Senior FP&A Leader with 15+ Years Experience

* **** * ******* *******

Michael Kinnavy

FP&A Manager Senior Financial Analyst Finance Business Partner Concord, CA 925-***-**** www.linkedin.com/in/michaelkinnavy *******@****.*** Onsite, Hybrid, or Remote EXECUTIVE SUMMARY

Senior FP&A Manager with 15+ years of experience in corporate finance, financial planning & analysis (FP&A), budgeting, forecasting, and financial analysis across healthcare, retail, and tech sectors. Proven ability to lead end-to-end planning processes, drive cross-functional financial alignment, and build dynamic forecasting and P&L models to guide executive decision-making. Deep expertise in KPI development, scenario analysis, cost optimization, and variance reporting to support executive decision-making. Technically proficient in Excel (VBA), SQL, Power BI, Hyperion, and major ERP systems. Adept at translating complex financial data into actionable insights for stakeholders across finance, operations, and senior leadership. Experienced in developing automated reporting solutions that increase forecasting accuracy, reduce manual effort, and enhance strategic visibility. Currently seeking a full-time opportunity to re-engage in strategic finance leadership. EXPERIENCE

Career Sabbatical – Professional Development in Corporate Finance - Concord, CA 2021 – PRESENT Took a planned sabbatical to deepen expertise in corporate finance, strategic planning, and emerging financial technologies. Focused on continuous learning, applied research, and skill development to remain competitive in a rapidly evolving landscape.

• Authored a book on productivity systems and workplace performance, applying financial and operational principles to personal efficiency.

• Maintained fluency in financial modeling, budgeting, and forecasting through independent study and real-world case simulation.

• Updated technical skills in Power BI, Excel VBA, SQL, and FP&A software tools to remain aligned with current finance trends.

• Consulted informally with peers and small business contacts on pricing, budgeting, and financial decision-making.

• Participated in webinars, finance roundtables, and industry events to maintain current knowledge in FP&A best practices.

• Researched and reverse-engineered real-world case studies from public company filings to model financial strategies, capital allocation decisions, and performance metrics.

Senior Financial Analyst

Blackhawk Network – Pleasanton, CA 2019 – 2021

Provided FP&A support, working with sales and leadership to develop financial models and strategic forecasts.

• Created multi-year P&L and cash flow models with IRR and NPV analyses.

• Built tiered pricing structures and commission plans, increasing gross margin by 6%.

• Partnered with SVP of Sales to support client profitability initiatives.

• Led budgeting and forecasting cycles, aligning projections with revenue drivers.

• Conducted detailed variance and sensitivity analyses to evaluate the financial impact of pricing changes, discount strategies, and incentives.

• Developed automated Excel tools and reporting templates to streamline monthly close processes and improve forecast accuracy across business units.

Senior Finance Sales Commission Analyst

Rimini Street – Pleasanton, CA 2018 – 2019

Supported sales commission forecasting, financial reporting, and data integrity across global teams.

• Conducted variance analysis between actuals and targets, enabling more accurate forecasts.

• Developed Excel-based tools for commission tracking and reporting across departments.

• Partnered with HR and FP&A teams to align compensation structure with business goals.

• Improved forecast reliability by implementing trend-based modeling for commission accruals and payout scenarios.

• Collaborated with Sales Operations to reconcile discrepancies in pipeline-to-payout workflows, reducing commission errors by 25%.

• Designed reporting dashboards for leadership using Excel and SQL to track compensation performance by region and sales tier. Senior Financial Analyst IV

Safeway Corporation – Pleasanton, CA 2013 – 2018 Led comprehensive FP&A support for Safeway’s U.S. manufacturing operations, covering 19 plants nationwide. Drove strategic financial analysis, executive reporting, and cost optimization initiatives while improving the accuracy, timeliness, and usability of financial data used by business leaders.

• Built and maintained KPI dashboards and performance scorecards in Hyperion and Excel to provide real-time operational insights to plant managers and regional VPs.

• Conducted in-depth variance analysis and actual vs. forecast comparisons for performance, inventory cost fluctuations, and labor metrics.

• Automated financial reporting processes using Excel VBA and Access, reducing reporting cycle time by 40% and saving ~$53K annually in labor.

• Investigated and resolved complex pricing discrepancies using SQL/Access queries and large data sets, resulting in $3.4M in recovered revenue.

• Designed financial models to assess ROI, IRR, and NPV of capital investment proposals across plant operations, packaging upgrades, and efficiency initiatives.

• Supported internal audit, SOX documentation, and compliance reporting related to plant spending and financial reporting accuracy.

