Senior Financial Analyst
Resume:
Michael Kinnavy
si769o@r.postjobfree.com
Cell 510-***-****
Seeking a Senior level position in an environment that will enable me to use my current abilities to the advantage of the organization as well as learn additional responsibilities that will enhance my effectiveness in helping the organization achieve its goals. The opportunity to utilize my FP&A, Budget, Forecasting, Database Management including Access, Excel, PeopleSoft, VBA, Macros, Teradata etc. and Leadership abilities is of the utmost importance.
PROFESSIONAL EXPERIENCE
Kaiser Permanente, Oakland, CA September 2010 to December 2011
Lead Senior Financial Analyst
Developed and maintained the physician forgiveness loan databases using MS Access, Excel and PeopleSoft. (Home, Physician, Malpractice and Recruitment programs. A physician incentive program).
Review and reconciliation of accounts for physician stock purchase and redemption of stock program(s).
Participate in the planning and development of regional, departmental and/or functional budgets.
Assist and direct the development and write-up of the change fund between medical centers and hospitals.
Responsible for budget system completion, high level reviews and conducting area wide analyses for target development.
Coordinate performance monitoring process with two junior staff and participate in the development of reconciliations and physician services and database management.
Work on the 2011 year end program databases for all the physician individual tax schedules.
Conduct financial analyses independently and lead a team, participating in the most complex projects.
Design and build financial models based on diverse financial sources, in order to inform strategic decisions.
Direct the production of ad hoc and periodic reports for department, facility, and/or regional management.
Prepare understandable and defensible financial analyses of decision alternatives by utilizing spreadsheets and accessing various databases.
Facilitate and participate in meetings and presentations.
Support executive staff and committees in the development, analysis a communication of cost saving strategies and budgets and in the research of financial, operation and variance issues.
*(Rose International- contract w/ Kaiser), Alameda, CA
Establishing Microsoft Access database for the year 2010-2011 and teaching the Benefits group how to maintain the newly developed databases and to instruct them how to cross reference vendors payments with the Access database using tables, queries and reporting functions.
Build, maintain and work with advanced Access database for Northern California in creating menus via advanced Macros in uploading files into the Access database.
Work with Excel and creating advance formulas in directing the benefit team in paying the Delta Dental and MetLife health care billings.
Convert vendor check registers each month and for YTD in a Microsoft Word and/or text file and create a database for each of the vendors in the Plan Healthcare group.
Working with Monarch and Cognos as well as ERP in extracting financial data and creating financial reporting summaries for upper management.
Lawrence National Laboratory, Berkeley, CA July 2008 to September 2010
Principal Resource Analyst
Financial Planning and Analysis (FP&A) with an annual $34M budget and costing structure and a $62M three year Federal funding ARRA financial/budget model and costing structure for Computing Sciences.
Development of various Excel financial models to help upper management make key decisions in cost areas of needed improvement. Also, use VBA to automate a few of the reports and create menus for ease of use.
Development of spend plans in PeopleSoft planning system for management to use for various analysis reporting functions.
Integration of sound quantitative analyses and practices for estimating costs in long range (multiple years) cost projections.
Assist program management in independently evaluating financial risks and planning appropriate mitigation strategies.
Submittal of timely, accurate, and complete Laboratory Spend Projections to estimate overhead recovery and provide budgetary information for internal reviews and discussion with management.
Extensive usage of various databases: Prism, Primavera, PeopleSoft and Cost Browser to pull vital information for reporting purposes.
Abbott Laboratory, Alameda, California April 2007 to July 2008
Contract/Pricing Supervisor
Negotiate and draft contracts and amendments with distributors and pharmacies
Work on routine variance analysis, financial models and ad hoc financial reporting and also identified two databases with an imbalance of $22M in incorrect product pricing and qualities.
Use Cognos and Microsoft Access databases for gathering financial reporting and made recommendations to upper management based on analysis using Excel, Access.
Develop meaningful financial analysis, aligning current year business plan to long term strategic plan, leading and developing meaningful financial processes.
Supervision of Pricing and Contracts Management Team.
Provide financial analysis to Corporate Finance in order to ensure adequate accruals, sales plan targets and margins.
Pacer Stacktrain International (A Logistics Company), Concord, California March 2002 to April 2007
Pricing Manager, Fort Worth, Texas March 2005 to April 2007
Prepare timely and accurate monthly, quarterly and annual reporting of actual financial results to client and the customer's in line with contractual terms and conditions, including account reconciliation and variance analysis.
Strong experience and confidence in advising and presenting financial data to senior executives.
Dealing with accounting irregularities, customer rates and increasing our overall margins and beating 2006 budget with a 17% increase in margin.
Create annual budgets and forecasting models for senior management.
Pacer Stacktrain International (continued)
Senior Financial Analyst, Concord, California March 2002 to March 2005
Provide upper management key financial models that included the following: ROI, Trend analysis, IRR and Cash Flows.
Develop key revenue, expense and margin analysis reports, increasing additional revenues of $200K to $500K annually to the Pacer.
Develop, build, and analyze financial models, present results of analysis to financial and business leaders to include senior management; assist in coordinating and executing the monthly forecasting process.
Automated many routine weekly and monthly reports in Excel and Access via VBA (Visual Basic) with a cost savings at about $53K dollars annually to the company and substantial time savings in creating weekly reports.
Work on the P/L statements, SG&A expenses and actual/budget analysis models.
Coca Cola Bottling Company, Oakland, California December 2000 to October 2001
Senior Financial Analyst
Analyzing a manufacturing environment in sales, forecasting, accounting, and financial developments for upper management.
Worked with financial data in proposals, income statements, balance sheets, P&L, Gross Profit Statements.
Created monthly profiles report showing forecasted and actual sales numbers in each of the 16 branches. Review Customer/Division P&Ls and identify risks and opportunities (SWOT).
Worked on monthly yield/volume reports and RFA’s, ROI’s (IPAC’s handheld devices), executive summaries and internal rate of return for proposals on competitive bids.
Worked with SQL, Visual Basic, Excel (VBE), Margin Minder and Access databases.
Supervised one Financial Analyst.
EDUCATION
Master of Business Administration (MBA
University of Phoenix, Sacramento, California
Bachelor of Science in Accounting
California State University, Chico, California
Michael G. Kinnavy References:
Christine Lee: Supervisor at Pacer and now works for Kaiser:
si769o@r.postjobfree.com
Darryl Dunn Supervisor at Kaiser
Linda Van Loon Lawrence Berkeley Lab: si769o@r.postjobfree.com or
510-***-**** home 510-***-****
Steve Stinson: Lawrence Berk Lab:
Michael G. Kinnavy
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