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Financial Analyst Manager

United States
December 31, 2019

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Mike Petry, CPA, MBA, CTP

**** *** ****** ****, ************, IN 46236 317-***-**** Skill Set Summary

● Financial planning and analysis

● Expert-level Excel skills

● Financial statement preparation

● Account reconciliation, KPIs, and dashboards

● Budget Preparation and management

● Excellent communication and organizational


Professional Experience

January 2017 – December 2019

Director of Finance, AYS Inc., Indianapolis, IN

● Directed financial activities for education-focused nonprofit with 40+ locations and $5 million annual revenue

● Produced monthly, quarterly, and annual financial reports

● Established annual budget process and managed through monthly meetings with department heads

● Designed Key Performance Indicators for entire organization to manage operational and long-term strategic goals

● Managed expenses and reports for $7 million grant from Lilly Endowment

● Led team of three members and helped instruct entire organization in accounting principles October 2015 – January 2017

Lead Senior Financial Analyst, IU Health, Indianapolis, IN

● Oversaw reporting for public exchange product line as it increased from 800 members to 20,000

● Created and updated monthly dashboard information for all five lines of business serviced by IU Health Plans

● Created monthly reports to help client employer groups better manage health expenses October 2011 – October 2015

Manager of Financial Operations, Wellfount Corp., Indianapolis, IN

● Managed revenue recognition and cost of goods for pharmacy as it grew from $9 million to $50 million annual revenue

● Improved cash forecast accuracy by 67% and margin recognition by 20%

● Created and presented five-year budget and rolling forecast model to management

● Assisted with preparation of monthly, quarterly, and annual financial statements

● Created ad hoc financial reports to meet management and investor needs, including cost-volume-margin analysis for both prescription drug mix and customer acuity levels June 2008 – June 2011

Budget Analyst, Indiana Department of Natural Resources, Indianapolis, IN

● Set and managed $20 million annual budget for several DNR departments

● Identified savings opportunities to help department meet 10% mandated reversion target in fiscal year 2010

● Managed additional department-specific account reconciliations

● Implemented Encompass Peoplesoft accounting software as part of statewide transition in late 2009 Education

MBA with Finance Specialization

Butler University, Indianapolis, IN (2010)

Bachelor of Science – Kinesiology: Sports Communication Indiana University, Bloomington, IN (2000)

Computer Skills

Expert knowledge in Microsoft Excel, with specific developed skills including Index:Match, pivot tables, and macros. Proficient knowledge in Word, Excel, PowerPoint, Access, Peoplesoft, PeachTree, QuickBooks, and ACCPAC.

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