Functional Skills
Variance Analysis
Business Planning
Budgeting
Financial Modeling
Strategic Planning
Process Improvements
Operations Management
Forecasting / Projections
Business Intelligence
Sales Strategy
Financial Planning & Analysis (FP&A)
Corporate Finance
Software Skills
Microsoft Excel
Oracle CRM
PowerBI
SAP CRM
SQL
Tableau
Microsoft PowerPoint
Certifications
CPACertified Public Accountant
Sector Experience
Energy
Financial Services
Healthcare
Social & Public Sector
Technology
Languages
English
Fortune 500
Experience
Strategizing Financial Solutions, LLC
Management Consulting
Consultant / Managing Partner
11/2023 - Present
• Developed Quarterly Financial Forecasts, Annual Budgets, and scenario planning models aligning strategic goals with financial targets
• Identified $2M+ in cost savings opportunities through variance analysis and operational efficiencies
• Designed and implemented KPI executive dashboards to enhance financial visibility into business performance and trends
• Partnered cross-functionally with Sales, Operations, and HR to align financial targets with operational performance
• Created board-level presentations translating complex financial data into clear actionable insights summarizing financial health and strategic progress
• Identified $2M+ in cost savings opportunities through variance analysis and operational efficiencies
• Designed and implemented KPI executive dashboards to enhance financial visibility into business performance and trends
• Partnered cross-functionally with Sales, Operations, and HR to align financial targets with operational performance
• Created board-level presentations translating complex financial data into clear actionable insights summarizing financial health and strategic progress
HP
Finance
Principal Financial Analyst
4/2024 - 3/2025
• Launched new Line of Business forecast reporting, which exceeded Budget by 5% in the first quarter of implementation, driving alignment between Operational Leaders and Corporate targets
• Spearheaded Line of Business budgeting process, integrating long term business strategy with gross margin optimization efforts by leveraging partnerships to understand key objectives
• Achieved $5MM in cost savings leading and advising special projects with various stakeholders defining project scope, objectives, and timelines to deliver operational efficiencies
• Managed FY 2024 $80MM Cost of Sales Annual Budget accomplishing 10% expense reduction
• Centralized reporting channels, driving greater transparency and enabling improved operational accountability, resulting in faster decision-making to reach targets
• Drove and implemented required data structures and systems to automate processes and deliver greater impact to the business
• Spearheaded Line of Business budgeting process, integrating long term business strategy with gross margin optimization efforts by leveraging partnerships to understand key objectives
• Achieved $5MM in cost savings leading and advising special projects with various stakeholders defining project scope, objectives, and timelines to deliver operational efficiencies
• Managed FY 2024 $80MM Cost of Sales Annual Budget accomplishing 10% expense reduction
• Centralized reporting channels, driving greater transparency and enabling improved operational accountability, resulting in faster decision-making to reach targets
• Drove and implemented required data structures and systems to automate processes and deliver greater impact to the business
Discover Financial Services
Finance
Lead Financial Analyst
4/2023 - 4/2024
• Managed 2023 $345MM Transaction Revenue Annual Budget that exceeded Plan by 20%
• Advised and fostered relationships between Finance and Operations optimizing cross-functional data to forecast quarterly projections and budget yearly plans
• Produced profitability analysis and projections to support deal flow and partner negotiations
• Delivered monthly financial presentations, effectively communicating performance results against financial forecasts and yearly plans
• Trained and mentored colleagues on financial modeling and analysis
• Advised and fostered relationships between Finance and Operations optimizing cross-functional data to forecast quarterly projections and budget yearly plans
• Produced profitability analysis and projections to support deal flow and partner negotiations
• Delivered monthly financial presentations, effectively communicating performance results against financial forecasts and yearly plans
• Trained and mentored colleagues on financial modeling and analysis
Kelsey-Seybold
Finance
Senior Business Analyst
11/2022 - 3/2023
• Designed standard operating procedures for newly created Managed Care Financial Planning team
• Engineered SQL queries utilized to build analytical financial models to track key performance metrics in value-added reports
• Implemented outsourced vendors cost-savings initiatives and profitability improvement strategies
• Accelerated financial plan reporting transition from Lawson legacy EPM to Oracle EPM
• Engineered SQL queries utilized to build analytical financial models to track key performance metrics in value-added reports
• Implemented outsourced vendors cost-savings initiatives and profitability improvement strategies
• Accelerated financial plan reporting transition from Lawson legacy EPM to Oracle EPM
Humana
Finance
SR. Financial Planning Analyst
7/2017 - 11/2022
• Established dashboard metrics for Corporate Management Team, Segment, and Line of Business Operating Committee with Pretax Profit exceeding Budget by $20MM annually
• Collaborated with Operational Leaders to prepare yearly budgets, monthly forecasts, and provide insightful analysis by evaluating FTE needs and departmental goals
• Analyzed Current Month Actuals vs. Previous Month Projections to summarize key findings and recommendations
• Reengineered Microsoft Excel Essbase & Smartview Budget templates for team members to analyze YTD department/facility results and evaluate estimates to efficiently load into Hyperion
• Collaborated with Operational Leaders to prepare yearly budgets, monthly forecasts, and provide insightful analysis by evaluating FTE needs and departmental goals
• Analyzed Current Month Actuals vs. Previous Month Projections to summarize key findings and recommendations
• Reengineered Microsoft Excel Essbase & Smartview Budget templates for team members to analyze YTD department/facility results and evaluate estimates to efficiently load into Hyperion
Humana
Finance
Financial Planning Analyst
4/2014 - 7/2017
• Led historical financial statement and projection reporting instrumental to the success of T2017 TRICARE East Award nearly doubling Humana Military's membership enrollment
• Developed administrative cost savings initiatives producing $6.5MM in IT and Travel & Entertainment controllable spending reductions
• Partnered with Line of Business Leadership foraverage Annual Budget of $80MM with actual results exceeding target by 24%
• Developed administrative cost savings initiatives producing $6.5MM in IT and Travel & Entertainment controllable spending reductions
• Partnered with Line of Business Leadership foraverage Annual Budget of $80MM with actual results exceeding target by 24%