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Financial Analyst Resume

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Madera, CA

PROFESSSIONAL SUMMARY:

Well grounded experience in Accounting, Financial Analysis, Data Interpretation, Business Management, Investments, Sales and Customer Service. Five years of financial related experience and over seven years of sales and customer service related experience, making me very versatile in financial discipline and fit easily into multiple workplace structures.

DIVERSIFIED SKILLS:

Finance: GAAP, Cash Flow Management, Financial Analysis, Forecasting, Budgeting, Financial Modeling to Predict Future Economic Conditions, etc.

Software: Proficient in Microsoft Office, Excel Features (IF, Index, Lookups, Pivot Table, etc.) Statistical Graphics, Vector Vest Investment, Universal Financial System, ERP Database, SQL, & Greenway Health.

Management: Driven Leadership, Strategic Thinker, Goal - Oriented, Organized, Relationship-Builder, Agility and Adaptability.

WORK EXPERIENCE:

Financial Analyst

Confidential, Madera, CA

Responsibilities:

  • Perform detailed analysis to determine the true business valuation of various Pediatric Practices.
  • Analyze business financial statements, discounted cash flow models, accounts receivable, accounts payable, & invoicing.
  • Create budget for new acquisitions while monitoring monthly cash flow vs. budget.
  • Organize complex data by creating reports to generate logical business solutions.
  • Project & monitor salary and benefit estimates for new medical doctors and staff based on, number of visits, and wRVUs code quantity.
  • Analyze revenue received from Medicaid and Commercial Payors, and perform variance/ sensitivity analysis to minimize risk, and generate higher profits.
  • Negotiate price/cost analysis with new medical doctors before acquiring the practice.

Financial Budget Analyst

Confidential, Fresno, CA

Responsibilities:

  • Created personal strategy of using inductive and deductive analysis to perform strong forecasting to account for 17,000 clients worth over 209 million dollars in monthly budget.
  • Constructed and distributed the monthly Business Sufficiency of Allocation Report for overheads.
  • Prepared and maintained monthly Financial Statements asides other Accounting Functions.
  • Treasury Management, Financial Modeling, Valuation, Bank Reconciliation, and Journal Entries.
  • Reconciled accounts before closing General Ledger and Final Claim.
  • Monitored various management projects, to control spending, to ensure it is within contract budget.
  • Developed and implemented Financial Lean Initiative solutions to eliminate waste, and create more fact based decisions.

Member Service Representative

Confidential, Sacramento, CA

Responsibilities:

  • Increased monthly sales goals by 20% and quarterly sales goals by 30% performing forecast and recommending different services and products based on members financial needs.
  • Received quality assistance rewards for helping members, by using professionalism and financial expertise.

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