(412) 952-9003 • chris@deasyc.com
Dynamic and motivated professional with a proven record of creating and improving organizations (Centene), managing projects from concept to completion, and coaching individuals to success. Skilled in building functional and extremely efficient teams (USAA), demonstrating exceptional communication skills, and making critical decisions during challenges (Highmark). Adaptable and transformational leader with an ability to work independently, creating effective presentations, and developing opportunities that further establish organizational goals.
Systems I have Worked With
Experience
Manager of Financial Planning & Analysis 05/2024 – 07/2025
Position Summary: Recruited by the COO to build discipline into financial planning and reporting across a portfolio of fast-scaling e-commerce and tech ventures. Acted as the connective tissue between Accounting, Treasury, and Executive Strategy during a phase of aggressive revenue growth and systems fragmentation.
- Took ownership of company-wide forecast and reporting models—integrated P&L, Balance Sheet, and Cash Flow across multiple entities and revenue streams.
- Led the consolidation of monthly close deliverables—wrangled disconnected reports and incomplete intercompany eliminations into one clear, automated reporting package.
- Built financial dashboards and deep-dive analytics used by the CEO and ELT for real-time decision-making; cut reporting lag by 3 days.
- Partnered directly with Accounting to reduce close from 7 to 5 business days; developed the blueprint to reach 4.
- Spearheaded reconciliation of KFC gift card program financials—$3.5M in revenue in first 5 months—ensuring audit readiness and system traceability.
- Designed cost-driver analyses across business units, allocating overhead and indirect costs to improve product and program-level profitability visibility.
- Established cross-functional war room reviews: Finance, Product, and Ops aligned weekly on risks, drivers, and tactical adjustments.
Systems: SQL Server, SSMS, Excel (power user), Power BI, Tableau, Metabase, Retool, Microsoft Fabric, Power Automate, MS Forms, PowerPoint, Outlook, SharePoint, MS Teams, Windows Server, AWS, Adobe, 1Password, ChatGPT (Expert User), GitHub, Bitbucket, Visual Studio Code, Cledara, Copilot, Bonusly, Canva, HubSpot, Datarails, B1, JIRA / Atlassian / Confluence,Leapsome, Workleap, Looker, Monday.com, Panoply, Stripe, Suralink, Trainual, Workday, Zoom, Google Workspace (Docs, Sheets, Drive), Secoda
Director of Financial Planning & Analysis 12/2023 – 02/2024
Position Summary: Consulting assignment for large parts distributor. Built forecasting model with embedded cost structures, enabling management to assess margins under varying AP/AR terms, labor productivity, and market-driven cost fluctuations. Constant turnover in FP&A left their budget unfinished. Several past and future acquisitions made the situation more complex as the team was not fully up to speed on the various accounting systems we were working in. Brought budget process back on track, finished and approved by January. Developed a forecasting model that put out an interdependent Income Statement, Balance Sheet, and Statement of Cash Flows through 2027 for an organization with half a billion in revenue as well as all of their acquisitions. Model includes flexibility for drivers such as market conditions, price fluctuations, different AP and AR payment terms, and workforce productivity.
Systems Experience: Datarails, Solomon, P21, Powerpoint, Excel, SQl Server Mgmt Studio, RSM’s Platform, Paycom, Tribute
Manager of Finance 01/2022 – 05/2023
Position Summary: ServiceLink offers a full suite of title, property inspection, auction and property valuation services plus cutting-edge technology for a broad range of investor types, including capital markets, MSR, and fix and flip and single-family rental investors.
- Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on the Origination Services Division within ServiceLink.
- Partnered with operations to track and allocate origination service costs, developing per-unit cost metrics to evaluate client/product profitability.
- Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.).
- Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives.
- Lead monthly, quarterly, and yearly budget and forecast development.
- Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts
- Be a strategic partner to Senior Business Leaders to develop and achieve short- and long-term strategy goals.
- Develop methodologies, dashboards, and models for Operational metric budgeting and reporting.
- Produce ad hoc analysis and reports for executive management team.
Process Improvement:
- Payroll – the inhouse Valuation team was compensated on a per piece basis (commission). This process needed to be overhauled due mainly to a lack of transparency. This had created a mistrust in the process by both the workforce and management. Audit controls were put in place to counter various issues such as segregation of duties (people), correcting approval chains (process), and standardizing the files used to calculate commissions (technology). As a result the team required 2 less FTEs of admin overhead (people), The team got their compensation a week faster (process), and all the information was kept in a single file of which all parties could see their piece (technology).
