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Yyyyyy x. yyyyyy

- 4096 Peninsula Dr. Ÿ Carlsbad, CA 92010 ( (xxx-xxx-xxxx *


Data Analytics

Qualifications Profile


    Self-assured and results-driven professional with more than 8 years providing high-performance project management, sales and financial analytics, budgeting, and financial modeling in the healthcare industry.

-    Provided statistical analytical reports on sales and financial performance regularly and as needed that empowered executives to develop and implement strategic and tactical plans that penetrated new markets, grew client accounts, and developed new businesses.

-    Initiated, led and managed mission critical projects involving process improvement and commercial effectiveness that enabled the company to achieve cost advantages and customer service leadership in target markets.

    Detail-oriented, analytical and methodical with critical thinking to resolve data analysis discrepancies, and work issues even under stress.

    Well-organized and resourceful with multitasking skills that optimize limited resources to achieve outstanding results.

    Exceptional interpersonal communication skills that inspire confidence while forging teamwork synergies with colleagues and subordinates across diverse ethnicities.


Key Expertise

Business Management

    Strategic Planning & Execution

    Marketing & Sales (Trad. & Online)

    Financial Management Support

    Fiscal & Budget Management

    Financial Metrics Analysis

    Sales Performance Metrics Analysis

    Sales Commission Management

    Pricing Management

    Risk Management

    Profitability Analysis

    Business/Systems Needs Analysis

    IT Project Management

    Post Project Support

    Relationship Management (Customers, & Vendors)

    Process/Workflow Improvement

    Records & Document Management


    Corporate Systems: Avega Financial Management-FM System, Lawson Financial Reporting tool, IDX, EIS, Sunrise EPSi budget manager, Cognos, &Vista Plus.

    Productivity Tools: MS Office (Word, Excel, PowerPoint, Access, & Outlook), Acrobat, & Lotus Notes


Career Highlights


    Led and managed a project to design and implement a pricing tool that enabled the sales team to price products and services based on market demand and competitor actions for sustainable competitive advantage.

    Successfully implemented a customer assignment process in CRM system for a Government affiliated customer group that helped the company to increase its sales target.

    Represented Sales in enterprise projects such as the implementation of new ERP tool, new CRM system, and management reporting tool- COGNOS.

    Led contract clean-up projects that involved identifying discrepancies in the database, identifying gaps in the processes and rectifying them within expected timelines and budgets.

    Initiated and managed the successful implementation of multiple process improvements for Contracts, Customer Service, Sales, and Commercial Operations Departments.


Professional Experience


Quidel Corp. Ÿ San Diego, CA

Financial Analyst Dec 2011 - Present

    Create, develop, and present compensation and quota plans to key business partners, calculating payments to field sales and sales management based on approved commission plan programs, while analyzing returns for contractual agreements.

    Manage sales staff compensation, conducting investigative research to resolve issues and inquiries related to compensation plans, calculating quarterly commission payouts, updating Cognos monthly reporting, and providing data analysis, interpretation, and presentation of actionable information to enable the Commercial organization to make strategic and tactical sales decisions.

    Manage all aspects of the monthly outsales process, maintaining outsales data integrity through monthly exception reports and field-level updates, and generating monthly outsales trend analytics and reports for Quidel business units

    Maintain accurate territory account assignments, providing timely and key analysis on large business opportunities, GPO s, IDN s, Reference Labs, etc.

    Provide routine and ad-hoc reporting and analysis from an array of databases, delivering decision support for senior leadership in Finance, Sales, Marketing, and Customer Support Service in developing strategic and tactical plans for growing the business.




Yyyyyy x. yyyyyy

- 4096 Peninsula Dr. Ÿ Carlsbad, CA 92010 ( (xxx-xxx-xxxx *


Professional Experience (continued)


Sharp Health Care Ÿ San Diego, CA

Financial Analyst Nov 2009 Dec 2011

    Provided reports to the CEO for routine and special statistical, financial, and other quantitative analyses that enabled timely decisions on strategic and tactical directions in growing the business.

    Prepared and presented bi-weekly productivity analysis reports and statistical reports representing key performance metrics such as FTE utilization per total unit of service, Average Daily Census, Discharges and Admits for measuring cost efficiency of line offices.

    Generated financial reports and analysis for the Director for monthly Financial Analysis Review (Board) Meeting.

    Assisted in budget preparation, providing multiple variance analyses, and financial forecasts.

    Selected to attend the Eclipsys-Allscripts User Network Conference, and training for Allscripts case management report writing course.

    Developed reports that measured costs in medical procedures for one of the business units of Sharp HealthCare.


CRC Health Corporation Ÿ San Diego

Financial Analyst Jan 2008 Oct 2009

    Conducted business financial forecasting and budgeting for up to 55 locations, preparing monthly actual vs. budget variance reporting, generating financial reports, and gathering historical financial data for FTE analysis, trend analysis and statistical analysis that enabled management decision support.

    Facilitated workflow by providing administrative and analytical support in all phases of research, financial data management, and performance presentations to the Divisional Office.

    Investigated and recommended solutions to discrepancies in the consolidated actual and budgeted financial statements, performing variance analysis, and developing a financial model to perform financial analysis using in-house generated and internet data for various types of reporting.

    Processed insurance claims, identifying and rectifying discrepancies as noted.


EDUCATION & Credentials


    M.S. in Business Administration, Major: Finance


    M.B.A. Major: Marketing


Awards and Recognition

    Annual Outstanding Sales Support Award for outstanding performance in initiating and successfully completing key projects for the company (2015)

    On-the-spot Award in appreciation of building a pricing calculator for contracts process

    Applause Recognition (2x) ) for exceptional drive in completing projects for Sales and IS

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