Hi, I’m
Harpreet Sindal
Naperville,IL
Summary
Experienced and analytical FP&A leader with a strong technical foundation and over a decade of success in financial planning, strategy, and performance management across healthcare, legal services, and manufacturing. Demonstrated ability to lead enterprise-wide budgeting, forecasting, and reporting initiatives while delivering actionable insights using tools such as SQL, Python, Power BI, Tableau, Workday, and OneStream. Most recently leading FP&A at Duly Health and Care, managing complex clinical financials across multiple specialties, developing a five-year strategic plan, and driving margin optimization through data-informed decisions. Skilled in building scalable financial models, improving reporting infrastructure, and partnering with cross-functional teams to align operations with business objectives. Seeking a FP&A leadership role to apply my strategic and analytical expertise in advancing organizational performance and financial outcomes.
Overview
16
years of professional experience
Work History
Duly Health and CareDowners Grove, Illinois
Director, Financial Planning & Analysis
02.2024 - Current
Job overview
- Financial Planning: Directed enterprise-wide financial planning, budgeting, and forecasting to ensure alignment with strategic goals and support data-driven decision-making across Duly’s service lines.
- Clinical FFS: Oversaw clinical fee-for-service financials for multiple specialties, including Primary Care (Internal Medicine, Family Practice, Behavioral Health, MA Clinic, BreakThrough Care Center, Culinary Medicine), Diagnostic Imaging, Laboratory, Gastroenterology, Hospitalists, Nephrology, and Geriatrics. Maintained regular bi-weekly collaboration with Service Line Chiefs and weekly alignment with the Vice President of Operations.
- Strategic Planning: Led the development of Duly’s five-year strategic financial plan by partnering with senior leadership to evaluate growth opportunities, monitor operational performance, and present financial insights to Ares, the private equity sponsor.
- Monthly Operating Review: conducted in-depth financial reviews of all key specialties, analyzing gross margin variances against prior year and budget. Provided detailed insights on growth assumptions, provider FTE changes, revenue drivers, employee salaries and benefits, and drug supply costs contributing to gross margin performance. Delivered a consolidated view of company-wide results by bridging budgeted EBITDA to actual performance, supporting executive-level decision-making.
- KPI Tracking: Translated complex financial data into actionable key performance indicators such as MGMA provider benchmarks, encounters, work RVUs, and gross charges to drive performance insights and enhance visibility for executive stakeholders.
- BI Dashboards: Collaborated with the Business Intelligence team to develop and enhance performance dashboards tailored to leadership and provider needs. Proposed and implemented dashboards that track work RVUs, patient panel sizes, visit volumes, access metrics, and financial key performance indicators in near real-time.
- Revenue Forecasting: Conducted in-depth analysis of revenue drivers to improve monthly forecast accuracy. Assessed provider encounters, work RVUs, gross charges, laboratory and diagnostic imaging volumes, procedure mix, acuity shifts, and payor mix including BCBS, Medicare, Medicaid, and self-pay. Incorporated billing lags, denial rates, provider productivity, and seasonal trends into predictive models, identifying budget variances and operational opportunities.
- Mergers & Acquisitions & Divestures: Played a key role in organizational transformation efforts including mergers and acquisitions evaluations and post-acquisition integration. Led financial due diligence and performance tracking during the Alliance acquisition, integrating reporting into D365 and OneStream. Delivered revenue to EBITDA insights to Corporate Development and supported classification of addbacks with Accounting.
- Provider Compensation Modeling: Managed provider incentive compensation modeling and validation in collaboration with Human Resources and departmental leads. Tracked performance trends for physicians and advanced practice providers, aligned budgets with compensation targets, and communicated payroll cash impact to Accounting for forecasting.
- Data Analysis: Developed complex SQL queries to generate custom weekly reports on colonoscopy and EGD volumes, diagnostic imaging volumes and charges by machine, new patient trends, and CPT-level utilization patterns. Partnered with operational and clinical teams to ensure data integrity and drive targeted improvement strategies.
