Financial Operations Senior Analyst working with Spinnaker’s operations team reporting to the CFO COO. This role is directly accountable for providing direct support for all key operational finance and accounting tasks. The role is key to functions that feed into the month end close. There will be significant cross-functional coordination with underwriting, accounting, and operations. This role will serve in a pure business partnering role, with the ultimate goal of achieving first in class, while being as profitable as possible while creating efficiencies by maximizing value and shareholders equity

Part of Strategic Planning & Operations team, delivers awareness of market trend insights, economy & competitive knowledge at Amgen. Conveys expertise on financial matters to Management & Cross Functional leaders; emphasis on key business drivers. Present findings, influencing decision makers to maximize the Firm’s value. Collaborate with client FP&A staff, ensuring accuracy of financial data. Manage annual internal audit (assessment), with $200MM total spend.• Evaluate new products, providing recommendations, while uncovering new opportunities & where to invest. • Create budget, latest estimate & annual strategic plan with Service Providers; use SAP data warehouse to enter data.• Manage financial close reports, reconciliations, variance analysis & accrual calculations. • Convey production status, risk exposure & secondary plan in a timely manner to Sr Management & Program Manager.• Analyze financial metrics & trends, while assessing risk exposure; communicate findings to Management.

Worked on Carve Out (EuroAPI) of Sanofi, targeting Spring 2022 IPO. Provided global finance with monthly Dashboard, including Sales & Gross Margin by Profit Centers. Support cross functional leaders in Marketing, Sales & Supply Chain providing critical financial data, such as budgets, forecasts & annual strategic plan. Compiled data analytics & KPIs, assessing impact & decision making. Managed portfolio, ensuring product launches were delivered on time. Ensured monthly rolling forecast & landing met Management & Investor expectations. Utilized advanced excel functions to deliver results & assist with different analysis. • Prepared comments on actual v budget monthly variances; analyzed A/R, A/P aging reports, book reserve if necessary.• Used SAP to create month end close reports, analyze COGS & Sales, perform reconciliations, analyze P&L & B/S. • Supported commercial business by developing financial models in excel for Sales Dashboard; reconciled data back to SAP.• Assessed the following: Pricing strategies, new product initiatives, competitive analysis, market trends; worked with BI Team (business intelligence) in collaborating data. • Prepared comments on variances for month & quarter-end; managed & analyzed A/R, A/P aging reports.• Executed monthly production plans in collaboration with vendors & engagement with cross-functional teams.• Supported commercial business by preparing Sales Dashboard, along with Sales & Margin/Gross Margin by business lines.

Create & manage monthly Sales & Financial Reporting Package produced with MS excel & access, such as P&L, Balance sheet & Cash Flow. Create efficiencies & streamline budget & forecasting strategies. Spearhead analysis of financial metrics, along with projecting trends & identifying Risks & Opps. Present insight & analysis into the financial health of the firm, including trend analysis, while making recommendations to improve performance. Produce month-end close analysis, including quarterly projections & year-end findings. Collect & organize all financial data, reporting & communication. Translate financial acumen for non-financial partners (tell the story behind the numbers). • Initiate development of new budgeting, planning & reporting process. • Implement business planning & analysis methods to maximize results & consolidate results. • Manage budget (100M), providing flash reports when needed. • Assist in the structuring of optimal financial scenarios to maximize potential profits.

Developed database through Access capturing all sales, expenses, client info & various other sales elements. Analyzed performance of business unit against historical, budget & forecasted data. Evaluated potential investments to clients by analyzing pro-formas, Income Statement & industry trends. Presented risks & opportunities analysis to teams in determining which projects are financially feasible. Developed strategic marketing campaigns resulting in higher sales & increased leads. • Increased revenues of product mix by 17% in 2018. • Liaise with internal business partners creating efficiencies allowing bank loans to be approved 15% faster than industry. • Rolled out new client engagement tool which increased project mix by 19%.

Evaluated investment projects by analyzing Pro-Formas, Income Statement & Cash Flow. Utilized excel & writing code for all analysis reports. Performed month end, quarter & year end closes. Prepared recommendations for budget, strategic plan & resource analysis to Office Manager. • Created Sales tool in Access to properly report sales & expenses, & various other needs. • Developed new client lead tool which increased office leads by 23%. • Played key role in expanding office footprint in Hudson County.

Responsible for OTC monthly P & L, Balance Sheet, Cash Flow & Risk Opps schedule. Created & streamlined FP&A budgeting process. Managed risks & opportunity schedule. Utilized TM1 & writing code for budgeting & planning process. Reconciled TM1 with GL (SAP) for month, quarter & year end closes. • Prepared recommendations for budget, strategic plan & resource analysis to senior management. • Created Resource Management tool, to properly account for & forecast employee/contractor head count needs. • Recovered funds of $30M from 2004 budget by dissecting risks & opportunities in search of unused funding.