Financial Analyst Data

S

ommer N. Durham Accounting Finance Management

404-***-**** – **********@*****.***

Results driven Senior Finance professional leveraging 20+ years of experience to pinpoint key financial drivers and improve business outcomes. Strategic Data Analyst identifying areas for improvement and implementing solutions to increase profitability. Knowledge of common business and cost drivers, financial statement analysis, and deep-dive analysis.

Areas of Expertise

Strategic Planning & Forecasting

Accounting Management

Contract Budgeting

Corporate Finance

Acquisitions

Cost Accounting

Process Improvement

Staff Training & Leadership

Hyperion (Essbase/Planning)

SQL

Oracle

CTMS (Clinical Trial Research)

Advanced MS Office Suite

Budget Planning & Development

Performance Management

Internal Audit Controls & SOX

ERP SAP

GAAP

Experience & Notable Contributions

Aetna Hartford, CT (Contracted position- ended)

Project Manager – Financial Analyst, May. 2024 – Current

Development and formulation of the annual budgets. Preparation of quarterly forecasts.

Participation in the month-end close process; Expense (AP) tracking, Monthly Accrual bookings, Assist with Month End Close and created variance commentary.

Consults with internal and external stakeholders to ensure all call campaigns are adequately funded in accordance with rate/volume/budget changes in-order-to facilitate long term planning.

Provides research and analytical support for financial analysis, data analysis, trend identification.

Researches, evaluates, and implements new expense business models to help guide future decisions based upon budgetary impacts.

Year-round variance analysis, explain, and present the financial performance of the business operating plan to Finance department. Communicate monthly performance results to vendors and Internal Telesales team.

Key Accomplishments:

Created the Contract Renewal process to fast track the review by all departments and approval. Decreasing process time by 2 months and reducing errors within the contracts.

Created the PO renewal process with policies and procedures in order to get Purchase Order refilled in a timely manner thus reducing invoice payment delays with vendors.

Created 2025 bottom up Forecast for several Cost Centers

Affinity I.T./GE Healthcare Wisconsin

Sr. Financial Analyst, Nov. 2023 – May. 2024

Vendor management: Monitoring performance of key metrics with negotiated Contracts.

Review Vendor performance data, Expense tracking and identify areas for improvement.

Utilization of Vendor software tools (Coupa, SAP Fieldglass, SAP Ariba, and Oracle)

Ensuring correct flow of procurement process with PO, requisition, payment, and invoice tracking.

Utilized Advanced Excel in data, wrote macros, created reports to model KPIs

Service Experts. Houston, TX (Laid off)

Sr. Financial Analyst, Jan. 2022 – Nov. 2023

Responsible for developing and implementing analytical standards for IFRS reporting and modeling KPIs (Units sold, Sales and Expenses vs/Budget vs/Prior Year) and the P&L.

Maintain reporting and communicate insight on weekly, monthly, and quarterly reporting. Perform ad-hoc analytics and financial modeling via Excel, Oracle, SAP, Essbase, Smart View, Hyperion Planning, and Hyperion Strategic Finance

SAP FICO analysis for financial, profitability reporting and to forecast future balances

Analyze financial data and provide monthly forecast support for SG&A budgets and presenting KPI’s and reconciliations to Directors during month-end utilizing IFRS budget and forecasting.

Key Accomplishments:

Created the monthly KPI & SG&A Dashboard via Excel and PowerPoints

Helped to create the process and reporting for the monthly SG&A and distribution

McKesson Corporation Houston, TX (Closed Clinical Trials Dept.)

Sr. Financial Analyst, Feb. 2018 – Jan. 2022

Support management reporting process, production of management reports, dashboards, and variance analysis to provide key insight on the Site, Product and Cost analysis.

Create and implement data management plans (DMPs), data validation plans (DVPs), and other study documents.

Model generation of key business drivers for annual and strategic planning

Ensure financial integrity of FP&A analytics environment and supporting financial reporting systems using SAP for data modeling, Cost Allocations, and Financial Statement analysis.

Key Accomplishments:

Collected 300k within first year of Supervising Intrafusion Research Department by implementing new AR and AP processes with Clinical Trial Research Dept using CTMS systems.

