Daniel Ray resume

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Daniel T. Ray Address: 414 Jackson Street. Oceanside, New York 11572 Phone: (516) 606-9939 Email: [email protected] Education: The Pennsylvania State University, Smeal College of Business, University Park, PA Class of 2010 Bachelor of Science in Finance Cumulative GPA- 3.82/4.0 Graduated the Pennsylvania State University with “High Distinction” top four percent of graduating class. Inducted member of the Honor Society of Phi Kappa Phi, and the International Honor Society of Beta Gamma Sigma. Lion Award Recipient for outstanding academic achievement in business. Experience: The CDM Group, New York, NY Client Finance Manager, CDM New York January 2015- Present Manage Novo Nordisk, Abbott Diagnostics and Abbvie business totaling 9 brands and 18 Million in revenue. Track WIP and AR to ensure inventory is billed and payments are received on time. Use standardized template I created as FA to populate weekly trackers and review internally. Provide and present monthly reconciliation reports to the client leads. Finance representative at quarterly Forecast meetings with President and Managing Partners. Run FTE vs HC reports to compare forecast to company head count in order to make staffing decisions. Provide monthly finance packets to Client Service Directors. Includes Revenue Recognition, Travel & Expenses, Rolling forecast and staffing reports. Analyze client profitability to understand what drives margins and find solutions to improve them. Run weekly, monthly, and Utilization reports by CSD to ensure employees are 90% billable. Manage a group of five junior billers on company policy and procedures. Financial Analyst, CDM New York February 2013-December 2014 Supports Finance Director and Finance Managers on all internal and client facing reporting. Reviews SOW and MSA drafts from Account before they are sent to the client for final approval. Developed training deck for finance managers to train new hires.

Transcript of Daniel Ray resume

Page 1: Daniel Ray resume

Daniel T. RayAddress: 414 Jackson Street. Oceanside, New York 11572

Phone: (516) 606-9939 Email: [email protected]

Education: The Pennsylvania State University, Smeal College of Business, University Park, PA Class of 2010

Bachelor of Science in Finance Cumulative GPA- 3.82/4.0 Graduated the Pennsylvania State University with “High Distinction” top four percent of graduating class. Inducted member of the Honor Society of Phi Kappa Phi, and the International Honor Society of Beta

Gamma Sigma. Lion Award Recipient for outstanding academic achievement in business.Experience:

The CDM Group, New York, NYClient Finance Manager, CDM New York January 2015- Present Manage Novo Nordisk, Abbott Diagnostics and Abbvie business totaling 9 brands and 18 Million in revenue. Track WIP and AR to ensure inventory is billed and payments are received on time. Use standardized template I created as FA to populate weekly trackers and review internally. Provide and present monthly reconciliation reports to the client leads. Finance representative at quarterly Forecast meetings with President and Managing Partners. Run FTE vs HC reports to compare forecast to company head count in order to make staffing decisions. Provide monthly finance packets to Client Service Directors. Includes Revenue Recognition, Travel &

Expenses, Rolling forecast and staffing reports. Analyze client profitability to understand what drives margins and find solutions to improve them. Run weekly, monthly, and Utilization reports by CSD to ensure employees are 90% billable. Manage a group of five junior billers on company policy and procedures. Financial Analyst, CDM New York February 2013-December 2014 Supports Finance Director and Finance Managers on all internal and client facing reporting. Reviews SOW and MSA drafts from Account before they are sent to the client for final approval. Developed training deck for finance managers to train new hires. Took initiative and ownership during financial systems integration from EAS to Microsoft Dynamics. Main

focus was on the setup and improvement of reporting. Designed an agency wide standardized template to eliminate duplication of work between departments. Produced Timesheet compliance reports to ensure timesheets are completed weekly.Client Billing Specialist, CDMi November 2010- January 2013

Managed budgets and billing for over twenty CDMi pharmaceutical brands using EAS. Collaborated with project management and IT to develop automated reporting in which I still have

ownership and distribution responsibilities. Enter new vendors and process invoices and other OOP expenses.

Walt Disney Company (Disney Consumer Products), Glendale, CA July 2009- January 2010Undergraduate Associate, Finance Fashion and Home

Six month Co-Op opportunity my junior year in college to move to Los Angeles and work in Disney Consumer Product Finance department.

Used Disney software such as Microstrategy and Invision to download and analyze the weekly flash reports to show retail sales of the key accounts among Wal-Mart, K-Mart, and Target

Specialized in tween market including what drives demand and analysis of the overall business direction. Activities/Volunteer:

Penn State Rotaract Club Fall 2007- Present Executed fundraising events and controlled treasury duties for Rotaracts participation in THON 2010 the

largest student run philanthropy in the world, raising millions of dollars for pediatric cancer. A club and event I’m still very proud of being a part of today.