Director Of Financial Planning And Analysis
Current• Head of Finance for $120 million Facilities business vertical• Head of Finance for $100 million R&D function• Instrumental in driving the financial reporting integration of ResMed SaaS entities
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@matrixcare.com
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Eric Baltes is listed as Finance Leader | FP&A | Analysis | Modeling | People Development | Valuation | Credit | Advisory at MatrixCare, a with 501 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at matrixcare.com and a matched LinkedIn profile for Eric Baltes.
Eric Baltes previously worked as Director of Financial Planning and Analysis at Matrixcare and Interim CFO and Director FP&A at Matrixcare. Eric Baltes holds Mba, Finance from University Of Minnesota - Carlson School Of Management.
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AeroLeads found 1 current-domain work email signal for Eric Baltes. Compare company email patterns before reaching out.
I am a finance professional with over 25 years of experience working in fast-paced, demanding, and diverse environments, including publicly traded Fortune 500 financial services and healthcare companies, a smaller but growing privately held professional services firm, a growing e-commerce company, and a healthcare SaaS company.In these environments, I have provided leadership, people development, process improvement, financial modeling, forecasting and planning, financial and credit analysis, and valuation and other advisory services. I am a positive and enthusiastic business partner, who effectively manages multiple projects, resources, and deadlines under pressure. A summary of my expertise includes:◊ Professional Skills - Strategic leadership - People development - Process improvement - Forecasting and planning - Financial and credit analysis - Complex financial modeling - Valuation theory and analysis - Report writing and presentations - Buy-side and sell-side advisory - Industry and economic research◊ Technical Skills - Adobe Acrobat - Anaplan - Bloomberg - Microsoft Office - Microsoft Outlook - S&P Capital IQ - Thomson Reuters Bank Insight - MPWR - Oracle (Hyperion) Essbase - Oracle General Ledger - ProSystem fx Engagement - TM1◊ Industry Experience - Agribusiness - Constructions & Real Estate - Financial Services - Heathcare - Hospitality - Manufacturing & Distribution - Professional Services - Retail and E-commerce - Software as a Service
Listed skills include Finance, Financial Modeling, Valuation, Financial Analysis, and 12 others.
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A career timeline built from the work history available for this profile.
Bloomington, Mn, Us
• Head of Finance for $120 million Facilities business vertical• Head of Finance for $100 million R&D function• Instrumental in driving the financial reporting integration of ResMed SaaS entities
Bloomington, Mn, Us
• Lead month end close review process, including driving reporting and variance analysis• Engage with President, CEO, and executive leadership team to educate and to provide support for monthly reporting, forecasting, budgeting, and modeling• Collaborate with cross-functional departments and business units to develop Power BI dashboards, forecasts, and budgets and to understand cash flow needs• Manage and mentor a team of financial analysts• Perform cash monitoring and forecasting• Participated on core sell-side team in sale of company to ResMed• Responsible for credit agreement compliance and creditor reporting and analysis
Minneapolis, Mn, Us
Hello. We’re Salo, the staffing and consulting super connectors. We drive businesssuccess in Minneapolis and Chicago by connecting our clients to an unrivaled assemblyof finance, accounting and human resources talent with a proven history of success. Ourpassion for problem solving has made us a leader in driving business outcomes on aproject or interim basis, as well as in finance and accounting search services. Let’s getsolving.Senior Financial Consultant at Fortune 50 healthcare company working on an Operations Finance team• Managing new hire requisition reporting and analysis,• Leading capital project forecasting, reporting, and analysis,• Preparing month end estimates reporting files and executive summary report,• Streamlining processes and redesigning models, resulting in fewer errors and work effort reductions ranging from 50-90%, and• Created a cost per enrollment dashboard for analyzing performance trends by state.
