Jennifer Ruiz
Voorhees,NJ
Summary
Dynamic finance leader with proven expertise in driving strategic decision-making through advanced financial modeling and cross-functional collaboration. Demonstrated excellence in team development and management, utilizing Oracle Hyperion and Excel to enhance financial accuracy and operational performance. Successfully led the integration of new entities, showcasing deep knowledge of accounting standards and strong collaborative skills.
Overview
10
10
years of professional experience
Work History
Finance Manager, Financial Planning and Analysis
Culligan Quench
08.2022 - Current
- Support financial planning, budgeting, and forecasting to enhance strategic decision-making
- Analyze financial performance, monitor variances, and develop models to assess business trends
- Collaborate with cross-functional teams to optimize financial processes and present data-driven insights to leadership
- Manage monthly VCP (Value Creation Plan) tracking to ensure accuracy and alignment with financial goals
- Supported the onboarding of Puerto Rico as a new entity during the acquisition, ensuring a seamless financial and operational integration
- Collaborate with accounting to correct errors and reclassifications, improving financial reporting accuracy
Director of Finance and Business Operations
Musicopia/Dancing Classrooms Philly
11.2020 - 08.2022
- Responsible for all accounting and finance functions for two non-profits
- Manage and develop the budgeting and forecasting processes
- Lead monthly variance discussions with managers and directors
- Manage, train and review accountant’s entries and reports
- Create and present quarterly presentations of financial results to the board committee
- Designed financial models and dashboards to track KPIs
- Transitioned organization to new payroll system
Director of Financial Planning and Analysis
KIPP Philadelphia Charter School
01.2020 - 03.2021
- Managed the financial planning process for six charter schools with total revenue of $ 13m
- Launched monthly reviews where variances were discussed and financial guidance was provided
- Approved and reviewed accountants’ journal entries and reports
- Developed and designed budget vs actual reports in the financial system
- Created financial models to reconcile Grants and other revenue streams
Senior Financial Analyst
Penn Medicine, Anesthesia and Critical Care Department
04.2019 - 01.2020
- Oversaw financial analysis, budgeting, and forecasting for a $160M department, managing monthly and annual close processes
- Presented trends, risks, and opportunities to leadership while training and mentoring accounting staff
- Managed the finance department with minimal guidance during the Finance Director’s absence
- Reconciled balance sheet and updated/developed reports for management review
Finance Supervisor – Projects and Analytics
AAA Club Alliance
01.2015 - 11.2018
- Collaborated with senior management on the development of financial scenarios related to strategic and operational projects
- Assisted the finance department in the improvement of the Financial, Planning, and Analysis processes
- Managed a Financial Analyst and trained accountants on various processes
- Reported directly to CFO and Controller
- Created ROI reports in relation to various investments as well as Capital Expenditures
- Developed trending reports, and predictive modeling to track organizational KPIs
- Conducted P&L impact analysis (variance reporting) for various business units
- Managed Finance Partners initiative by coaching and assisting accountants on interactions with the business line contacts
- Collaborated with business lines on the creation of analytical reports
Education
Master Business Administration -
Wilmington University
Wilmington, DE06.2021
Bachelor of Science - Finance
Fordham University
Bronx, NY08.2005
Skills
- Accounting Standards Knowledge
- Financial Planning Expertise
- KPI Dashboard Development
- Advanced Financial Modeling
- Team Development and Management
- Business partnership, cross-functional partnership
- Workday Proficiency
- Sage Intacct Proficiency
- Oracle Hyperion Expertise
- Essbase Expertise
- Advanced Excel Formula Skills
- QuickBooks Software Expertise
Languages
Bilingual in English and Spanish
Timeline
Finance Manager, Financial Planning and Analysis
Culligan Quench
08.2022 - Current
Director of Finance and Business Operations
Musicopia/Dancing Classrooms Philly
11.2020 - 08.2022
Director of Financial Planning and Analysis
KIPP Philadelphia Charter School
01.2020 - 03.2021
Senior Financial Analyst
Penn Medicine, Anesthesia and Critical Care Department
04.2019 - 01.2020
Finance Supervisor – Projects and Analytics
AAA Club Alliance
01.2015 - 11.2018
Master Business Administration -
Wilmington University
Bachelor of Science - Finance
Fordham University
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