Fullerton, California, United States
Seasoned FP&A Professional
· Conducted complex ad hoc analysis of financial and operational data to support strategic initiatives, including the assessment of prospective acquisition performance, the securing of new financing, and the development of growth targets · Assessed the financial performance of operating segments, creating narratives from financial data, saving the company thousands of dollars in overspend and overpayment · Designed elaborate reporting tools and dashboards through Power Query and Power BI that decreased reporting time by 50%, including a drill-through P&L providing on-demand visibility into financial performance sliceable by region and operating segment · Utilized AI to automate complex processes for allocations and KPI tracking, decreasing manual data entry time by 90% · Developed and facilitated the budget process for both corporate departments and operating divisions · Presented monthly operational performance to executives, encompassing ~$400M in pharmaceuticals and medical procedure revenue · Managed SQL tables and joins from various data sources to provide visibility into healthcare and financial data · Tracked healthcare specific P&L impacts and metrics, such as physician compensation calculations, reimbursements, pharmaceutical margin changes, DIR fees, and physician productivity and resource utilization for both capitation (value-based care) and fee for service treatments
· Maintained and developed the corporate financial model as system administrator in Adaptive/Workday · Streamlined the data integration, creation of hierarchies, and mapping processes during the $820M merger of Alliance and Akumin · Managed the data pipeline and join rules between accounting systems and FP&A software (Adaptive Insights) · Provided support for analytics department in reporting KPIs, including same store reporting · Maintained the data and formula integrity of the multi-dimensional database structure for FP&A reporting · Performed ad-hoc analysts and process automation for the management board deck · Provided budget and forecast consolidation support for all departments · Built reports and data visualizations for use in presentation decks for audit, investor, and executive committees · Troubleshooted technical issues and provided training to new users of Adaptive Insights · Operated independently in the maintenance of the financial model, inclusive of budget, forecast, and allocations
· Developed, optimized, and automated complex workflows for 10K and 10Q SEC financial reporting and SOX testing · Created and managed budget and forecast templates to identify and assess variances in financial performance across various departments and business segments · Conducted comprehensive monthly revenue analyses across 30+ countries, providing insights that supported OSI Systems' global operations and revenues exceeding $1.1B · Performed HFM administration tasks and adjusted account mapping hierarchies to fit changes in disclosure requirements · Managed P/L and BS consolidation tasks for diverse international business divisions in healthcare, security, and optoelectronics · Coordinated ad hoc requests from multiple direct reports and division finance directors regarding intercompany transactions
· Produce ad hoc reports covering forecasting, budgeting, operations, and key KPI functions · Perform variance analysis on completed and work in progress production jobs under standard costing · Monitor cost center accruals and allocations of variable and fixed expenses · Complete month end closing and adjusting journal entries for full cycle accounting duties · Extract and organize data from ERP and analytics platforms for visualization in management reporting · Collaborate with Finance Managers to develop and standardize budget and forecasting models among diverse profit centers