Systems Experience: Longview, EXOS
Sabbatical to care for parents 2021
Director of Financial Planning & Analysis 2019 – 2020
Position Summary: A Mission based nonprofit focused on its dual Medicaid/Medicare members and progressive culture.
Project Management:
- Worked with our Provider Network, Medical Staff, membership team and senior leadership to build out expansion plan into new state
- Oversaw Implementation of new financial reporting system – Prophix
- Working with many different consulting groups including Cognizant, BCG, and Sherlocko to baseline ourselves against our competition
- Key area of focus was on restructuring chart of accounts to reflect 3 key needs – Gov’t Reporting, Finan. Reporting, Tax oblig.
Financial Systems:
- Developed first picture of our overall system map in conjunction with Data Architecture team.
- Restructured chart of accounts to align cost centers with government reporting, financial reporting, and tax needs, creating more accurate expense allocation.
- Transitioned all of our financial reports and dashboards from MS Great Plains and Workday to Prophix
Process Improvement:
- As many departments were involved in the employee transfer process – worked with HR to develop an automated process to collect and notify all needed parties using MS Forms Pro & MS Power Automate
- Led a process change within AP to clear up uncertainty around invoice coding. Simple series of steps and processes allowed AP clerks to ensure much more accurate coding to the correct account.
Financial Planning & Analysis:
- Presented first regular monthly Budget vs Actuals reporting to Senior Leadership Team.
- Oversee the development of the budget and all relevant forecasts
Senior Manager of Data Analytics & Reporting 2017 – 2019
Position Summary: Built a Health Plan from under 30 employees to close to 1,000 by year’s end (2019). Established corporate financial targets, documented and optimized the processes of several operational departments including enrollment, claims, and provider contracting. When significant turnover put vacancies in our leadership, our senior team frequently relied on me to fill the gaps.
Growth and Cost Savings:
- Workforce planning – as noted above, growth required careful maintenance of the many requistions, management of the additional corporate talent acquistition resources, and a clear picture of what function each of those positions served in the company
- Opened our Philadelphia office on schedule which involved everything from negotiating the lease to setting up cubicles.
- Implemented workforce and medical cost tracking models to monitor utilization, allocate expenses, and identify $5M in savings opportunities.
- Oversaw and ensured accurate, timely, and efficient reporting related to all core business functions.
- Responsible for yearly plan cost and revenue targets. Hit our bonus targets both years.
Enrollment:
- Doubled Enrollment as we spread across the state. Led eligibility and enrollment for several months while we streamlined internal processes, brought all documentation up to compliant standards, ensured we were maximizing all revenue coming in from State sources (Medicaid/Medicare)
- Ensure the timeliness and accuracy of state reporting deliverables
- When I started the department was potentially facing financial sanction from the state due to compliance issues, by the end of 2018 we were an efficient team that was frequently relied on by other departments for its knowledge.
Provider Intake, Relations, and Maintenance:
- Responsible for the quality and completeness of data in core systems by performing and overseeing the auditing of data
- When errors downstream in claims processing were attributed to the intake of medical providers, led the team that overhauled the provider intake form. From what was originally a manual (and mainly paper) process, shifted the team to a more digital approach
- Supported quality and network by filling reporting gaps – building my knowledge of Dept Human Services/State Systems
- Aggregated much of the knowledge base we now leverage as our ‘Data Dictionary’, Mentoring the other Analysts at the company
- Manage a team of data analysts of variable skill levels and experience
- Lead and execute complex data related analytical projects to drive business decisions and efficiencies
- Oversee large systems and data related projects and collaborate with cross-functional depts to improve reporting & data workflow
- Execute and manage the completion of large reconciliation tasks and analytical projects
Systems Experience: Taleo & Workday, Hyperion & Peoplesoft, CIS/834/820 & other DHS deliverables, SQL Database thru SSMS, Portico (via TOAD), Visio, MS Forms Pro, Wufoo, Amisys (via Benthic Golden), EDW (via Teradata SQL assistant), Tableau Desktop, CMS, Prophix
Lead Business Analyst 2015 – 2017
Position Summary: Serve as the business liaison between financial areas and the business areas (together generating 1.5 Billion in revenue) of health plan operations including: Claims (processing, adjusting, financial recovery, etc.), Member and Provider Services (call center, retail, web), Enrollment & Billing, and Benefits Administration. Focused on leading the coordination and planning efforts for the annual budget process. Responsible for leading Health Plan Operations (HPO) billing process and work effort in order to support Highmark’s business. Supervisory responsibility for reporting and analytics functions.
Financial Planning and Analysis
- Establishing what the budget target should be for HPO with Finance and then determining with the leadership of each functional area their respective targets based on supporting metrics, including membership, per member per month, strategic initiative requirements, etc.
