Szymon Karwowski
BioTech Analytic Leader
Carrboro,NC
Summary
Dynamic med-tech executive with a proven track record in implementing and managing data-driven insights and analysis to drive organizational success. Expertise in leveraging analytics to inform strategic decision-making and enhance operational efficiency. Committed to fostering innovation and collaboration within teams to achieve ambitious goals. Adept at navigating complex challenges in the healthcare landscape while delivering measurable results.
Overview
19
19
years of professional experience
Work History
Head of Strategy and Analytics
3EO Health
10.2022 - 03.2025
- Salesforce administrator for Sales, Marketing, and Quality teams. Managed 25K+ potential accounts and 100K+ contacts and provided sales team weekly top target suggestions using marketing data and previous closes.
- Designed and implemented custom sales dashboards that merged financial data from NetSuite and Salesforce data to streamline weekly sales calls.
- Developed and managed short- and long-term P&L forecasts for both internal and external customers.
- Led corporate strategic planning, analyzing over 200M in insurance claims data and public health datasets to assist development of our product pipeline.
- Developed comprehensive total addressable market (TAM) analysis covering 90% of global testing for our product pipeline.
Global Director Revenue Operations
MeMed
12.2021 - 10.2022
- Supported the executive team with data, analytics, KPIs, and insights to help manage strategic planning and tactical execution with a series of dashboards using Salesforce, Finance and Service data.
- Supported executive team by generating commercial and financial OKRs figures using salesforce data and netsuite financials to provide consistency for quarterly management meetings.
- Managed Financial Planning process with focus on US but supporting globally, including forecasting budgeting. Produce monthly analysis of deviations from budget to ensure financial results are achieved.
- Managed Commercial Operations software systems including Salesforce and Tableau.
Chief Technology and Data Officer
Covid Apollo Project
10.2020 - 12.2021
- Evaluated 300+ early to late-stage diagnostic companies for potential investment by the fund.
- Created financial plans and forecasts for potential companies to determine financial viability of companies
- Created and maintained covid-19 forecasting of diagnostic testing and infections. Forecasting included pricing across diagnostic methods and testing purposes.
- Managed financial reviews of portfolio companies generating cash and revenue forecasts to project future investment needs.
Senior Director Americas Business Analytics
bioMérieux
02.2010 - 10.2020
- Lead development of analytic tools and reporting across all business functions to accelerate data driven decisions and allow for a holistic view of the business from manufactured product to the end user. Guide data driven analytical decision support and best practices to Tableau developers within the region.
- Developed automated forecasting tools for the Sales and Marketing organization. This included capital equipment forecasting tools based off velocity of sales stages and an Excel based daily forecast model which improved monthly sales forecasting for the North American sales organization from 88% to 96.7%.
- Global project lead for business intelligence transformation project. Implemented new data SAP HANA based data warehouse for 4k+ Financial, HR, Supply Chain and Commercial users. Lead training of key users and development of standard dashboards to begin global Tableau roll out. Created roadmap to ensure all future additional data will be able to merge with financial data.
- Effectively supported marketing and pricing intelligence through data analytics. Built analytics to support business decisions and pricing strategies improvement. Additionally, it supported improvement of pricing and quotation process.
- Create series of CEO dashboards to visualize financial statements, sales performance and key initiatives for all stakeholders to harmonize reporting and creating a common set of KPIs.
Financial Analyst
Credit Suisse
06.2006 - 02.2009
- Served as member of the initial team of equity derivative product control in Raleigh; subsequently trained and educate new employees.
- Directed new application testing and ongoing improvement of reconciliation system for US Derivatives Group.
- Lead transfer of structured trade review process to Raleigh, generating 58% reduction of overdue structured trade reviews.
Education
Master of Science - Wealth Management
Campbell University
Buies Creek, NC01.2005
Bachelor of Science - Economics and Mathematics
Campbell University
Buies Creek, NC01.2003
Skills
- Tableau & Power BI
- Advanced Excel proficiency
- Financial analysis and reporting
- KPI development
- SAP reporting
- Revenue and margin forecasting
- Skilled in data interpretation
- Strategic insights generation
- Salesforce data analysis
- ML and AI methods
- Data Integration & Validation
- Claims and patient data analysis
Accomplishments
- Lead team of IT and business analysts in selection and implementation of new analytic tools and data warehouse for 2000+ sales, finance, marketing and supply chain users.
- Developed methodology to analyze specific products and accounts that were dilutive to company margins. Created a series of dashboards that identified 100 specific actions for each GM to take to improve margins. Improved overall company margins by 2% over two years while continue revenue growth targets.
- Created automated AI based forecasting model to improve monthly sales forecasting for the North American sales organization from 88% to 96.7%,
Timeline
Head of Strategy and Analytics
3EO Health
10.2022 - 03.2025
Global Director Revenue Operations
MeMed
12.2021 - 10.2022
Chief Technology and Data Officer
Covid Apollo Project
10.2020 - 12.2021
Senior Director Americas Business Analytics
bioMérieux
02.2010 - 10.2020
Financial Analyst
Credit Suisse
06.2006 - 02.2009
Bachelor of Science - Economics and Mathematics
Campbell University
Master of Science - Wealth Management
Campbell University