Steve A.

Experience Summary

FP&A Financial Analyst and Finance professional with over 9 years of experience delivering strategic financial planning, budgeting, forecasting, investment analysis, and business intelligence solutions across private equity real estate, banking, insurance, healthcare, public accounting, and professional services. Demonstrated expertise in financial modeling, cash flow forecasting, variance analysis, mergers and acquisitions, portfolio analysis, and executive reporting. Partnered with senior leadership to improve financial performance, optimize business operations, strengthen internal controls, and support data-driven decision-making. Advanced user of Power BI, Tableau, SQL, Excel, and leading ERP systems with strong knowledge of GAAP, IFRS, financial reporting, and compliance.

Key Achievements

SIGNIFICANT ACHIEVEMENTS * Improved forecast accuracy by 20% through the implementation of dynamic financial models, rolling forecasts, and enhanced variance analysis at a previous company. * Managed annual budgets and financial planning activities covering more than million in organizational expenditures while supporting executive decision-making. * Reduced the monthly financial close process by 3 days through process optimization, reconciliation improvements, and standardized reporting procedures. * Increased budget adherence by 15% by strengthening financial planning, forecasting accuracy, and performance monitoring at IL. * Oversaw financial analysis and reporting for insurance and investment portfolios valued at more than million, providing strategic recommendations on risk and growth opportunities. * Supported 3 completed mergers and acquisitions by performing financial due diligence, transaction analysis, valuation support, and post-acquisition integration activities. * Delivered private equity real estate investment analysis supporting investment decisions exceeding million through DCF modeling, market analysis, and cash flow forecasting. * Contributed to financial oversight of transactions exceeding million while maintaining high standards of financial reporting accuracy and regulatory compliance. * Improved financial reporting efficiency by 30% through automation and Power BI dashboard development, enhancing executive reporting and operational visibility. * Reduced manual financial data consolidation time by 35% through business intelligence process improvements and reporting automation. * Reduced procurement costs by 12% through financial analysis, supplier performance evaluation, and process improvement initiatives. * Maintained zero material audit findings and 99%+ reconciliation accuracy across multiple finance and accounting roles by strengthening internal controls and financial governance.

Skills

Work Experience