TECHNICAL SKILLS:

• MS Office Suite (Office 365)
• VISIO
• Business Objects
• Oracle
• SAP
• SalesForce.com
• Oracle Business Intelligence

PROFESSIONAL EXPERIENCE:

Confidential, Bedford, MA

Sr. Principal Business Analyst/Project Manager

Responsibilities:

• Key Member of the Services PMO
• Identify best practice project tools and methodologies across the company and ensure adoption and adherence
• Collaborate with all business units to drive cross - functional business process improvements and executive initiatives.
• Provide training and coaching to project managers within individual functional groups
• Continue to support all members of the Enterprise Program Office, Data Analytics team, as well as Confidential

Principal Business Analyst/Project Manager

Confidential

Responsibilities:

• Member of Enterprise Program Management Office
• Document specialist for Enterprise Program Management Office
• Project Manager of highly visible cross-functional company initiatives.
• Data Analytics support team member.
• Sales Forecast verifications
• Annual spend analysis
• Usage data validation

Finance Manager

Confidential

Responsibilities:

• Business partner for the Professional Services, Maintenance and Training teams.
• Responsible for Annual Operating plan, quarterly and monthly revenue and expense forecasts, as well as long-range projections.
• Provided monthly and quarterly P&Ls and financial analysis to Leadership team worldwide.
• Acted as lead Finance Manager worldwide. Trained and collaborated on current best practices, initiated project teams to address areas of concern to management.
• Approved all Contracts and RFP documents related to Professional Service to ensure the business objectives of the organization are being met (e.g. Total revenue margins, discounting, standard terms and conditions, and project risk analysis.)
• Work with Revenue Accounting to ensure revenue is recognized in accordance to SOP 97-2 and VSOE.
• Track and monitor project performance at various stages of project lifecycle and collaborate with Regional Services Leadership to resolve performance issues.
• Provide guidance to Regional Sales, Business Consultants and Practice Directors on bid sheet development.
• Approve all Project Budget Updates, Milestone Changes and Change Request and analyze them for financial impact to project results for North America, Latin America and APAC.
• Provide an analytical review on all Key Projects monthly. Document updates and communicate to Senior Management.
• Provide Project Managers Financial data for Quarterly reviews and present findings to Executive team.
• Manage monthly and quarterly SOX project reviews. Work with Internal Auditor to ensure Controls are up to date and follow current practices.
• Worked with the Global Project Office to refine and manage weekly metrics package: backlog, utilization, bookings, and headcount, as well as, revenue trends.
• Assisted in quarterly and year-end audit requests as it relates to Services.
• Participated on project teams to streamline and automate changes in processes, templates and or practices.
• Provided Quarterly numbers for commission payouts based on current guidelines of the company.
• Member of a cross-functional team working on motivation and collaboration of Aspen Tech employees.

Confidential, Andover, MA

Service Sales Finance Operations Manager

Responsibilities:

• Responsible for all Financial and Operational aspects of the Maintenance Service Business Unit.
• Created Annual Operating Plan and Capital Budgets for the Services Division.
• Performed Competitive Analysis, Trend Analysis, Variance Analysis as well as Gross Margin Analysis to manage Service Revenue to full potential.
• Optimized Service Portfolio to ensure correct pricing and positioning of the product line.
• Revenue and Expense forecasting on a weekly and quarterly basis utilizing SAP data and SalesForce.com
• Cross Functional team leader to ensure scope, timelines, and objectives were met to secure project success.
• Monitored, measured and influenced best practices by providing fast, accurate Service Sales performance data to Executive Management.
• Presented Quarterly Business reviews to Executive Management and Product Management teams.
• Completed month-end closing entries and account reconciliation.
• Involved in inter-company transfers, entries and reporting at quarter end to Parent Company.
• Collaborated on Requests for Information and Requests for Proposals from the Services perspective.
• Prepared and executed standard reporting schedules and analysis as well as special projects related to ad-hoc analyses such as business models, scenario planning.
• Approved all Services department expenses.
• Involved in significant decisions on Special Discounting on specific Service deals.
• Followed VSOE for all Service Related Revenue Recognition deals.
• Redesigned World Wide Service Website.
• Created and Enhanced Marketing collateral used on company Website and Sales Training
• Collaborated with VP of Sales to set quarterly Renewal Sales targets for the NA sales team.
• Managed monthly sales commissions
• Solved escalated Commission issues from the field.
• Participated in annual review and writing of the Commission plans.
• Managed 2 Financial/Commission Analysts.

Confidential, Boston, MA

Senior Business Analyst

Responsibilities:

• Acted as Legal Client Service Liaison between Reporting Systems and Market Relations department.
• Prepared trend analysis and predictive metrics utilized in strategic planning by management.
• Developed Customer presentations based on specific metrics and analysis of the insured’s litigation experience.
• Enhanced existing presentations by introducing new metrics and innovative displays.
• Prepared ad hoc reports for Legal Department management, Strategic Business Unit Claims’ organizations, and Market Relations.
• Developed Customer and Law Firm Level Litigation Inventory reports to facilitate business relationships with select key insure.
• Reduced processing time down from 1-3 days to 10 minutes as Project Manager of Customer Litigated Inventory report.
• Prepared variance analysis monthly to evaluate allocated loss and expense by market.
• Developed and prepared analyses to evaluate legal vendor rate increase requests.
• Created a new process using a Hyperion Brio tool for our Regional Managers to use when allocating Rate Increases.
• Gathered user requirements for automation projects.
• Tested data system releases.

Confidential, Waltham, MA

Senior Financial Analyst/ Sales Commissions Analyst

Confidential, Boston, MA

Financial Analyst

Confidential, Boston, MA

Financial Analyst/Costing Analyst