Highly efficient and motivated individual with proven analytical, team development, and system implementation skills, looking to use managerial and analytic background for financial leadership roles. Possesses excellent oral and written communication skills, able to organize and prioritize several projects and demands simultaneously to meet strict deadlines. Operates with an intense sense of urgency and adapts to change seamlessly to meet the needs of internal and external stakeholders.
Overview
7
7
years of professional experience
Work History
Director, CRO Global Project Finance
Kapadi, Inc. (formerly OncoBay)
04.2024 - Current
Lead and direct the global finance team across the United States and Europe in achieving the budgeted goals of $66M in annual revenue and a profit margin of 38% for fiscal year 2024
Manage the global finance team to ensure accurate reporting of financial position, forecasting and revenue recognition under ASC 606 and IFRS 15 for a variety of phase I clinical trials
Aid executive leadership with fiscal year budget, backlog updates and long-term projections.
Guide personnel through the company-wide adoption of using OpenAir for consolidated financial reporting
Associate Director, Global Project Finance
Kapadi, Inc. (formerly OncoBay)
07.2023 - 03.2024
Assisted in the development of departmental goals for fiscal year 2024
Lead the European team in adopting OpenAir as a system for financial forecasting and reporting
Outlined steps for consolidating financial reporting into one system
Established dashboards for financial system (OpenAir)
Sr. Project Finance Manager
Kapadi, Inc. (formerly OncoBay)
10.2022 - 06.2023
Lead the U.S Project Finance team in managing a portfolio of Phase 1 clinical trials total annual revenue of $44M for fiscal year 2023
Established templates and financial models for accurate revenue forecasting and modeling of future backlog growth for new business
Provided monthly reports to executive leadership summarizing portfolio health and emphasizing areas of financial risk that needed to be monitored
Project Finance Manager
Kapadi, Inc. (formerly OncoBay)
01.2022 - 09.2022
Managed a portfolio of phase I clinical trials with annual revenue totaling $22M for fiscal year 2022.
Ensured accurate revenue recognition under ASC 606, proper forecasting of future revenue and costs, and timeline invoicing for all studies
Collaborated on monthly study walkthroughs with project managers to ensure forecast timing and accuracy
Financial Management Analyst II
Duke Clinical Research Institute
09.2017 - 01.2022
Manage the financial health for a portfolio of clinical trials totaling $278M in value
Performed monthly forecasting, invoicing, budgeting, variance analysis, and revenue recognition
Updated monthly variance report for studies that over performed or under performed outside of established thresholds
Education
Master of Business Administration - Certificate in Health Care Management
East Carolina University
Greenville, NC
01.2020
Bachelor of Business Administration - Major in Accounting
Campbell University
Morrisville, NC
01.2017
Skills
Management
Leadership
Budgeting
KPI Tracking
Goal Setting
Staff Development
Executive Presentations
Contract Review
Contract Negotiation
Financial Analysis
Forecasting
ASC 606 Revenue Recognition
Customer Service
Research
Fund Accounting
Accomplishments
Established audit presentations to help European stakeholders understand differences between U.S. and EU revenue recognition based on project type
Assigned as lead OpenAir implementation consultant and subject matter expert for the 4 European countries that adopted Kapadi systems after Neuca bought a majority stake in OncoBay in January 2023
Created and hired the U.S. Project Finance team at Kapadi, Inc.
Developed financial model that improved site payment forecasting by 114% within 6 months of hire date at Kapadi, Inc.
Received the internal award for Excellence at Duke Clinical Research Institute by finding pass-through revenue miscategorized as direct revenue and led the initiative to adjust revenue and contracts to the proper values.
Software
SAP
Enterprise Project Management (EPM)
Salesforce
NetSuite OpenAir
QuickBooks
NetSuite Accounting
Microsoft Office: Word, Excel, Outlook, and PowerPoint
Timeline
Director, CRO Global Project Finance
Kapadi, Inc. (formerly OncoBay)
04.2024 - Current
Associate Director, Global Project Finance
Kapadi, Inc. (formerly OncoBay)
07.2023 - 03.2024
Sr. Project Finance Manager
Kapadi, Inc. (formerly OncoBay)
10.2022 - 06.2023
Project Finance Manager
Kapadi, Inc. (formerly OncoBay)
01.2022 - 09.2022
Financial Management Analyst II
Duke Clinical Research Institute
09.2017 - 01.2022
Master of Business Administration - Certificate in Health Care Management
East Carolina University
Bachelor of Business Administration - Major in Accounting