Financial Analyst and Project Manager

Passionate about data-driven financial projects and analysis that increase financial success by

leveraging key performance indicators and technology to improve business-critical processes LUAN (LOU-ON)

KEMPER

BUSINESS / FINANCIAL ANALYST AND DATABASE MANAGER SUMMARY Experienced and technology savvy business / financial analyst since 2014 with a strong accounting, project and data management background – Ability to put the pieces together to solve enterprise challenges through training, communication, process optimization, data analytics and reporting – Proven cross-collaboration and optimization success and trust building among internal and external functions to improve people, cash flow and net profit HIGHLIGHTS

• Analyzed and streamlined millions of records into easily understood and dynamic trending reports

• Managed database development and redevelopment for enhanced enterprise data, reporting and analysis

• Creation and ongoing analysis and reporting of compensation for 97 pharmaceutical sales representatives

• Leader for numerous data migrations/upgrades to new systems (CRM, sales and financial software)

• Developed/enhanced inventory management processes, analysis and account reconciliation and reporting

• Point person to work cross-functionally to produce new KPIs, reporting and analysis for shareholders and PE SKILLS

Process Improvement and Data Analysis – Lean Six Sigma certified, Agile CSM (Certified Scrum Master), KPI identification, reporting, analyzing and managing high volume data through ongoing and ad hoc reporting Accounting and Financial Management – Financial analysis of company level down to product net profit/loss, forecasting, accounting background (JEs, AP, AR, month-end close, financial statement prep, budgets) Technology – QuickBooks Enterprise, Sage/PeachTree, payroll (PayChex, ADP, QBs), Excel (prep/analyze large data sets, pivots, v/xlookups, index matching, trending charts/graphs, macros), WordPress, HubSpot, Constant Contact, SalesForce, FileMaker from Access (managed SQL programmer), ShareFile, SharePoint, Teams, learning Excel PowerBI 602-***-**** / ad5eoz@r.postjobfree.com

5442 W Jupiter Way – Chandler, AZ 85226

www.linkedin.com/in/luan-kemper-3bb5a77

ABOUT ME

Passionate about Training & Learning Positive Attitude Love Dynamic & Diverse Environments Takes Ownership Continuous Improvement Proactively Present Solutions Guided Foremost by Due Diligence & Transparency! PROFESSIONAL EXPERIENCE

Accountant III Contractor with the State of Arizona (Abacus Services Recruiting Company) Dept. of Economic Sec. / Div. of Developmental Disabilities (DDD) – Phoenix, AZ 2023 to Present

• Responsible for financial review and analysis of 1,200+ state contracted DDD vendors/providers

• Collaborated with leadership to overhaul financial review procedures, created standard work and cross- trained team that resulted in process optimization (increased documentation with decreased review time)

• Perform financial audits for vendor reconciliations: providers from single therapists to $100mil+ companies

• Manage contracted periodic submission of DDD vendors’ financial statements

• Project manager for division’s quarterly financials and AHCCCS audit deliverables across multiple entities

• Working cross-functionally, facilitated departmental relationships, communication and process optimization

• Support supervisor and team as needed (onboarding, training, reporting and analysis)

• Emphasize knowledge transfer by building repeatable processes and documenting standard work Senior Financial Analyst and Project Manager 2022 to 2023 Lexitas Pharma Services – Durham, NC (fulltime remote)

• Cross-collaborated with each functional business group to analyze current business processes and accountabilities to identify and define new KPIs

• Created, maintained, analyzed new weekly and monthly trending reports and solutions, including development of detailed analytical financial models and reports to acquiring company (QHP Capital)

• Performed quantitative analysis and made process optimization recommendations to executive team

• Coordinated resolution of challenges to stakeholders, business partners and internal teams

• Responsible for special accounting related projects and ad hoc financial reporting Business/Financial Analyst 2021 to 2022

TriRadial Solutions, LLC (TRS) - Mahwah, NJ (fulltime remote consulting position)

• Provided operational and business support, strategic and financial insights directly to owner

• Prepared CRO (Contract Research Organization) RFP budget mapping and initial analysis to senior finance and procurement/outsourcing; assisted with final budget analysis and sponsor presentation

• Pressure tested and enhanced analysis tools (vendor/CRO budgets, scorecards, satisfaction surveys)

