Director FP&A

Keith McGowan

*********@*******.*** 917-***-**** www.linkedin.com/in/kcmcgowan

SUMMARY

A Director of FP&A and Finance Operations with over 20 years of experience leading financial strategy and analysis for large corporations. A strong history of defining corporate strategies, enhancing financial reporting, and providing actionable insights to improve business performance.

WORK EXPERIENCE

Montefiore Health System Tarrytown, NY

Director Financial Planning and Analysis Jan 2022-Apr 2025

•Led the budgeting and strategic planning process for Montefiore Health System. The health system spans seven affiliate hospitals and the Montefiore legacy hospital system, with over $8 billion in revenue.

•Responsible for enhancing the current budget process to support optimal business decision-making and continuing to build analytical tools to support senior leadership and the CFO in strategic planning.

•This position manages a direct central team and has matrixed shared resources at each of the facilities. This role leads the capital planning and reporting process for MHS, which has a budget of $300m.

•Directed a skilled FP&A team to ensure accurate financial oversight and variance analysis. Collaborated with cross-functional teams to improve financial processes utilized in the preparation of monthly, quarterly, and annual financial statements

•Manage the organization's non-acute workforce and hiring plans to align with strategic objectives, working collaboratively with HR and business stakeholders to ensure adequate staffing levels.

•Presented monthly financial reporting directly to the C-suite, incorporating comprehensive performance reports and variance analysis.

•Provided guidance and assistance to Field Finance and Operations teams, aiding in achieving budget goals for various Business Units.

•Set overall Operating Budget process and timeline, and communicate this to internal Finance Leadership and Enterprise leadership to ensure a successful budget completion.

•Conducted financial analysis, modeling, and reporting through StrataJazz system to support business decisions and consolidated monthly results to upper financial management and business partners.

Montefiore Care Management Organization Yonkers, NY

Finance Director, Grants and Programs Aug 2009-Dec 2021

Financial management and oversight for CMO/University Behavioral Associates"UBA" 14 grant contracts ($49m), and three programs ($30m) in revenue. (Workforce Innovation, ERAP, WeCare, Case Management Support)

Primary intermediary with Program Directors/Principal Investigators and Executive leadership, forecasting financial performance, and audit accuracy of monthly claims to various granting agencies.

Manage the expansion and integration of new contracts into the organization, broadening the scope of care covered and incrementally increasing revenue to the organization.

The fiduciary lead for the Health Home program supports a network of partners and health systems, facilitating cash flow oversight, financial accuracy, data comprehension, and analytical support for the entire network. The BAHN network comprises 23 internal and external agencies with $22m in annual revenue.

Develop financial models supporting grant RFPs

Facilities Management: Directs the design, planning, construction, and maintenance of company facilities. Responsible for developing budgets and long-range facilities plans based on company growth and future facilities needs.

JEFFERIES AND COMPANY INC. New York, NY

Assistant Vice President Corporate Actions Jul 2007-Oct 2008

•Challenged to lead dual role as Operations Manager and Project Manager, providing oversight of the daily responsibilities of the department and developing a roadmap of continued enhancements to the platform's infrastructure.

•Led an extensive evaluation of the Security Clearance Business, defining and presenting strategic solutions to meet or exceed upper management's expectations of services provided by the department.

•Contributed to creating and implementing a web-based solution, distributing Corporate Action information aggregated from several vendors (Swift, Bloomberg, and DTCC) made available firm-wide.

•Developed and implemented a front office to back office reconciliation. Reported and resolved all daily cash and position breaks

MIZUHO SECURITIES USA INC New York, NY

Assistant Vice President Operations Mar 2006-May 2007

•Designed a comprehensive platform for supporting and integrating a global securities finance division.

•Developed procedures and workflows to streamline daily operations within the department.

•Led cross-departmental initiatives to enhance firm workflow, resulting in reduced operating costs through the elimination of redundancies.

•Created an automated system to map the department's daily activities to the general ledger.

•Oversaw daily settlements, cash management, and reconciliation of both domestic and international settlement activities.

•Maintained and leveraged industry-wide relationships to enhance profitability and promote the firm's reputation.

PALOMA PARTNERS MANAGEMENT Greenwich, CT

Assistant Vice President Operations Mar 1998-Mar 2006

•Oversight of the day-to-day operations for equity finance, including cash management, corporate actions (+120 voluntary and mandatory per month), settlement activity (+350 trades per day), and exposure management.

•Assisted in increasing overall revenue annually by designing and implementing strategies based on corporate actions and dividend arbitrage.

•Achieved cost reduction of 2.5% ($75m-$125m) annually by the creation of a comprehensive end-of-day cash reconciliation for funding potential margin / collateral requirements.

•Accelerated the turnaround time for A/P, A/R, and tracking DTC and foreign dividends totaling over $1.8 billion in 2005.

EDUCATION

Westchester B.I.College White Plains, NY

Associate's Degree, Accounting

CERTIFICATIONS

Financial Management for Nonprofits, EY 2011

Valuing Business, Wealth Management, Alternative Investment, Pace University, NY

Skills and Tech

StrataJazz • Communication • Problem Solving • Analytical Thinking • Leadership • Power BI • SAP •Power Pivot •Access •Tableau

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