Summary
Overview
Work History
Education
Skills
Timeline
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Derek Brodeur

Boston,MA

Summary

Seeking an FP&A Financial Analyst position to leverage my expertise in financial planning, budgeting, and analysis. Eager to contribute to a dynamic team and drive key operating and strategic decisions.

Overview

6
6
years of professional experience

Work History

Lead FP&A Financial Analyst

Amwell
08.2021 - Current
  • Produce operational reports for the executive team, worked with analysts to roll up relevant to audience BvA analysis and made updates rolling forecast. Reducing production time from 3 days to 1-day post-accounting close
  • Engineered quarterly Audit Committee and Board of Directors meeting materials, built systems to streamline the process for faster updates during forecast changes
  • Crafted materials for CFO's earnings calls and assisted in earnings call script preparation
  • Served as a trusted partner to the Head of Investor Relations, built the consensus model and assisted in answering investor questions
  • Administrator of our forecasting tool Workday Adaptive Planning. Tasked with maintaining and improving our financial model, ensuring the accuracy of our forecast.
  • Conducted monthly flash reporting to the executive team, outlining key metrics around revenue, bookings, pipeline, and headcount
  • Worked with Growth Operations as an advisor to clean the Salesforce system and process. Allowing the organization to agree on definitions of key metrics and improved trust in data coming out of the system
  • Facilitated the integration and synergy tracking of acquired companies
  • Developed an allocation-based model to assess the profitability of various business verticals
  • Established CAC/LTV metrics in collaboration with sales and marketing departments, aligning definitions for more meaningful analysis.

Financial Analyst

Imprivata
07.2019 - 08.2021
  • Spearheaded the annual budgeting process using a top-down and bottoms-up approach, aligning FP&A team targets and improving monthly reporting accuracy
  • Served as a trusted finance partner to executive leadership, providing actionable insights through monthly expense trend analyses
  • Orchestrated presentations for the Board of Directors, focusing on financial performance and operational updates
  • Engineered a dynamic model to evaluate the impact of personnel changes on the budget, enabling informed managerial decisions
  • Conducted monthly expense trend analyses, ensuring accounting accuracy and eliminating discrepancies in the monthly close process
  • Delivered weekly sales forecasts to private equity owner Thoma Bravo, contributing to strategic planning.

Finance Intern

Imprivata
05.2018 - 01.2019
  • Created a VSOE report and put together revenue reports for the upcoming audit
  • Analyzed revenue data and generated reports
  • Processed Invoices in NetSuite and sent shipping confirmations.

Education

Bachelor of Science in Finance -

Roger Williams University
Bristol, RI
05.2019

Skills

  • Adaptive Insights
  • NetSuite
  • Salesforce
  • Excel
  • PowerPoint
  • FactSet
  • Power BI
  • GAAP Accounting Rules
  • Effective Communication with Key Business Partners
  • Complex Problem-Solving
  • Preparation of Financial Reporting for the Board of Directors

Timeline

Lead FP&A Financial Analyst

Amwell
08.2021 - Current

Financial Analyst

Imprivata
07.2019 - 08.2021

Finance Intern

Imprivata
05.2018 - 01.2019

Bachelor of Science in Finance -

Roger Williams University

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Derek Brodeur