Featured Talent

Profile

Senior FP&A manager with 11+ years of experience leading enterprise forecasting, budgeting, and long-range planning for multiple corporate departments and subsidiaries within a large, multi-entity managed healthcare organization. Partners directly with CFOs, SVPs, and business unit leaders, owning full P&L support, executive reporting packages, and scenario modeling that shapes operational and investment decisions. Led post-acquisition financial integration for two major acquisitions and implemented AI-enabled automation and driver-based forecasting to improve accuracy and shorten reporting cycles. Holds an MS in Finance. Seeking a Director-level FP&A role with room to grow; open to any industry and especially interested in small to mid-size companies.

Career Highlight 1: Led post-acquisition financial integration for two major acquisitions, aligning reporting structures, modeling synergies, and tracking performance after close. Gave senior leadership ongoing visibility into whether the combined businesses were delivering the expected deal value.

Career Highlight 2: Implemented AI-enabled automation, predictive modeling, and Copilot-supported workflows that accelerated reporting cycles, improved data accuracy, and streamlined variance analysis. Reduced manual FP&A workload for the broader team; his standardized templates, dashboards, and self-service reporting tools were adopted across multiple business units.

Career Highlight 3: Generated measurable cost savings through detailed contract reviews, analysis supporting vendor negotiations, and leveraging enterprise purchasing power to optimize spend. Also oversaw capital expenditures and inventory management, enforcing disciplined controls and ROI justification for investment decisions.

Why Hire This Candidate (In Their Own Words): I bring 11+ years of FP&A experience in a complex, multi-entity environment, partnering directly with CFOs and SVPs to turn financial analysis into decisions. I own the annual plan, monthly forecasts, and long-range planning cycles. I’ve led post-acquisition integrations, built ROI and capital allocation models, and used AI-enabled automation to speed up reporting and improve accuracy. I’m ready to step into a Director role and build a scalable, forward-looking FP&A function.

Strengths: (1) Strategic forecasting and long-range planning, (2) executive business partnering and C-suite reporting, (3) FP&A process automation and AI-enabled modeling.

Education: MS in Finance

Industry Experience: Healthcare

Company Fit: Large

Management Experience: Manager/Senior Manager level since 2021 (~5 years). Mentors analysts and leads a cross-functional panel of finance leaders; formal direct-report count not specified.

Software Experience: PeopleSoft

Open To: Hybrid, In-office, Remote