PROFESSIONAL SUMMARY
Results-driven financial analyst with over twenty years of experience in financial modeling, budgeting, forecasting, and data analysis. Skilled at identifying growth opportunities, improving profitability, and implementing cost-saving strategies. Proven track record in delivering actionable insights that drive business success across diverse industries. Looking to leverage global quantitative expertise. Recognized for attention to detail, analytical acumen, and ability to communicate complex financial information to diverse stakeholders.
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PROFESSIONAL EXPERIENCE
AVAMERE GROUP OF COMPANIES
Senior Financial Analyst, Arete Living – Wilsonville, OR
Jan 2023 – Mar 2023
• Led monthly occupancy and revenue forecasting, conducted variance analysis, and managed corrective actions for budget overruns.
• Performed NPV, IRR, and payback period analysis on $20M+ strategic healthcare investments, driving informed decision-making.
• Led a cross-functional team to deliver strategic, operational, and financial quarterly updates to external stakeholders, including banks.
Financial Analyst, Avamere Living
Jan 2022 – Dec 2022
• Developed healthcare finance models that optimized resource allocation, improving visit conversion rates by 21%.
• Created KPI dashboards for real-time performance monitoring, achieving 96% of financial targets despite COVID effects.
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NIKE, INC.
Financial Analyst (Contract) – Beaverton, OR
May 2021 – Aug 2021
• Developed and maintained detailed cost models for footwear production, analyzing raw materials, labor, and overhead to ensure cost efficiency and competitive pricing strategies.
• Conducted in-depth variance analysis between projected and actual costs, identifying key cost drivers and providing actionable recommendations to leadership. (RESULT: record Q2 profits)
• Supported pricing negotiations with global suppliers, leveraging data-driven insights to secure cost reductions of up to 12% while maintaining global supplier relationships.
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CYTODYN, INC.
Senior Financial Analyst – Vancouver, WA
Feb 2020 – Jul 2020
• Developed budgets and forecasts for multiple clinical trials, optimizing trial expenditures.
• Reduced trial expenses by 12% through financial analysis and cost-saving measures.
• Prepared financial reports and presentations for senior leadership, delivering insights on trial performance and cost trends.
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POLYBIUS GROUP
Senior Consultant (Contract) – Naples, FL
Feb 2018 – Aug 2019
• Conducted root cause analysis of losses in the Mexican medical device market.
• Strategic analysis for multinational considering expansion into Mexico. Report addressed market dynamics, competitive landscape and growth opportunities.
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RADIUS WORLDWIDE
Financial Analyst (Contract) – Boston, MA
May 2014 – Jun 2015
• Led variance analysis identifying key discrepancies and presenting actionable insights to leadership.
• Partnered with Sales and Marketing teams to develop and refine pricing strategies, directly contributing to a 12% portfolio profitability boost by re-aligning pricing structures with market trends.
• Assembled CFO’s monthly and quarterly performance & key metrics analysis supporting Board’s decision-making.
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FORUM PHARMACEUTICALS
Financial Analyst (Contract) – Watertown, MA
May 2012 – Aug 2012
• Re-built discounted cash flow (DCF) model to assess the intrinsic value of four pharmaceutical distribution strategies, identifying optimal revenue growth path.
• Performed sensitivity analyses to assess the impact of critical variables (e.g., drug approval timelines, market penetration) on financial valuations.
• Developed investment memorandums for senior leadership, presenting key findings and actionable recommendations; secured CFO and Board approval for a global partnership initiative.
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GLADSTONE INSTITUTES
Senior Financial Analyst – San Francisco, CA
Dec 2007 – May 2011
• Led financial planning and analysis for the successful global Phase 3 clinical trial of “Truvada” providing financial insights supporting trial strategy and execution.
• Developed and maintained a comprehensive Clinical Trial Forecast Model, integrating burn rates, patient recruitment trends, and funding streams to ensure accurate forecasting and budget management.
• Conducted cost-benefit analyses for new clinical trial sites, assessing risks and returns; secured approval for two additional sites in Brazil, contributing to the trial’s on-time and under-budget success. (RESULT: Achieved primary endpoint, drug approved by FDA, awarded a White House commendation in 2011).
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