Rupal Desai Email & Phone Number

Lead the financial planning and analysis (FP&A) function, managing annual budgets, forecasts, and long-range financial plans for the commercial teams. Collaborate closely with senior leadership, including the VP of Sales & VP of Marketing, to leverage data-driven analysis for impactful decision-making. Spearhead process improvement initiatives aimed at enhancing operational efficiency and streamlining reporting processes.-Developed regional budget and monthly forecasts for revenue, orders, margins and OPEX; consolidated global results and delivered monthly variance analyses, along with key performance insights to senior leadership.-Oversee global OPEX budgets for the Commercial and Marketing teams, ensuring investments are aligned with budget targets and strategic priorities to maximize ROI.-Developed a P&L by responsibility view, facilitating margin and operating profit analysis for commercial leaders based on regional accountability.-Streamlined reporting processes by transitioning from manual inputs to automated reports via HFM, including core growth, weekly orders, and revenue reporting segmented by region and product.-Developed and implemented a standard process for demo inventory approvals and reviews, securing leadership alignment and training commercial teams on compliance with corporate guidelines.-Generated and reported monthly KPIs providing actionable financial insights to drive strategic decisions, including new product revenue tracking and detailed funnel reports by region and line of business.-Standardized market segment data reporting across multiple life sciences divisions, ensuring consistent corporate reporting and automation of quarterly reports.-Served as the key liaison with IT to automate reporting, enhancing OPEX analysis efficiency and enabling Power BI reporting for margin analysis by segment.

Brea, Ca, Us

Oversee FP&A for multiple cross functional teams, including supply chain, sales ,marketing and research and development departments. Manage annual staffing budgets and marketing project spend budgets. Recruit, hire and coach direct reports and report directly to company CFO. - Develop annual operating plan supporting 8 business units across North America and Tijuana; articulate and present plan to divisional business leaders to gain approval.-Provide monthly budget forecasts to corporate, perform variance analysis and partner with accounting team to optimize completion of month end closing activities.-Facilitate strategic discussions and analyses; manage tracking of key performance indicators (KPI) for supply chain and marketing organizations.-Serve as a key contact for internal and external auditors.

Brea, Ca, Us

-Led FP&A scope of general ledger system migration initiated by CCL Industries’ acquisition of Avery Dennison. -Collaborated with IT team to ensure that existing SQL tools aligned with new system and created and executed test planning for all general ledger activities, enabling seamless transition. -Managed KPI tracking, budget forecasting, and staffing budget management for marketing team. -Developed detailed quarterly margin reporting showing variable and contribution margin by both product and business unit, aligning plant leadership and sales leadership on assumption definition, and enabling consistent reporting and analysis. -Served as finance liaison, providing support to cross-functional executives and peers.

Mentor, Ohio, Us

-Served as finance lead overseeing financial analyses and process improvements supporting annual sales of $1.2B and marketing spend of $35M-Led development of new tool automating data entry and simplifying project planning and tracking procedures; collaborated with marketing team to determine appropriate system inclusions and drove framework design to optimize use for entry, tracking, and reporting of applicable data. -Managed cross-functional staffing budgets, providing insight and guidance into staffing costs to inform ongoing decision making. -Provided cross-functional finance thought leadership and executive support.

Mentor, Ohio, Us

Developed and optimized financial models and analyses to support marketing and sales team decision making on new partnerships, products, and product feature launches. Managed staffing budgets for marketing and sales groups

Mentor, Ohio, Us

Worldwide, Oo

Mba, Finance

Bachelor'S Degree, Accounting

Cpa

Chartered Accountant, Finance And Accounting