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Financial Analyst Management

Randolph, Massachusetts, 02368, United States
May 28, 2018

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Hugues T. St. Fleur

** ****** ******* ********, ** 02368 781-***-**** Mobile 781-***-****

Healthcare Financial Analyst

Multifaceted, results-driven Finance Professional services possessing 10+ years' experience in the financial services industry. Efficiently and effectively review, compile and analyze a broad range of financial data and reports to make high-impact recommendations. Strong attention to detail and superior problem-solving skills that identify and resolve data discrepancies. Exceptional interpersonal communication skills that facilitates smooth interdepartmental operations and strong client and vendor relationships.

Financial Competencies

Financial Reports & Records

Regulatory Compliance

Operations & Performance Analysis

Issue Resolution & Problem Solving

Oracle E- Business Suite Applications



Customer and Vendor Relationships

Profit and Revenue Optimization

Asset Management

Internal Procedures and Controls


(HCI) Healthcare Insights

Financial Software

Career Experience

Southcoast Health Systems, Inc, Fairhaven, MA (October 2017- present)

Sr. Budget / Healthcare Financial Analyst

Coordinates the preparation of the annual operating budget and works closely with department leadership in implementing changes to the budget process.

Maintains (HCI/PeopleSoft system) Healthcare Insights for use in Budget variance analysis.

Performs monthly reviews and evaluates actual financial performance of different business units and performs variance analysis.

Conducts research and studies involving financial analysis, strategic planning, cost allocations and transfer pricing. Prepares management reports.

Performs all loads and maintenance for budget an ensures that information is accurate, and it reconciles to the Internal financial statement.

Support preparation and reporting monthly operation report (MOR) for senior Leadership team.

RBS Citizens Bank, Cranston, RI (September 2014- September2017)

Sr. Financial Analyst / Project Management

As a member of Business Services Finance Decision Support team, the Financial Analyst is responsible for providing financial support and proactively challenge all Multiple Stay in Business Projects. This role supports Customer Success which involves interfacing with Vendors and Technical Team with responsibility for the following activities: Budgeting Forecasting & variance Analysis, Expense Control, Reporting and AD Hoc Analysis.

Prepare financial analysis and review project expenses vs. budget and forecast and financial research, analysis for strategic planning and Reporting Tool.

Provide FP&A and manage the monthly Financial close process, along with accurate forecast including indentifying and resolving discrepancies in actual transactions on Oracle Financial vs. Planned activity and instructed Accounting to initiate correcting entries as necessary.

Successfully managed Projects ranging from $2 million to $20 millions dollars

Participated in the creation of financial statements, forecasts and budgets for Multiple projects

Held lead role to drive month end reconciliation and accruals

Managed multiple Project capital expense process, and Onetime expense including vetting proposals. Creating efficiencies, and exposed opportunities for automating and improving process

Managed controls to ensure 100 compliances with accounting standards as well as proper risk oversight.

Entered financial forecasts into Plainview and insured timeliness of financial reporting. Created PO requisition processing and coordinating across departments to implement strategic initiatives.

Invoiced Processing and PO Justification Approval Form update and hoc analysis

State Street Corporation, Quincy, MA (November 2011- March 2014)

Security Pricing Analyst and Valuations

Provide market research, data validation, pricing and help desk support to State Street offices worldwide. The pricing team in Quincy supports all global offices, across multiple value calculation systems including MCH and Navigator

Primary Responsibilities:

Managed pricing and Exchange rate data collections including: Mutual Funds, Domestic and International Equities.

Reviewed and validate all daily activity in an accurate and timely manner, and maintain all required controls to ensure overall accuracy

Performed multiple data validations - Facilitate price distribution - Perform market research and report news findings

Managed daily NASDAQ deadline and daily pricing status - Provide pricing help desk support

Support the research and resolution process for exceptions and inquiries

Provide information needed to prepare financial statements and reports for client, shareholder, director and management reports, in an accurate and timely manner.

Reconciled fund share transactions and resolved discrepancies

Ensure the receipt of all pricing feeds, broker quotes, back-up pricing sources and other relevant data daily. Identify, research, and resolve pricing breaks set tolerance levels.

Provide pricing support to client groups, including responding to inquiries, and conducting specialized pricing research and analysis, Announces pricing statuses

Department of Public Health (DPH) Boston, MA January 2009- October 2010

Healthcare Financial Analyst

Reviewed monthly financial operating results for each assigned business unit, identifying key trends, variances and areas of improved performance. Worked with other department in DPH for account reconciliation.

Performed ad hoc analysis and forecasts for internal management team and external customers

Performed moderate to complex financial analysis including conducting research and identifying, designing and implementing applications and tools to fulfill reporting and analysis needs. Runs various scenarios through models and interprets financial impact. Measures financial results against budget and forecast

Grantham Mayo Van Otterloo & Co. LLC, Boston, MA, October 2000 – June 2008

Senior Investment Control Analyst 2003-2008

Promoted to oversee custodian bank operations for this privately-owned investment manager to ensure effectiveness of internal controls for account book and records maintenance. Compared account performance to set benchmarks and evaluated daily NAV impact analysis and cash availability. Reviewed daily pricing reports to include percentage changes, market impact and daily tolerance report. Researched pricing inquiries from trading groups; allocated and reconciled price tolerance breaks in investments to client and custodian bank accounts. Obtained a thorough understanding of all aspects to the accounts that have been assigned to you. Fully reconciled all assigned account holdings, cash and security transactions to custodian banks, proactively resolved complex accounting and custody issues, and communicate effectively with the investment division. Led reconciliation of 19 separate funds managed, coordinating with custodian banks to ensure accurate reporting for clients

Key Contributions:

Served as primary point of contact for clients and banks to ensure proper delivery of services and maintain client satisfaction; established procedures and controls to ensure accuracy.

Reviewed daily account performance through comparison to benchmark and other similar accounts for reasonability. Identified, researched, and resolved any discrepancies discovered because of this review.

Reviewed all past due income and work with the custodian banks to ensure they are working to collect any funds due to the account

Managed daily activities for Accounting, Accounts payable, Cost Accounting and Treasury.

Managed the preparation and distribution of Internal financial statements and reports, maintaining the highest quality, reliability and accuracy.

Managed monthly closing process, including reconciliation and analysis of related accounts.

Develop and maintain the integrity of the financial reporting process and financial controls.

Sr. Equity Pricing Analyst October 2000- March 2003

Monitored status of pricing feeds from vendors and integration of feeds into core pricing system. Priced complex and alternative securities using analytical tools; researched price exceptions and other pricing issues. Updated, monitored and verified broker prices for accuracy and timeliness. Prepared and monitored daily stale report and sent to various portfolio managers weekly to propose and request changes. Reviewed monthly pricing reports. Sent out detailed analysis of share position, including monthly corporate actions, including actions impacting active trading and emerging markets.

Educational Background

Graduate Certificate in Healthcare Management, Administration and Human Services Management (2011)

Suffolk University – boston, ma

Bachelor of Arts, International Economics and

Business Management and Administration

University of Massachusetts of Lowell – Lowell, MA

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