• Oversaw and trained part-time accounting/operations manager (financial trending reporting, new hire onboarding, improved operational processes/procedures)

• Marketing and business development roles: created/coordinated LinkedIn posts, website content creation in HubSpot, maximized marketing/business development budgets, facilitated focused email campaigns

• Began change management training

Accounting, Marketing and Project Manager 2020 to 2021 World Stone Imports (WSI) - Phoenix, AZ

• Optimized procedures to improve key internal and external processes (customers, staff and vendors)

• Presented business development recommendations and financial analysis reporting to the GM and owner

• Managed Accounts Receivable from Sales Order and Invoice through collections using QuickBooks Enterprise o Outstanding AR down over 70% within the first 3 months of hire!

• Warehouse, showroom and trailer inventory point person for monthly physical counts and reconciliation

• Responsible for marketing rebrand of logo and marketing/educational materials o Website overhaul using WordPress, physical/virtual catalog, detailed specification sheets) Business/Financial Analyst, Project Manager/Database Manager PruGen Pharmaceuticals and GenRx Mail Order Pharmacy - Scottsdale, AZ 2014 to 2020

• As a leader within the organization, handled multiple finance and business development projects

• Discovered, researched, documented, analyzed and solved complex problems (i.e., creation of sales database)

• Communicated risks, concerns and potential solutions to VPs, shareholders and key management

• Led inaugural development of Access sales database (wrote SOW) and subsequent redevelopment into FileMaker System using a combination of Agile and SDLC (System Development Life Cycle) methodologies as prescription volume went from 3k to 150k scripts/month within 2 years o Streamlined, standardized and assured data integrity from 12 disparate pharmacy sales data sources o Gathered internal/external business requirements from stakeholders, management to end-users o Several new features in reporting, calculations and projections that aided in more robust analysis

• Presented trending and forecasting analysis to key VPs and owners (budget variance to actual, reimbursement/cost analytics, P&L from company to individual pharmacies to NDC/product level)

• Established and measured KPIs by developing standard and ad hoc trending analysis reports

• Knowledge of HIPAA security, HC data standards, Medicare, AHCCCS and government insurance and reporting

• Managed multiple complex financial enterprise projects as Finance Manager (5 FTEs, including 1 Jr. Analyst)

• Generated Sales Rep Comp detail and multi-level trending reports, analysis, reconciliation and PR (18-97 SRs)

• Handled high-level reconciliations, forensic accounting and several monthly accruals using GAAP

• Responsible for negotiating, managing and ongoing analysis of some high-volume contracts (i.e. shipping)

• Deep dive health insurance reimbursement analysis identified anomalies leading to the development of a new operational billing process that saved the company half a million dollars annually! Accounting Manager and Financial Services

SAS CPA Firm, LLC - Scottsdale, AZ 2010 to 2015

• Overseen by CPA (Owner), provided part-time subcontracted accounting and bookkeeping services

• Full-service accounting to include AP, AR, journal entries, budgeting, forecasting, inventory, payroll, reconciliations, education, price/cost analysis and financial reporting, both established and ad hoc

• Prepared and presented trending financial reports, financial statements and analysis (budget to actuals)

• Managed multiple projects, including intense forensic accounting research/reconciliation Prior work with several Arizona nonprofits in marketing/fundraising and accounting

• Director of Development/Marketing, Teen Lifeline: grant writing, sponsorships and fundraising campaigns

• School Business & Database Manager, The School of Ballet Arizona: budget, financials and month-end close

• Development Assistant, Tumbleweed Center for Youth Development: donor database management, events

• Marketing and Fundraising Associate, Aid to Adoption of Special Kids: fundraising and database management CERTIFICATIONS / EDUCATION

Lean Six Sigma Certified – Green Belt Agile CSM (Certified Scrum Master) BS Human Development and Family Relations – Deans List University of Connecticut, School of Family Studies – Storrs, CT Accounting Principles Courses

Scottsdale Community College, School of Business – Scottsdale, AZ Immaculata High School

National and Spanish Honor Societies – Somerville, NJ

“If you hire people just because they can do a job, they’ll work for your money. But if you hire people who believe what you believe, they’ll work for you with blood and sweat and tears.”

– Simon Sinek

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