Renee joined the Carlson team in 2016 and is an Adaptive Insights power user, employing best practices in budgeting, forecasting, and planning in developing client models. She brings more than 10 years of experience in the Life Sciences, primarily in biotechnology, medical device and diagnostics. Her unique skill set, which includes financial planning and analysis, research and development, marketing, project management and investor relations, provides her with a broad, yet in-depth, understanding of the industry.
In a prior role, she established the financial planning and analysis function and streamlined the strategic planning process. As an example, she developed a budgeting and reporting process and policy for a user base of more than 70 cost center managers, VPs, and C-level executives. She also designed automated Tableau-based reports that answered key business questions, saving hours of effort from manual report creation for C-Level, Commercial Operations and Reimbursement stakeholders. Prior experience includes leading efforts in gross margin improvements, leading efforts in evaluating acquisition targets, and managing product-related programs that resulted in FDA approvals and led to successful commercialization.
Renee has a Bachelor’s and a Master’s degree in Biomedical Engineering from Case Western Reserve University and a Master’s in Business Administration, with concentrations in Healthcare and Finance, from Boston University. She is Adaptive Insights certified.
- Commercial operations analysis and reporting
- Financial planning
- Gross margin analysis
- Management & Board reporting
- Financial Modeling
- Project management
- Scenario analysis
- Variance analysis
Before joining Carlson, Renee’s experience included:
- Senior Manager, Financial Planning & Analysis at Good Start Genetics, Inc.
- Manager, Business & Financial Analysis at Organogenesis, Inc.
Significant Projects: Renee has worked on projects including Bison Gear, Country Maid, Daniel Morgan Academy, Idera Pharmaceuticals, Juniper Pharmaceuticals, Metalogix, Neurophage, Pyramid Healthcare, Usui International Corporation, and Vertice Pharmaceuticals
“Renee has been a trusted partner throughout our Adaptive Insights implementation and after going live. Her domain knowledge in the life sciences allowed her to quickly understand our current and evolving business requirements. Her specialized project experience in our market enabled her to impart finance and systems best practices, which contributed to a highly successful project. She continues to add value to our FP&A team, most recently with an expanded cash flow delivered in a short timeframe.”
Carri Dyment, Director of Accounting and HR, SCCA Proton Therapy Center