John Lewin Email & Phone Number

• Migrate, enhance, and automate over 7,000 financial reports and processes through the development of Power BI dashboards, Power Apps, Alteryx workflows, and Dremio data pipelines.
• Collaborate with global Finance stakeholders to gather requirements, develop dashboards, automate processes, perform UAT, and provide technical support.

• Senior Data Analyst supporting the data, reporting, and process automation needs for Accounting, FP&A, Treasury, and Commercial Collections
• Developed data pipeline, data frame, and data mart to support Finance and Accounting self-service reporting needs
• Accelerated month-end close by streamlining data acquisition and automating processes utilizing Alteryx and Power Query,
• Drove multiple successful data and reporting projects through collaboration with Accounting, FP&A, Treasury, Engineering, Data Engineering, Risk, Compliance, Legal, and Product
• Developed data pipeline and framework for Oracle journal entry import
• Data and process optimization projects reduced monthly work effort by 82 hours while increasing the accuracy of financial data and reporting

Folsom, California

• Business Intelligence and Reporting Lead under the Senior Vice President of Finance, supporting Finance and Accounting with analyses and decision-support reporting surrounding a wide variety of organizational areas and.
• An essential member of data warehouse development, data governance, and master data management teams
• Foundational in the development of data warehouse business intelligence reporting schema
• Advanced the organization's decision-making and operational efficiency by leveraging data and expanding business intelligence
• Successfully led and managed the project to consolidate, reduce, and transition over 700 reports/extracts/dashboards during migration to the new data warehouse and core application.
• Collaborated with stakeholders across the organization to re-engineer and consolidate over 300 reports down to 43 Power BI dashboards, including three executive-level dashboards; thereby driving greater operational.

Folsom, California, United States

• Under the Senior VP of Finance, performed routine and ad hoc reporting and analysis covering deposits, loans, delinquency, membership, marketing, and digital banking
• Reengineered and streamlined existing processes, reporting, and analytics to reduce update time and complexity while improving performance and data reliability
• Saved the organization $60K through loan acquisition rate reduction by developing a targeted analysis
• Reduced potential loss of $500k+ through the development of complex analysis surrounding employee compensation
• Developed new Hyperion planning models

El Dorado Hills, California

• Analyze, model, and report on department metrics, resource allocation & utilization, and impacts on operational performance
• Generate business intelligence reports utilizing Tableau, Business Objects, SQL, SAS, MS Access, and MS Excel
• Developed data pipeline and data marts as well as executive dashboard in Tableau and Power BI
• Increased labor utilization by 43% through the development of an application, process, analysis, and reporting
• Qualitative and quantitative data lent to the improvement of processes, controls, and strategic direction
• Created front-end DBMS forms and reports to automate and streamline workflow processes

Sacramento, California Area

• Implemented full-cycle, client-specific instances of NetSuite and managed migration of financial and operational data
• Audited and tested client financial data while managing full-cycle accounting and payroll
• Scoped, designed, and developed an enterprise-wide DBMS application, including gathering requirements and performing end-user testing and training
• Created automated ETL tools with MS Excel and macros/VBA to reduce client onboarding cycles

Roseville, California, United States

• Analyzed monthly variances, KPI’s, and trends for issues and opportunities for improvement
• Performed financial and operation analysis and generated portfolios for prospective self-storage acquisitionso Vetted and managed implementation, testing and end user training of Adaptive Planning/Insights as well as.

Folsom, California, United States

- Collaborated with Pension department to gather requirements, analyze pension data and systems, implement data and system enhancements, develop user acceptance criteria, and lead user acceptance testing.

Rocklin, California

• Executive-level Analyst supporting Supply Chain Executives with budgets, forecasts, analysis, and reporting
• Developed new reporting tools and financial models as well as automated current reporting tools and processes
• Managed $650 million global supply chain budget and develop monthly global supply chain forecasts
• Analyzed metrics, variances, allocations, absorption, margins, labor, overhead, and material costs
• Liaison between C-Level Executives, FP&A, and Supply Chain VP’s

Elk Grove, CA

• Primary finance manager for $32 million manufacturing plant including development of monthly forecasts, preparation of plant and corporate monthly reporting packages, and analysis of manufacturing and inventory.
• Work closely with Supply Chain Management and Operations to increase production yields, reduce overproduction of inventory, manage raw materials, and reduce production order variances
• Automated conversion cost and inventory reporting
• Instrumental in reducing over $700K of manufacturing conversion costs through the use of Lean-Six Sigma methodologies

Sacramento, CA

• Identified billing rate outliers (excessive/insufficient) through analysis of billing rates by CPT codes, hospital system, and region
• Delivered rate adjustment proposal to regional CFO’s which reduced legal risk while maintaining overall revenue
• Established billing rates through analysis of reimbursed revenue, procedural volumes, contract rates, activity-based costs, and market pricing
• Created macros (VBA) to automate monthly reporting
• Assisted in preparation of annual cost reports

North Highlands, CA

• Developed and managed $37M company-wide budget including creation of budgeting tools
• Created discounted cash flow projections, pro forma statements, financial models, cost/benefit analyses for capital acquisitions, new lines of business and organizational changes
• Supported ten divisions by providing analysis, budget management, and custom reporting
• Analyzed monthly variances; identified, monitored, and reported on key performance indicators; and prepared monthly financial statement packages
• Established and analyzed manufacturing variances, shop rates, bills of material, production efficiency, and costs and absorption for manufacturing divisions
• Developed procedures to track and reconcile manufacturing labor and inventory

• Exclusive Analyst for Sacramento Metropolitan Area Finance, Business Operations and Marketing departments
• Developed and managed $375 million revenue budget and monthly forecasts for Sacramento region
• Performed variance and trend analyses as well as analysis on sales by product line, promotional discount mix, revenue drivers, operational metrics and other key performance indicators
• Forecasted revenue, rates, promotional discount mix and customers
• Created financial models, ad-hoc reports and custom queries
• Automated monthly reporting process

• Monitored direct costs, overhead expenses and contribution margin
• Performed monthly trend and variance analyses
• Strategically reviewed regional Income Statements with Controller, General Manager and regional Business Operations Managers
• Performed internal compliance audit

• Developed accounting systems, processes and controls to manage sales compensation contracts and compensation for worldwide salesforce
• Analyzed sales compensation, sales quotas, revenue trends, product types, compensation plan performance

• Managed and participated in all aspects of accounting
• Strategically restructured financial reporting processes in accordance with organizational changes
• Developed databases for compensation plans and client portfolios
• Managed and mentored Accounting Clerk
• Initiated a Strategic Planning Committee to provide cohesion and alignment of companywide strategic initiatives
• Increased profit margins by $150K through analysis of client contracts and development of new pricing structure

• Complete ownership of all aspects of accounting and finance
• Analyzed sales, COGS, margin and inventory variances
• Created cost/benefit analysis models for capital acquisitions, new lines of business and organizational changes
• Created forecasting models and performed break-even and profitability analysis for wholesale plant nursery
• Managed and trained two employees
• Created accounting systems, pricing structure and inventory processes for wholesale plant nursery and affiliated non-profit land conservation and mitigation bank companies

• Processed multi-million dollar payments to record and movie studios/distributors as well as foreign vendors
• Reconciled A/P accounts and consigment inventory
• Elected to represent A/P department in efforts to streamline receiving processes
• Managed and trained 5 employees

Bachelor Of Arts, Accounting, Gpa 3.74

Magna Cum Laude

Certificates, Project Management

Diploma, College Prep