Brian Weltzin
Franklin
Summary
Financial analyst for a high-revenue, multi-facility hospital system, adept at delivering insightful financial reports while maintaining strict confidentiality and regulatory compliance. Proven track record of providing financial analysis directly to executive leadership for board-level presentations. Skilled in Microsoft Excel and data analysis, I excel in enhancing operational efficiency, showcasing strong multitasking abilities and a commitment to achieving organizational goals.
Overview
7
7
years of professional experience
Work History
Financial Analyst
Froedtert South
10.2023 - Current
- Prepared monthly financial reports, ensuring timely and accurate insights into hospital performance for executive leadership.
- Developed the annual hospital system budget in collaboration with department leaders, ensuring alignment with financial and strategic goals.
- Designed and maintained dashboards to track KPIs related to hospital operations and the revenue cycle.
- Supported Medicare audits by compiling detailed financial documentation and justifications, contributing to successful audit outcomes.
Supply Chain Assistant
Froedtert South
07.2020 - 10.2023
- Assisted in inventory management, ensuring accuracy and availability of stock levels.
- Conducted routine audits of inventory procedures, identifying areas for increased efficiency.
- Processed purchase orders, maintaining accurate records within supply chain management systems.
Senior Account Administrator
Millennium Trust Company, LLC
06.2018 - 09.2019
- Researched and processed corporate action transactions.
- Reviewed and approved alternative asset transactions from team members.
- Delegated new tasks and work items to team members.
- Represented the Alternative Operations team in internal and external communications.
Education
BBA - Accounting & Finance
University of Wisconsin-Whitewater
05-2018
Skills
- Microsoft Excel
- Financial & operational reporting
- Financial statement analysis
- Data collection & research
- Database management
- Project management & multitasking
Timeline
Financial Analyst
Froedtert South
10.2023 - Current
Supply Chain Assistant
Froedtert South
07.2020 - 10.2023
Senior Account Administrator
Millennium Trust Company, LLC
06.2018 - 09.2019
BBA - Accounting & Finance
University of Wisconsin-Whitewater
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