Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -

Detail oriented individual continually recognized for top performance with a history of promotion/advancement. Experience in financial analysis, budgeting and forecasting, treasury management, and process improvement.

  • Self-motivated professional
  • Complex problem solving
  • Advanced computer proficiency
  • Quick learner
08/2015 to Current
Senior Finance Business Partner Faceit Santa Monica, CA,
  • Facilitate the annual budgeting process for the nursing division to align with specified productivity targets
  • Perform variance and trend analyses related to current month operations and participate in a monthly review of financial results with nursing leadership
  • Assist with the financial analysis of program expansions, service line reviews, and other operational reporting
  • Create and develop Excel-based forecasting models for future transformation of the current traditional budgeting process; took the lead in developing a template that can be used at the accounting unit, departmental, and organizational levels
01/2014 to 08/2015
Senior Financial Planning Analyst Wolters Kluwer AR, State,
  • Worked with Market Based Organizations (MBOs) and CHI national entity finance/FP&A leadership to oversee and facilitate the development of driver-based long range financial planning and related interim forecasting
  • Worked with MBOs and/or national entities to gain clear understanding of issues driving projected financial results, including balance sheet and cash flow impacts
  • Provided support to MBOs in creating reviewable (major) capital business plans, and facilitate the related national capital review and approval process
  • Performed quantitative and qualitative analyses related to all aspects of financial projections and capital business plans and communicate results and recommendations effectively
07/2007 to 01/2014
Finance Project Manager Facebook Chicago, IL,
  • Promoted to Finance Project Manager in February 2012 following various promotions in analyst roles; managed a team of two financial analysts
  • Provided key financial support to the Associate CFO for various line of business analyses affecting strategic business decisions and cost savings initiatives
  • Implemented a new productivity system through a multi-phased approach using an outside consulting group
  • Served as the University Healthsystem Consortium (UHC) Operational Database benchmarking coordinator for over 100 benchmarked departments including data submission and performance analysis
  • Participated in various multi-disciplinary committees providing key performance indicators, financial analysis, and dashboards
  • Served as chief analyst for the Team Award Program, Denver Health’s incentive based pay program, performing analysis on project outcomes and delivering results to the committee consisting of the Chief Financial Officer, Medical Director, and Chief Nursing Officer
  • Coordinated the tracking of data for Denver Health’s LEAN initiative, performing complex analyses to determine the financial impact of LEAN events resulting in over $195 million in savings
2007 to 07/2007
Financial Analyst II Benefitfocus Hartford, CT,
  • Responsible for forecasting acquisitions and dispositions
  • Analyzed monthly property results and performed variance analysis
  • Forecasted existing debt and new debt issuances
  • Assisted in cash flow analysis and monthly reconciliation
10/2005 to 11/2006
Cash Management Analyst Brown Advisory Washington, DC,
  • Performed daily cash positioning in a weekly cash rotation to determine cash available for investment or cash needed for daily operations
  • Assisted with management of $600 million unsecured credit facility, purchased and sold securities within established investment policy guidelines, monitored investments and portfolio performance
  • Improved 13 week cash flow forecast by developing a new forecasting model
  • Maintained ongoing relationships with banking institutions
  • Maintained the administration of mortgages and bonds through monthly debt service payments, trend analysis, quarterly principal/escrow reconciliations, and loan accounting
  • Assisted in the preparation of quarterly debt schedules
  • Obtained Certified Treasury Professional (CTP) designation (currently inactive)
05/2004 to 10/2005
Personal Lines Underwriter Concord Group Insurance Westborough, MA,
  • Evaluated business through risk analysis and account underwriting
  • Performed territory management and maintained agency relationships
  • Successfully completed the Fundamentals of Risk Management & Insurance (CPCU 510)
07/1998 to 07/2003
Finance Intern Aaron's, Inc Pueblo, CO,
  • Worked as an administrative intern for two years prior to specialization in finance
  • Utilized internal systems to test data integrity and cost factors used for deal analysis
  • Completed a reconciliation project to clear discrepancies with a major business customer
Expected in 2004
Bachelor of Science: Business Administration
Colorado State University - Fort Collins, CO
  • Finance Concentration
  • Cum Laude; GPA 3.84
  • College of Business Top 10 Graduating Senior Award

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  • Colorado State University

Job Titles Held:

  • Senior Finance Business Partner
  • Senior Financial Planning Analyst
  • Finance Project Manager
  • Financial Analyst II
  • Cash Management Analyst
  • Personal Lines Underwriter
  • Finance Intern


  • Bachelor of Science

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