Created pricing budgets based on billing distribution to optimize financial returns through pricing analytics via CTMS.

United Health Group (OptumRx) Duluth, GA (Moved to Houston)

Sr. Financial Analyst, Sep. 2015 – June 2017

Supported the coordination and consolidation of the monthly financial package. Prepared monthly variance reporting and explanations.

Drafting of financial schedules. Worked with Accounting and other departments to create and supply operational data, such as trial balance and product line reports.

Prepare ad-hoc as well as modify, maintain, and review financial models to determine SGA and Opex via Excel, SAP FICO and SQL.

Identify and assist in the resolution of margin opportunities and identify important business trends via trial balance and cash flow metrics.

Develop Financial plans interpreting their relationship to corporate objectives, long-term planning, data mining and financial/expense performance comparisons via analysis, bridges, and projections.

Advanced level of proficiency with MS Excel including pivot tables and lookup formulas.

Key Accomplishments:

Created ad-hoc scripts to assist in the acquisition of Catamaran and Healthcare Solutions to UnitedHealth Group (Optum) while managing a rolling forecast and changing million-dollar budget.

Worked with Business Unit leaders and Account Management to create customer database using client info, pricing, and profit margin metrics via Access and Excel.

HCA HEALTHCARE 2001-2015 Norcross, GA

Accounting Manager, Feb. 2011- Sep. 2015

Responsible for Capital Expenditure Request (CER) and Expense Request (ER) review and maintenance.

Manage budgets and forecasting for upcoming year, including executive reporting of key performance indicators (KPIs); professional fees contracts and fee schedules; cost of utilities; repairs and maintenance.

Perform accounts payables entries and reconciliations as well as month-end closing activities, including Medicare Exhibits, SOX, and accruals.

GL Account review, reconciliation and assess transaction level details to summarize trends, risks and opportunities via ad-hoc SAP business objects and QuickBooks PLUS reports.

Prepared and distributed various financial reports and exhibits for Corporate Executives including expense analysis, expense detail, Profit & Loss (P&L)

Contributed to yearly cost report, including analysis of rates of returns, depreciations and working capital requirements; balanced capital expenditures and assets while recording depreciation value.

Key Accomplishments:

Managed 2 Accountants through daily tasks and month end close.

Created ad-hoc scripts to review ICD-9 and HCPCS codes to locate inaccuracies and collect additional revenue owed from insurance payers, resulting in $1mm+ recovered revenue in one year.

Converted performance data into actionable management information using SAP/Business Objects, HOST, PLUS, Meditech, MS Excel, Lawson and Document Direct.

Financial Analyst/ Sr. Accountant, Feb. 2008 - Feb. 2011

Prepared and reviewed general ledger account reconciliations, accruals, and other adjusting journal entries to balance and support operating performance and allocations.

Created monthly budget variance reports; participated in month-end close process; compiled reports to identify negative balances and missed accruals.

Prepared and analyzed cash trending; provided statistics and reports for Controller and Accounting Manager.

Gathered and organized accounting departmental information for annual external and internal audits.

Accounts Receivable Manager, Jun 2004 – Sept. 2008

Oversaw all accounts receivable functions, including posting of check and lockbox payments; correction of electronic postings of insurance and patient payments for 27 hospitals; monitoring of managed care insurance payments and Medicare/Medicaid payments.

Supervised 13 Direct Reports, including productivity, training, and development; reviewed work to ensure compliance with quality assurance standards.

Key Accomplishments:

Created procedures manual for reviewing, correcting, and posting all transactions on batch report.

Implemented method to correct multiple inaccurate insurance plan codes at a time, reducing turnaround from multiple days to one day.

Identified and corrected procedural error in insurance carrier contractual adjustments.

Accounts Receivable Supervisor, Feb. 2001 - Jun 2004

Managed all account receivables/payables tasks, including posting of payments and contractual adjustments to patients’ accounts, maintained and balanced daily lockbox entries.

Led team of 13 direct reports, including training, work assignments, development, coaching and evaluations. Ensured compliance with company policies as well as audit and quality assurance requirements.

Education, Training and Licenses

Master of Science, Business Administration

Sam Houston State University Houston, Tx

Bachelor of Science, Business Management

University of Phoenix Duluth, GA

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