Financial Planning and Analysis

• Responsible for oversight and preparation, coordination, and documentation of complex financial analysis projects such as financial and expense performance, rate of return, depreciation, working capital, and investments.
• Provides analysis for forward-looking financial and business-related projects.
• Prepares forecasts and analysis of trends in finance, general business conditions, and other related areas.
• Identifies trends and developments in competitive environments and presents findings to senior leadership.
• Creates and analyzes monthly, quarterly, and annual reports, and ensures financial information has been recorded accurately.
• Performs financial forecasting and reconciliation of accounts.
• Creates program/service line proforma’s/models (business modeling tools) to assess their existing sustainability and impact of program changes (service elements, staffing levels, etc.,) with support of Finance and Program leads.
• Provides financial analysis and assessment of new/potential programs and expansion of existing program business opportunities to support strategic initiatives and priorities identified through the Easterseals MORC Program Cycle Planning Process: Business Plan Concept Paper with Rating Scale.
• Assists with possible business acquisition/merger due diligence financial reviews as directed by the President/CEO and Chief Financial Officer.
• Supports budget planning and development activities around new/modified business opportunities working with key program and finance leaders.

Director – Financial Planning & Analysis, Healthcare

Financial Representative

Commercial Real Estate Broker – Debt, Equity, Investment Sales

Finance Manager

Chief Financial Officer, CFO

ERP Financial Consultant