ANTHONY VEGA
Senior Financial Analyst
Miami,FL
Work Preference
Summary
Dynamic financial analyst specializing in healthcare finance, with a proven ability to develop insightful financial reports that inform strategic decisions. Skilled in variance analysis and budgeting, consistently collaborating with cross-functional teams to enhance financial performance and support organizational growth.
Overview
12
12
years of professional experience
Work History
Senior Financial Analyst
HRCRS
Miami, FL
03.2024 - Current
- Developed comprehensive financial reports to provide stakeholders and management with actionable insights.
- Collaborated with cross-functional teams on budgeting and forecasting activities.
- Reviewed financial models to ensure accuracy and compliance with regulations.
- Presented findings to senior management, facilitating informed business decisions.
- Managed complex financial projects, ensuring timely completion and resource allocation.
- Collaborated with cross-functional teams to develop annual operating budgets and long-term strategic plans.
- Conducted thorough reviews of monthly financial statements to ensure accuracy in budgeting and forecasting.
- Created detailed reports summarizing financial performance metrics for senior management review.
- Performed sensitivity analysis to assess risk associated with various investment options or scenarios.
- Analyzed financial data to identify trends, patterns and strategies.
- Monitored cash flow projections and advised management on necessary adjustments.
- Provided technical expertise in developing complex financial models that accurately forecast future company growth.
- Analyzed complex financial information to offer recommendations to management, driving decision-making.
- Collaborated with senior management to develop and monitor key financial performance indicators (KPIs).
- Utilized Quickbooks, HubSpot and advanced Excel functions to streamline data analysis and reporting processes.
- Coordinated with cross-functional teams to gather financial data and insights for comprehensive reports.
- Implemented process improvements to streamline financial reporting and reduce turnaround time.
- Mentored junior analysts in data analysis and financial reporting techniques.
- Analyzed financial statements to assess company health and identify investment opportunities.
- Implemented cost-saving measures by analyzing expense reports and identifying inefficiencies.
- Conducted variance analysis to identify discrepancies between budgeted figures and actual results, facilitating corrective actions.
Senior FP&A Analyst
Gastro Health
12.2022 - Current
- Supported financial inquiries and assisted in yearly financial planning for $60M EBITDA company across 7 states.
- Coordinated with upper management for accurate P&L forecasting at individual sites, encompassing revenue, volumes, expenses, and payroll.
- Prepare monthly/quarterly financial reports using variance analysis for product performance evaluation.
- Create concise PowerPoint presentations for Vice Presidents, summarizing key financial insights.
- Streamlined bonus calculations for 100+ physicians quarterly and annually, improving calculation efficiency.
- Analyze divisional VP needs regarding partner conversions, physician bonuses, etc.
- Collaborate with the FP&A director to analyze job requests for 50+ sites.
- Facilitated ad hoc reporting across diverse projects, enhancing decision-making processes.
Financial Analyst II
Assurant, Inc.
01.2019 - 01.2022
- Analyzed $40M monthly written premium, providing variance analysis to inform financial planning.
- Conducted quarterly reforecasting for premium and expenses, coordinating with business leaders.
- Collaborated with leadership on multi-year strategic plan, aligning financial goals with business objectives.
- Provided insights into trends and key performance indicators using data-driven approaches.
- Streamlined Excel templates and formulas, enhancing reporting accuracy and efficiency.
- Completed year-end reports, calculating annual commissions for account executives.
Financial Analyst
Homyn Enterprises Corp DBA Secure Wrap
01.2014 - 01.2016
- Analyzed sales, financial statements, and accounts for 17 international operations, including Central and South America and the Caribbean.
- Closed financial books for Homyn-affiliated operations, managing depreciation, payroll, and accruals to ensure timely reporting.
- Demonstrated advanced Excel skills for financial analysis and Tableau proficiency for strategic reporting.
- Conducted sales variance analysis using Excel, comparing findings with server extracts to identify trends.
- Utilized Tableau for dynamic and visually appealing reports for upper management.
- Collaborated with cross-functional teams to enhance accuracy of financial reporting through attention to detail.
- Effectively communicated financial insights to upper management through polished reports and presentations.
Education
Bachelor's of Science - Finance, Business/Administration
Florida International University
Skills
- Financial reporting
- Financial modeling
- Variance analysis
- Monthly Forecasting
- Annual Budgeting
- Risk assessment
- Financial statements
- Revenue recognition
- Variance reports
- Trend analysis
- Key performance indicators
- Sensitivity analysis
- Variance analysis
- Cash flow management
- Expense reduction
- Data analysis
- Model creation
- Planning analysis
- Report prep
- GAAP compliance
- Variance resolution
- Cross-functional collaboration
- Variance resolution
- Financial software
- Cash Flow management
- Report prep
Platform Expertise
- Microsoft Office Suite
- Power BI
- Tableau
- Oracle ERP
- Quickbooks
- Sage Intacct
Languages
Spanish
Professional
Timeline
Senior Financial Analyst
HRCRS
03.2024 - Current
Senior FP&A Analyst
Gastro Health
12.2022 - Current
Financial Analyst II
Assurant, Inc.
01.2019 - 01.2022
Financial Analyst
Homyn Enterprises Corp DBA Secure Wrap
01.2014 - 01.2016
Bachelor's of Science - Finance, Business/Administration
Florida International University