Finance Professional: Client Finance Manager

1. Daniel T. Ray
Address: 414 Jackson Street. Oceanside, New York 11572
Phone: (516) 606-9939
Email: DanielRay15@gmail.com
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 NovoNordisk,Abbott Diagnostics and Abbvie business totaling 9brands and 18Million 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 otherOOP expenses.
Walt Disney Company (Disney Consumer Products), Glendale, CA July 2009- January 2010
Undergraduate 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 showretail 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.