascular, Respiratory and Women’s Health franchises included quarterly risk assessments to quantify and evaluate forecast over forecast changes, monthly strategy on discount.
• Segment specific management for Medicaid, Federal and Hospital teams included quarterly segment review meetings to analyze forecast over forecast changes, monthly reporting on segment performance versus forecast and.
• Streamlined post-merger legacy Merck and Schering Plough managed markets process by leveraging best practices and re-engineering a new forecasting platform.

US

• Developed real-time tracking system to analyze industry events and predict their impact on future diabetes treatment landscape; system utilized by brand manager to evaluate Forest’s new product pipeline.
• Built forecast model to value diabetes drug market and quantify impact of stakeholder actions.
• Analyzed industry data and led cross-functional team from Market Research, Competitive Intelligence, Business Development, Finance, Operations and Research and Development to build forecast model.
• Presented tracking system and model to senior management; worked with diabetes brand manager to implement these tools in development process.

• Analyzed investment opportunities for a private equity oil and gas fund generating IRRs above 50%
• Invested firm’s capital in public and private exploration and production companies; advised external management teams on operational and financial decisions leading to strategic restructuring
• Responsibilities included trading of all securities, risk management, technical and fundamental analyses, financial modeling, and facilitating meetings with management teams
• Developed trading algorithms for internal black-box trading platform

Mba, Finance

Bachelor Of Arts (Ba), Economics