- Drug Supply and Other Costs: Identified profitability improvement opportunities through detailed financial statement analysis and cost optimization initiatives. Collaborated with Purchasing to analyze changes in vendor spending on drugs and medical supplies. Assessed the impact of cost variations on gross margin by Service Line. Delivered insights and recommendations to the Vice President of Operations to help ensure operational alignment with new contract terms (approved purchase requisitions in D365 for all purchases).
- Back Office Departments Financial Management: Directed financial planning for all back-office departments including staffing, vendor spend, and operational investments. Built full-year forecasts in partnership with the Senior Management Team and developed ROI-based business cases for incremental expenses and capital projects.
- Back-Office Allocation: Led a cross-entity expense allocation initiative for 2025 to distribute shared back-office costs across three affiliated companies. Designed and automated a financial model to allocate expenses monthly based on pre-defined percentages, improving transparency and efficiency in cost sharing.
- Scenario Analysis: Conducted multiple scenario analyses to forecast revenue impacts under varying assumptions. Modeled best-case, base-case, and worst-case projections based on changes in staffing, patient volumes, onboarding timing, and commercial rate shifts. Used outputs to guide executive strategy, budgeting, and risk mitigation.
- GAAP & IPO: Ensured alignment with Generally Accepted Accounting Principles (GAAP) and supported Duly Health and Care’s IPO readiness efforts by strengthening financial reporting frameworks and implementing scalable, growth-oriented processes.
- OneStream Reporting: Played an integral role in the OneStream reporting system data validation process, ensuring accurate flow of revenue, costs, gross margin, allocations, and budget data. Collaborated with ThinkLogic consultants to recommend department hierarchy adjustments, allocation calculations, and reporting enhancements.
Axiom Law
Manager, Financial Planning and Analysis
12.2022 - 02.2024
Job overview
- Financial Planning: Lead the development and implementation of comprehensive financial planning processes, ensuring alignment with corporate objectives and strategic goals.
- Data Governance and Reporting: Serve as the expert in Workday administration, overseeing Finance Data Governance. Manage data asset quality, metadata management, and issue resolution. Ensure seamless data integration between Adaptive Insights and Workday to enhance financial planning and reporting effectiveness.
- Advanced Data Analysis: Utilize SQL, Microsoft Excel, and Azure Data Studio for complex data analysis. Develop actionable insights and comprehensive reports to support strategic decision-making and business operations.
- Workday Reporting: Build and maintain custom Workday reports, dashboards, and PRISM datasets. Centralize and streamline workforce reporting through enhanced insights and in-app dashboards. Participate in quarterly clean-up exercises and support Workday’s semi-annual release testing and enhancements.
- Month-End and Budgeting: Oversee Month-End Flash reporting for key financial metrics, including Revenue, COGs, Gross Profit, Operating Expenses, and EBITDA. Coordinate with department leaders and manage daily Month-End calls with Accounting to review journal entries. Supervise the budgeting process, collaborating with heads of Marketing, HR, Commercial, Finance & Ops, Legal, Corporate Strategy, and Axiom Advice & Council.
- Performance and Financial Reporting: Generate and distribute sales performance reports from Salesforce CRM for business meetings. Create and maintain dashboards with Tableau and Power BI for SaaS products and Axiom legal services. Produce financial reports, including quarterly, accrual, and budgetary reports. Develop proof of concept and solution mockups as needed.
- Variance Analysis and Forecasting: Monitor and analyze budget variances, providing recommendations for corrective actions. Develop and manage financial forecasts, identifying key trends and potential risks.
- Marketing Spend Forecasting: Collaborate with the Chief Marketing Officer to enhance the forecasting of Marketing spend, developing a comprehensive financial model using Power Query to align actuals with forecasts.
- Executive and Investor Reporting: Deliver a consolidated overview of P&L financials for CEO presentations during monthly All Hands Company calls. Provide detailed financial results packages to Permira, including P&L, revenue highlights, and various financial metrics.
