Sr Finance Manager
Resume:
Laura C. Jehlik
Fair Oaks, CA 95628
EXECUTIVE STATEMENT:
Performance–driven financial professional seasoned for 10 years with deep expertise in corporate budget leadership that will pin point variances, expand revenue–generating capabilities, and maximize expenditures use for high–growth companies.
QUALIFICATIONS:
• Forecast, Variance Reports, Financial Analysis Reports
• Spreadsheet Management: Advanced Excel, Lotus Notes
• Emphasis in Quantitative Analysis & Econometrics
• Advanced computer skills, Lawson & CRM
• Microsoft Office/Word/PowerPoint
• Statistical Software, SPSS
• Budget Management – Of $100M+ Net Revenue
• Experience with Access, Salesforce, Sharepoint, Quattro Pro
• Project Management (2+ years), Visio, MS Project
• Cost/Benefit and Cost Accounting
• ROI & Investment Strategies
• GAAP Knowledge , Audit (internal & external) resource management
EXPERIENCE:
CONTRACT POSITIONS
Senior Finance Manager Industry: WELLS FARGO Healthcare Insurance Services 05/10 – 07/10
* Designed and administered a Start to Finish audit policy and procedure within the organization. Oversaw the auditing of accounting and financial data and managed 12 auditors with project reviews. Modeled true GAAP financial models to correct 2.5M error for 400 high profile clients.
Economist Industry: Healthcare Fiscal Policy 11/09 – 01/10
* Responsible for researching and responding to data and analysis needs of hospitals.
* Analyzed and evaluated the applicability of collected data.
* Prepared reports and presentations for VP and C-Level executives for future financial forecasts.
Controller Industry: Financial Operations for privately- owned company 03/09 – 05/09
* Managed a team, ensuring month end accounts are prepared in a timely and accurate manner, producing statutory accounts, preparing business budgets and forecasts, managing cash flow and working cross functionally in order to champion commercial initiatives.
MILLIMAN CARE GUIDELINES LLC, subsidiary of Milliman Global. ($525M) 08/04 – 01/09
Industry: High sales volume Healthcare IT software company
Manager of Financial Planning & Analysis/ Corp Budget Manager
* Budget, planning and control position, responsible for establishing and coordinating with other directors and VPs regarding budgeting systems and procedures. Head manager for compiling, monitoring, and analyzing a consolidated annual budget plan. Typically responsible for monitoring the actual performance against budget. Responsible for long-range financial planning and the supervision of the budget and analyst staff. Took initiative to forecast MTD, YTD and 5 year plans for financial directives.
* Used highly educated Excel and forecasting skills (quantitative and statistical) to create long range metrics. Published reporting, and internal controls were key components in analytical baselines.
* Worked on complex issues where analysis of situations or data requires an in-depth knowledge of the company. Participated in corporate development of methods, price setting and evaluation criteria for Cost Benefit Analysis of projects, ROI investments on projects, and Client Reimbursable Income. Ensured budgets and schedules meet corporate requirements.
* Regularly presented company financials, forecasts and budget variances to the Board of Directors. Interactions frequently involved special skills, such as negotiating with management or attempting to influence senior level leaders regarding matters of significance to the organization.
* Directed and controlled the activities of a broad functional area through several department VPs and Sr.Exec Managers within the company. Had overall control of planning, staffing, budgeting, managing expense priorities, and recommending and implementing changes to company.
SUTTER CONNECT, affiliate of Sutter Health 05/02 – 05/04
Industry: Managed Care Administration, coordinating multiple locations
Sr. Budget /Financial Analyst
* Budget 2003: Modified Budget worksheets to incorporate non-exempt employee’s anniversary dates. Updated Cost Centers to Accounting Units, made Budget summaries based on GL reporting for easier comparisons. Established New Client activity and OPS restructure on a last minute basis, making Budget as close to actual expenses for Jan. 2003. Met with Department Directors/ Supervisors as needed to assist in expense and staffing allocations during the budget process.
* Departmental Reports: Made priority and processed earlier for Directors/ Supervisors for their monthly meetings. Graphed major indicators for an at-a-glance analysis. Created a Call Center Analysis with new client’s restructure. Customized and upgraded previous department reports to help management in decision making. Simplified many reports connected with the Unit Cost Analysis.
* Unit Cost Analysis / 5 year Forecast: Important analyzes that will be revamped as of 2003. Unit Cost will have new clients incorporated as will the distribution of rents, depreciation, and costs. Most monthly reports drive off of the Unit Cost and as I reconstruct it I will become better acquainted with the other needs of reports. It is anticipated that the new 5 year Forecast will also be reconstructed.
* Financial Modeling/Cost Analysis: Advanced skills in producing assumptions to construct financial models within Excel and Access. Have worked with Executive Management to create from scratch models to project revenues and expenses, cost per productions and/or COGS. In depth modeling for Income statement, Balance Sheet, and Cash Flow statements for business decision support. Ad hoc financial analyzes we a constant need when the growth of the company doubled. And ROI, and pro-formas, were used with client detailed investigation.
EDUCATION:
Seattle University
Master of Science, Finance
Albers School of Business & Economics
California State University, Sacramento
Bachelor of Arts, Economics
May 2000
California State Exam Honors:
Algebra, 1989
Geometry, 1990
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