Summary
Overview
Work History
Education
Skills
Timeline
Generic
AUGUSTIN SAIMON

AUGUSTIN SAIMON

Analyst
Costa Mesa,CA

Summary

Responsible for sourcing, negotiating, and procuring materials, supplies, and services cost-effectively and by company policies and procedures promptly while maintaining the highest level of integrity, quality, and on-time deliveries. Analytical, communication, and interpersonal skills necessary to build and maintain supplier relationships, streamline the procurement process, and analyze the data to find cost-saving opportunities to help the organization save money. Regulatory GAAP and SAP experience by the accepted and statutory accounting principles through the National Association of Insurance Commissioners (NAIC) supporting Insurance, Regulators, and public interest. Adept at monitoring regulatory requirements developing privacy and security programs and implementing policies that promote compliance to ensure an organization is always in line with the Health Insurance Portability and Accountability Act (HIPAA) Regulatory compliance by the Federal Acquisition Regulation (FAR), Defense Federal Acquisition Supplement (DFARS), and International Traffic Arms Regulations (ITAR). Experience with ERP/MRP financial systems including SAP Ariba P2P, COUPA P2P, Workday P2P, Workday Financials, SAP Fieldglass, Oracle, PeopleSoft, SAP Ariba Expense Management Systems, JDE, Epicor, Microsoft Dynamics, and Sage. Administered and maintained contracts through Ariba P2P, Workday, and contract works. Identified process improvement opportunities, recommendations, and subsequent execution project ownership. Experience with contract life cycles and procurement life cycles. Excellent organization, verbal and written communication, people, customer service, and teamwork skills. Ability to work in a fast-paced, detail-oriented environment capable of managing various tasks. Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.

Overview

17
17
years of professional experience
5
5
years of post-secondary education

Work History

Associate Finance Analyst & Procurement Analyst

Edwards Lifesciences
Irvine, CA
02.2023 - Current
  • Manage $30M AOP (annual operating plan) budget for Facilities Business Unit. Prepare AOP, monthly & quarterly forecast; prepare variance analysis based on (actuals vs Forecast vs AOP).
  • Receive supplier’s invoices against PO (purchase order) in COUPA P2P to complete 3-way matching rules.
  • Invoices received after month-end cut-off date, are reviewed for accruals.
  • Projects that are completed for month and invoices received after month-end cut-off date are accrued.
  • Create purchase requisitions in COUPA P2P systems for material, labor, professional services, hardware, software licensing, and renewals
  • Ensure that requisition lines are coded to correct commodity code and expense GL code account.
  • Track and reconcile supplier's invoices against Project’s blanket PO as well as non-blanket PO.
  • Conduct weekly meetings with managers for project update status.
  • Resolve invoicing issues, with finance and accounts payables.
  • Initiate new supplier onboarding processes through due diligence, setting up suppliers in COUPA, and drafting MSA Agreements.
  • Initiate MSA Agreements and SOW (Statements of Work) through Company ECLM (Enterprise Contracts Lifecycle Management) Systems using company’s work paper; follow through with approvals and sign-off.
  • Initiate SOW based on supplier’s proposals or quotes, thus, validating project’s objective, purpose of project, requirements, scope, project’s effective start date and end date, key resources, scheduling, payment terms, and sign-off from both parties.

Procurement Analyst

Collabra @ MUFG Bank/Union Bank
Monterey Park, CA
08.2022 - 01.2023
  • Developed end-to-end SAP Concur user’s guide thus reduced processing time by 20%.
  • Provided SAP Concur documentation and conducted training and system configuration to end-to-end users.
  • Reviewed funding requests for IT expenses for hardware, software, subscription renewals, and professional services engagements.
  • Reviewed and approved vendor contracts after assessing if engagement has sufficient approved funding.
  • Reviewed expense reports through SAP Fieldglass Concur to confirm that submissions follow bank and department policies.
  • Assessed rationale of expense request, reviewing quotes or statements of work provided by vendors, and validating that request aligns with bank policies and is within approved dollar amounts.
  • Developed and implemented improvements to SAP Fieldglass Concur processes and workflows.
  • Assisted with acquisition and transition of Union Bank to US Bank.

