Financial Planning and Analysis

• Consolidation and Monitoring of Revenue Budget: Develop and implement tools to produce the budget by Business Unit, Month/Day, Department and Plan, as well as analyze, review and consolidate figures produced by Commercial/Operations.
• Monthly/Annual Revenue and Margin Forecasting: Using financial methodologies and an understanding of the commercial model and seasonality, produce a forecast by business unit for revenue and margin, highlighting risks and opportunities to achieve targets.
• Explain Revenue and Margin Results through Closing Analyses: Produce analyses using Power BI, Excel and PowerPoint with explanations of the income statement (P&L) results by Business Unit to present to Commercial teams and the Financial Board.
• Comparative Performance Dashboards for Commercial and Operational Metrics: Develop KPIs and comparative metrics to evaluate commercial and operational performance by Department, Procedure, Health Plan and Business Unit.
• Development of Ad-Hoc Action Plans to Improve Results and Achieve Budget: Based on commercial and operational assumptions, project expected outcomes for negotiations with health plans or for operational improvements.
• Development of Business Plans for New Ventures and Commercial Negotiations: Based on commercial and operational assumptions, project an income statement and cash flow to measure expected returns given the investment (CAPEX).

Mid-level Financial Planning Analyst

Customer Support – Finance

Financial Analyst, Junior

Mid-level Accounts Payable Analyst

Senior FP&A Analyst