William M. Gibson Jr.
Louisville,KY
Summary
Business professional with comprehensive background in analyzing complex data to drive strategic initiatives. Known for enhancing operational efficiency and supporting decision-making processes through detailed analysis. Highly collaborative team member focused on achieving results and adapting to dynamic business needs. Proficient in data modeling and process improvement.
Overview
14
14
years of professional experience
Work History
Business Analyst (Lead Financial Analyst)
Cigna Healthcare
10.2022 - Current
- Produce various views of membership/growth reporting and support the growth projection process
- Provide support for analysis of historical revenue, medical expenses, and MCR trends for different cohorts for quarterly projections, annual plans, and 5-year modeling
- Supports reporting and financial modeling for the annual Medicare Bid process
- Partner with MedEcon and Actuary to understand drivers of revenue and medical trends
- Prepare various monthly reports to support the month-end closing process
- Supports the Reconciliation process of monthly journal entries posted by Accounting and validates accuracy to ensure proper GAAP reporting, as well as streamlined Bid reporting
- Provide status reports, verbal & written
- Support and assist in the successful completion of team goals
Accountant 2 (Financial Analyst)
Humana, Inc.
07.2020 - 10.2022
- Prepare, record, analyze and report accounting transactions
- Ensure the integrity of accounting records for completeness, accuracy and compliance with accepted accounting policies and principles
- Provide financial support, including forecasting, budgeting and analyzing variations from departmental budgets
- Analyze and prepare statutory accounts, financial statements and reports
- Execute department, segment, and organizational strategies and operating objectives, including their linkages to related areas
- Made decisions regarding own work methods, occasionally in ambiguous situations and required minimal direction
- Analyze financial data and create financial models for leadership decision support
- Work closely with our department’s intern in overseeing their work - in addition, provide training and guidance
- Work closely with the actuary team to ensure integrity of financial reporting
- Followed established guidelines/procedures
- Prepare month-end, quarterly and annual closings
Accountant 1 (Financial Analyst)
Humana, Inc.
05.2018 - 07.2020
- Assisted with preparation of weekly, monthly, and quarterly financial analysis schedules of actual vs
- Budget variances
- Performed financial forecasting, reporting, and operational metrics tracking
- Analyzed financial data and create financial models for leadership decision support
- Analyzed past results, perform variance analysis, identify trends, and make recommendations for improvements
- Worked closely with the actuary team to ensure integrity of financial reporting
- Recommended actions for business optimization based upon analysis of trends and forecast
- Identified and drive process improvements, including the creation of standard and ad-hoc reports, tools and Excel dashboards
- Increased productivity by developing automated reporting/forecasting tools
- Maintained a strong financial analysis foundation creating forecasts and models
- Prepare month-end, quarterly and annual closings
Financial Reporting Intern
Atria Senior Living
05.2017 - 05.2018
- Analyzed balance sheets, income statements, and trial balances; identify and investigate variances and implement corrective actions to reduce errors
- Analyzed General Ledgers to determine if listed balances are correct
- Updated currency file for forecasting
- Performed rent rolls and generate occupancy reports in Excel
- Created new trial balance and ledger files for new Accounting Information System (AIS)
- Prepared/updated financial spreadsheets for month/quarter and year-end
Assistant Store Manager
Circle K
12.2016 - 05.2018
- Analyzed daily sales and expense information
- Safeguard and account for all money received and disbursed
- Accurately complete daily paperwork to be knowledgeable about fuel pricing strategies for the store and update fuel prices
- Performed inventory of supplies, receive, and verify vendor deliveries
- Monitored sales on POS to ensure correct sales transactions, handling of money, checks and other types of payments received are properly recorded
- Ensured a safe workplace, by training employees and ensuring compliance on safety guidelines implemented by the company are followed
- Evaluated cash drawers to determine overages and shortages
- Provided excellent customer service for all customers on each shift
- Performed back-up responsibilities for the Store Manager
Intern
Global Brass and Copper Inc.
12.2016 - 01.2017
- Assisted with Sales & Use Tax Audit
- Researched and assembled documents for audit
Certified Shift Manager
McDonald’s
08.2011 - 12.2016
- Managed 10-15 employees per shift; Train new hires
- Performed inventory of supplies
- Evaluated cash drawers to determine overages and shortages
- Operated cash register and point of sale (POS) system
- Provided excellent customer service for all customers on each shift
- Ensured 'Mystery Shopper' inspections are passed by assuring the cleanliness of the store, quality of food, customer service and fast service adheres to all corporate standards
Education
Master of Business Administration -
Indiana University Southeast
New Albany, IN05.2024
Bachelor of Science - Business Administration, Accounting
University of Louisville
Louisville, KY12.2017
Skills
- Financial analysis
- Forecasting
- Microsoft Excel
- Budgeting
- Data analysis
- Effective communication
- Team collaboration
- Problem solving
- Attention to detail
- Requirements gathering
- Microsoft Excel mastery
- Pivot tables
- SQL proficiency
- Forecasting and planning
Awards
- National Honor Society
- Dean’s List
- W.P. Porter Scholarship
Timeline
Business Analyst (Lead Financial Analyst)
Cigna Healthcare
10.2022 - Current
Accountant 2 (Financial Analyst)
Humana, Inc.
07.2020 - 10.2022
Accountant 1 (Financial Analyst)
Humana, Inc.
05.2018 - 07.2020
Financial Reporting Intern
Atria Senior Living
05.2017 - 05.2018
Assistant Store Manager
Circle K
12.2016 - 05.2018
Intern
Global Brass and Copper Inc.
12.2016 - 01.2017
Certified Shift Manager
McDonald’s
08.2011 - 12.2016
Master of Business Administration -
Indiana University Southeast
Bachelor of Science - Business Administration, Accounting
University of Louisville
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