Fp A Financial Planning

William C. Brummell, III

New York, NY • 862-***-**** • *********@*****.***

Professional Summary

Strategic, results-oriented finance leader with over 10 years of progressive experience in financial planning & analysis (FP&A), budgeting, capital planning, and financial systems integration across healthcare, tech, consumer goods, and logistics. Proven ability to manage complex financial models, streamline reporting processes, and partner cross-functionally to support data-driven decision-making. Adept in GAAP compliance, executive reporting, and financial transformation initiatives with 7+ years of Finance IT experience.

Core Competencies

Financial Planning & Analysis (FP&A), Budgeting, Forecasting & Scenario Modeling, KPI Reporting & Performance Dashboards, Capital Expenditure Planning & Cash Flow Forecasting, Cost Analysis & Strategic Business Partnering, ERP & BI Tools: SAP, Excel, SQL, Tableau, Anaplan, EPIC, Hyperion, Financial Systems Implementation & Integration, GAAP, Financial Modeling, Budget Creation

Integrated Resources Inc.

— Sr. Consultant, Strategic Finance & Sr. FP&A Analyst

New York, NY Mar 2022 – Present

NYC Health + Hospitals

Consolidated monthly forecasts and budgets across multiple hospitals, enhancing accuracy of divisional financial packages.

Built cash flow models using EPIC data to support leadership decision-making and semi-annual planning cycles.

Delivered variance reports and ad hoc financial analysis for senior hospital administrators, aligning clinical insights with financial objectives.

Partnered cross-functionally with finance and IT teams to improve GL alignment and streamline data integrity for system-wide reporting.

L’Oréal USA

Supported consolidation of a $500M+ capex and transformation initiative portfolio; tracked ROI and performance KPIs.

Developed executive dashboards and financial presentations used for quarterly review with corporate leadership.

Managed global project forecasts and worked closely with divisional finance leads to ensure accuracy and accountability.

Automated cash flow reporting across 130+ initiatives, contributing to improved capital planning and value realization.

eBay

Delivered monthly forecast packages and accrual schedules to regional finance leads across the U.S. and EU.

Created and maintained financial models for campaign ROI and headcount planning, supporting ongoing budget cycles.

Supported quarterly business reviews by preparing detailed variance analysis for senior leadership.

Led special projects to enhance PO lifecycle visibility and cash flow alignment with marketing investment pacing.

Reckitt Benckiser

Consolidated global logistics budgets and provided performance packages for quarterly operational reviews.

Partnered with global stakeholders to analyze productivity savings initiatives and provide strategic financial insight.

Conducted ad hoc financial modeling and developed tracking tools for vendor KPIs and distribution expenses.

Supported the preparation of detailed monthly financial packages distributed to senior operational leadership.

Mount Sinai

Coordinated department-level budget planning and prepared quarterly presentations for division heads.

Conducted GL reconciliations and variance reviews in alignment with hospital-wide planning cycles.

Supported the creation of consolidated budget templates and reports used across clinical departments.

Contributed to monthly forecast updates and special project reports for executive administration.

GTT Communications — Senior Financial Analyst

New York, NY Jan 2021 – Mar 2022

Managed monthly close and forecast consolidation for SG&A functions, reporting results to executive stakeholders.

Developed quarterly financial packages and dashboards in Excel and Tableau for senior management review.

Assisted in the preparation of ad hoc financial presentations, supporting Board-level strategic discussions.

Led system integration efforts to align SAP and Excel-based processes, improving reporting consistency and accuracy.

Lloyd Group — Senior Financial Analyst & Accountant

New York, NY Jan 2018 – Dec 2020

Coordinated multi-entity budget consolidation and forecasting, improving executive visibility on corporate performance.

Led the development of monthly financial packages, including narrative analysis for board review.

Supported cash flow forecasting and tracked capex initiatives with department leads and vendors.

Designed and implemented cost optimization models and dashboards for IT financial management.

UBS Financial Services — Financial Analyst

Weehawken, NJ Aug 2016 – Jan 2018

Developed rolling forecasts and consolidated budget packages for multiple business units.

Created board-ready presentations detailing cash flow projections and strategic planning assumptions.

Analyzed liquidity risk and prepared quarterly management reports using PeopleSoft and Excel.

Performed variance reviews and ad hoc modeling to support executive-level financial decisions.

Managed Healthcare Associates — Financial Vendor Data Analyst

Florham Park, NJ Nov 2013 – Aug 2016

Consolidated government rebate pricing submissions across Medicaid, Medicare, and 340B programs.

Created monthly variance and compliance packages for internal audit and executive review.

Developed tools to support data accuracy, integrity, and reporting efficiency across divisions.

Collaborated cross-functionally to execute ad hoc analysis for rebate trends and pricing strategies.

Education

Rutgers University — B.S. in Finance

Newark, NJ

Technical Skills

Tools: Excel (Advanced), Tableau, SQL, SAP, Anaplan, EPIC, Hyperion, QuickBooks, ServiceNow, Microsoft BI

Concepts: GAAP, DCF Modeling, KPI Dashboards, Rolling Forecasts, Zero-Based Budgeting, Financial Systems Implementation

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