Experienced forecaster with strategic planning and project management mindset. Utilizes leadership skills to drive team performance and operational excellence. Track record of delivering high-impact results through innovative problem-solving and effective communication.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Director, Forecasting & Market Analytics
Alkermes, Inc.
Waltham, MA
02.2020 - Current
Currently develop and manage operational and strategic forecasts of various brands within the Psychiatry franchise, with combined portfolio valued greater than $1.0B at peak.
Supervise creation and maintenance of various forecast models using IQVIA and wholesaler data to forecast sales for inline brands.
Recommend strategic initiatives by identifying and quantifying risk and opportunities based on external events and internal company strategy.
Facilitate cross-functional collaboration during forecasting updates (marketing, finance, trade, demand planning, contracting, analytics, market research) for improved decision-making processes within the organization.
Present forecasts to VP Brand Leads, Senior VP of Sales & Marketing, CFO & rest of Executive Leadership.
Leveraged data analytics insights for informed decision-making in order to promote acceptance of new initiatives that drive growth, such as DTC investment and field sales expansion.
Establish a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas and challenge the status quo.
Developed a high-performing team (1 contractor and 1 full-time) by providing mentorship, guidance, and opportunities for professional growth for ~5 years.
Developed and managed operational and strategic forecasts of various brands within the Psychiatry franchise, with combined portfolio valued greater than $1.0B at peak.
Supervised creation and maintenance of various forecast models using IQVIA and wholesaler data to forecast sales for inline and pipeline brands.
Recommended strategic initiatives by identifying and quantifying risk and opportunities based on external events and internal company strategy.
Facilitated cross-functional collaboration during forecasting updates (marketing, finance, trade, demand planning, contracting, analytics, market research) for improved decision-making processes within the organization.
Presented forecasts to VP Brand Leads, Senior VP of Sales & Marketing, CFO & rest of Executive Leadership.
Assisted with creation of Forecast SOP and S&OP processes.
Assisted Business Development to valuate business opportunities at an ad-hoc basis.
Led management of secondary competitive intelligence.
Oversaw national level market analysis.
Associate Director, Forecasting
Boehringer Ingelheim Pharmaceuticals
Ridgefield, CT
02.2015 - 09.2016
Lead forecaster for metabolic therapeutic area (January 2016-September 2016) and cardiovascular & established brands (January 2013 - December 2015).
Developed and managed operational & strategic forecasts of various brands within the Metabolic portfolio, with combined portfolio valued greater than $1.5B at peak.
Developed and managed operational & strategic forecasts of various brands within the Cardiovascular & Established Brands portfolio, with combined portfolio values greater than $1.0B per year.
Assist with creation and maintenance of financial models using IMS prescription data and internal wholesaler 852 data to forecast sales.
Updating patient-based model based on patient level data and Rx based model.
Identify and quantify risk and opportunities based on internal and external events, market research, and analogs.
Lead cross-functional team during forecasting updates (marketing, finance, trade, demand planning, contracting, analytics, market research).
Present forecasts to VP Brand Leads, Senior VP of Marketing, CEO of BIPI, and rest of senior leadership.
Align with global marketing and global forecasting in regards to US OPU assumptions.
Align with Lilly alliance on diabetes products sales forecasts.
Work with forecasting team, IT, and contracting to develop new platform to incorporate channel forecasting.
Manager, Forecasting
Boehringer Ingelheim Pharmaceuticals
Ridgefield, CT
01.2013 - 02.2015
Developed and managed operational & strategic forecasts of various brands within the Cardiovascular & Established Brands portfolio, with combined portfolio values greater than $1.0B per year.
Assist with creation and maintenance of financial models using IMS prescription data and internal wholesaler 852 data to forecast sales.
Updating patient-based model based on patient level data and Rx based model.
Identify and quantify risk and opportunities based on internal and external events, market research, and analogs.
Lead cross-functional team during forecasting updates (marketing, finance, trade, demand planning, contracting, analytics, market research).
Present forecasts to VP Brand Leads, Senior VP of Marketing, CEO of BIPI, and rest of senior leadership.
Align with global marketing and global forecasting in regards to US OPU assumptions.
Market Research Analyst
Guidepoint, LLC (formerly known as Guidepoint Global, LLC)
New York, NY
01.2011 - 12.2012
Analyst in a marketing research group that collects and analyzes monthly usage data for select medical devices, therapeutics and healthcare services.
Clients included multiple investment funds and industry companies.
Managed 7 data products, such as cardiac rhythm management, coronary stents, and percutaneous ventricular assist devices, which combined are valued at over $130k/year.
Assisted with creation and monthly update of financial models using proprietary data to quantify usage and forecast sales.
Utilized analytic tools to identify investable data points and mediate data driven meetings to promote sales and revenue growth.
Monitored trends in the biotech market (i.e new product launches, product recalls, and economic events).
Collected and analyzed data on customer demographics, preferences, needs and buying habits to identify potential markets and factors affecting product demand.
Researched company press releases, SEC filings, and financial reports.
Assisted multiple investment and industry clients with strategic analyses of proprietary data.
Performed in-depth interviews with over 300 physicians, nurses, and lab managers on a regular basis to best understand the healthcare environment.
Created data newsletters for sales team and key opinion leaders.
Market Research Associate
Guidepoint, LLC (formerly Known as Guidepoint Global, LLC)
New York, NY
06.2007 - 01.2011
Conducted extensive research on cardiovascular biotech products manufactured by companies such as: Medtronic, Boston Scientific, St. Jude Medical, JnJ-Cordis, Abbott Lab, and Abiomed.
Identified and recruited over 750 key opinion leaders in the healthcare industry to participate in various market research products, such as cardiac rhythm management devices, coronary stents, dental implants, bariatric surgery, heart valves, microarray chips, orthopedic-spine, and sleep apnea.
Communicated with over 300 physicians, nurses, and lab managers on a regular basis.
Optimized survey design and methodology for increased response rates and more reliable data collection.
Contributed to product innovation by identifying unmet customer needs through rigorous quantitative and qualitative analyses.
Administrative Coordinator
Harlem United, Prevention Division
New York, NY
03.2007 - 06.2007
Mediated data driven meetings with Case Managers, Director, and Deputy Director.
Managed data for HIV Education, Training, and Outreach programs.
System Administrator for AIDS Institute Reporting System software.
Managed programs' expense spreadsheets and assisted in review of programs' budgets.
Managed and maintained electronic and paper-based filing systems to keep essential documents and information easily accessible and organized.
Data Coordinator
Harlem United, Prevention Division
New York, NY
06.2005 - 03.2007
Managed data for HIV Intervention programs.
Certified pre/post counselor for HIV testing.
Instructed colleagues in various computer programs.
Created, edited, and streamlined data collection documents.
Organized data collection efforts to improve accuracy for cross-functional teams.
Ensured compliance with industry standards and regulations regarding sensitive information handling protocols, maintaining strict confidentiality where necessary.
Conducted thorough audits on existing databases to identify errors, inconsistencies, or areas needing improvement.
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.