Analyst Manager
Resume:
Jeffrey D. Cowan
Ventura, CA 93004
*************@*****.***
EXPERIENCE:
HealthNet Inc, Finance Consultant/Lead Financial Analyst (Shared Services
Finance)
January 2008 to Present
. Lead Analyst for Shared Services financial planning and analytics.
Overall in this position I have taken a leading role in delivering
highly successful quarterly forecasts and annual plans for Shared
Services. I have consistently produced accurate, detailed and
timely forecasts that have helped the company identify efficiencies
and savings during tough economic times.
. Developed highly efficient forecasting templates that have
dramatically increased efficiencies and accuracy of forecasting
process. This has been successful in decreasing the amount of time my
customers spend on data entry, and given them more time to focus no
the key drivers during the process. Overall this approach has
resulted in highly accurate forecasts with less variance commentary
and questions from executives at the end of the process.
. Produced accurate and detailed month end actuals reporting and
analysis for both Technology and Customer Experience organizations.
. Worked with corporate accounting and business customers to manage to a
much shorter monthly close calendar. Reduced the time required for
the monthly close process from 5 to 3 business days.
. Developed new business relationships with key business partners and
executives to help smooth the transition to a centralized
organizational model.
. Always held myself and customers to high standards, I always looked to
question results, research variances and manage to a team calendar in
the month end process.
.
Yahoo! Inc, Senior Financial Analyst (Advertiser Analytics)
August 2007 to January 2008
. Developed customer life time value model utilizing a net present value
approach. This model was utilized to identify high value clients
helping to focus retention and educational efforts. This resulted in
a net savings of $5 million in Q4 of 2007.
. Developed and managed monthly reporting for key marketing initiatives
pertaining to retention of clients. This analysis helped marketing
managers make key decisions on what initiatives to continue or divest.
. Managed and developed all reporting for metrics utilized in the 2008
forecast. Developed a more detailed approach that led to improved
efficiencies and reduced cycle time.
Washington Mutual, Senior Financial Analyst (Marketing Finance)
January 2006 to August 2007
. Integral in the development of a process to utilize financial analysis
to analyze $100 million marketing spend budget. Developed an account
profitability model to analyze post marketing campaign profitability
for print, direct marketing and other mass related media.
. Developed a product level net present value analysis for each product
offered through the bank for marketing related purposes.
. Lead a project to develop a marketing mix modeling by product, to
develop a seasonality curve to use as a baseline when measuring the
effectiveness of marketing campaigns.
Providence Health Systems of Washington, Senior Financial Analyst (Budget
and Decision Support)
March 2004 - November 2006
. Managed and upgraded the regional budgeting process for two acute
hospitals with over a $500 Million budget.
. Lead analyst on a team to implement an upgraded management reporting
system (McKesson Horizon Performance Manager).
. Upgraded cost methodology for two hospitals with over $500 million in
expenses.
. Developed financial reports and presentations for executive
management. Tailored financial information in a non-technical way for
a non-financial audience.
. Key role in the implementation of a new general ledger system (Lawson
Financials)
Washington Mutual, Financial Analyst (Home Loans and Insurance Services)
December 2002-March 2004
. Was responsible for budgeting and forecasting for corporate
allocations, capital expenditures, and occupancy.
. Developed and delivered executive presentation and reports as needed
to present complex financial data for a non-financial executive
audience.
. Developed and maintained all capital project information and reports
that are sent for review by the executive committee.
PACCAR, Financial Analyst (Corporate Credit)
April 2001-May 2002
. Instrumental in the centralization of the dealer financial statement
database, which allowed for cost savings throughout the credit
organization by reducing head count from 6 to 3.
. Worked with PACCAR franchise dealerships to help design and submit
monthly financial statements.
. Performed month and quarterly close for Corporate Credit. This
involved creating reports for management evaluating the status of the
franchise dealer network and doing monthly updates to the Dealer
Financial Statement Database.
. Helped prepare financial reports and presentations for executive
management that reviewed the status and trends of the PACCAR dealer
network.
. Supported the Kenworth and Peterbilt Divisions performing ad hoc
financial analysis. Examples include gross margin and trend Analysis
and any financial information required.
Nordstrom, Inc, Financial Analyst
(Information Technology)
April 1998 - March 2001
. Helped design and deliver an Activity Based Accounting system to help
identify costs associated with each area of the IT department. This
system was integral part of the Nordstrom IT effort to reduce
excessive spending and to focus IT efforts to identify projects with
the best overall return for the company.
. Identified and developed a system to cost activities performed in the
IT Division. Developed cost drivers to quantify all activities and
assets. Worked with external consultants to implement the identified
cost modules into the Activity Based System.
Business Analyst (Corporate Accounting)
. Instrumental in development of a Financial Reporting system (Essbase
OLAP cubes) that allowed analysts to interpret information instead of
manually creating spreadsheets and reports. Year-end financial
reporting times were reduced with two fewer analysts in the department
because of this system.
. Developed new financial statements utilizing Hyperion Essbase and
Crystal Reports.
. Worked on a team that developed and updated budgeting process using
Hyperion Essbase.
EDUCATION:
MBA, Finance and Information Technology
Willamette University, Salem, OR
May 1997
BS, Management and Finance
The University of Oregon, Eugene, OR
September 1994
COMPUTER
SKILLS:
SAP, Microsoft Office, McKesson Horizon Performance Manager, Oracle
Financials, Crystal Reports, Lawson GL, Microsoft Access, Hyperion Essbase
OLAP, ABC Technologies OROS, Business Objects, Oracle Financials
FINANCIAL KNOWLEDGE:
NPV Analysis, Cost Benefit Analysis, Variance Analysis, Financial Statement
Review, Budgeting and Forecasting, Finance System Implementation, Liquidity
Analysis, Return on Equity, Multidimensional Databases, OLAP Technology,,
Pivot Tables, SQL
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