SR. Buyer /Procurement Analyst & Contract Administrator

Apria HealthCare
Lake Forest, CA
08.2016 - 08.2022
  • Assisted with RFIs, RFPs, proposal analysis, bid analysis, and developing price/service metrics.
  • Processed business and/or IT to review contracts and SLAs, within various spending categories.
  • Negotiated and procured materials, supplies, and services effectively and by company policies and procedures.
  • Tracked and managed software, hardware, and professional services renewals to ensure renewal in advance of expiration.
  • Traced and managed IT CAPEX, OPEX, and professional services purchase orders against budgets and general ledger coding.
  • Conducted weekly meetings with managers for project status.
  • Resolved invoicing issues, with accounts payables.
  • Initiated new supplier onboarding processes through due diligence, setting up suppliers in Ariba P2P, and drafting MSA Agreements.
  • Initiate MSA Agreements and SOW (Statements of Work) through Company ECLM (Enterprise Contracts Lifecycle Management) Systems using company’s work paper; follow through with approvals and sign-off.
  • Initiated SOW based on supplier’s proposals or quotes, thus, validating project’s objective, purpose of project, project’s requirements, project’s scope, project’s effective start date and end date, key resources, scheduling, payment terms, and sign-off from both parties.
  • Negotiated contract terms for IT/Telecom hardware agreements, software agreements, maintenance agreements, statement of works (SOW), as well as non-disclosure agreement (NDA).
  • Initiated onboarding of new suppliers to SAP Ariba Contract Systems
  • Initiated purchase requests through SAP Ariba Procure-to-pay from quotes received from supplier then followed through approvals to purchase orders Issued.
  • Managed purchase requests (PRs) and received orders through SAP Ariba systems.
  • Verified that corrected orders, receipts and licenses, and approvals obtained before issuing purchase orders for all capital asset purchases.
  • Worked with accounts payable monthly to solve 3-way matching variances before approving invoice for payment.
  • Assisted with input collection, compilation, and management of monthly and quarterly contract deliverables and submitted to customer in advance of deadlines.
  • Analyzed spent data current vs. Future to find opportunities for consolidation and future savings initiatives.
  • Participated in budget setting and variance analysis; Provides reporting on enterprise IT spent as needed.
  • Developed new or existing supplier relationships to support future requirements and/or evolving technologies.
  • Evaluated current purchasing requirements to determine potential sources and stimulate competition.
  • Maintained contract files that would contain following: contract and any modifications, all contract correspondence, records, memos and conversations with manufacturer, rebate checks, and meeting minutes.
  • Assisted in resolution of supply problems to ensure uninterrupted service to field organization.

Financial Analyst

Prospect Medical Systems, Inc
Orange, CA
08.2014 - 08.2016
  • Prepared month-end close including entries, account reconciliations, medical cost, sales, and general administration (SG&A) for Management Service Organization (MSO) and its Independent Physicians Association (IPAs) monthly
  • Prepared consolidated analytical documentation that identifies and explains financial variances in budget vs. Actual across Medicare Advantage and Commercial (LOB) month over month across various IPAs.
  • Prepared bank accounts and balance sheet reconciliations against general ledger monthly.
  • Created capitation workflow process; compiled capitation data for all IPAs using IDX systems before capitation check run.
  • Reviewed capitation revenue and capitation expense for Medical Advantage line of business across various IPAs and determined cause of why capitation revenue and capitation expense increased or decreased and reported result to management.
  • Reviewed accounts payable invoice vouchers before payments to ensure proper coding.
  • Reviewed purchase orders to ensure 3-way matching process compliance with company policies and procedures
  • Prepared reporting unclaimed properties related to stale dated checks to State of California.
  • Prepared Company sales and use tax and property tax reporting for various counties.
  • Coordinated with BDO audit team audit requests as needed.
  • Utilized crystal reports and extracted data out of MAS 100 general ledger tables for reporting and analysis purposes which saved time by 25%; trained staff accountants on how to create reports using crystal reports.
  • Completed audit and regulatory requirements filing for Department of Insurance (DOI) quarterly and annually.
  • Provided trend analysis of expenses spending and recommended cost savings initiatives to department managers.
  • Processed capital expenditure request Capex and Opex compliance with company’s accounting policies and procedures of items equal to or greater than $2,000 must be capitalized.
  • Reviewed IT Capital Expenditure Request documentation, including net present value (NPV), return on investment (ROI), payback, and depreciation calculations.
  • Created and maintained list of IT projects and capital expenditures worked closely with IT managers to properly execute IT projects creation and close out completed projects.