• Collaborated with supply chain, procurement, and corporate FP&A teams to evaluate and model cost-saving opportunities, vendor transitions, and raw material forecasts.

2 Page I Michael Kinnavy

Michael Kinnavy

FP&A Manager Senior Financial Analyst Finance Business Partner Pleasanton, CA 925-***-**** www.linkedin.com/in/michaelkinnavy *******@****.*** Onsite, Hybrid, or Remote Lead Senior Financial Analyst

Kaiser Permanente – Oakland, CA 2010 – 2013

Supported capital and operational budget planning for $120M+ in infrastructure, technology, and HR-related initiatives across multiple departments. Worked closely with senior leadership, HR, and finance teams to deliver actionable insights, automate reporting workflows, and ensure compliance with internal and external financial standards.

• Developed and maintained Access-based reporting tools to streamline budget tracking, headcount planning, and department-level forecasting.

• Prepared amortization and tax schedules for physician incentive loans to support year-end tax compliance and executive reporting.

• Automated benefit payment tracking processes using Excel VBA and Access, reducing manual effort and saving $92K annually in labor and reconciliation costs.

• Led end-to-end budgeting cycles across departments, ensuring accurate cost allocation and alignment with enterprise-wide strategic goals.

• Trained and supervised a team of 2–8 analysts in FP&A reporting methods, data visualization, and finance automation tools, enhancing team productivity.

• Partnered with HR, IT, and operations leadership to assess capital planning needs, allocate budget resources, and forecast funding requirements across ongoing projects.

• Delivered monthly and quarterly reporting packages to regional finance leadership, including variance commentary, performance benchmarks, and forecast accuracy assessments.

• Supported internal audit and compliance activities related to payroll benefits, incentive programs, and infrastructure spending, ensuring data integrity and regulatory alignment.

• Collaborated with IT to modernize reporting infrastructure and improve integration between financial systems, reducing reporting turnaround time by 30%.

Principal Resource Analyst

Lawrence National Laboratory – Berkeley, CA 2008 – 2010 Managed financial planning, project controls, and resource tracking for $34M in capital and operational funding for the Computer Science division and DOE-funded research initiatives.

• Oversaw project budgeting, headcount forecasting, and lifecycle tracking for federal ARRA-funded initiatives totaling $62M.

• Created financial models to support cost allocation, labor planning, and time/material analysis across multi-year R&D programs.

• Coordinated cash flow reporting and capital updates with several departments and government stakeholders to ensure fiscal accountability.

• Supported the financial oversight of 17 partner laboratories participating in a nationwide DOE technology testing network.

• Developed internal dashboards to monitor budget burn rates, labor utilization, and capital allocation by research track and funding stream.

• Collaborated with project managers and technical leads to align financial plans with milestones, grant deliverables, and regulatory compliance.

• Conducted quarterly reviews with DOE officers to present variance analysis, explain funding utilization, and propose reallocation strategies.

• Ensured alignment with federal compliance protocols (OMB circulars, ARRA terms), providing financial documentation and audit support. Pricing Manager

Abbott Diabetes Care – Alameda, CA 2007 – 2008

Led FP&A strategy and pricing analytics for the Freestyle Diabetes product line, supporting multi-channel distribution, cost center planning, and margin improvement initiatives.

• Built financial models to support pricing negotiations with distributors, pharmacies, and wholesale partners.

• Developed and maintained annual budgets and forecasts for cost centers across multiple product lines.

• Collaborated with sales and contract teams to draft pricing strategies, resulting in improved gross margin.

• Managed third-party vendors and monitored rebate structures to ensure financial compliance and control.

• Conducted gross-to-net revenue analysis across distribution channels to identify pricing leakage and margin opportunities.

• Partnered with marketing and product teams to evaluate pricing sensitivity, elasticity scenarios, and competitive positioning.

• Created Excel-based pricing tools to simulate contract scenarios and streamline decision-making for volume-based discounts.

• Supported monthly and quarterly business reviews (QBRs) with finance and sales leadership by delivering detailed pricing impact assessments and revenue projections.

EDUCATION

University of Phoenix, Master of Business Administration California State University, Chico, Bachelor of Science in Accounting CERTIFICATIONS

Project Management Professional (PMP) – 35-hour training completed, The Knowledge Academy, San Francisco, CA TECHNICAL SKILLS

Microsoft Office Suite, Advanced Excel, Access, Excel VBA, Power BI, SQL, Hyperion, Essbase, SAP, PeopleSoft, Python, Teradata, and Monarch

Contact this candidate