Thomas Woelfel
Charleston,SC
Summary
Financial analyst with strong track record in financial forecasting, budgeting, and data analysis. Proven ability to deliver actionable insights and drive financial performance through collaboration and adaptability. Equipped with expertise in financial modeling, strategic planning, and risk management. Known for reliable performance and ability to thrive in dynamic environments.
Overview
10
10
years of professional experience
Work History
Senior Financial Analyst
Cigna
06.2024 - Current
- Serve as the primary financial point of contact for the Senior Vice President of Information Technology Portfolio Operations
- Lead monthly finance presentations to IT Operations senior leadership
- Manage yearly and quarterly forecasting processes across multiple ledgers with separate procedures
- Collect and organize data to drive informed decision-making for IT operations - aligning goals with their $100+ million operating budget
- Build trusted relationships with senior leadership through consistent and transparent communication
- Collaborate with tech and finance stakeholders to improve, streamline, and standardize financial tracking systems
- Provide accurate and transparent financial analysis to our partners and stakeholders
- Own and organize month-end close processes including journal vouchers, accruals, and project cost allocation tracking
- Develop and maintain cross-functional relationships with multiple departments to ensure accurate forecasting of labor/non-labor contracts
Financial Analyst
Cigna
06.2022 - 06.2024
- Presented monthly financial results along with detailed variance analysis of $150 million budget to technology infrastructure organization leaders
- Provided purchasing process and timing guidance to our technology organization stakeholders
- Worked with our app development team to create a new D&A report used to generate future capital spend allotment
- Coordinated and organized our month close accruals meeting between finance and accounting teams
- Trained and gave guidance to new hires ensuring a seamless transition for our tech partners
Assistant Athletic Director - Business Operations
College of Charleston Athletics Department
Charleston, SC
11.2018 - 06.2022
- Lead the business operations department
- Managed the Athletics Department to its $20 million budget and filed yearly government spend report
Accounting Assistant
University of Kentucky Athletics Department
Lexington, KY
05.2016 - 10.2018
- Performed accounting functions and generated timely disbursements for travel reimbursement requests
Education
Master of Business Administration - Emphasis in Finance
University of Missouri - Crosby MBA Program
05.2016
Bachelor of Science - Sport Business Management
Maryville University
05.2014
Skills
- Budgeting and planning
- Variance reporting
- Account reconciliation
- Annual budgets
- Financial modeling
- Strategic planning
Timeline
Senior Financial Analyst
Cigna
06.2024 - Current
Financial Analyst
Cigna
06.2022 - 06.2024
Assistant Athletic Director - Business Operations
College of Charleston Athletics Department
11.2018 - 06.2022
Accounting Assistant
University of Kentucky Athletics Department
05.2016 - 10.2018
Bachelor of Science - Sport Business Management
Maryville University
Master of Business Administration - Emphasis in Finance
University of Missouri - Crosby MBA Program