Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sitan (Lydia) Longanecker

Irvine,CA

Summary

Highly analytical finance professional with 7+ years of experience in FP&A, revenue forecasting, and strategic business partnering. Proven ability to develop data-driven insights and automate financial reporting. Skilled in SQL, Power BI, Excel, Tableau, Hyperion, SAS, and Python. Passionate about leveraging data to drive strategic decision-making.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Financial Data Analyst II

Hoag Health System
Costa Mesa, CA
05.2025 - Current
  • Optimized SQL queries in Oracle, enhancing reporting efficiency and data accessibility for finance team.
  • Developed and automated Power BI dashboards for account reconciliation and hospital cost/profitability reporting, improving team efficiency by 30%
  • Delivered ad hoc analyses on patient acuity, revenue, cost, and direct margins to support financial tracking and operational planning
  • Participated in user acceptance testing (UAT) for Lawson to Oracle transition, ensuring data integrity.
  • Constructed financial pro forma models for new practice openings, projecting revenue, expenses, and ROI.

Senior Financial Data Analyst, FP&A

ConcertoHealth
Aliso Viejo, California
12.2018 - 07.2020
  • Automated GAAP financial reporting using Oracle Cloud EPM (Hyperion Financial Reporting, SmartView), ensuring accurate month-end reporting and reducing manual workload by 50%.
  • Conducted SQL-driven ad hoc analysis on revenue forecasting and utilization trends. Delivered actionable insights via PowerPoint presentations, advising Marketing and executives on member acquisition strategies, driving 10% membership growth.
  • Partnered with senior executives and department leaders to develop interactive departmental budget models in Advanced Excel, presented results through PowerPoint, optimized resource allocation, and reduced budget variance by 10%.
  • Collaborated with the IT department to develop new standard operating procedures (SOPs) for data validation, increasing data accuracy by 20%, implemented SQL scripts and Excel formulas to standardize enterprise-wide reporting.

Financial Data Analyst II

Blue Shield of California
Woodland Hills, California
07.2015 - 07.2018
  • Led cross-functional projects with Claims, Network Management, and Configuration teams, developed a SAS/SQL program to uncover billing discrepancies and recover two years’ worth of claims.
  • Developed dashboards for network utilization analysis with SAS/SQL for over 300 HMO providers, educated Network Managers on interpreting data insights, leading to strategic cost-saving initiatives.
  • Managed healthcare contract pricing analyses using advanced Excel models, presented findings to Network Managers, and directly influenced $100M+ in contract negotiations.
  • Monitored KPIs such as membership growth rate, revenue, and admission trend for the entire HMO network which involves processing and analyzing over 10 million data rows from data warehouses.
  • Automated member demographic reports and eliminated data discrepancies with SAS /SQL which improved reporting efficiency by 30%.
  • Earned multiple promotions based on leadership and analytical excellence.

Financial Analyst | 2013 - 2015

Lobel Financial
Anaheim, California
09.2013 - 07.2015
  • Built branch performance dashboards with Excel and SAS across 14 states, helping leadership identify underperforming regions and optimize resource allocation.
  • Used SAS scorecards to enhance risk assessment and reduce default rates.
  • Conducted market share analysis, influencing lending strategy decisions.
  • Forecasted revenue for new business decisions with financial models.
  • Collaborated with the IT department for programming projects, enhancing data infrastructure and analytics capabilities.

Education

Bachelor of Science - Mathematics

University of California, Los Angeles
Los Angeles, CA
06-2013

Microsoft Learning Path

Skills

  • Financial Analysis & Modeling: GAAP Financial Statements, Revenue Forecasting, Cost Analysis, Budgeting, KPI tracking
  • Data Reporting & Visualization: SQL, Power BI, Tableau, Hyperion(Essbase, Financial Reporting, Financial Reporting Studio, Smartview)
  • Advanced Excel: PIVOT tables,VLOOKUPs, XLOOKUPs, SUMIFs, Macros
  • FP&A & Business Partnering: Cross-functional Teamwork, Process Improvement, Executives Stakeholders Engagement, Financial Storytelling via Powerpoint
  • Programming & Automation: SQL(CTEs, Window Functions) SAS, Python (Pandas, Scikit-learn), VBA, Git, Github
  • Data Driven Decision-Making: Cost-Saving Initiatives, Risk Analysis

Certification

Power BI |Microsoft Learning Path | 2025

Data transformation, dax formulas, data visualization and modeling

SQL Programming | Udacity | 2025

Databases & SQL Programming | Cal Poly Pomona Extension | 2015

Completed projects in data extraction, table joins, filtering, aggregation, and database structuring (facts, dimensions)

Data Visualization with Tableau | Udacity | 2018

Developed interactive dashboards in Tableau for an international furniture company, analyzing sales by quarter, market, and region.

Timeline

Financial Data Analyst II

Hoag Health System
05.2025 - Current

Senior Financial Data Analyst, FP&A

ConcertoHealth
12.2018 - 07.2020

Financial Data Analyst II

Blue Shield of California
07.2015 - 07.2018

Financial Analyst | 2013 - 2015

Lobel Financial
09.2013 - 07.2015

Bachelor of Science - Mathematics

University of California, Los Angeles

Microsoft Learning Path

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Sitan (Lydia) Longanecker
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