Transcatheter Aortic Valve Replacement (TAVR) Finance

Surgical Structural Heart (SURG) Finance• Elevate business partnership with Clinical & Medical Affairs, Global Marketing, and Strategy Business Development functions by reporting accurate OPEX monthly financials with meaningful variance analysis to optimize budget management and mitigate variances to +/- 5% vs guidance forecast. • Develop a clinical payment tracking model to enhance clinical study accrual accuracy, forecast life of trial expenses, and improve process documentation.• Lead monthly forecasting, Strat Plan, and AOP with excellence by identifying and prioritizing risks and opportunities through scenario planning while collaborating with business partners.

• Automate and streamline processes to increase efficiency by creating financial reporting dashboards using SaaS solutions with internal benchmarking indicators to send to all levels of cost center management.• Create profitability model for medically invasive procedures to measure critical metrics (i.e., revenue cycle, variable cost, contribution margin, and profit margin) for long-range planning.• Execute annual operating and capital budget process, management reporting (variance analysis), cost accounting, and decision support for over 30 departments at Keck Medical Center.

• Drive cost optimization by building long-term P&L forecasting of key metrics that focus on significant improvements in cost structure for the departments of OB/GYN and Center For Women’s Health.• Proactively meet with department chairs and key stakeholders on a monthly basis to present P&L variance analysis by providing full transparency on cost and net margin profiles and increasing efficiency of overhead spending.• Execute time-sensitive ad-hoc projects that require cross functional collaboration for compensation structure analysis, implementation of physician scheduling software, and reconciliation of journal entries for intercompany accounting.

• Executed asset allocation and rebalancing of $1M virtual equity portfolio with market situation analysis, which resulted in 10% unrealized returns in 4 months.• Coordinated team project with fellow interns to pitch stock recommendations to investment committee.• Established personal investment policy guidelines for portfolio construction to effectively monitor risk, which limited downside exposure to 3%.

• Managed the business operations of a 250,000 sq ft portfolio of residential assets through long-range strategic planning, analyzing financial statements, and optimizing NOI to present to executive board.• Project Controller for renovation projects to turnaround distressed assets by collaborating with cross functional teams to further capture market value by 25%.• Supported the financial planning and analysis of distressed assets by developing pro-forma forecasts and reforecasting annual budgets to evaluate operational, financial, and strategic priorities.

• Spearheaded marketing campaign to lease-up first ever 100% solar-powered luxury community during construction phase, which boosted NOI by 25%.• Collaborated cross functionally with team of leasing consultants, resident manager, and community director to market, lease, and retain customers at luxury multi-family properties.• Delivered more than $3.5 million in annual leasing revenue.