Eden Prairie, Minnesota, Us
Financial Planning & Analysis• Prepared forecasts and annual plans for a $1.4 billion receivables portfolio, including customer receivables, allowance for loan loss, and the credit profit and loss statement• Performed month end close reporting and variance analysis for the receivables portfolio• Analyzed the net present value of customer catalog campaigns and the sensitivity of key inputs• Maintained, reconciled, and utilized a database in Oracle (Hyperion) Essbase for analyzing customer value• Partnered with our agile IT squads and the Credit department to automate customer accounts receivable monthly reporting in two Oracle (Hyperion) Essbase databases• Trained and developed new employees on the customer value database and the net present value of customer catalog campaignsUnique Challenges of this Position• Required forecasting and reporting on a fiscal basis, calendar basis, and cycle basis• Forecasts and monthly reporting were prepared for internal and external purposes, using different metrics for each• Bluestem combines the ever-changing landscape of an e-commerce retailer with the complexities of personal credit underwriting• Bluestem is a public company that trades on the OTC marketplace
Us
Valuation Services Practice• Managed valuation projects and developed analysts• Performed all aspects of [business, complex capital, and intangible asset] valuation engagements, including leading client meetings and communications, delegating work flow to analysts, gathering data, analyzing financial and other information, building models and templates, and writing reports and presenting conclusions to clients• Researched and analyzed industry, economic, and regulatory trends and competitive factors• Provided other client advisory services, including M&A pricing analysis, sell-side and buy-side modeling and analysis, cash flow modeling and analysis, and financial due diligence• Prepared complex litigation-related lost profits and financial damages analyses, trial demonstratives, and financial expert witness reports• Worked closely with business owners and executives to identify engagement needs, to develop solutions, and to communicate complex valuation concepts and conclusions• Involved in CliftonLarsonAllen assurance engagements that required financial expertise
Minneapolis, Mn, Us
• Prepared monthly and quarterly forecasts and annual plans and analyzed variances for over $80 million in card and ATM processing revenues• Prepared monthly and quarterly forecasts and annual plans and analyzed variances for $3.5 billion in net interest income for consolidated U.S. Bancorp• Developed complex models and reporting dashboards for various purposes, including analyzing sales trends, sales incentives plans, product launch tracking, capital expenditure analysis, and unit profitability, among others• Performed valuations, analyzed financial statements, and prepared company analyses on potential acquisition candidates• Provided problem solving for a number of issues, including inflated "managerial" cash balances and the Treasury Department investment portfolio safekeeping process• Developed, maintained, and utilized Oracle (Hyperion) Essbase databases for analyzing ATM and card processing division revenues
Other employees you can reach at matrixcare.com. View company contacts for 501 employees →
Chakradhar Aragonda
Colleague at MatrixcareMaineville, Ohio, United States
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Orlando Chapoy
Colleague at MatrixcareUnited States
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Daniel Meyers
Colleague at MatrixcareCambridge, Massachusetts, United States
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Katie Denuh
Colleague at MatrixcareUnited States
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Jason Wisniewski
Colleague at MatrixcareFort Lauderdale, Florida, United States
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Allison Grady
Colleague at MatrixcareGreater Minneapolis-St. Paul Area, United States
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Michael Benson
Colleague at MatrixcareSt Paul, Minnesota, United States
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Bobby Moyini
Colleague at MatrixcareFrisco, Texas, United States
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Jason Jones
Colleague at MatrixcareAustin, Texas, United States
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Robert Demeule
Colleague at MatrixcareGreater Orlando, United States
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Quick answers generated from the profile data available on this page.
Eric Baltes works for MatrixCare.
Eric Baltes is listed as Finance Leader | FP&A | Analysis | Modeling | People Development | Valuation | Credit | Advisory at MatrixCare.
AeroLeads has found 1 work email signal at @matrixcare.com for Eric Baltes at MatrixCare.
Eric Baltes is based in Minneapolis, Minnesota, United States while working with MatrixCare.
Eric Baltes has worked for Matrixcare, Salo Llc, Bluestem Brands, Inc., Cliftonlarsonallen, and U.S. Bank.
Eric Baltes's colleagues at MatrixCare include Chakradhar Aragonda, Orlando Chapoy, Daniel Meyers, Katie Denuh, and Jason Wisniewski.
You can use AeroLeads to view verified contact signals for Eric Baltes at MatrixCare, including work email, phone, and LinkedIn data when available.
Eric Baltes holds Mba, Finance from University Of Minnesota - Carlson School Of Management.
Eric Baltes is listed with skills including Finance, Financial Modeling, Valuation, Financial Analysis, Mergers And Acquisitions, Financial Reporting, Forecasting, and Leadership.
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