Senior Statutory Accountant

UnitedHealth Group
Cypress, CA
05.2008 - 08.2014
  • Prepared consolidated quarterly and annual statements for Medicare Advantage, Commercial, and Individual under Statutory Accounting Principles (SAP) and MD&A with all required footnotes and disclosures by NAIC statutory accounting principles and accepted accounting principles.
  • Prepared consolidated quarterly analytical documentation that identifies and explains financial variances and instructs other departments on treatment of accounting transactions to comply with accounting principles.
  • Prepared quarterly and annual statutory exhibits related to Orange Bland for UHC of Oregon and UHC of Washington and Blue Blank DMHC filing for each state company licensed and completed work papers supporting financial data thus reducing filing time by 25%.
  • Completed division industry reporting and ensured data was consistent between agencies.
  • Coordinated division annual expense budget and consolidated cost center data for comparative reports at department levels for senior management review.
  • Prepared monthly trend analysis on budget, forecast, and variance using various financial tools.
  • Coordinated with external Auditors, prepared information for interim and year-end audit testing, responded to questions and assisted in resolution of technical issues and related matters.
  • Coordinated with Department of Insurance; prepared information requested by examiners.

Senior Financial Coordinator

Toyota Motor Sales
Torrance, Ca
01.2007 - 05.2008
  • Supported information technology's business operations group, including maintaining financial reporting, tracking, invoicing and requisition processing.
  • Analyzed statements of work and guided creation of work breakdown structures.
  • Prepared monthly trended budget, forecast, and variance analysis using various budgeting tools such as Essbase, Hyperion Planning, and Management Financial Reporting (MFR).
  • Assisted business operations group in coordinating month-end close.
  • Generated, prepared, maintained, and distributed financial and managerial reports monthly and quarterly as assigned.
  • Prepared sales and use tax filing every quarter thus reduced filing time by 10%.
  • Tracked Resource Commitment Requests (RCR) through SAP Ariba contract database for procurement of services, consulting, hardware, software, and licensing and maintenance.
  • Validated and tracked requisitions/commitments against department budgets and reporting variances, Interface with IT Office of CIO on project number creations.
  • Prepared and processed accruals; performed all responsibilities within guidelines of corporate policies and directives at or above company's performance and evaluation standards.

Education

BBA - Business Administration, Finance

National University
La Jolla, CA
09.1985 - 06.1988

Associate of Science - Liberal Arts

Lassen Community College
Susanville, CA
09.1982 - 06.1984

Skills

PeopleSoft financials, Oracle financials, Crystal reports

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Timeline

Associate Finance Analyst & Procurement Analyst

Edwards Lifesciences
02.2023 - Current

Procurement Analyst

Collabra @ MUFG Bank/Union Bank
08.2022 - 01.2023

SR. Buyer /Procurement Analyst & Contract Administrator

Apria HealthCare
08.2016 - 08.2022

Financial Analyst

Prospect Medical Systems, Inc
08.2014 - 08.2016

Senior Statutory Accountant

UnitedHealth Group
05.2008 - 08.2014

Senior Financial Coordinator

Toyota Motor Sales
01.2007 - 05.2008

BBA - Business Administration, Finance

National University
09.1985 - 06.1988

Associate of Science - Liberal Arts

Lassen Community College
09.1982 - 06.1984

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AUGUSTIN SAIMONAnalyst