Driving Financial Growth through Financial Planning & Analysis (FP&A)

Financial Planning and Analysis (FP&A) plays a pivotal role in driving sustainable financial growth. As strategic business partners to leadership, FP&A professionals offer the data-driven insights necessary to guide optimal decision-making.

Throughout my career, I’ve committed myself to helping organizations navigate complex financial landscapes and uncover growth opportunities. With expertise in strategic planning, mergers and acquisitions, budgeting, forecasting, and data analysis, I’ve consistently delivered measurable results, enhancing revenue, profitability, and operational efficiency.

Having worked across industries like SaaS, healthcare, insurance, and technology, I’ve developed a deep understanding of the financial drivers of success. Below are key areas where I’ve had the most impact:

• Business Planning: Partnering with executive leadership, I’ve developed financial strategies aligned with corporate objectives. Through in-depth data analysis, I’ve identified market trends and competitive advantages, helping organizations find growth opportunities and mitigate risks.
• Financial Forecasting: I’ve built detailed financial models, enabling leaders to make informed decisions. For example, my work at Anthem helped boost profits by 15% and revenues by 20%, demonstrating the power of data-driven forecasting.
• Budgeting: Budgets are essential for setting financial goals and managing costs. I’ve implemented zero-based budgeting systems, such as at ZC Sterling, where I reduced budget preparation time from three months to three weeks.
• Performance Analysis: Identifying trends and variances in financial performance is key to unlocking operational efficiency. By conducting in-depth performance reviews, I helped SaaS and healthcare companies achieve over 25% growth in revenues and a 20% increase in EBITDA.
• Risk Assessment: Financial risks can jeopardize long-term success. I’ve worked closely with leadership teams to assess risks and develop strategies to maintain resilience. During the pandemic, my cash flow forecasting at Davidson Hotels helped minimize losses and set the stage for future profitability.

With significant experience in FP&A, I bring both a strategic and tactical approach to financial management, helping companies align their financial strategies with business goals. This commitment has consistently led to increased revenue, enhanced profitability, and long-term value creation for stakeholders across multiple industries.

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