Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jeff Williams

New Braunfels

Summary

Accomplished Finance Manager with strong background in financial analysis, budgeting, and cost management. Highly collaborative individual with proven track record of enhancing financial operations and streamlining processes through automation. Twelve years of experience overseeing transactions and reconciling monthly financial reports using data manipulation

Overview

13
13
years of professional experience

Work History

Fixed Asset Analyst

Grady Healthcare
12.2024 - Current
  • Collaborate with cross-functional teams to create and retire fixed assets
  • Reconcile Balance Sheet accounts monthly
  • Assist in Data integration to Workday
  • Consolidate and clean up fixed asset data in PeopleSoft
  • Partner with IT to automate asset retirement process

Sr IT Finance Manager

WellMed
03.2020 - 11.2024
  • Collaborated with Senior leaders to create and manage IT Operating budget of $150M; Capital Budget - $70M
  • Partnered with Capital Finance/Accounting to identify and capitalize IT labor - $2M/year cost reduction
  • Worked with Technology Delivery Managers and Business Analysts to capitalize IT projects in accordance with SOP-98 compliance - $1M/year cost reduction
  • Created financial dashboards and presentations for IT Senior leaders to provide insights into KPI’s and financial metrics
  • Hired, onboarded, trained, supervised, coached, assessed and provided performance feedback to finance team members

Lead Financial Analyst

WellMed
03.2017 - 03.2020
  • Analyzed financial performance metrics, identifying trends and recommending actionable insights for improvement.
  • Mentored junior analysts, fostering professional development and enhancing team productivity.
  • Streamlined reporting processes, reducing turnaround time for monthly financial statements.
  • Conducted variance analysis to assess discrepancies between actuals and forecasts, driving corrective actions.

Senior Financial Analyst

WellMed
07.2014 - 03.2017
  • Handled Month-end duties – managing fixed assets, creating depreciation schedule, journal entries, IT chargebacks
  • Conducted detailed financial analysis to identify and reduce IT G&A costs
  • Facilitated accurate expense tracking through diligent maintenance of general ledger accounts and reconciliations.
  • Improved budget forecasting through meticulous monitoring of expenses and revenue streams.

Staff Accountant

WellMed
04.2012 - 07.2014
  • Led reconciliation of general ledger accounts, identifying discrepancies and implementing corrective measures.
  • Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
  • Collected and arranged financial information and entered details into Oracle.
  • Reviewed accounts, resolved coding errors, and tracked recurring expenses for accrual entry.

Education

Master of Business Administration -

Tarleton State University
01.2019

Bachelor of Business Administration - Accounting

University of Texas at San Antonio
01.2007

Skills

  • Financial Analysis/Variance Analysis
  • P&L Management
  • Budgeting & Forecasting
  • Staff Mentoring & Development
  • AP, AR, Payroll
  • KPI Development
  • Financial Modeling
  • IT Cost Modeling

Timeline

Fixed Asset Analyst

Grady Healthcare
12.2024 - Current

Sr IT Finance Manager

WellMed
03.2020 - 11.2024

Lead Financial Analyst

WellMed
03.2017 - 03.2020

Senior Financial Analyst

WellMed
07.2014 - 03.2017

Staff Accountant

WellMed
04.2012 - 07.2014

Bachelor of Business Administration - Accounting

University of Texas at San Antonio

Master of Business Administration -

Tarleton State University

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