JASON BUDZIK
Dublin,NH
Summary
Dynamic Senior Financial Analyst with extensive experience at Cheshire Medical Center, specializing in budgeting and financial reporting. Proven track record in variance analysis and capital budgeting, enhancing operational efficiency. Adept at leveraging analytical thinking and attention to detail to drive strategic financial decisions and improve performance metrics.
Overview
23
23
years of professional experience
Work History
Senior Financial Analyst FP&A
Cheshire Medical Center
Keene, NH
08.2025 - Current
- Coordinated preparation of annual operating and capital budgets and projections for multiple inpatient departments, enhancing financial planning processes.
- Evaluates and performs regular monitoring of actual performance against existing budgets, identifying areas of improvement.
- Supported analysis in preparation of periodic financial reports and key performance metrics, contributing to informed decision-making across the organization.
- Develop ad hoc reports to support detailed financial analysis. and/or monthly, quarterly or yearly trend reports to assist in analysis
- Assists in the creation & monitoring of all capital projects and purchases.
- Developed margin assessments for new business plans, staffing needs, and capital purchases, enabling strategic financial decisions.
Financial Analyst FP&A
Dartmouth Hitchcock
Lebanon, NH
08.2022 - 07.2025
- Assisted in preparing annual operating and capital budgets and projections for research, oncology, psychology, and dermatology departments, ensuring alignment with organizational goals.
- Evaluates and performs regular monitoring of actual performance against existing budgets, identifying areas of improvement.
- Created margin assessments for new business plans, additional staffing, and new capital purchases, facilitating informed decision-making.
- Supported analysis in preparing periodic financial reports and key performance metrics, enhancing visibility into organizational operations.
- Create ad hoc and/or monthly, quarterly or yearly trend reports to assist in analysis
- Collected and compiled data to perform special system-wide projects and to complete and report.
Senior Accountant-MI Mexico
Markem-Imaje
Keene, NH
06.2021 - 07.2022
- Prepare and review monthly financial statements
- Review weekly AP payments
- Calculated and created intercompany recharge invoices to ensure accurate financial reporting and compliance.
- Reconciled intercompany AR balances to maintain financial accuracy and support reporting needs.
- Reconcile and maintain multiple balance sheet accounts
- Calculate and file VAT tax
- Process bi-monthly payroll for multiple companies
- Supported special projects by collaborating with team members to meet project objectives and enhance overall team effectiveness.
Senior Accountant
SoClean Inc
Peterborough, NH
05.2019 - 06.2021
- Reviewed product costs for accuracy to support financial reporting and decision-making.
- Reconcile and maintain multiple inventory balance sheet accounts
- Produce and reconcile monthly corporate income tax.
- Filed sales and use tax for multiple states, ensuring compliance with regulations and timely submissions.
- Supported the annual audit process by providing necessary documentation and financial records.
- Analyzed inventory cycle counts weekly, monthly, and quarterly for onsite and remote warehouse locations to ensure accuracy and integrity of stock records.
- Collaborated with Operations team to identify and resolve inventory discrepancies, ensuring accurate stock levels.
- Reviewed and entered daily billing for Amazon transactions, ensuring accuracy in financial records.
Hotel Controller
Roedel Companies
Wilton, NH
04.2017 - 05.2019
- Prepared and maintained financial activities and analyses for assigned hotel properties, ensuring accurate reporting.
- Produced and analyzed monthly financial packages to inform decision-making.
- Create budget workbooks to be used during property's budget meeting
- Attended budget meetings to provide insights on financial planning.
- Review and post daily trial balance, A/P invoices
- Process Weekly Payroll for each property
- Maintain hotel property's service contracts
- Produce and file sales and use tax.
- Assist in the preparation for the annual audit
Staff Accountant Gross Profit
C&S Wholesale Grocers
Keene, NH
02.2015 - 04.2017
- Analyze Weekly P&L reports, comparing Budget to actual results
- Identified and reported potential problems to management in a timely manner
- Recommended corrective actions to management based on analysis
- Make necessary journal entries to correct issues on P&L's accounts
- Reviewed variances in inventory to identify and address issues
- Reconcile and maintain multiple balance sheet accounts
Payroll Manager
Clarke Companies
Keene, NH
06.2014 - 02.2015
- Process weekly Payroll for multiple companies
- Tracked hours, miles, and vacation time for 290 employees to ensure accurate payroll processing
- Monitored sales commissions to ensure accuracy in reporting and timely payments
- Set up and maintained employee files to support efficient payroll operations.
Staff Accountant
Clarke Companies
Keene, NH
10.2010 - 06.2014
- Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.
- Collaborated with managers to establish annual expense plan goals aligned with strategic objectives
- Assisted management with the finalization of annual expense plans
- Developed financial pages for senior management presentations to support informed decision-making
- Maintained integrity of general ledger, including the chart of accounts
- Analyzed monthly balance sheets accounts for corporate reporting
- Generated financial statements and facilitated account closing procedures each month
- Compiled periodic reports to analyze budget costs versus actual costs for financial oversight
Staff Accountant
Sonmax Industries
Bellows Falls, VT
08.2003 - 09.2010
- Created daily and weekly cash reports to support accounting management in decision-making
- Balanced monthly general ledger accounts to accurately record cost and month-end accruals
- Reconciled discrepancies between accounts receivable general ledger and trial balance to ensure accurate financial records
- Coded and entered invoices into in-house accounting software
- Posted cash receipts to appropriate customer accounts
- Composed accounting reports summarizing accounts payable data to provide clear financial insights
- Set up new product costs and updated existing products to reflect current production/material costs.
Education
Bachelor of Arts - Accounting
Washington & Jefferson College
Washington, PA05-2003
Skills
- Advanced Excel Functions Also proficient in Encompass, Oracle, Hyperion and Essbase, Sage, NetSuite, Remote Collaboration, Team Communication, ERP Financial Management, Performance Metrics, Financial Compliance, Cost Analysis, Data Analytics, Dashboard Reporting, HR Financial Integration, Virtual Meetings
- Essbase
- Sage
- NetSuite
- Remote Collaboration
- Virtual Meetings
- Team Communication
- Analytical skills
- Detail orientation
- Problem resolution
- Statement analysis
- Capital allocation
- Annual budgeting
- Budget preparation
Timeline
Senior Financial Analyst FP&A
Cheshire Medical Center
08.2025 - Current
Financial Analyst FP&A
Dartmouth Hitchcock
08.2022 - 07.2025
Senior Accountant-MI Mexico
Markem-Imaje
06.2021 - 07.2022
Senior Accountant
SoClean Inc
05.2019 - 06.2021
Hotel Controller
Roedel Companies
04.2017 - 05.2019
Staff Accountant Gross Profit
C&S Wholesale Grocers
02.2015 - 04.2017
Payroll Manager
Clarke Companies
06.2014 - 02.2015
Staff Accountant
Clarke Companies
10.2010 - 06.2014
Staff Accountant
Sonmax Industries
08.2003 - 09.2010
Bachelor of Arts - Accounting
Washington & Jefferson College