Sara B. Email & Phone Number

Gloucester, Massachusetts, United States

Prepare monthly, quarterly and semiannual reports as required by management. Analyze and report on variances. Work with sales team members and accounts to improve and maximize their positive contribution to the bottom line. Work with accounting team to manage cash flow.

Greater Boston Area

Beverly

• Prepare sales forecasts and collect and analyze data to evaluate sales goals and trends.
• Research and evaluate current economic conditions that may impact the organization's ability to sell its products and services.
• Assist in the development of sales quotas and forecasts for the sales team.
• Provides regular reporting to senior staff including year over year and recent trend analysis for account data, territory, channel imprint as well as customer reporting.

Wakefield, MA

• Integrated input from the client and project teams for multi-channel pharmaceutical marketing engagements.
• Documented and defined functional requirements for http://www.boehringer-ingelheim.com/ and wrote SQL/Unica Campaigns for www.spiriva.com, www.pradaxa.com, www.dulcolax.com
• Created professional, presentable, and understandable reports with key metrics such as number of hits and user counts.
• Lead and coordinated System Integration Testing (SIT), User Acceptance Testing (UAT) and associated activities for new web designs as well as enhancements for marketing efforts.
• Implemented best practices and educated marketers how email intersects with other marketing channels.

Boston, MA

• Business Stakeholder and SME for in-house Equity Research Content System. Created queries to review underlying data and wrote requirements for automating reports for external customers as well as internal Board.
• Managed internal controls for research providers. Provided in-depth statistical analysis, including patterns and trends regarding costs of voted services.
• Trained and supported internal and external clients; produced, compiled, edited, and distributed quarterly results.
• Defined QA and UAT strategy to support IT with systems changes and enhancements.Global Commission Tracking Application (GTRAC)
• Business SME and key member of team that defined requirements and UAT/SIT test plans.
• Coordinated phased launch of supporting application to the Fidelity foreign offices in 2003-2007.Commission Uses Global Application (CUG)

Boston

• Invited to join new CAO office chartered with creating and implementing Program Management processes for an extensive portfolio of projects. Quickly learned intricacies of these complex product lines and established.
• Partnered with Product Managers to develop and launch standardized, statistical monthly/quarterly reporting for Senior Management including analytics, status of projects in process and financial results.
• Designed and distributed client materials pertaining to 28 financial product lines.
• Defined content and launched brand new internal FI Product Management website.

London, UK

• Invited to join the London team which was extended from six months to 18 months in which time I enhanced procedures ensuring multi-currency commissions were efficiently utilized and generated quarterly reports for use.
• Partnered with global IT teams and documented London business processes/requirements for a new BV application/portal.
• Conducted external and internal commission reviews with key brokerage relationships.
• Oversaw and approved all aspects of $170M budget.
• Analyzed and reviewed trends and broker remuneration with senior management.

Boston, MA

Recruited for this new product role upon returning from London. Developed and launched the International Trading product on www.Fidelity.com site. Created training decks and conducted product overviews to educate brokerage customers on brand new International Trading Functionality. Client-facing role responsible to create and relay product information as.