Joel Francois
Brooklyn
Summary
Dynamic Senior FP&A Manager with a proven track record at Brooklyn Navy Yard, excelling in financial modeling and strategic planning. Expert in driving budgeting processes and enhancing forecasting accuracy, while demonstrating critical thinking and attention to detail. Adept at translating complex data into actionable insights that align with organizational growth objectives.
Overview
8
8
years of professional experience
Work History
Senior FP&A Manager
Brooklyn Navy Yard
Brooklyn
07.2024 - Current
- Partner with the CFO and executive team to shape and execute the organization’s financial strategy; drive yearly financial objectives aligned to mission and growth.
- Lead budgeting, quarterly forecasts, and long-range planning; develop advanced models to inform capital allocation and strategic initiatives.
- Ensure data integrity, governance, and controls; implement enhancements to financial data quality and reporting accuracy.
- Prepare board-ready financial memos, dashboards, and executive summaries; translate complex analytics into actionable insights.
- Oversee PARIS reporting, procurement, audits, and financial statements; optimize revenue/expense classification and reimbursement processes.
- Implement ETL-based billing accuracy improvements and true-up processes; manage risk and compliance with regulatory requirements.
- Lead internal and external audits; strengthen internal controls and SOX-aligned processes.
- Drive ad-hoc analyses and cross-functional strategic projects aligned with organizational priorities.
FP&A Manager
Brooklyn Navy Yard
Brooklyn
09.2022 - 07.2024
- Managed annual and quarterly budgeting processes, collaborating with department heads to align financial planning with organizational objectives.
- Developed and maintained financial dashboards and performance metrics using Excel, Tableau, and Power BI.
- Conducted variance and scenario analysis to support business decisions.
- Coordinated monthly and quarterly reporting packages for executive review.
Senior Financial Analyst
One Brooklyn Health
Brooklyn
01.2020 - 09.2022
- Performed detailed financial results and trends analysis, supporting business case development and strategic projects.
- Prepared management reports and financial statements.
- Supported budgeting, forecasting, and grant reporting for healthcare operations.
- Physician compensation planning, including wRVU analysis, FTE, and collection.
- Generated denials reports and AR aging analyses to support revenue cycle management and strategic decision-making.
- Developed executive summaries for senior leadership.
Accounting Associate
Aon
New York
01.2018 - 01.2020
- Prepared and submitted LEDES files to various e-billing portals, including Serengeti, CounselLink, TyMetrix, and Legal Tracker.
- Managed all accounts receivable (AR) functions, including invoice processing, collections, and reconciliations.
- Utilized Aderant and BOTE for billing, reporting, and financial data management.
- Oversaw e-billing operations to ensure timely and accurate billing to clients.
- Maintained SOX compliance through accurate record-keeping, timely reconciliations, and adherence to internal controls.
- Prepared audit schedules and supported external audit processes.
Education
MBA - Business Administration
Boston University
Boston, MAMaster of Science - Accounting
University of Scranton
Scranton, PABachelor of Science - Accounting
CUNY, Brooklyn College
Brooklyn, NYSkills
- Financial modeling
- Budget management
- Forecasting accuracy
- Data analysis
- Audit compliance
- Strategic planning
- Attention to detail
- Critical thinking
- Time management
Timeline
Senior FP&A Manager
Brooklyn Navy Yard
07.2024 - Current
FP&A Manager
Brooklyn Navy Yard
09.2022 - 07.2024
Senior Financial Analyst
One Brooklyn Health
01.2020 - 09.2022
Accounting Associate
Aon
01.2018 - 01.2020
MBA - Business Administration
Boston University
Master of Science - Accounting
University of Scranton
Bachelor of Science - Accounting
CUNY, Brooklyn College