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senior director financial planning analysis resume example with 20+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Professional Summary
Accomplished senior-level financial professional with over fifteen years of experience in healthcare. Significant expertise in financial analysis and planning to successfully guide business performance and profitability. Experience in corporate financial operations, developing long- range financial plans, financial modeling, P & L analysis, and managing cash flow and treasury functions. Proven track record of team building and management, budgeting and budget management, and facilitating corporate and subsidiary operations performance, benchmarking and acquisition analysis. Positive catalyst in designing and leading process improvements through technology innovations. Effective communicator skilled in productive collaboration with executive management, customers and employees.
PROFESSIONAL QUALIFICATIONSLed annual operating budgets and long-range financial planning for organization with $1.4B in net revenuesHelped build and lead a team of analysts in providing objective, independent analysis of financial performance to executive leadershipDeveloped and implemented a sophisticated business analysis tool to report financial performance and forecast income and cash flowsUpgraded budget software to improve efficiency, accuracy, customer service, and reporting capabilitiesLed implementation Action OI benchmarking system
Skills
  • Long-Range Financial Plans
  • Operating Budgets
  • Capital Budgets
  • Rolling Forecasts
  • Flex Budget Variance Analysis
  • Financial Statement Analysis
  • Financial Modeling
  • NPV & IRR Analysis
  • Benchmarking
  • Project Management
Education
University of Houston Clear Lake Houston, Texas Expected in 2003 Master of Science : Finance - GPA :
  • 4.0 GPA