- Established cost-per-member and per-location cost tracking, linking operational run rates to financial performance and vendor decision-making.
- Responsible for creating the process and templates for pulling data and identifying cost run rates in order to support business and vendor management activities
- Manage the administration and maintenance of the accounting system (Hyperion), including: transferring of cost centers, adding new budget items and funding, as required
- Prepare executive-level financial reporting that includes: budget vs actuals, variance analysis, forecasting burn rates, etc.
- Analyze new vendor opportunities and developing cost impact scenarios in utilizing vendor levers within our business activities
- Developed cost and density by location summary in order to drive the operations footprint site strategy across internal business and external vendors while maintaining any state-specific commitments
Database Development & Management
- Created an Oracle-based database that houses human resource/demographic (e.g., tenure, location, exempt status), financial, operational, and membership metrics, etc. pulling from disparate sources in order to support driving critical business decisions, such as forecasting staffing requirements for all HPO functions and tracking and reporting on seasonal trends
- Maintaining data integrity as the owner and administrator of the database and ensuring communication with other functions in order to keep the data accurate and consistent across the following:
- Headcount Tracking – distribute a weekly and monthly roll-up by operational area with drill-in capability
- Metric Reporting – payroll and billable hours, call center service data (handle time, call volume, vendor support), unit cost (hourly cost by function / location), seasonal trending on operational metrics
Systems Experience: Excel, Oracle, Clarity, Hyperion, MS Office Suite, SQL Server, Sharepoint, MS Access, Tableau Desktop, TOAD, Avaya CMS, ERS-ECS (Member Enrollment system), OSCAR, RADAR, Teradata, Peoplesoft, Deltek, Workday
Senior Financial Analyst 2012 – 2015
Position Summary: Financial reporting analyst with a focus on improving processes, identifying market opportunities and streamlining activities and timelines.
- Established a corporate yearly plan for all revenue and expenses
- Developed pricing models grounded in COGS, margin ceilings, and overhead absorption, ensuring competitive bids reflected accurate cost structures.
- Prepared all corporate financial reports on monthly, quarterly, and annual basis
- Reduced time from end of month close to a completed financial reporting package from 7-10 to 2 business days
- Combined financial data with original and updated budget to provide comparison, variance explanations, and forecasting on a monthly basis
- Developed pricing models using external market data, COGS, margin ceiling requirements and budgeted overhead, which were used for preparing pricing proposals to new and existing clients
- Oversaw a project to integrate our various production & reporting systems into one reporting server through SQL, including designing the database, query structuring, report output and quality
- Restructured our Accounting Acct Tree, creating new dimensions to allow us the ability to assess our different business units while not affecting the overall account structure of our parent company and keeping the continuity and usefulness of prior periods’ journal entries
- Developed an Appraisal Reporting Package to provide previously nonexistent metrics to both department heads and senior management
Systems Experience: AtClose, Yardi, Alamode, ADP, MS SQL Server 2012 & Report Builder , Microsoft SQL Server (certified)
Financial Analyst 2008 – 2012
Position Summary: Focused on tracking cash flow timing, sources, billable rates, and revenue projections on yearly and monthly basis
- Assisted HR with calculating Departure Agreement Compensation
- Analyzed firmwide costs by office, practice group, and attorney to determine profitability, integrating overhead allocations into fee and rate decisions.
- Supported the CFO and Senior partners in updating billing rates on a yearly basis, resolving the currency exchange rate issues that arose from adjusting the rates of over 5000 attorneys and other billable roles in close to 30 offices worldwide
- Established billing rates for all lawyers in the firm based on our internal data and sources such as the AmLaw 100, PwC, and Peer Monitor
- Developed country-specific knowledge of business practices in order to anticipate costs incurred in foreign offices
- Set revenue expectations and analysis of entire revenue life cycle, from incurring fees to AR behavior at a variety of levels that include: the office, the area of law, to the individual attorney
- Monitored and reported on all firm wide cash balances on a weekly basis, and cash flow statements and projections on a full-year basis to senior management
- Developed models for assessing profitability on an office, practice group, and individual basis
- Analyzed various billing methods including AFA’s, contingencies, and discount arrangements to determine efficacy
Systems Experience: Excel, MS Office, various survey systems and programs, Aderant, Elite, Intellistat, Peer Monitor
Education
University of Pittsburgh, Pittsburgh, PA
Bachelors of Science in Business Administration | Finance and Accounting (dual major) Economics (minor)
Certificate in International Business
Scholarships: CBA Study Abroad Scholarship (Nanjing, China) • H. Raeford Young Scholarship • National Merit Finalist