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Financial Planning Analyst

Location:
Columbia, MD
Posted:
March 14, 2024

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Resume:

Jason Goldfarb

**** ******** ****

Columbia, Maryland 21045

P: 561-***-**** E: ad4cg2@r.postjobfree.com

KEY SKILLS

Computer: MS Office; Advanced to Expert Excel User; Great Plains, PeopleSoft; PowerPivot / PowerQuery / PowerBI

Skills: Financial Modeling; Strategic Planning; Pricing; Compensation Planning; Business Forecasting; Discount Cash Flow Modeling; Large Scale Presentations; Due Diligence; Self-Starter

EXPERIENCE

Wynden Stark, LTD May 2023 – Present

SVP of Finance

Developed an integrated financial model projecting business results based on specific inputs and trends, enhancing decision-making processes.

Led FP&A function, creating, tracking, and reporting on KPIs, providing capacity modeling to support decision-making processes.

Spearheaded comprehensive market benchmarking initiatives, driving the formulation of revenue growth strategies that resulted in the successful addition of two new service lines since June 2023.

Orchestrated the execution of go-to-market strategies, aligning with overarching business objectives, sales targets, and prevailing market trends.

Led strategic automation projects to optimize the finance division's technological infrastructure, resulting in increased operational efficiency.

Managed and facilitated the implementation of new ERP (Business Central) and ATS (Bullhorn) modules, ensuring seamless integration and enhanced functionalities.

Engineered and implemented critical processes such as a deal desk and sales catalogue, empowering the sales team with the requisite knowledge, skills, and resources to consistently surpass revenue targets.

Cross Country Healthcare (NASDAQ: CCRN) January 2012 – May 2023

VP of Sales Finance January 2022 – May 2023

Director of Financial Planning and Analysis February 2020 – January 2022

Senior Manager of Financial Planning and Analysis October 2018 – February 2020

Manager of Financial Planning and Analysis October 2016 – October 2018

Financial Analyst I, II, & Senior Financial Analyst January 2012 – October 2016

Reported directly to the SVP of Finance & managed 5 Analysts, 2 Manager, with the following responsibilities:

Oversaw all divisional Financial Planning and Analysis (FP&A) functions for business units with a combined annual revenue of over $2 billion.

Developed market intelligence reports used by the sales, program management, and delivery teams to proactively engage clients about their trends and opportunities for cost savings. Led to new external business offering within organization

Engage with senior leadership developing the Company’s pricing strategies, ensuring optimal pricing structures to drive profitability and maintain a competitive position in the market.

Conducted intensive market research for benchmarking and utilized statistical strategies and scenario analysis to guide financial business decisions.

Developed monthly financial and operational presentations that included in-depth analysis on trends within the businesses

Worked with leaders to design, implement, and manage competitive variable compensation plans.

In collaboration with the Treasury team, built cash flow projections, including cash collection targets for billing organizations, as well provided debt covenant projections.

Performed comprehensive discount cash flow modeling to evaluate investment opportunities, assessing financial risks and rewards to facilitate informed financial business decisions.

Collaborated often with cross-functional teams to analyze market trends, competitor activities, and customer insights to support and enhance business forecasts and strategic planning.

Actively participated in compensation planning to ensure alignment with business objectives and properly and ethically incentivize top performers.

Presented large-scale presentations to executive leadership and key stakeholders that included comprehensive financial analyses, actionable insights, and strategic recommendations.

Led and mentored a team of 7 professionals. Conducted ad-hoc, semi-annual, and annual performance reviews. Scheduled reoccurring 1:1s with team members for regular check in’s and to identify opportunities for growth through continuous education or training opportunities.

Florida Housing Finance Corporation August 2011 – December 2011

Bond Administration Analyst

Audit and process invoices related to bond closings; track disbursements from Cost of Issuance accounts

Settle Cost of Issuance accounts with trust statements

Reconcile with Trustee, Master Servicer, and all outstanding bonds for Single Family: Processing Notices of Delivery, Loan Reservations, Loan Purchases, and mortgage yields.

EDUCATION

Florida Atlantic University, Boca Raton, FL

Masters of Business Administration, Graduated August 2017

Florida State University, Tallahassee, FL

Bachelor of Science in Political Science and Finance, Graduated December 2010



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