Southwestern University Georgetown, Texas Expected in 1994 Bachelor of Arts : International Studies - GPA :
  • 3.4 GPA
Certifications
Certified Management Accountant.IMA\'s CMA® (Certified Management Accountant) certification is a professional credential that can be earned in the advanced management accounting and financial management fields.Certified Project Management Professional (PMP)The Project Management Professional (PMP)® is the most important industry-recognized certification for project managers.
Work History
Adamas Pharmaceuticals - Senior Director, Financial Planning & Analysis
Fort Worth, TX, 11/2015 - Current
Responsible for the development of the 5-year strategic financial plan, annual operating budget, preparation of monthly written variance analyses and financial statements, pro-forma development for strategic projects, financial analysis of programs, management training, and process improvements for the seventh-largest pediatric health provider in the country. A key business partner to division leaders, providing actionable analysis to drive improvements.Key Accomplishments: Led Kaizen event to increase effectiveness of budget process, improve quality and customer service Collaborated with Strategic Planning and Revenue Management to lead process improvement work group to incorporate volume & pricing projections in budget projectionsAligned budget with 5-year strategic financial plan § Led implementation of flex budget reportingEvaluated new financial analytics and performanceplatformfor financial planning, budgeting, decision support, and continuouscost improvement
Nfi Industries - Senior Business Analyst, Corporate Treasury
Hinckley, IL, 02/2012 - 01/2015
Analyzed, monitored and reported trends of key operational and financial performance indicators for a diversified investment holding company with $1.6 Billion in revenues. Created complex financial models to evaluate NPV, IRR and payback period for investment proposals and prepare memoranda to communicate conclusions and recommendations to leadership. Partnered with subsidiary CFOs to develop understanding of key business drivers and trends. Forecasted EBITDA and free cash flows; analyze quarterly WIP schedules. Key Accomplishments:Wrote sections of quarterly Management Discussion and Analysis, providing an accurate view of the company\'s performance to investors.Maintained ISDA documentation to ensure compliance with the Dodd-Frank Act for derivative transactionsCreated and implemented tool for tracking and forecasting enterprise-wide capital projects, providing a comprehensive view of $30M capital fundAnalyzed more than 50 business cases for Payment & Performance bond requests to maximize return and minimize risk exposure for company\'s $100M bond facilityAnalyzed investment proposal for expanding food services at the new University of Alaska sports arena and wrote memorandum to summarize findings to executive leadershipForecasted net income and working capital needs to help ensure adequate cash balances in the central treasury and make debt payments and fund capital investmentsBuilt model to calculate NDC cost of equity to set the hurdle rate for new investments
Owens & Minor, Inc. - Senior Business Analyst
Madison, WI, 02/2012 - 01/2015
Corporate Treasury Analyzed, monitored and reported trends of key operational and financial performance indicators for a diversified investment holding company with $1.6 Billion in revenues. Created complex financial models to evaluate NPV, IRR and payback period for investment proposals and prepare memoranda to communicate conclusions and recommendations to leadership. Partnered with subsidiary CFOs to develop understanding of key business drivers and trends. Forecasted EBITDA and free cash flows; analyze quarterly WIP schedules. Key Accomplishments:
  • Wrote sections of quarterly Management Discussion and Analysis, providing an accurate view of the company\'s performance to investors.
  • Maintained ISDA documentation to ensure compliance with the Dodd-Frank Act for derivative transactions
  • Created and implemented tool for tracking and forecasting enterprise-wide capital projects, providing a comprehensive view of $30M capital fund
  • Analyzed more than 50 business cases for Payment & Performance bond requests to maximize return and minimize risk exposure for company\'s $100M bond facility
  • Analyzed investment proposal for expanding food services at the new University of Alaska sports arena and wrote memorandum to summarize findings to executive leadership
  • Forecasted net income and working capital needs to help ensure adequate cash balances in the central treasury and make debt payments and fund capital investments
  • Built model to calculate NDC cost of equity to set the hurdle rate for new investments.
Academic Partnerships - Senior Regional Financial Analyst
Orlando, FL, 10/2006 - 01/2012
  • Provided leadership in multi-year financial forecasts, annual operating and capital budgets, new businesses evaluation, physician productivity, preparation of monthly written analyses and financial statements, management training, and process improvements for a AA-rated multi-state hospital system with $8 Billion in net revenues Planned and coordinated annual budget and long range financial plan processes, delivering high quality tools and projections while improving productivity, process efficiencies and customer service Led a major budget system implementation to transition the organization from an Excel based system to an intuitive, easy-to-use web-based interface tool Developed a 10-year acute-care inpatient utilization model that helped determine focus of resources for business expansion, resulting in saving $30K in consulting fees Trained non-finance mangers to understand reports and budget tools, attaining improved relations with customers and establishing a higher level of financial accountability Established formal, documented processes that cut monthly financial summary analyses delivery by one week Determined Fair Market Value for providing Electronic Medical Records to independent physician offices.
Department Of Housing And Urban Development - Director, Budget Management and Analysis
Cleveland, OH, 02/2015 - 11/2015
Responsible for the development of annual operating budget, financial analysis of programs, management training, and process improvements. Key Accomplishments: Led Kaizen event to increase effectiveness of budget process, improve quality and customer serviceCollaborated with Strategic Planning and Revenue Management to lead process improvement work group to incorporate volume & pricing projections in budget projections
NANA DEVELOPMENT CORPORATION - Senior Business Analyst, Corporate Treasury
City, STATE, 02/2012 - 01/2015
Analyzed, monitored and reported trends of key operational and financial performance indicators for a diversified investment holding company with $1.6 Billion in revenues. Created complex financial models to evaluate NPV, IRR and payback period for investment proposals and prepare memoranda to communicate conclusions and recommendations to leadership. Partnered with subsidiary CFOs to develop understanding of key business drivers and trends. Forecasted EBITDA and free cash flows; analyze quarterly WIP schedules. Key Accomplishments: § Wrote sections of quarterly Management Discussion and Analysis, providing an accurate view of the company\'s performance to investors. § Maintained ISDA documentation to ensure compliance with the Dodd-Frank Act for derivative transactions § Created and implemented tool for tracking and forecasting enterprise-wide capital projects, providing a comprehensive view of $30M capital fund § Analyzed more than 50 business cases for Payment & Performance bond requests to maximize return and minimize risk exposure for company\'s $100M bond facility § Analyzed investment proposal for expanding food services at the new University of Alaska sports arena and wrote memorandum to summarize findings to executive leadership § Forecasted net income and working capital needs to help ensure adequate cash balances in the central treasury and make debt payments and fund capital investments § Built model to calculate NDC cost of equity to set the hurdle rate for new investments
PROVIDENCE HEALTH & SERVICES ALASKA - Senior Regional Financial Analyst
City, STATE, 10/2006 - 01/2012
Provided leadership in multi-year financial forecasts, annual operating and capital budgets, new businesses evaluation, physician productivity, preparation of monthly written analyses and financial statements, management training, and process improvements for a AA-rated multi-state hospital system with $8 Billion in net revenues Key Accomplishments: Planned and coordinated annual budget and long range financial plan processes, delivering high quality tools and projections while improving productivity, process efficiencies and customer serviceLed a major budget system implementation to transition the organization from an Excel based system to an intuitive, easy-to-use web-based interface toolDeveloped a 10-year acute-care inpatient utilization model that helped determine focus of resources for business expansion, resulting in saving $30K in consulting feesTrained non-finance mangers to understand reports and budget tools, attaining improved relations with customers and establishing a higher level of financial accountabilityEstablished formal, documented processes that cut monthly financial summary analyses delivery by one weekDetermined Fair Market Value for providing Electronic Medical Records to independent physician offices
UNIVERSITY Of TEXAS MEDICAL BRANCH - Finance Manager II
City, STATE, 02/2003 - 10/2006
Led the performance measurement team in implementing new benchmarking system (ActionOI) for a large academic medical center with a $1 Billion operating budget. Supported Executive Director of Finance with analysis of new business proposals, service-line and clinical performance, and physician productivity. Key Accomplishments:Enhanced benchmarking system by improving data collection efficiencies, customer service and training, data integrity, and reporting capabilitiesSuccessfully met challenging project deadline for ActionOI implementation, and completed data integrity review to build end-users confidence in the reportsMade presentations to Hospital Leadership, University of Texas System Office representatives, and UHC conference attendeesFacilitated cross-departmental readiness task-force team during for HRMS-to-PeopleSoft Human Capital Management System migration; developed KPI\'s to effectively monitor progressMet customers report requirements by linking Crystal Reports to MS Access database to summarize departmental performance metricsAnalyzed population size, demographics, payor mix, and market to help assess UTMBs market position and potential, for inclusion in the Integrated Clinical Enterprise Strategic PlanDeveloped risk-adjusted NPV and IRR analysis for a hospital-wide $25M Electronic Medical Record (EMR) implementationEvaluated the feasibility of launching a diabetes center of excellence
UNIVERSITY Of TEXAS MEDICAL BRANCH - Financial Analyst
City, STATE, -

UNIVERSITY Of TEXAS MEDICAL BRANCH - Management Analyst
City, STATE, 01/1998 - 02/2001


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Resume Overview

School Attended

  • University of Houston Clear Lake
  • Southwestern University

Job Titles Held:

  • Senior Director, Financial Planning & Analysis
  • Senior Business Analyst, Corporate Treasury
  • Senior Business Analyst
  • Senior Regional Financial Analyst
  • Director, Budget Management and Analysis
  • Senior Business Analyst, Corporate Treasury
  • Senior Regional Financial Analyst
  • Finance Manager II
  • Financial Analyst
  • Management Analyst

Degrees

  • Master of Science
  • Bachelor of Arts

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