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Manager Financial

Chicago, Illinois, United States
October 10, 2016

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**** * **** ******, *******, IL ***43

Phone: 773-***-**** Email:


A top performing financial leader with a proven track record of success in data analytics, financial analysis, accounting, budgeting, project management, investment analysis, customer contract negotiations, and product development. I have used my financial, strategic, and technical skills to increase profit margins, increase ROI, and launch new products. My experience allows me to be a transformative leader to achieve results and impact the bottom-line.


Presence Health Partners, Des Plaines, Illinois

Finance Consultant, 2015-2016

Led the creation of a shared savings distribution business model to all providers within the healthcare network.

Worked with the CFO and senior leadership to determine an appropriate compensation model to providers for shared savings care to the members.

Performed data analysis on Medicare to understand the amount of claims, visits, and members for each provider.

Manage and negotiate insurance contracts of providers to produce the most savings to the network.

Used data analysis to determine effectiveness of each provider’s care. In using this analysis I saved half a million to the network.

Determined what the annual distribution would be to each provider.

Blue Cross Blue Shield Association, Chicago, IL

Consultant– Finance Manager, 2014-2015

Managed the financial reporting and budgets for Clinical research Division. I implemented an improved reporting standard for different departments which saved $3M in expenses.

Worked with different Project managers to determine their operating budgets on an annual and monthly basis.

Reconcile expenses from different departments on a monthly basis which saved a minimum of 10,000/month.

Manage and negotiated contracts of professional services to each department.

Managed financial data from the ERP system which was PeopleSoft to create and analyze complex financial and statistical reports related to quality, cost, and effectiveness for healthcare research.

Manage the month and year end closing process and oversee the completion of financial statements.

Present results of analysis and recommend appropriate actions to senior management which saved $3M in expenses.

Innovative Energy Solution, Chicago, IL

Finance Manager, 2013-2014

Conducted market research, financial analysis, and negotiation of a new patented technology to separate toxic gas from oil and gas production, thus creating revenues for a new business model.

Determined profitability of assets and eligibility for financing through senior debt position, equity, or mezzanine debt.

Built, analyzed, and maintained financial forecasting models for the company to support investments, negotiations, operations, and the planning process which enable them to secure a client.

Supported decision making processes through analysis of alternate scenarios, and identified important variables and ranges of outcomes which would be profitable to the firm.

Assisted in the annual planning and monthly forecasting processes including preparation of analysis and presentations for executive and Board level review. This process brought financial discipline to the firm.

Supported business strategy development by providing economic and financial analysis for executive level review.

Global Infrastructure LLC, Chicago, IL

Vice President, 2009-2013

Led in sourcing, conducting market research, and financial due diligence of P3 (Private Public Partnership) infrastructure, oil/gas, and renewable energy projects (wind, solar, hydro, biogas, fuel cell, biofuel) for a Private Equity fund.

Sourced new energy projects, performed due diligence, regulation analysis, market research, and financial modeling of new energy projects for the firm where it received 15% in returns for $40 million invested.

Determined profitability of infrastructure and renewable energy projects and eligibility for financing through instruments such as senior debt position, participation financing, equity, or mezzanine debt.

Performed credit analysis of operating and development companies by analyzing cash flows and ratios to determine whether companies are worth investing in.

Made recommendations to invest or not to in deals worth $50MM to the investment committee through investment memorandums.

Led the operations of the fund by monitoring performance of assets after investing and raised $10 million in capital.

Performed consultation services for energy and cogeneration projects in sub-Saharan Africa by performing financial analysis and technical due diligence to increase returns and profitability. Sought other investment capital to fund those projects.

STAX Consulting, Chicago, IL

Associate, 2006-2009

Conducted market research and financial due diligence of target assets that were successfully acquired by Private Equity firms.

Conducted analyses and financial modeling for companies of $100MM+ in enterprise value through comparing actual Revenues, ROE, ROI, EBITDA, and expenses to projected values. Through this analysis made recommendations to invest or not in the asset.

Analyzed IRR, DCF, and Economic Value Added for each company to provide strategic management suggestions, thereby increasing company profitability by 1-2 million.

Successfully communicated business plan process to problem or situation. Presented findings from analyses and recommendations to executive management.

SIEMENS, Chicago, IL

Financial Analyst, 2005-2006

Led a standardization project to build a financial reporting package for all sub-companies to be used by the CEO and CFO to make strategic management decisions.

Analyzed financial statements of subdivisions within the organization to benchmark performance of divisions from actual profit numbers to forecasted numbers. Performed various analyses on subdivisions such as IRR, DCF, Economic Value Added, and other KPIs for each company to provide strategic management suggestions thus increase company profitability by 5%.

Created a dashboard which was a financial management-performance reporting package based on modeled forecasted and actual data from subdivisions, which was presented to the CEO and CFO to aid them in making business decisions.


Consultant, 2003- 2004

Led team of software engineers in the coding of financial systems.

MOTOROLA, Schaumburg, IL

Senior Product Manager, 1998- 2002

Developed technical requirements and product/service implementation documents for infrastructure products with iDEN based on customer market and environment factors, which in turn decreased cost of ownership to Motorola and client.






Experienced in Microsoft Word, Excel, PowerPoint, Access, Qnx, Hyperion Financial Management and Essbase, R, MatLab, PeopleSoft, Capital IQ, One Source, and Visio.

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