About:
Senior Financial Analyst with a strong background in Financial Planning and Analysis (FP&A) and a deep understanding of business operations. Adept at leveraging advanced data analysis tools and techniques to inform strategic decision-making and deliver exceptional customer support. Recognized for my collaborative approach, problem-solving skills, and proficiency in deciphering complex data to offer actionable insights.
Experience:
Senior Financial Analyst / Kaiser Permanente / Pasadena, CA
• Develop best practices, assess risk alternatives, create what-if scenarios, and generate forecasts using in-house models.
• Review assets, liabilities, revenues, and expenses using inputs from business unit systems to support analyses.
• Conduct research to assess the financial impact of strategies and initiatives in support of the business vision and objectives.
• Evaluate performance, operations, and financial state using cash flow, RFA process, and weekly unit case report templates.
• Support strategic financial planning by performing and evaluating financial, utilization, and benchmark analytics.
• Prepare recommendations for business cases, acquisition activity, operating forecasts, and financial requirements.
• Organize regular meetings with leadership to review financial results for their designated service areas.
• Support internal and external audits by assisting with preparation of audit schedules and review of audit results.
• Report regional financial information including membership, utilization, volume, inventory, and investment schedules.
• Monitor priorities, deadlines, and expectations while communicating progress and identifying improvement opportunities.
Financial Analyst / Kaiser Permanente / Oakland, CA
• Managed and prioritized a queue of financial cases, ensuring timely and accurate delivery of services.
• Conducted comprehensive financial analysis and developed custom models for budgeting and forecasting.
• Implemented KPIs and automated reporting to enhance decision-making and process efficiency.
• Produced clear financial presentations and reports aligned with organizational goals.
• Handled sensitive escalated financial issues, collaborating with cross-functional teams to solve complex problems.
• Led efficiency initiatives resulting in reduced operational expenses and improved service delivery.
Financial Administrator / Optimal Health Spectrums / Pleasanton, CA
• Compiled comprehensive financial reports detailing profit and loss, balance sheet, and cash flow statements.
• Executed targeted cost-cutting initiatives achieving a 20% monthly expense reduction.
• Managed vendor negotiations, resulting in a 10% reduction in yearly contract expenditures.
• Developed robust financial risk assessment strategies contributing to an overall decrease in losses.
• Maintained automated financial tracking systems to streamline workflows and improve accuracy.
Business Development Lead Generator / Hometown Services / Concord, CA
• Exceeded weekly quota on a consistent basis by 70% on average.
• Utilized foot traffic analytics to optimize advertising placements and increase conversions.
education:
Master of Science in Finance (MSF)
Master of Business Administration (MBA)
Bachelor of Science in Business Administration (BSBA)
certifications:
Financial Modeling & Valuation Analyst (FMVA)
GAAP Certificate
Power BI Data Analyst Associate
Microsoft Office Specialist: Expert
(Word, Excel, PowerPoint, Outlook)
Tableau Desktop Specialist
SQL Certificate
projects:
Derivatives Innovation
• Developed and proposed derivative products, demonstrating expertise in risk management and financial engineering.
• Executed simulated trades based on cost-of-carry and binomial option pricing models.
Equity Research
• Analyzed a firm’s overall performance using major financial ratios including ROA, ROE, Forward P/E, P/B, and EPS.
• Examined value drivers, external financial needs, capital market imperfections, and corporate governance analysis.
