Dynamic individual with wide range of FP&A experience and talent for navigating challenges. Communicates clear and meaningful results from complex data. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Manager, Financial Business Operations
NorthBay Health
Lodi, California, United States
06.2024 - Current
Establish and maintain labor productivity benchmarks for the system.
Create and enhance staffing/productivity tools, KPIs, dashboards, to better drive labor efficiencies.
Work closely with senior leadership and present analysis during regular reporting and budgeting cycles.
Co-Chair of Leadership Development Team
Support financial analysts.
4 years 4 months
Senior Financial Analyst
NorthBay Health
Fairfield, California, United States
06.2021 - 06.2024
Support leaders with monthly, bi-weekly, and ad-hoc financial data. Typically involves labor & productivity reporting, P&L statements, KPI’s, and variance analysis.
Significant involvement with Plante Moran benchmarking and labor productivity analysis. Developed and implemented benchmark reporting.
Developed and implemented 5-year financial forecasting tool.
Heavy involvement in annual budget process.
Upgraded & enhanced cost accounting process.
Helped support two financial analysts.
Axiom, Tableau software experience added.
3 years 1 month
Senior Financial Analyst
Sutter Health
Sacramento, California, United States
02.2018 - 01.2021
Support executives throughout the month-end close process with variance analysis, forecasting, and payor mix review.
Start-to-Finish involvement with Huron benchmarking and labor productivity process.
Develop close relationships with leaders, bridging quality patient care with efficient productivity.
Lead bi-weekly Labor Variance Review meetings.
Implement & enhance software capabilities (Tableau, MS Teams, EPSi, etc) to allow system-wide dashboards for productivity and financial analytics.
Prepare annual budget and quarterly forecasting for revenue and expenses.
Manage and develop one other financial analyst.
Wide usage of Microsoft Office Tools (Word, Excel, PowerPoint, Access, Teams). Advanced Excel user.
3 years
Senior Financial Data Analyst
TRC Healthcare
Stockton, California, United States
02.2015 - 02.2018
Manage and lead the Financial Analysis Team
Develops integrated revenue/expense analyses, forecasts, reports, and presentations.
Creates and analyzes monthly, quarterly, and annual reports and ensures financial data has been recorded accurately.
Identifies trends and developments and presents findings to Senior Management & Executives
Performs financial forecasting and reconciliation of internal accounts
Successful experience demonstrating above average results analyzing financial statements, preparing and analyzing budgets, developing financial forecasting models, performing sensitivity and what if scenarios, and setting financial targets and benchmarks.
Solid accounting background & understanding of GAAP
Skilled software knowledge: Microsoft Office, GP, Dynamics, Salesforce, Lawson, Concur.
Limited experience with: Google Analytics, Hubspot, Tableau, Power BI
5 years 1 month
Financial Data Analyst
TRC Healthcare
Stockton, CA
02.2013 - 02.2015
Manage and lead the Financial Analysis Team
Develops integrated revenue/expense analyses, forecasts, reports, and presentations.
Creates and analyzes monthly, quarterly, and annual reports and ensures financial data has been recorded accurately.
Identifies trends and developments and presents findings to Senior Management & Executives
Performs financial forecasting and reconciliation of internal accounts
Successful experience demonstrating above average results analyzing financial statements, preparing and analyzing budgets, developing financial forecasting models, performing sensitivity and what if scenarios, and setting financial targets and benchmarks.
Solid accounting background & understanding of GAAP
Skilled software knowledge: Microsoft Office, GP, Dynamics, Salesforce, Lawson, Concur.
Limited experience with: Google Analytics, Hubspot, Tableau, Power BI
2 years 1 month
Accountant II
Dignity Health
Stockton, California, United States
02.2009 - 02.2013
Prepare monthly balance sheet reconciliations.
Prepare and review monthly financial statements.
Periodic budgeting, forecasting, and revenue analysis.
Manage all fixed assets, depreciation, and construction in progress.
Analyze costs vs budgeted amounts and investigate discrepancies.
Prepare and post journal entries.
7 years 1 month
Accountant I
Dignity Health
Stockton, CA
02.2006 - 02.2009
Prepare monthly balance sheet reconciliations.
Prepare and review monthly financial statements.
Periodic budgeting, forecasting, and revenue analysis.
Manage all fixed assets, depreciation, and construction in progress.
Analyze costs vs budgeted amounts and investigate discrepancies.
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.
Business Operations Manager at Baker Associates LTD./Baker Family Practice LTD.Business Operations Manager at Baker Associates LTD./Baker Family Practice LTD.