Finance/Procurement Analyst with CPA/CMA potential

Andrew A. Cunningham

*** ***** *** *******, **. *4580.

585-***-**** ******@*****.***

Summary

•Financial/Business/Procurement Analyst

•A resourceful, analytical professional with diversified experience in including procurement, accounting, performance reporting, medical coding and billing and financial analysis.

Achievements:

•Presented report to Executive management detailing cost/benefit PV analysis of pursuing additional leasing opportunity.

•Designed and implemented cash forecasting program optimizing corporate cash flow requirements using Excel.

•Collaborated with Web Developer and Finance Manager to develop/test/implement in Cognus, CSV uploads that reduced premium reversal processing time from 4 days to 1 hour.

•Team member in reducing month end reporting period from 10 to 3 days using Oracle software implemented during corporate transition process.

•Worked in cross functional matrix team using SAP BW/Lynx to implement improved Order to Cash reporting system

•Help reduce A/R as Percentage of Sales from (8%) to (-0.12) % in 15 months

Education:

•Master of Business Administration

Queen’s University, Kingston, (ON), Double Major: Finance/Accounting.

•Bachelor of Science

Liberty University, Lynchburg, (VA), Major: Computer Science and Management Information Systems

•Bachelor of Commerce

•Concordia University, (QC), Major: Marketing

•Corning Community College, Medical Billing and Coding Certification - 2023 to 2024

Certifications:

Medical Billing and Coding Specialist – National Healthcare Association (NHA) 2024 to 2025

Chartered Professional Accountant– CPA (ON). Certified Management Accountant – CMA (ON).

Skills:

Software: SAS, Minitab, Dynamics 365, Microsoft Office, Lawson Financials, BCOAR, HXBR, iFACETS, Cognos, Oracle Financials 11i, J.D. Edwards, Hyperion, Business Objects, Power plant, SAP, SRM. SharePoint (Admin), Report Writer, Epicor, PeopleSoft, SAP (BW and LYNX-R3) SQL, QAD, WAWF/iRAPT (DOD payables system).

Enrolled in various courses Spring 2016 – Fall 2016 Introduction to Programming - ONLC

Business Analysis for the IT Professional- ONLC

Excel 2013 Programming with VBA – ONLC

Professional Experience

CooperVision - Accounts Receivable/Credit Specialist (contract) Feb 2026 to May 2026. Victor, NY (Contract)

Cultivate and maintain effective relationships with customers and internal partner

Monitor, manage, and reduce delinquency in assigned accounts, identifying potential financial risks

Address customer inquiries regarding billing, general inquiries, and discrepancies

Execute collection procedures for past due receivable balances; maintain accurate records

Generate and present regular reports on account status, credit, and issue resolution

Process pending orders, account adjustments, and resolve disputes within policy guidelines

Collaborate cross-departmentally for efficient issue resolution and support new initiatives

Assist in credit underwriting for new accounts and participate in related analysis

Prepare seriously delinquent accounts for external collection proceedings if needed

Maintain flexibility for extended work hours and involvement in special projects

Perform additional duties as assigned to support the Credit or Finance department

Financial/Data Analyst. Complemar Partners LLC. May 2023 to Oct 2023 Rochester, NY.

•Plan and allocate temporary vs. permanent staffing costs to packaging jobs by region, site, department and supervisor.

•Compare salaried versus temporary staffing costs for warehouse workers to production/output levels.

•Do YTD and monthly actual to budget to prior year output and staffing expense comparisons.

•Timely update of quarterly forecasts for senior, divisional and facilities management using Pivot tables, PowerPoint and 365 Dynamics based on daily, monthly and quarterly output levels.

•Inventory analysis and monthly J/E closeout of standard vs actual costs.

Program Financial Analyst. Catholic Charities. March 2021 to April 2023 Rochester, NY.

• Reporting to senior financial management, the Program Financial Analyst prepares financial reports and analytics for various funders in collaboration with the programmatic leaders and staff

•Assist with applying the revenue recognition policy in accordance with Generally Accepted Accounting Principles (“GAAP”) utilized for not-for-profit entities

•Prepares and enters monthly journal entries

•Reviews program financial statements with Program Directors to ensure compliance with funder contract terms and conditions

•Provides internal control support for the organization and assist with external audits

•Performs a variety of financial analysis on an as needed and requested basis

•Participates in the development and preparation of budgets for new programs and contracts

•Prepares annual operating budget and financial forecasts as assigned

•Other duties as assigned

•Participates in meetings and trainings as required

•Coordinates with Agency personnel in preparation of Finance Committee materials including providing reports and analysis for various committee and Board of Director meetings. Attends Agency Board committee meetings as directed and/or required

•Provides Agency financial information to the Finance Department Leadership for consolidating financial statements

•Maintains high level of expertise in specialized areas through continuing education, individual contacts, and attendance at meetings as directed or necessary

Financial/Purchasing/Data Analyst (Contract). Bausch Health. March 2019 to July 2019

Rochester, NY.

