DAN ORTIZ

ad2rp2@r.postjobfree.com

*** ******* **** ********, ** 18944

215-***-****

PROFESSIONAL EXPERIENCE

Select Medical, King of Prussia, PA – (Industry) Healthcare March 2016 - Current

Select Medical is a leader in outpatient physical rehabilitation care from Physical, Occupational, Hand and Speech, and Prosthetics.

Director of Finance

Oversee financials for West and Northeast regions, consisting of 500 outpatient clinics.

Lead the annual budget process, forecasts, and monthly flash.

Approval all capital expenditures, new business startups, expansions, and relocations based on ROI analysis.

Assist in Mergers and Acquisitions following due diligence guidelines.

Work closely with Board of Directors and present financials at quarterly Board Meetings.

Manage Finance staff consisting of senior and financial analysts.

Work closely with operations to drive financial improvement through metric reporting and monthly calls

Enhanced KPI reporting to assist in operational efficiencies.

Advanced excel skills, Essbase, Hyperion, and Onstream.

Advanced financial modeling skills.

Perform Revenue analysis based on insurance reimbursement.

Interact with executive leadership.

Physio, Exton, PA – (Industry) Healthcare April 2014 – March 2016

Physio is a leader in outpatient physical rehabilitation care from Physical, Occupational, Hand and Speech, and Prosthetics.

Senior Financial Analyst

Manage financials for East and West regions totaling ~220 clinics $125MM in Revenue

Lead annual budget process for East and West Regions

Proforma analysis and modeling for Business Development

Trend analysis with focus on efficiencies to add profit

Support field of Regional Vice Presidents and Area Vice Presidents

Lead weekly and monthly calls discussing financials and growth strategy

Assist in Capital Expenditure Budgets and monthly reporting

Advanced in Essebase (Hyperion)

Assist in preparation of Board Slides for monthly meetings

Quench USA, King of Prussia, PA - (Industry) Manufacturing August 2012 – April 2014 Quench is the largest provider of filtered water and ice to businesses across North America

Financial Analyst

Lead and manage the annual budget process

Enhance 5 year financial forecasting model assisting in $34M capital raise from investors on 1/14/2014

Advanced SQL skills

Mastery of Microsoft Office programs (Excel, PowerPoint, Word)

Experience with complex If Statements, Pivot Tables, Lookups and Macros in Excel

Automated financials P&L, Balance Sheet, and Cash Flow, remapped ledger accounts to entire ERP SQL system

Create monthly automated financial reporting package for the Board of Directors

P&L, Balance Sheet, and Cash Flow variance analysis

Assist in preparation of power points slides for Board of Directors quarterly and annual meetings

ARAMARK, Philadelphia, PA October 2004 – August 2012

Regional Financial Analyst – Higher Education East Region May 2009 – July 2012

Responsible for projection and flash submission to corporate for both Dining and Facilities services

Budget planning and forecasting

Review monthly balance sheets

Conduct Sarbanes-Oxley audits

Create metric reports analyzing profit

Monitor accounts receivable’s to ensure cash is collected within contract terms

Lead cash call with Director of Accounting Services and Cash and Banking Supervisor

Facilitate training courses at regional summits for managers and directors

Approve capital expenditures up to $50k

Assist in preparation of operations review deck power point slides for management

Conduct audits to ensure revenue and expenses are in compliance with GAAP

Financial Analyst – Business and Industry Group June 2007 – May 2009

Responsible for consolidating the projection, flash and actual results by region and follow up with Regional Finance Directors on variances

Prepare monthly cash flow and analyze various balance sheets accounts

Responsible for the preparation and distribution of the monthly inventory trend report.

Assist in the overhead budget process using inSight. Work with various staff departments to ensure the budgets are accurate

Assist in management bonus process

Review staff overheads on a monthly basis and resolve any issues before month-end close

Assist with the preparation of the yearly standard benefits’ reconciliation

Analyze Capital projections

Proficient in inSight creating custom and ad hoc reports for management

Prepare monthly reports and assist with slides for quarterly operations review

Interact with all levels of management

Complete various ad hoc reports

Accountant – Business and Industry Group January 2006 – May 2007

Business and Industry accountant for National Contracts and Conference Centers

Process all month-end close journal entries

Perform general ledger analysis on a monthly basis

Monthly profit analysis and variance explanations

Prepare and review quarterly audit reports, work with external and internal auditors

Budget analysis for Regional Finance Director

Provide accounting support for all business support centers

Cash Accountant – Business and Industry Group October 2004 – January 2006

Manage a diverse portfolio consisting of 120 components

Meet monthly deadlines for reconciliations

Resolve variances with bank and ledger

Provide excellent client service to component managers

Interact with Regional Finance Directors to resolve issues

Bisys Retirement Services

US Bank Plan Reconciliation – Technical July 2003 – October 2004

Process account liquidations based on client request

Balance 401k plans to Trust

Process investments to client accounts

Allocate investment earnings based on contribution elections

Federal Reserve Bank of Philadelphia June 2001 – August 2001

Internship – IT Support

Provide basic IT training to all Supervision, Regulation and Credit Staff

Training session consisted of basic Microsoft Office products, Excel, Word, PowerPoint, and Lotus Notes

Training sessions focused on applying Microsoft Office product to individual needs of the Supervision, Regulation, and Credit Staff

EDUCATION

Delaware Valley College, Doylestown, PA December - 2012

Masters of Business Administration: General Business

Bachelor of Sciences in Business Administration, AACSB Accredited, Shippensburg, PA May - 2002

Bachelor of Science: Business Administration

Major: Finance

Arhus School of Business, Denmark, Fall Semester - 2001

Bachelor of Science: Business Administration

Major: Finance

References Available upon request.

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