MARCELO H. ALVAREZ C.B.
Middletown
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
Hartford
10.2023 - Current
- Own the monthly forecast and performance review for $250M OPEX and $1.5B revenue, delivering the executive deck and narrative every cycle.
- Coordinate month end close and general ledger alignment across accounting and FP&A. Meet cost center owners to confirm accruals, coding, and reclasses, then roll final actuals into the forecast and variance bridge.
- Reconcile ERP actuals to the finance dataset and maintain SQL pipelines that join multiple sources, so leaders use one source of truth.
- Automate core reporting with SQL and Power BI, turning manual packages into self-service views for run rate, variance, headcount, productivity, and unit cost.
- Lead scenario and sensitivity analysis for quarterly planning and the midyear reforecast with clear driver logic and assumptions.
- Present concise insights to VP Finance and functional leads and call out the two or three actions that move the P&L.
Senior Financial Analyst / Senior Accountant
Cornell Scott Hill Health Center
New Haven
07.2021 - 10.2023
- Managed fixed assets and monthly close in MIP Fund Accounting, ensuring complete reconciliations, accurate journal entries, and clean audit results that upheld financial integrity across the organization.
- Built self-service dashboards in Power BI and Excel using SQL, Power Query, and DAX, improving reporting efficiency by 20%, shortening month-end cycles, and enabling executives to make faster data-driven decisions.
- Led compliance and performance reporting for $45M+ in federal and state grants under OMB Uniform Guidance, achieving 100% on-time submissions and maintaining full regulatory compliance.
- Developed multi-year forecasts and driver-based financial models that optimized resource allocation and directly supported healthcare service expansion across multiple clinics.
- Performed risk and investment analyses on reserves and capital projects, identifying cost-saving opportunities and improving ROI on strategic initiatives.
- Delivered finance training for cross-functional teams, enhancing financial literacy, increasing reporting accuracy, and improving collaboration between finance and program departments.
- Managed grant and audit reporting, preparing complete PBC packages and variance analyses that reduced auditor follow-ups and ensured timely external audit completion.
Budget Analyst
CITY OF HARTFORD - HPU
Hartford
01.2018 - 10.2021
- Maintained public sector and fund accounting under City Treasurer oversight with strict GASB, GAAP, and Uniform Guidance 2 CFR 200 compliance, supporting clean audits and on time responses.
- Built forecasting models and multi-year grant scenarios that improved budget accuracy by 10% and reduced variances by 7%, enabling earlier midyear course corrections and better service continuity.
- Created executive budget to actual dashboards in Power BI and Excel, elevating visibility across operating, special revenue, and grant funds and shortening monthly review cycles.
- Implemented cash flow and encumbrance tracking for restricted and special revenue funds, strengthening cost control by 7% and improving day-to-day oversight for department managers.
- Presented scenario impacts and reallocation recommendations to the City Treasurer and senior leadership, optimizing grant utilization and reducing year-end surprises.
Management Trainee (Internship)
Enterprise Rent-A-Car
Mystic
05.2018 - 10.2018
- Increased financial accuracy by {3%} by managing daily cash reconciliation, AR, AP, and P&L reviews.
- Led pricing and utilization analysis using competitive research and demand patterns recommending rate and fleet mix actions aligned to margin and occupancy targets.
- Managed fleet lifecycle: acquisition, rotation, maintenance, remarketing. Optimized capital, minimized downtime, reduced depreciation.
Financial Recruiter-Part time
Hamilton Conenctions
East Hartford
12.2017 - 09.2018
- Sourced and screened qualified candidates across multiple platforms, ensuring alignment with organizational needs and culture.
- Coordinated interviews and managed communication between candidates and hiring teams to streamline the recruitment process.
Education
Bachelor of Science - Economics
Central Connecticut State University
New Britain, CT01.2019
Associate of Arts - Business Economics
Three Rivers Community College
Norwich, CT01.2015
Skills
- FP&A ownership and monthly forecasting
- Budgeting and cost center management
- Budget-to-actual variance bridges
- Driver-based modeling and assumptions
- Scenario and sensitivity analysis
- Executive and C-suite reporting packages
- KPI design and performance management
- Strategic decision support and ROI analysis
- SQL data pipelines and reconciliation controls
- Power BI analytics and self-service reporting
- Close support and GL alignment
- Grant and fund accounting reporting
- Financial automation strategies
- Regulatory compliance and audit readiness
Accomplishments
- Dashboard Development, Developed dashboards enhancing reporting efficiency by 20% at Cornell Scott Hill.
- Forecast Accuracy Enhancement, Reduced variance discrepancies by 15% through optimized forecasting models at Hartford Parent University.
- Drove financial due diligence, Drove successful financial due diligence in mergers & acquisitions, identifying key investment opportunities.
- Optimized budget forecasting models, Optimized budget forecasting models, reducing variance discrepancies by 20%.
Languages
- English, Native
- Spanish, Native
- French, Intermediate
Personal Information
Citizenship: US citizen
Timeline
Senior Financial Analyst, Executive FP&A Reporting Lead
CVS Health
10.2023 - Current
Senior Financial Analyst / Senior Accountant
Cornell Scott Hill Health Center
07.2021 - 10.2023
Management Trainee (Internship)
Enterprise Rent-A-Car
05.2018 - 10.2018
Budget Analyst
CITY OF HARTFORD - HPU
01.2018 - 10.2021
Financial Recruiter-Part time
Hamilton Conenctions
12.2017 - 09.2018
Bachelor of Science - Economics
Central Connecticut State University
Associate of Arts - Business Economics
Three Rivers Community College