- Headcount Management: Oversee headcount databases to optimize reporting and forecasting. Play a key role in shaping the roadmap for future systems and tools, ensuring accurate forecasting and strong relationships with key partners.
- Process Improvement and Team Leadership: Identify opportunities for process improvements within FP&A. Implement best practices to enhance efficiency. Provide guidance on professional development and lead the implementation, upgrade, and maintenance of financial systems applications (Workday & Adaptive). Manage system quality assurance and oversee Finance/IT staffing and technical support.
Hollister Incorporated
Financial Analyst II - FP&A
01.2020 - 07.2021
Job overview
- Financial Management and Reporting: Manage the financial aspects of the Fit For Growth SAP S4/Hana Project, collaborating with IT leadership to deliver rolling forecast and monthly management reports for the project. Lead finance efforts for the Annual Operating Plan, Midyear Forecast, and Year-end Report to the Board, including coordinating with global finance leaders, consolidating the P&L, investigating variances, and drafting the board report for each cycle.
- Financial Visualization and Analysis: Develop financial visualizations by constructing Profit & Loss statements (P&Ls) and financial reports using Power BI and Tableau.
- Board Communication: Update the monthly Board letter to present current results more efficiently, reducing the report from 12 pages to one page and receiving positive feedback for the improvement.
- Compensation and Incentives: Oversee the calculation of Long-Term Incentive Plan (LTIP) and Employee Incentive Plan (EIP) payouts.
- ERP Implementation: Play a key role on the business team for the ERP implementation, including the development of a new reporting system.
- Operational Expense Management: Conduct operational expense (OPEX) planning, forecasting, and reporting for the Research and Development Corporate Unit. Present total company financial results at quarterly meetings to an audience of over one hundred people.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Ascension Healthcare (Medxcel Facilities Management)
Senior Financial Analyst - FP&A
08.2016 - 09.2019
Job overview
- Period End Close Procedures: Execute period end close procedures, including creating journal entries, analyzing trial balances and cost centers. Collaborate with Ascension Finance for inter-company balancing to ensure accurate alignment with the global cost share model. Prepare balance sheet reconciliations using Blackline.
- Financial Processes and Automation: Conduct consolidations of analyses, forecasts, budgets, and financial/operational reports. Drive automation of these processes and perform financial analyses on business drivers and trends.
- Business Intelligence and Data Warehousing: Possess strong knowledge of Business Intelligence, Data Warehousing, and Business Architecture.
- Reporting and Presentations: Prepare periodic and ad hoc financial and operating reports, report packages, flashes, dashboards, analyses, and PowerPoint presentations for executive management.
- Visualization and Dashboard Development: Collaborate directly with Finance leaders to develop, enhance, and maintain visualizations and dashboards in Power BI and Tableau. Translate complex information into user-friendly outputs for end users.
- Machine Learning and Cost Reduction: Utilize Python to create machine learning models predicting total labor and non-labor spend each month. Achieved a cost reduction of over $300K per year through the implementation of these models.
- Hyperion Planning Expertise: Demonstrate extensive experience in Hyperion Planning, including web forms, business rules, Hyperion Financial Reports, and Analyzer/Web analysis.
- Statistical Knowledge: Possess thorough knowledge of statistics and econometrics, with experience in statistical software such as SAS and R.
- SQL and Data Analysis: Employ advanced SQL queries for analysis and research to address specific requirements and solutions.
- Operational Reporting: Produce operational reports in SSRS, including drill-down, drill-through, dashboard, and matrix reports.
- Excel Proficiency: Utilize advanced Excel functions to generate spreadsheets and pivot tables, incorporating functions such as HLookup, VLookup, Sumif, Countif, Nestedif, Round, Proper, Lower, and Upper.
- PeopleSoft HCM Expertise: Serve as a subject matter expert/module delegate for PeopleSoft HCM commitment accounting and general ledger integrations, including system upgrades or implementation of new features/modules.
- Budget Preparation: Actively participate in the annual preparation and review of operating and capital budgets in Kaufman Hall.
