UCLA

Financial and Strategy Leader  -  FP&A  -  Business Partnerships  -  Financial Modeling  -  Pharma and Healthcare

Dynavax Technologies

Director, R&D and Global Operations Finance

Nektar Therapeutics

FP&A, Pharmaceutical Development and Manufacturing

Oversaw business planning, operations and strategic planning of McKesson's private label generic pharma business.  Led team that drove economic modeling, deal negotiation, and vendor relationship management.  Moderated weekly meetings with international leadership team to address commercialization, pipeline planning, and contract review. 

• Spearheaded growth initiatives into new markets and sales channels leading to 22% compound annual growth.  
• Signficantly expanded pharma manufacturer base by tailoring private label program to include more attractive marketing terms. 
• Managed business development team responsible for building robust economic models and negotiate new portfolio additions.

McKesson

Senior Director, Business Planning & Analytics

Director, Business Planning & Analytics

Senior Manager, Business Planning & Analytics

Primary financial liaison between Corporate FP&A and six major technology business units totaling $3 billion in revenues
• Partnered with business units and corporate departments to provide thorough understanding and insight into forecast and budget variances, capital investments, and business case reviews
• Oversaw the consolidation, development, and analysis of company-wide strategic planning process using Hyperion
• Managed key projects including incentive compensation calculation, goodwill impairment testing, and quarterly Board presentations

Corporate FP&A Manager

FP&A and Business Partnering
• Reported to CFO, key advisor to CEO in all strategic initiatives for the company
• Prepared annual budgets, quarterly targets, in-quarter forecasts, financial models, and quarterly Board presentations
• Partnered with executive team to review departmental financial results, key operational metrics, and refine rolling forecast

Investor Relations, SEC Regulatory Filings, and Treasury
• Coordinated and prepared quarterly earnings call announcements, scripts, press releases, and regulatory filings
• Regularly reviewed and analyzed banking relationships and conducted monthly analysis to measure investment performance against required metrics and corporate investment policies
• Cross-collaborated with accounting department to forecast and maintain operational cash balances and oversee investment portfolio

Keynote Systems

Senior Financial Analyst

Audit & Risk Advisory Services
• Utilized knowledge of U.S. GAAP, Sarbanes-Oxley, IFRS, KPMG Audit Methodology, and current accounting literature for formulation of audit strategy to identify potential misstatements in financial statements
• Identified and evaluated design, operating effectiveness, and implementation of client internal controls related to financial reporting and fraud risk
• Project managed audit engagement by planning and directing daily fieldwork, budgeting, and managing client relationship
• Excelled in a team environment while managing interaction with client management, audit team senior management, and junior staff under multiple deadlines

David S. Chen