FP&A Specialist responsible for developing financial models, collaborating across departments, building dashboards, preparing KPI reports, tracking trends, monitoring costs, and preparing ad hoc reports for senior leadership.
Highlights
- Developing financial models to support strategic management and decision-making
- Collaborating with various departments to collect financial and business data
- Building and maintaining reporting dashboards to monitor key metrics and identify abnormalities
- Preparing and distributing KPI reports to management and stakeholders
- Tracking trends and fluctuations in metrics to provide forecasts and predict future performance
- Monitoring and flagging payroll and other operating costs that exceed budget
- Preparing ad hoc reports as requested by senior leadership (CFO, board members, shareholders)
- Automated financial and operational reports, reducing preparation time by 50 hours per month
- Redesigned and mapped the financial data structure for efficient team collaboration, saving 15 hours of rework monthly
- Developed a KPI dashboard and established performance goals based on financial models and forecasts
- Contributed to 30% month-over-month revenue growth through data-driven insights
- Set KPIs for the Sales Team and Doctors.
- Worked closely with marketing to track revenue and campaigns' effects on revenue.
- Assisted in the implementation of the Balanced Scorecard framework to align departmental objectives with organizational strategy and enhance performance measurement.