Golars Environment Engineering
Financial Analyst
03.2013 - 08.2016
Job overview
- Financial Operations Analysis: Conduct analysis and interpretation of Golars' financial operations, incorporating statistical and ratio analysis.
- Key Performance Indicators: Develop, track, and report on Key Performance Indicators within the Environment Engineering line of business.
- Budget Preparation and Review: Participate actively in the annual preparation and review of operating and capital budgets.
- Month-End Operating Results: Analyze month-end operating results for each project to ensure comprehensive understanding and insights.
- Forecasts and Action Plans: Coordinate the submission, review, and analysis of forecasts and action plans to facilitate informed decision-making.
- System-Level Initiatives: Provide support for system-level initiatives, including business case analysis, service line evaluation, productivity assessment, and benchmark reporting.
- Educational Development: Contribute to the development of educational sessions aimed at enhancing financial planning and budgeting analysis techniques within the department.
- Reimbursement Trends: Assist in monitoring reimbursement trends and ratios within the Indiana Department of Environmental Management, analyzing and communicating their impact on financial performance.
Charter One Bank
Branch Manager
07.2010 - 01.2013
Job overview
- Branch Management: Manage all branch functions, including employee relations, operations, sales, and revenue tracking.
- Customer Service: Model exceptional customer service for bankers and tellers.
- Appointment Scheduling: Schedule team appointments for consumer and business loans, deposits, and investments.
- Performance Reviews: Conduct weekly one-on-one sessions and reviews to address and close gaps quarterly.
- Loan Generation: Lead loan generation efforts and provide referrals to the loan officer.
- Business Partnerships: Establish and maintain business partner relationships with key representatives.
- Community Engagement: Conduct team cold calling to build community business relationships three times weekly.
- Appointment Oversight: Oversee call nights to schedule future appointments.
- Team Meetings: Facilitate daily huddles, 3-point check-ins, and weekly meetings for branch production updates.
- Growth and Retention: Focus on growth and client retention to achieve positive branch revenue.
Fifth Third Bank
Assistant Branch Manager
11.2009 - 06.2010
Job overview
- Operational Collaboration: Collaborate with the Branch Manager to direct and facilitate operations within the banking center.
- Guidance and Support: Offer guidance to colleagues on policy exceptions, disciplinary actions, and HR issues.
- Sales Performance: Demonstrate a consistent track record of meeting and surpassing profit, deposit, and loan sales goals.
- Growth Promotion: Actively promote the growth of deposits, assets, fee-based services, and the retention of both new and existing customers.
- Loan Process Oversight: Oversee the entire consumer loan processes for each banker.
- Community Outreach: Provide leadership to enhance the promotion of company products and services in the community through regular outreach calls.
- Policy Collaboration: Collaborate with the Retail Risk and Administration Manager team to stay updated on all policies and procedures.
Education
Loyola University Chicago
B.S from Accounting
01.2010
Skills
- OneStream software expertise
- NetSuite
- Workday
- Python
- Hyperion Essbase
- Dynamics 365
- Management Reporter
- Kaufman Hall
- PeopleSoft HCM
- Power BI
- Tableau
- SAP (BPC Reporting)
- Excel
- Alteryx
- SQL
Languages
Hindi - Expert
Punjabi – Expert
Urdu – Intermediate
Timeline
Director, Financial Planning & Analysis
Duly Health and Care
02.2024 - Current
Manager, Financial Planning and Analysis
Axiom Law
12.2022 - 02.2024
Financial Analyst II - FP&A
Hollister Incorporated
01.2020 - 07.2021
Senior Financial Analyst - FP&A
Ascension Healthcare (Medxcel Facilities Management)
08.2016 - 09.2019
Financial Analyst
Golars Environment Engineering
03.2013 - 08.2016
Branch Manager
Charter One Bank
07.2010 - 01.2013
Assistant Branch Manager
Fifth Third Bank
11.2009 - 06.2010
Loyola University Chicago
B.S from Accounting