Summary
Overview
Work History
Education
Skills
Hobbies
Timeline
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TOMAS VELA

Austin,TX

Summary

Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.

Overview

5
5
years of professional experience

Work History

Senior Financial Analyst

Adelanto Health Care Ventures
Austin, TX
07.2020 - Current
  • Coordinated over $1 billion dollars’ worth of federal funding through Health and Human Services Commission to assist over 150 facilities within Texas
  • Collaborated with local governments to prepare, recommend, and implement a local provider tax ensuring compliance with various Texas Administrative Code and Federal & State laws
  • Utilize advanced Excel formulas such as XLOOKUP, SUMIFS, IF, and SUMPRODUCT to build quantitative analysis in order to provide clients with reimbursement projections and budgeting tools
  • Utilize SQL to quickly query payment information from thousands of rows of hospital data to build one-off analyses and projection models to drive better business decisions
  • Prepare and present advanced financial models to bring awareness to future funding needs, cash flows, and regulatory changes to senior leadership (CEOs, CFOs, and Directors of Finance)
  • Delivered financial oversight and advice to corporate clients to improve strategic planning.

Financial Analyst

Adelanto Health Care Ventures
Austin, TX
01.2019 - 07.2020
  • Forged strong relationships with multiple hospital representatives and local governmental partners to create policy and facilitate Medicaid supplemental payments to Texas safety net hospitals using Local Provider Participation Funds
  • Managed mitigation process for provider to provider hold harmless payments through the Not-for Profit
  • Provided financial data to President & CEO, Finance Team, and other consultants for program navigation and client advice
  • Spearheaded education initiatives for fellow team members and collaborated with other analyst to ensure projects have appropriate financial research and support
  • Used Excel to create reports and recommended courses of action to upper management
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.

Financial Intern

Adelanto Health Care Ventures
Austin, TX
05.2018 - 12.2018
  • Prepared monthly updates for clients to assist with their accounting and budgeting needs
  • Structured supporting financial and legal documentation related to keeping financial analysis up-to-date, accurate, and presentable
  • Monitored the inflow and outflow of local Governmental Entity funds and raised awareness of potential cash shortages
  • Coached new team members on healthcare related regulatory policies and fundamentals
  • Assisted with month-end closing processes and verified journal entries
  • Assisted with account reviews and preparation for account reviews

Legislative Aide

Texas State Capitol
Austin, TX
05.2016 - 05.2017
  • Participated in meetings with Legislative Director and multiple interest groups to establish public policy related to social and economic issues
  • Prepared financial reports for Representative based on attending multiple legislative briefings on topics such as, but not limited to, gun violence, transgender rights, and many more
  • Researched, tracked, and analyzed legislation filed to assist the Representative and Legislative Director on policy outcomes, potential economic effects within the district, and constituents support of concerns
  • Acted as legislative liaison for constituents from the Rio Grande Valley seeking input into the legislative process and current issues Initiated development of standard office procedure training manual for new interns and support staff
  • Designed advertisements for special events and frequently posted content to office website

Education

Bachelor of Arts - Economics

University of Texas At Austin
Austin, TX
12.2018

Bachelor of Arts - Health and Society

University of Texas At Austin
Austin, TX
12.2018

Skills

  • Computer Skills: Excel (Advance), SQL (Beginner), Access (Beginner), Power BI (Beginner), Word (Advanced), PowerPoint (Advanced)
  • Financial Modeling
  • Report Preparation and Presentation
  • Client Financial Advisory
  • Problem Anticipation and Resolution
  • Adaptable to Changing Conditions

Hobbies

Competitive team or individual sports

Exercising and healthcare

Traveling

Listening to music


Timeline

Senior Financial Analyst

Adelanto Health Care Ventures
07.2020 - Current

Financial Analyst

Adelanto Health Care Ventures
01.2019 - 07.2020

Financial Intern

Adelanto Health Care Ventures
05.2018 - 12.2018

Legislative Aide

Texas State Capitol
05.2016 - 05.2017

Bachelor of Arts - Economics

University of Texas At Austin

Bachelor of Arts - Health and Society

University of Texas At Austin

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TOMAS VELA