Solution-oriented and ambitious problem solver with 7 years of experience in project management and finance. Highly skilled in communications, collaboration, and managing multiple projects simultaneously
Overview
7
7
years of professional experience
Work History
Senior Financial Planning & Analysis Professional
Humana Inc.
Louisville, Kentucky
10.2022 - Current
Oversee budgeting, forecasting, and financial data analysis for 21 departments within Humana’s Louisiana and Ohio Medicaid markets
Collaborate with senior leadership within the markets to research financial shortcomings and formulate action plans to best utilize their allocated resources, whether that be their budgets, personnel, or outside vendor utilization
Delegate and coordinate assignments among stakeholders within Medicaid in order to achieve fiscal efficiency within their respective departments.
Senior Procurement Project Manager
Humana Inc.
Louisville, Kentucky
09.2019 - 10.2022
Implemented a new project management software that ensured a uniform process for planning, tracking, and executing projects for our internal and external stakeholders
Designed a clear and repeatable project blueprint for our Mergers and Acquisitions sector allowing smooth procurement transitions for over 20 acquisitions
Coordinated and managed work for all M&A integrations while providing leadership with progress updates
Collaborated with data analytics team to identify process improvement opportunities and oversaw management of projects identified
Led the creation of a Buy Desk Team whose purpose was to take over less intricate work from our Senior Category Managers, resulting in a 25% workload decrease.
Finance Professional 2
Humana Inc.
Louisville, Kentucky
01.2018 - 09.2019
Compile monthly financials on software and telecommunications vendors to present to team leaders
Generate Contractor Capitalization invoice report and compose monthly journal entry
Report Net Book Value and CIP (Construction in Progress) at a project level each month.
Finance Intern-Financial Reporting/Balance Sheet Control Team
Humana Inc.
Louisville, Kentucky
01.2017 - 12.2017
Created monthly journal entries for various financial activities
Constructed daily status reports that help the department maintain a steady work pace
Developed and managed monthly Balance Sheet explanations for several accounts
Managed multiple accounts by performing monthly reconciliations.
Education
Masters of Business Administration - Finance
Bellarmine University
06.2018
Bachelor of Science in Public Affairs - Management
Indiana University Bloomington
05.2016
Skills
Windows
Excel
Powerpoint
Apple OSX
Access
SQL
Public Speaking
Organization and Time Management
Communication
Timeline
Senior Financial Planning & Analysis Professional
Humana Inc.
10.2022 - Current
Senior Procurement Project Manager
Humana Inc.
09.2019 - 10.2022
Finance Professional 2
Humana Inc.
01.2018 - 09.2019
Finance Intern-Financial Reporting/Balance Sheet Control Team
Humana Inc.
01.2017 - 12.2017
Masters of Business Administration - Finance
Bellarmine University
Bachelor of Science in Public Affairs - Management
<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.
Senior Financial Analyst, Financial Planning & Analysis at PECO, AN EXELON COMPANYSenior Financial Analyst, Financial Planning & Analysis at PECO, AN EXELON COMPANY
Senior Financial Analyst – Financial Planning and Analysis (FP&A) at ATCO EnergySenior Financial Analyst – Financial Planning and Analysis (FP&A) at ATCO Energy