Financial Analyst Senior

GARRETT A. JOHNSON

E-mail: ************@*****.*** Phone: 352-***-****

EDUCATION AND CERTIFICATIONS

University of South Florida Degree: MBA Graduation Date: 5/2015

University of Florida Degree: BSBA Finance Graduation Date: 12/2004

EMPLOYMENT

5/8/2023-3/20/2025 Senior Financial Analyst, Florida Cancer Specialist and Research Institute

Responsible for financial analysis and planning for 40 cost centers from Tampa Bay to South Florida. Duties include budget creation, forecasting, variance analysis, and capital request analysis.

Conduct monthly fiscal performance meetings with cost center managers to discuss material variances, upcoming opportunities, and capital needs.

First point of contact for all financial questions for all cost centers within may area of responsibility.

Ad Hoc financial reporting to meet the needs of stake holders throughout the company.

Software utilized: Workday Financials, Adaptive Planning, Office Connect, Microsoft Office.

9/05/17-1/13/2023 Finance Manager, Advent Health

Oversaw the requisition and approval process for travel RN’s. Compiled a summary report to track department level travel nurse usage and expected end dates.

Created an operations dashboard to track KPI’s at the department level across functional categories.

Tracked usage of shift bonuses by department and executive leader. Reviewed the data for reasonableness and to monitor trends by department.

Assisted in the annual budget creation process.

Conduct detailed expense review during monthly close.

Provided detailed analyses to clinical, division, and finance leadership to provide them insight into service line and overall facility performance.

Provide insight on over thirty reporting processes designed to provide timely, accurate, and relevant information to the division and corporate executives.

Managed preparation schedule for over thirty reporting processes. Delivery schedules surrounded the monthly accounting close with the goal of getting relevant information to stakeholders in timely manner.

Created a division wide dashboard to provide emergency department utilization, productivity, and referral information to division and department leaders to support informed staffing and utilization decisions.

Implemented a report to categorize and assign work items to be cleared in order for bills to be released to the various payors across the division.

Participated in Employee think groups on Employee Engagement in a virtual environment and Diversity and Inclusion.

Software Utilized: PeopleSoft, Cerner, Epic, Essbase, Smart View, Power Pivot, Power Query, Power BI, OBIEE, HPM, Qlickview, Power Insight, Axiom, Excel, PowerPoint, Access, Word.

3/25/13-9/1/2017 Senior Accountant, MetLife

Created processes to maintain the data integrity of the Cadency Certification system. Processes covered areas including currency translation rates, accurate account grouping and assignments, and the importation of ledger balances.

Certification Lead for the Americas region: facilitated the reconciliation and certification of balance sheet accounts via the Cadency system.

Assisted account owners and controllers to locate, configure, and validate account balances.

Produced Quarterly and Ad Hoc reports/analysis to communicate certification results, data integrity, and adherence to company guidelines.

Researched and reported material variances between the sub-ledger and general ledger balances.

Transitioned the functions of the Human Resources Controllers Unit from New York to Tampa.

Conducted on going trend analysis for HR related expenses to manage fluctuations and remediate any significant variances.

Recorded employee benefit related transactions to balance sheet and income statement accounts.

Updated process documentation to reflect current process as well as compliance with internal audit standards.

Software Utilized: PeopleSoft Production and Reporting, Oracle Business Intelligence Enterprise Edition, and Frontier financial programs.

Software Utilized: Cadency, PeopleSoft, Essbase, Smart View, Power Pivot, Power Query, OBIEE, HPM, and Qlickview, Excel, PowerPoint, Access, Word, and SQL.

8/15/05-3/21/2013 Financial Control Analyst, Florida Office of Financial Regulation

Facilitated new examiner training courses on investment adviser conflicts of interest, proper examination techniques to uncover undisclosed and mismanaged conflicts, unauthorized transactions, and options communications.

Contributed vital information and documentation to a case involving approximately 2.3 million dollars in investor losses. This information contributed to the arrest and conviction of the representative involved on charges of grand theft.

Co-recipient of a Prudential - Davis Productivity Award in the Team category for contributions to a case that returned over $300 million to auction rate securities investors.

Examiner/Analyst responsible for the research analysis on a case involving $1.2 billion in frozen customer assets invested in auction rate securities. Analysis included a review of 10 months of sales and order data documenting the auctions supported by the subject broker/dealer, review of correspondence, and coordinated with OFR Legal staff during settlement negotiations.

Conducted over eighty financial examinations involving research and analyses covering securities topics including: investment adviser operations and registration, churning/turnover ratio, suitability review of 1035 exchanges, and sales of securities offered via Regulation D exemption, fund of fund hedge funds, collateralized mortgage obligations.

Performed examinations of State registered broker/dealers and investment advisers to determine compliance with Chapter 517, Florida Statutes; Florida Administrative Code and other applicable industry guidelines from other regulatory agencies, FINRA, SEC, etc. Targeted deficiencies include suitability (risk appropriateness) of securities recommended, net capital requirements, and undisclosed risks/conflicts.

Reported examination findings to department management through detailed and concise report.

RELEVANT COURSEWORK AND TRAINING

Integrated Business Application (IBA) January - May, 2015

Course involved preparing and presenting a detailed consulting package for mid to large size business in the Tampa Bay area. As part of a 5-person team we conducted a detailed analysis of the firm’s current state operations, financial position, marketing efforts, and appropriate use of technology. Specific analyses and recommendations included:

10-year pro-forma financials demonstrating projected increases in revenue and net income if recommendations are implemented.

Detailed Market analysis along with recommendations on new customer demographics that can be targeted.

Analysis of the current firm cost structure along with potential cost savings that could be achieved.

A review of the firm’s use of technology and what improvements that need to be made to be compliant with the requirements of the Affordable Care Act and create additional revenue streams.

Lean/Six Sigma August 18-22, 2014

Training covered Lean and Six Sigma topics and techniques including value process mapping, just in time inventory, push vs pull inventory, etc.

Contact this candidate