Daniel Lapin
Boca Raton,FL
Summary
Accomplished, creative, results-oriented, and highly motivated finance expert, offering a wide-ranging background in comprehensive financial forecasting, project management, cash management, asset recovery, and budgeting. Known for an admirable track record of success in consistently meeting and exceeding established corporate goals. Seasoned in conceptualizing & pioneering new ideas, building optimal financial models, and streamlining tools to maximize revenue and profitability. Self-motivated, dedicated and focused, proficient in both remote and in-office communication tools, and open to new challenges.
Overview
17
17
years of professional experience
Work History
Finance Consultant
Jubilant Cadista
03.2021 - 01.2024
- Played an integral role in managing an international team of 10 in all areas of finance
- Handled monthly revenue of up to $20M through gross to net model, while calculating billbacks, chargebacks, price protection, Medicaid, and other discounts to each individual customer
- Worked alongside the Marketing/Pricing Departments to identify customer pricing gaps in SAP – which led to discovering a potential increase of $15M in revenue
- Created budget and forecasting models, while managing and evaluating financial scope of identified opportunities in variable cost, fixed cost, and cash flow
- Supported supply chain by ensuring vendor payment terms were line with corporate policy
- Led corporate finance effort to develop new and up-to-date processes to help the company operate more efficiently, while managing month-end closing and quarterly audits with KPMG for USGAAP/INDAS.
Supervisor FP&A
Hikma Pharmaceuticals
06.2018 - 02.2021
- Analyzed and reported past and present financial operations, estimating future revenues, expenditures & cash flows
- Supervised a team of five people who contributed toward overall financial modeling: collecting & analyzing records of present and past operations, trends and costs, estimates and realized revenues, and forecasting future revenues
- Our efforts resulted in a corporate savings of $50M
- Spearheaded analysis necessary to understand current business activity, both departmentally and revenue specific
- Analyzed and maintained specific Gross-to-Net reserves monthly; daily, monthly, quarterly, and annual sales reporting.
Pricing Analyst
Integra LifeSciences
05.2016 - 06.2018
- Primary conduit between Sales Operations & Corporate Pricing Team, playing an instrument role in developing and leading business improvement processes in the area of customer pricing; ensuring pricing strategy met corporate requirements
- Developed, implemented, and executed pricing related tools and reports in support of Sales and Marketing
- Analyzed proposed contract pricing for accuracy while securing appropriate authorizations based on corporate guidelines; analyzed purchasing trends in order to provide back-up documentation to secure pricing approvals; generated price books; distributed customer usage reports to the Sales Team as requested
- Developed, recommended, and executed the required analytics and calculations in support of customer rebate programs
- Redesigned all contract files that the Sales Team used on the field to expedite the validation process.
Business Analyst Consultant
ConvaTec
06.2015 - 04.2016
- Assignment to provide overall analytical support on contract proposals and administer the calculation and analysis relevant to all administrative fees and rebate payments
- Acted as lead on all internal/external Matrix data requests (pricing proposals); served as back-up to Sr
- Business Analyst, working in partnership with Corporate Accounts and Field Sales to provide overall analytical support and coordination of assigned contracts and pricing activity
- Assisted with analytical support on contract proposals, ensuring adherence to pricing strategies, approvals, associated rules and processes
- Acted as lead on automated Cognos reporting system - delivering admin fees, rebates, various recurrent reporting, distributor performance, etc
- Partnered with and provide analytical support to Corporate Accounts, Field Sales, and Channel Management on various ad-hoc reporting requests.
Senior Financial Analyst, FP&A
Verizon
05.2014 - 05.2015
- Supported business operations (Lean Six Sigma) while driving business process improvements, efficiencies, and work stream efforts across multiple functional groups on an enterprise-wide scale in an effort to save time, money, and resources
- Also led an initiative that helped Verizon save nearly $50M by implementing improved business solutions
- Built successful financial models to assist project managers with making better financial decisions; provided consultation and support to Black Belts (project managers) to evaluate opportunities through highly complex business cases
- Handled all support of team projects, from conception through implementation and post investment monitoring and reporting, while working cross-functionally with teams who were responsible for implementing strategic enterprise-wide efficiency-driving programs
- Led reporting efforts that outlined key business drivers and provided benchmark tracking and readouts for financial and key metrics against targets
- Supported team in managing large data sets for analysis; presented recommendations to management about significant transformational opportunities as a result of analyses performed.
Senior Financial Analyst
MedAssets
12.2011 - 05.2014
- Oversaw all revenue related financials for Barnabas Health, NJ's largest integrated health care delivery system, with net revenues of over $2B.
- Tracked and analyzed all financial data to help Executive Management make sound business decisions as it related to Barnabas' seven hospitals - which also helped identify and recover over $40M in overdue revenues
- Enhanced existing financial reporting structure to help forecast and reduce results data preparation time by 30%; increased process efficiency and improved overall accuracy and timeliness
- Handled all preparation, processing, and review of forecasts - including monthly, quarterly, and annual presentation for Executive Management's review; ad-hoc analyses for other departments to improve operational efficiently
- Analyzed financial data to determine/compare prior period forecasts and actual results; variance analysis, and prepared management reports explaining these variances, among other financial data
- This helped Executive Management improve overall financial profitability
- Led weekly team meetings to review KPI's to analyze overall financial performance; managed all project financials including P&L, Balance Sheet, and Cash Flow Statements.
Education
MBA - Operations Management
Colorado Technical University
Bachelor of Science - Finance
Central Connecticut State University
Skills
- General Accounting Functions
- P&L Management
- Pricing & Audit Analysis
- Ad-hoc Reporting
- Business Development
- Forecasting & Budgeting
- Financial Modeling
- Performance Metrics
- Business & Reimbursement Analysis
- Cash Flow Management
- Cost Reduction Strategy
- Client Relations & Staff Management
MILITARY
Army National Guard, Rank: E4 – 11B (Infantry)
Honorable Discharge
Timeline
Finance Consultant
Jubilant Cadista
03.2021 - 01.2024
Supervisor FP&A
Hikma Pharmaceuticals
06.2018 - 02.2021
Pricing Analyst
Integra LifeSciences
05.2016 - 06.2018
Business Analyst Consultant
ConvaTec
06.2015 - 04.2016
Senior Financial Analyst, FP&A
Verizon
05.2014 - 05.2015
Senior Financial Analyst
MedAssets
12.2011 - 05.2014
MBA - Operations Management
Colorado Technical University
Bachelor of Science - Finance
Central Connecticut State University