Eric L. Email & Phone Number

Angwin, Ca, Us

San Francisco, California, United States

Seattle, Washington, United States

Chattanooga, Tennessee, United States

Operated in a high-impact role as the sole financial analyst supporting an equity-backed, $25M SaaS company, reporting directly to the CFO.• Managed financial data and information reporting to Nintex for the acquisition of Skuid in December 2023 including quota attainment, bookings, LTM financials and next 6 months of modeling.• Created, automated, and maintained a daily and weekly cash forecast for upcoming 18 months to drive weekly decision making around cash management, income… Show more Operated in a high-impact role as the sole financial analyst supporting an equity-backed, $25M SaaS company, reporting directly to the CFO.• Managed financial data and information reporting to Nintex for the acquisition of Skuid in December 2023 including quota attainment, bookings, LTM financials and next 6 months of modeling.• Created, automated, and maintained a daily and weekly cash forecast for upcoming 18 months to drive weekly decision making around cash management, income generation and payables.• Prepared weekly cash forecast for distribution to investors and succinctly reported highlights and variances week to week.• Managed monthly and quarterly reporting packages for investors consisting of the three financial statement models, both high level and detailed, and KPIs.• Owned monthly commissions payout process from start to finish, including developing custom Excel-based software, resulting in fewer errors and reduced processing time from 20 days to 5.• Partnered with operational business leaders to understand trends and variances and ensure accountability and ownership of departmental budgets.• Key driver in accounts receivable and collections, reducing outstanding receivables over 30 days to less than 15% and days in A/R to under 30 days. Show less

Greater Los Angeles Area

Led the financial reporting transformation for the Southern California regional arm of a $4 billion non-profit healthcare company. Improved the reliability and increased the breadth of reporting available to physicians and administration.• Produced complex financial models including fair market valuations to drive leadership decision making for potential clinic acquisitions (M&A).• Created, maintained, and administered monthly productivity reports for 30 physicians, ensuring… Show more Led the financial reporting transformation for the Southern California regional arm of a $4 billion non-profit healthcare company. Improved the reliability and increased the breadth of reporting available to physicians and administration.• Produced complex financial models including fair market valuations to drive leadership decision making for potential clinic acquisitions (M&A).• Created, maintained, and administered monthly productivity reports for 30 physicians, ensuring accuracy to foster trust and transparency.• Co-developed the annual cost budget from the ground up for 24 outpatient clinics in the LA area to meet strategic goals. • Supported multiple departments with weekly / monthly financial data and reports, as well as AD-HOC requests. Show less

Greater Los Angeles Area

Sacramento, California Area

As a financial analyst I work closely with the corporate budget from start until completion. My team is in charge of creating the corporate budget as well as gathering and implementing the budgets from each hospital in our network. I work with directors and executives to complete their budget and review it before it is sent for approval. I also have a major part in the monthly forecast process. I created the forecast document (in Excel) and it is fully functional as an easily readable and… Show more As a financial analyst I work closely with the corporate budget from start until completion. My team is in charge of creating the corporate budget as well as gathering and implementing the budgets from each hospital in our network. I work with directors and executives to complete their budget and review it before it is sent for approval. I also have a major part in the monthly forecast process. I created the forecast document (in Excel) and it is fully functional as an easily readable and modifiable reporting tool. I monitor the process from start to finish, and have improved the process from a month-long exercise to a few days of actual work. The biggest improvement happened to be the process of rolling forward the dashboard each month. Instead of a large, unstable macro that could take over 3 hours to run, it now takes mere seconds and works without a hitch.Finally, I work daily with reporting data clearly and concisely. I create and run reports in Excel from our SQL database, AS400 queries, and other data sources. I also work with Tableau and enjoy creating reports out of that software as well. Show less

Sacramento, California Area

• Managed daily cash clearing and data entry for 5 journals• Reconciled the cash clearing log and 4 other accounts• Processed invoices and purchase orders in the AS400 database• Created and implemented Excel reports for more efficient storage of patient financial data

Koror, Palau

Taught 5 high school classes, 2 sections of 20 students each in subjects of Bible and Physical EducationCultivated relevant life skills in management, discipline, patience, leadership, responsibility, perseverance, and timeliness.