Financial Analyst Senior

SAM RICHARDSON

AUSTIN, TX – ****************@*****.***

PROFILE

Senior Financial Analyst currently working in Healthcare. Interest in financial analysis and strategic finance roles. Strong analytical mindset, with confidence and experience working within a team as well as autonomously.

EXPERIENCE

SENIOR FINANCIAL ANALYST – ASCENSION HEALTH - AUSTIN, TX — MAY 2023 – PRESENT

Conducted complex financial statement analysis to drive directives and improve operations of over $100M in ongoing projects.

Created financial models to forecast financial performance and identified trends to present to project shareholders and senior management.

Assisted in project origination by creating budgets, coordinating project touchpoints and establishing reporting requirements.

Performed monthly accounting close operations to record receivables, revenue and net asset activity of over $1M monthly.

Conducted financial research and reconciliations to identify missing funds in excess of $1M.

Managed capital and patient services projects while providing financial support to hospital and clinic sites.

Utilized Power BI and Oracle platforms to analyze financial statements and perform quarterly cash-flow projections.

Reconciled financial statements to determine unidentified account balances and ensure reporting needs are met.

Tracked project activity and coordinated between national and in-market teams to create and submit monthly financial reports, analyze trends and identify variances.

CONSULTANT II - COHNREZNICK - AUSTIN, TX — MAY 2020 – MAY 2023

•Consulted with local and state government entities to review and process public assistance grant funds and ensure compliance under Texas and Federal regulations.

•Communicated with applicants, State and Federal entities and the client to provide project updates, resolutions for issues, project cost guidance and payment.

•Audited construction and disaster response projects totaling over $100 million in eligible funding.

•Participated on the Market Agility Committee performing market analysis on new opportunities and creating proposals for new business.

ACQUISITIONS ANALYSTS - LAHASKY INVESTMENTS - NEW ORLEANS, LA — JAN-APR 2020

·Analyzed commercial retail properties for possible investment.

·Analyzed cash flows for multi-family properties from $100,000 to $900,00 annual income.

·Performed market analysis and property research.

·Assisted in property management activities of an office-tower and four multi-family properties.

EDUCATION

Tulane University, New Orleans LA. 2015-2019

Bachelor of Science in Management: Finance and Consulting Management Major

SKILLS & LEADERSHIP

•Social Fraternity at Tulane University. Volunteer at Easy Bike and Vote Smart.

•Financial modeling, forecasting, budgeting, financial reporting and auditing.

•Accounting and Reporting Software: PeopleSoft, QuickBooks, Excel (Advanced), Power BI, Oracle ERP, Blackline.

•Leadership experience through training junior team members.

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