•Maintain SharePoint environment for the Contract Repository.

•Oversee the SharePoint site, Procurement and Sourcing environment, the Contract Repository SharePoint site and the potential Supplier Information Management environment.

•Oversee Quarterly Audit Process for P.O. Change Orders and P.O. Tolerance Overrides based on GAAP.

•Monitor and track the Match Exception and Holdout Process.

•Design implement and support for proposed Supplier Information Management RFI/RFQ/CA Agreement development.

•Assist Legal Dept in the support and development for Supplier Information Management Contract.

•Support and oversight to the PeopleSoft Payment Term, Vendor Classification, and the 2-Way/3Way process.

Lead Purchasing /Financial/Data/Analyst (Contract) - Avangrid April 2018 to November 2018 Rochester, NY.

•Strategically sources commodities and services on critical infrastructure/major projects and other projects

•Administers the competitive bidding process, evaluates and selects suppliers based on the Procurement Services Policy Manual and annual budgetary requirements. leads cross-functional affiliate teams to drive purchasing initiatives and improve bottom line performance.

•Centralizes the procurement function for all affiliates and solicits assistance from subject matter experts, and others within the business, as required.

•Maintains current and accurate understanding of a broad base of commodities, service categories and general business conditions. Tracks material/service costs, and performance using approved Metrics and tools and GAAP. Analyzes trends and makes corresponding sourcing decisions that contribute directly to the company’s competitive position.

•Negotiates and awards multi-faceted, large and complex, business wide and affiliate specific enterprise contracts to minimize operational, legal and financial risks. Formulates requests for proposal/quotations/information, bid analysis, tenders, and risk evaluations.

•Directs supplier negotiations and administers agreements. Collaborates with both internal and external legal counsel.

Data/Financial/Business Analyst - Excellus Blue Cross Blue Shield (Contract) April 2017 to March 2018 Rochester, NY.

•Team up with mainframe systems designers, DBA’s and SME’s in the replacement of the legacy IBM internal mainframe Medicaid billing, accounting and reporting system (BCOAR).

•Manage the account reporting, reconciliation and analysis of assigned BCBS Government Program Accounts using Cognos, Excel, Lawson, HXBR, iFACETS (CHP, Kick, HCBS, and MHH programs).

•Review and implement updated month end account reconciliation processes for assigned Medicaid accounts.

•Train and mentor accountant/financial analyst in the completion of weekly and monthly financial reporting responsibilities.

•Collaborate with or represent SME in the design and/or restructuring of existing controls for redesigned A/R system

•Collaborate with Web Developer in the design and UAT in Oracle of upgraded Financial Reconciliation Systems of four Medicare/Medicaid billing processes (SSA, LI, CHP, SPAP).

•based on GAAP.

•Resolve outstanding project UAT and documentation issues in a timely manner.

•Conduct User Acceptance Testing (UAT’s) on redesigned A/R system (BCOAR) as well as Cognos reports

•Verification and sign-off, on of final draft of BRD before review of project sponsors.

•Design detailed NYS Medicare Rates Reimbursement Model in Excel for testing/implementation in new financial database system.

•Functionality testing for upgraded Cognus applications used in client premium payment allocation process.

Financial/Data Analyst (Contract) - Rochester Regional Health System Nov 2015 – Feb 2016 Rochester, NY.

•Treasury/ Cash/ Patient Accounts/ Liability/ Asset reconciliations analysis based on GAAP.

•Payroll accounts analysis using Microsoft Excel and Access.

•Software system data and financial modeling and Lawson implementation testing

Finance/Data Analyst (Contract) YOH. LLC Rochester, NY Mar 2014 – Sep 2015

•Collections: Managing collections efficiencies to plan, acting as a first point of contact to obtain full resolution on customer disputes or billing inquiries for assigned Commercial and DFAS accounts.

•Cash management: effectively analyze and resolve open cash (unapplied) amounts in a timely manner.

•Perform other assigned tasks and duties necessary to support Accounts Receivable Department.

•Document and communicate DFAS/ Commercial Accounts work flow processes and contact information accumulated.

•Monthly Cash Account reconciliation for the Philippines Sales Office based on GAAP.

•Analyze and prepare timely billing for Project manager, contractor and employee labor, overhead and travel activities utilized as related to SOCOM government activities.

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