Julie Previte
Andover,MA
Summary
Highly motivated and reliable Director of Financial Planning and Analysis with demonstrated skills in budgeting, forecasting and operational planning. Over 20+ years experience in accounting and financial analysis with success in improving internal systems tools and tracking with forward-thinking development. Builder of strong management relationships to provide thoughtful and resourceful reporting to make impactful business decisions.
Overview
28
28
years of professional experience
Work History
Director, Financial Planning & Analysis
Spacelabs Healthcare
Snoqualmie, WA
08.2022 - Current
- Manage finance and accounting team of 6 to deliver timely financial reporting and analysis.
- Work closely with the President to develop and implement strategic initiatives.
- Build and maintain financial models to identify cost savings opportunities.
- Lead and manage budgeting process for all departments within the organization.
- Analyze financial data to determine trends, drive margin and improve efficiency of the business.
- Conduct variance analysis to support decision making processes.
- Prepare long-term forecasts for cash flow, capital expenditures, and other related areas.
- Prepare executive presentations on monthly financial results, forecast and budget.
Assistant Controller
Spacelabs Healthcare
04.2016 - 08.2022
- Managed day-to-day accounting operations, including AP, AR, payroll and financial reporting.
- Coordinated external audits with auditors; reviewed audit findings and recommendations with senior leadership team members.
- Oversaw month-end closing process, prepared financial statements and managed advanced reconciliations.
- Developed and implemented internal control procedures for accounting operations.
- Analyzed monthly financial results against budget and forecast; investigated variances when necessary.
Senior Financial Analyst
Spacelabs Healthcare
01.2004 - 04.2016
- Provided business financial analysis support for various platforms within the organization (Service, Marketing, Sales, R&D and RAQA).
- Prepared senior management presentations; including variance analysis and financial reporting.
- Conducted thorough reviews of monthly financial statements to ensure accuracy in budgeting and forecasting.
Controller
Deio, Inc.
Andover, MA
05.2003 - 01.2004
- Performed all controller duties for Deio, Inc. including managing of day-to-day accounting operations, financial reporting and forecasting.
Manager, Assurance and Business Advisory Services
PricewaterhouseCooper
Boston, MA
08.1996 - 05.2003
- Promoted to Manager one year ahead of peers; Worked in a variety of industries, including healthcare, higher education, and financial services
Education
Bachelor of Science, Accounting -
Bentley College
05-1996
Skills
- Cost-Reduction Strategies
- Cash Flow Management
- Analytical Thinking
- Budget Planning
- Strong Communication Skills
- Microsoft Excel
- MFGPro
- Hyperion
- Host Analytics
- PowerPoint
References
References available upon request.
Timeline
Director, Financial Planning & Analysis
Spacelabs Healthcare
08.2022 - Current
Assistant Controller
Spacelabs Healthcare
04.2016 - 08.2022
Senior Financial Analyst
Spacelabs Healthcare
01.2004 - 04.2016
Controller
Deio, Inc.
05.2003 - 01.2004
Manager, Assurance and Business Advisory Services
PricewaterhouseCooper
08.1996 - 05.2003
Bachelor of Science, Accounting -
Bentley College