Financial Planning Analyst

Obiora Okonkwo

Financial Analyst Financial Planning & Analysis Budgeting Forecasting

Email: *******@*******.*** Phone: 732 277 3024LinkedIn: https://www.linkedin.com/in/obiora-okonkwo-368b4812Location: Middletown, New Jersey

PROFESSIONAL SUMMARY

Results-driven FP&A professional with over 15 years of hands-on experience in financial planning, budgeting, forecasting, and detailed variance analysis within healthcare and nonprofit sectors. Skilled at building and maintaining complex financial models, evaluating capital investments, and providing insights that drive operational efficiency and executive decision-making. Experienced in multi-site performance management, with a strong command of tools like NetSuite, Excel, and Power BI. Adept at translating financial data into practical strategies, and leading teams to enhance financial clarity and control.

PROFESSIONAL EXPERIENCE

Easterseals NJ – New JerseyVerification System ManagerSept 2023 – Present

Lead the forecasting, budgeting, and reporting for programs across over 20 service locations, maintaining oversight of $2M+ departmental budgets.

Conduct in-depth variance analysis to explain financial results and inform leadership decision-making.

Collaborate with executive leadership on strategic planning and resource allocation, including capital project evaluation.

Develop and enhance dashboards and KPIs using NetSuite and Power BI to monitor financial performance and trends.

Finance Data Analyst April 2021 – Sept 2023

Built and maintained financial models for P&L management and long-term forecasting for multiple departments.

Supported provider productivity analysis and cost tracking across services, contributing to improved operational efficiency.

Participated in the financial assessment of new service expansions and investment opportunities.

Delivered monthly reporting packages with narrative explanations for executive review.

Bracco Diagnostics – Monroe, NJ Manager, Data Analytics

Sept 2019 – March 2021

Led data analytics and financial modeling initiatives to evaluate business performance and investment outcomes.

Partnered with cross-functional teams to improve budget planning and expense tracking tools.

Streamlined financial reporting processes and introduced automated dashboards for leadership visibility.

Rutgers Cancer Institute of New Jersey – New Brunswick, NJ

Financial Specialist Aug 2018 – Sept 2019

Conducted detailed budget variance analysis across departments and provided recommendations for corrective actions.

Generated timely financial statements and partnered with program leads on strategic funding decisions.

Ensured accuracy and compliance of financial data within internal systems and regulatory standards.

Horizon Blue Cross Blue Shield of NJ – Newark, NJ Financial Operations Analyst

Sept 2011 – June 2018

Managed end-to-end budget cycles and monthly forecasts for multiple business units.

Delivered variance reporting and financial insights to business leaders to support decision-making.

Worked collaboratively to enhance the accuracy of financial models and improve planning workflows using NetSuite.

EDUCATION MBA – Finance & Analytics DeVry University, New York, NY

B.S. – Economics Enugu State University of Science and Technology (ESUT), Enugu, Nigeria

TECHNICAL SKILLS

ERP Systems: NetSuite, SAP, PeopleSoft, Kronos

Financial Modeling & Reporting: Excel (Advanced), Power BI, Salesforce, Cognos, SQL,

Access Forecasting & Budgeting: Budget Planning, Variance Analysis, P&L Management, Long-Term Forecasting

Data Analytics: Financial Analysis, Trend Identification, Margin & Productivity Analysis, Report DevelopmentCompliance: US GAAP, Internal Controls, Financial Policies

ADDITIONAL QUALIFICATIONS

Proven expertise in managing financial planning cycles for multi-site healthcare and nonprofit organizations.

Strong communicator, experienced in presenting financial insights and strategic recommendations to executives.

Proficient in evaluating provider performance, capital investments, and marketing ROI to support growth.

Hands-on leadership approach, with a track record of mentoring junior analysts and improving team efficiency.

Advanced user of NetSuite, Power BI, and Excel to drive automation and elevate reporting accuracy.

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