Manager Financial Analyst
Resume:
Lou DiFrancesco
**************@*****.*** linkedin.com/in/louis-difrancesco
Summary
Results-oriented financial manager with excellent analytical, presentation, and relationship-building skills. I’ve provided thought leadership, driven results, and delivered important insights to senior executives in biotech, health care, financial services, energy, and media.
Experience
New York Genome Center Consultant, New York, NY June 2019 – Nov 2019
Led CFO’s fast-tracked project to develop an annual financial planning process and 2020 plan for a non-profit consortium of leaders in genomic research.
Replaced overly complex, fragmented and poorly-documented legacy planning system with comprehensive new financial planning process and tools.
Redesigned process provides greater clarity and accountability and supports improved analysis and control of ongoing operations.
Successfully completed and presented 3-statement budget to NYGC board of directors.
Kaiser Permanente Consulting Project Manager, Oakland, CA July 2017 – May 2019
Hands-on design and implementation of enterprise-wide financial planning, reporting and analytical system for $85B integrated healthcare system.
Captured business requirements, designed and tested prototypes and reporting packages, delivered training, drove adherence to scope, budget, and adoption goals.
Partnered with IT and client teams to deliver an integrated, comprehensive system with greatly improved efficiency, user experience, and data integrity. Continued to support throughout adoption/transition process.
New system supports 2K+ finance and senior leadership users across eight regional divisions and corporate and will generate substantial time and cost savings.
Charles Schwab & Company Senior Financial Manager, San Francisco, CA Oct 2010 – Oct 2016
Managed planning, analytics and decision support for Schwab’s $3B investment products division.
Met aggressive financial targets and achieved +/- 2% forecast accuracy across multiple market conditions, leading to best-in-industry profit margins.
Reduced operating expenses by 30% while improving business resiliency through multi-year geographic realignment project.
Supervised team of financial analysts and served as enterprise-wide SME in financial systems.
Designed and built turn-key revenue and expense forecast models to track ROI and evaluate scenarios around product launches, trends, and proposals.
Charles Schwab & Company Financial Manager, San Francisco, CA Oct 2006 – Oct 2010
Created annual operating plans and drove detailed budget reviews with product managers, resulting in consistently underspending against $190M budget.
Designed and launched new budgeting process and input model in TM1 to streamline preparation and loading, resulting in 50% reduction in team-wide effort along with fewer errors.
Quantified and segmented profitability of products and services, acquisitions and expansions, investment opportunities, service models, and pricing decisions.
Delivered actionable insights from corporate data and business intelligence systems.
Charles Schwab & Company Financial Consultant, San Francisco, CA Oct 2000 – Oct 2006
Drove financial and capital planning process for Schwab’s $400M technology infrastructure division.
Evaluated business performance; developed metrics and productivity measures.
Provided analytical support for technology infrastructure cost reduction effort, resulting in a 25% annual expense reduction without adverse impacts to uptime, reliability, or compliance.
The Wall Street Journal Western Region Marketing Manager.
Chevron Chemical Company Financial Analyst.
Chevron Financial Services Center Internal Billing Consultant.
Chevron U.S.A. Production Company Accountant/Analyst.
Education
UC Berkeley, Haas School of Business, MBA
San Jose State University, BS Finance, Minor in Computer Science
Technical Skills
Expert-level Excel, ERP (SAP, PeopleSoft, JDE), Business Intelligence Tools (Power BI, Tableau, TM1, Cognos BI, Business Objects, SQL), MS Access, Workday
Contact this candidate