MARCELO ALVAREZ C.B.
Middletown,CT
Summary
Senior Financial Analyst with end to end FP&A ownership across large budgets, translating complex drivers into clear forecasts, KPI frameworks, and executive level insights. Known for building driver based models and decision metrics that improve margin and cash visibility, and for automating reporting with SQL and Power BI to shorten cycles and raise forecast quality. Strong systems and analytics foundation across Oracle, Tableau, and advanced Excel, with a track record of partnering across Finance and operations to move decisions from analysis to action.
Overview
8
8
years of professional experience
Work History
Senior Financial Analyst, Executive FP&A Reporting Lead
CVS Health
09.2023 - Current
- Delivered executive deck and narrative for 250M OPEX and 1.5B revenue forecasts and performance reviews.
- Led integration of forecast accuracy across FP&A and accounting, ensuring accrual validation.
- Reconciled ERP actuals with finance dataset, maintaining SQL pipelines for accurate Power BI reporting.
- Automated recurring reports for run rate, variance, headcount, productivity, and unit cost to improve data reliability.
- Presented key insights to VP Finance and functional leaders, pinpointing actions impacting P&L.
- Developed driver-based variance bridges and decision memos for budget owners, clarifying movements into actionable steps.
Senior Financial Analyst / Senior Accountant
Cornell Scott Hill Health Center
06.2021 - 09.2023
- Managed month-end close and fixed assets in MIP Fund Accounting, ensuring accurate reconciliations and journal entries.
- Led compliance and performance reporting for over $45M in federal and state grants, achieving 100% on-time submissions.
- Built self-service dashboards in Power BI and Excel using SQL, Power Query, and DAX, improving reporting efficiency by 20%.
- Developed multi-year forecasts and driver-based models to enhance resource allocation and healthcare service expansion.
- Prepared grant and audit deliverables including PBC packages and variance analyses to elevate reporting quality.
- Collaborated with program and operations leaders to monitor grant spending, aligning budgets to deliverables while proactively identifying risks prior to deadlines.
Budget Analyst
CITY OF HARTFORD - HPU
12.2017 - 09.2021
- Ensured compliance with GASB, GAAP, and Uniform Guidance 2 CFR 200 standards, supporting clean audits and timely responses.
- Developed forecasting models and multi-year grant scenarios, enhancing budget accuracy by 10% and reducing variances by 7%.
- Created executive dashboards in Power BI and Excel, increasing visibility of operating, special revenue, and grant funds.
- Implemented cash flow and encumbrance tracking for restricted funds, strengthening cost control by 7% and improving oversight.
Education
Bachelor of Science - Economics
Central Connecticut State University
New Britain, CT12-2018
Associate of Arts - Business Economics
Three Rivers Community College
Norwich, CT01.2015
SKILLS AND EXPERTISE
Skills: Advanced Microsoft Excel financial modeling, Power Query, Power Pivot, PivotTables, SQL, Power BI, DAX, Oracle, Tableau, SAP, NetSuite, Workday Adaptive Planning, Anaplan, Oracle Hyperion, Salesforce
Expertise: Executive FP&A, forecasting, budgeting, headcount and opex planning, variance bridges, driver based modeling, scenario analysis, executive reporting, decision support, KPI design, close and GL alignment, revenue planning, data governance, compliance and audit readiness.
LEADERSHIP EXPERIENCE
- Finance training and enablement. Designed and delivered finance training for cross functional teams to standardize inputs, improve reporting quality, and strengthen finance partnership.
- Executive stakeholder partnering. Led monthly forecast and performance reviews, presented insights to VP Finance and functional leaders, and aligned owners on actions that moved the P and L.
- Reporting automation leadership. Owned reporting pipeline from SQL reconciliations to Power BI dashboards, standardizing definitions and cadence so leadership used one source of truth.
ADDITIONAL EXPERIENCE
- Management Trainee Intern, Enterprise Rent A Car, Mystic, CT.
- Financial Recruiter, Hamilton Connections, East Hartford, CT.
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Senior Financial Analyst, Executive FP&A Reporting Lead
CVS Health
09.2023 - Current
Senior Financial Analyst / Senior Accountant
Cornell Scott Hill Health Center
06.2021 - 09.2023
Budget Analyst
CITY OF HARTFORD - HPU
12.2017 - 09.2021
Associate of Arts - Business Economics
Three Rivers Community College
Bachelor of Science - Economics
Central Connecticut State University