Management Financial
Resume:
JEANNETTE BARBERA
Thousand Oaks, CA *****
*********.*******@*****.***
SUMMARY
Highly motivated finance professional with proven success creating dynamic
financial models as well as the ability to extract and communicate
information to all levels of senior management. Strong background and
expertise in: annual and quarterly financial planning and analysis,
financial modeling (cost benefit, trend, what-if, and break even analysis),
integrations and divestitures, month-end close accounting and reporting,
presentations, and process improvements. Innovative problem solver that is
willing to take initiative.
PROFESSIONAL EXPERIENCE
WELLPOINT, Thousand Oaks, CA 1999-2009
A Fortune 100 leading health benefits company with over $61B in revenue
Financial Analysis Manager 2005 - 2009
Provided analytical expertise supporting enterprise wide corporate
budgeting and financial planning functions which included the development
of: annual plan, quarterly forecasts, multi year financial planning.
Responsibilities included: financial planning and analysis, benchmarking,
implementing solutions, providing operational and financial
recommendations, developing financial targets, merger & acquisitions
analysis, developing corporate policies, developing corporate calendar,
consolidated reporting, presentations developed for executive leaders and
board of directors, financial modeling, and other ad hoc analysis.
. Provided senior management with a consolidated three year look of the
financial statements by designing a dynamic excel model that
quantified key drivers and strategic planning initiatives for multiple
business units
. Led and directed cross organizational team to integrate or realign
financials when responsibilities changed due to acquisitions and
reorganizations, provided an accelerated view of restated financials,
increased accountability, and ensured a net zero impact to Operating
Gain
. Developed financial targets with various scenarios for Operating Gain
and Administrative expenses, provided target recommendations to senior
management
. Served as the primary liaison between corporate finance leadership and
the business units. Collaborated in identifying areas of concern and
developing solutions to areas such as: cost allocations, internal
benchmarking, developed training programs, guidelines, and other ad
hoc analysis and support
Senior Financial Analyst/Financial Consultant Senior 2000 - 2005
Responsible for the planning and development of area budgets both detailed
and high level, consolidated reporting, financial analysis and planning,
integrations/divestitures, and managing the month end close for operational
functions with the Blue Cross of California, Nevada, Wisconsin, and
Missouri lines of business.
. Responsible for effectively managing the cost allocation process by
designing and implementing a formal review of all product and line of
business cost allocations, received buy in from all areas impacted,
and identified key drivers which improved managements ability to
support the business
. Reduced budget variances and increased the accountability and accuracy
of budgets by partnering and collaborating with operations senior
management in the development of the areas annual plan, quarterly
forecasts, and strategic planning
. Developed financial models used to manage complex financial and
strategic operational initiatives such as cost benefit analysis,
capital management, feasibility studies, and staffing and expense
planning. Developed formal recommendations and presentations,
including suggested action steps with risks and opportunities
. Prepared and published streamlined accurate management reports,
consolidated reporting, provided analysis and commentary identifying
risks and opportunities, dashboard and metric reporting, and
presentations for senior management
JEANNETTE BARBERA PAGE 2
Accountant III 1999 - 2000
Responsible for month end close and financial planning and analysis for
Blue Cross of California's risk management departments. Analyzed and
researched budget variances for the current period but also with a forward
look to assess overall business and financial impact. Additional
responsibilities included developing the annual plan for Blue Cross of
California's large group president as well as the large group finance
departments.
. Responsible for implementing a consistent close process that quickly
identified key drivers and also resulted in a more streamlined and
automated month end close
. Implemented a significant operational improvement by adopting the use
of Monarch software and Excel macros which reduced the amount of time
spent on non value added activities and further automated the close
process
. Implemented a process to research and clear over aged cash reconciling
items that had been non compliant for 180+ days ensuring future
balance sheet compliance
AMGEN, Thousand Oaks, CA 1992 - 1999
A Fortune 500 biotechnology company
Finance Coordinator/Accountant 1994 - 1999
Participated in the monthly close by preparing journal entries and account
reconciliations, including intercompany transactions and eliminations
related to Kirin-Amgen partnerships. Researched and analyzed budget
variances supporting research and development departments
Payroll Assistant 1992 - 1994
Responsible for payroll administration including compliance with payroll
garnishments. Prepared payroll for 800+ hourly and salaried employees
TECHNICAL
. Approved to sit for CPA exam as a California candidate - October and
November 2010 test dates
. Advanced proficiency with Excel, PowerPoint, and all Microsoft Office
products
. Experience with products such as Hyperion, Essbase, PeopleSoft, and
Cognos
EDUCATION
Bachelor of Science, Accounting
California Lutheran University, Thousand Oaks, CA
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