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Financial Analyst

United States
April 15, 2016

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**** ****** ***** *****, ********, OH 44143


Professional Experience

University Hospitals, Cleveland, OH Dec. 2014 – Present

Seidman Cancer Center

Center for Medicare & Medicaid Innovation (CMMI) Grant Team

Financial Analyst II

Analyze financial and clinical data on federally funded $4.6 million grant to improve patient care.

Research, analyze, and present findings on a wide range of information requests from the Director of Service Line Development and other CMMI program leadership.

Develop and generate data reports for internal and external customers, in support of the operational and compliance requirements of the CMMI program and related initiatives.

Analyze reports for accuracy and assist in reconciliation of data.

Research, develop, and tailor data to foster implementation of innovative metrics and standard reports.

Assist the Director of Service Line Development and the Directors of SCC Finance and Grants Accounting with all duties related to the preparation of the program’s quarterly and annual operating budget.

Coordinate program data in order to devise and implement solutions interfacing with the Center for Medicare and Medicaid Innovation guidelines.

DentalOne Partners, Inc., Independence, OH Aug. 2013 – Dec. 2014

Financial Analyst

Assist in the development and preparation of the annual budget and long range plans including the presentations for the management team, sponsors and Board of Directors.

Monthly report to Director of Financial Planning and Analysis, Senior Accountants, and Senior Leadership of operational and departmental results, including the buildup of key revenue and labor drivers, including full time equivalent labor targets.

Analyze financial and operational performance through variance analysis reports to identify trends, opportunities, and risks.

Create and provide value added analysis and recommendations.

Prepare, review, and disseminate operational performance reports summarizing key performance indicators regarding operational and financial performance.

Monitor, refine and maintain models used for financial budgeting, forecasting and planning purposes (e.g. FTE, EBITDA, and Tax withholdings).

Create recurring or ad hoc internal reports and analyses as required and/or requested by Finance, Marketing, and Operation departments.

Interact with operations leadership at the practice level to gather input, address concerns, and educate on various processes aimed at improving forecasting and analysis abilities.

KeyCorp (KeyBank National Association), Mayfield, OH Feb. 2009 – Aug. 2013

Licensed Relationship Manager

Monthly preparation of client financial reports for analysis of actual results as compared to forecast, plan and previous year.

Provide detailed client solutions through analysis, consultation and review of current and changing financial goals through process improvement plans.

Month-end consolidation of sales plans versus month-to-date, year-to-date and last-year-to-date.

Quarterly responsibilities to compile and publish profitability reports.

Baseline financial forecasts for customers according to industry trends and needs analysis.

Share forecasted client and financial outlook during bi-weekly management meeting presentations.

Establish and expand existing relationships by proactively reviewing company book of business, utilizing development model.

Successfully ensure meeting and exceeding branch financial goals.

Continuously grow and manage a profitable book of business to achieve team and corporate goals.

Develop and sustain strong partnerships with district leadership team.

Huntington Bancshares Incorporated, Mayfield, OH Sept. 2005 – Feb. 2009

Registered Investment Advisor/ Personal Banker

Analyze client financial portfolios to determine suitability of appropriate banking and investment needs.

Consult with clients and senior management.

Supervise everyday bank operations.

Manage investment portfolios, handle client accounts and perform reviews.

Top performer in district and region.

American Express Financial Advisors, Independence, OH Sept. 2003 – March 2005

Personal Financial Advisor / Planner

Develop and analyze financial plans utilizing financial software to provide clients suitable model asset allocations and investment portfolios within a specified timeframe.

Manage client investment portfolios, execute trades, and perform account reviews.

Develop comprehensive marketing plan and strategies to grow customer base.

Compile and analyze data to create monthly compliance reports.


Bachelor of Business Administration, Finance, Cleveland State University – Cleveland, OH; 2003

Profile / Qualifications

Professional background managing financial analysis functions, forecasts, business analytics, and reports.

Quick adapter of skills, knowledge, responsibilities and dynamic professional environments.

Proficient in Microsoft Office Suite; EXCEL proficiency utilizing VLOOKUPS, PIVOT TABLES, NESTED FORMULAS, INDIRECTS, etc.

Advanced user skills in Cerner Soarian Financials, SAP Software, Crystal Reports, Athena Health, Oracle Discoverer, Allscripts EPSi, Microsoft Outlook and Lotus Notes.

Fluent in Hebrew and Russian.

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