Mike Petry, CPA, MBA, CTP
**** *** ****** ****, ************, IN 46236 317-***-**** ada6jv@r.postjobfree.com 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
skills
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.