Jordan Kinnick Email & Phone Number

United States

Miami, Florida, Us

• FY24 Global CSBP of the Year award winner• FY24 Global CSBP Rookie of the Year award winner• FY25 Selected to the CS Field Champion team• Serve as thought leader, customer advocate and partner to Anaplan’s most strategic customers• Assess and understand your customer’s planning challenges and desired business objectives.• Develop and execute Customer Success plans that achieve customer’s goals while expanding the Anaplan footprint• Measure the results of implemented strategies to identify and articulate the value realized through the investment in Anaplan• Work closely with alliance partners, sales, and other Anaplan internal teams to become the customer’s trusted leader for their connected planning journey• Demonstrate high impact leadership through setting a vision and strategy, motivating others, driving urgency and achieving measurable results

Miami, Florida, Us

• Serve as the lead Anaplan Administrator & Sr. FP&A Analyst for global software subscription renewal organization. Manage and enhance 6 interconnected Anaplan models that drive the forecast, plan, actuals, employee headcount, and financial metrics for the global financial outlook supporting internal teams in more than a dozen countries. Build Anaplan New UX dashboard systems to support and enhance internal FP&A team’s financial decision-making practices and model update processes.• Develop full year, automated financial forecast modeling and variance reporting for organizational leaders and business partners leveraging Anaplan modeling, Anaplan NUX Page building, Anaplan add-in for Excel, Tableau, and Alteryx. Own the monthly/quarterly/annual close & switchover processes.• Collaborate with department leaders to ensure clear understanding, agreement, and insight into customized reporting needs and modeling logic built in Anaplan. Develop automated reporting and forecasting tools for more efficient data aggregation and forecast accuracy. Support Finance & Accounting teams on period close requirements, ad-hoc projects, and immediate reporting needs.• Build & analyze forecast vs actual financial trend results in variety of categorical aggregations leading to analytical recommendations offered to leadership. Provide outstanding service to organizational partners meeting with leadership to discuss and manage department’s immediate needs in our pipeline.• Manage and maintain Alteryx and Tableau workflows connected to Anaplan and publish dashboards to Tableau Online. Workflow and dashboard examples range from forecasting for promotions & salary increases, forecast vs plan vs actuals by vendor GL detail, global employee headcount by client, and revenue reporting by logo hierarchy supporting FP&A team, GSD Revenue, Bus. Apps, among others.

Denver, Co, Us

• Project management experience leveraging planning and model building in Anaplan for a nationwide multi-family residential property management company. • Experienced interdepartmental communication skills beginning from a project’s initial scoping, Agile planning, building, training, to the final rollout to end-users.• Built and successfully implemented data modeling with Anaplan, Tableau, and Excel. Anaplan models like the annual budget and weekly KPI were used by operations departments, investor groups, and 120+ onsite property management teams.o Ex./ Models: Property Budget, Corporate Budget, Weekly Property Performance KPI, Anaplan/HD-Supply Discount Code Initiative, Automated Monthly Property Bonus• Manage data sources, query code, actions & processes, and connection points to create and maintain dashboards in the classic UX, New UX, Tableau, and Excel providing regular feedback and analysis to key department leaders.• Work with property-level and corporate-level departments to develop a streamlined process to achieve their reporting needs per the deadlines. Identify and formalize best practices in model building and provide assessment of Anaplan end-user experience to produce enhancements to the models.

Denver, Colorado, Us

• Tracked clients’ profitability standards, investigated the underlying data and articulated the story behind the lack of profitability based on the datasets. Created an actionable item list and reviewed with managers from all branches. • Built and maintained a variety of weekly, monthly, and ad-hoc reports for senior management and a range of departments including accounting, sales, and marketing.• Data analysis and reporting included heavy use of Excel to develop and maintain client profit reports, P&L statement, income statement, budgeted hours vs actual, annual budget build & comparison to actual, cash collections, union dues, overtime usage, revenue retention and contractual revenue trends by branch.• Held conference calls with branch managers to outline and understand deficiencies in revenue and labor cycles and complete an action plan to rectify the issues found in branch P&L’s, income statements, actual vs budget labor hours & revenue vs labor.

Greenwood Village, Co, Us

• Liaison between corporate headquarters and the divisional offices. Provided analytical support to management to improve home-building operational flow and to identify opportunities for cost savings and increased margins.• Responsible for the management of the corporate forecasting model. Prepared ad-hoc financial reports by collecting, sourcing, formatting, and preparing a plan of action for potential areas of concern.• Prepared presentations for the Board of Directors and the senior management suite. Responsible for the development, analysis, and interpretation of statistical and accounting information in order to appraise operating results in terms of profitability and performance against budget.• Analyze financial feasibilities for potential land transactions and active communities. Accurately prepare the required financial packages (financial statements, cash flow analysis, budgets, business plan).

• Drove the analytics for healthcare consulting firm and identified opportunities to improve client hospitals’ financial performance for 12 client hospitals across the US. • Developed and maintained Access databases used to create detailed month-end Excel workbooks displaying 6, 12 and 24-month trends on a variety of healthcare related statistics including gross patient service revenue, payments by payer type, patient registrations, net revenue, aging balance by payer, AR>90, denials, rejections, and clean claim rate. • Developed financial models to support new and existing business initiatives, long-term contracts and other ad-hoc projects. Analyzed and interpreted financial data to identify key areas for revenue cycle improvement.• Generated financial budgets and executed business strategies supporting annual budgets vs actuals to provide insight to leadership for our client-specific revenue cycle improvement.• Created and maintained daily KPI snapshot 5-day trends for a variety of financial statistics to quickly spot positive and negative patterns and look for anomalies and outliers in the data. • Led in-person and remote training for new-hires and supervisors in beginner to advanced features of Excel, Access, and client specific software.

Lithonia, Georgia, Us

• Assisted the VP of Finance with the development of the strategic financial plan to acquire new practices and physicians in order to increase overall volume, revenue, and contribution margin to the DeKalb hospital system. • Analyzed financial databases and developed reporting models and dynamic templates to track statistics including individual practice and physician performance, patient volume & satisfaction, budget, revenue, performance forecasting, FTE per 10k wRVUs, no show %, and Collections by Payer Mix. • Built monthly and weekly performance reporting systems for 35 care groups within Primary Care, Specialty Care, and Hospitalist roll-up performance review.• Maintained the financial reporting system, labor productivity, and monthly statistical reports for all Primary Care, Specialty Care, and Hospitalist divisions. Worked closely with VP of Finance and VP of Physicians’ Group to provide strategic insight on areas of high value, profitability, and implementation of future opportunities. Stayed in direct communication with physicians, practice managers, directors, IT, and hospital accounting team.

New York, Ny, Us

• Responsible for prepaid invoice reconciliation reports and amortization of newly acquired Approva, Lawson, and Softbrands subsidiaries. Analyze all prepaid accounts and identify items that do or do not meet threshold requirements. Reflect amortizations on monthly reconciliation financial report. • Prepare monthly Global Premises cross-charge report. Identify all Infor and Golden Gate Capital employees by office and company on a global basis. Determine exact amount of employee salaries at each office location worldwide. Submit appropriate cross-charges to the company responsible for each employee’s salary. Follow all guidelines of GAAP.• Perform analysis on the Intercompany account to determine the appropriate account string for invoice coding for charges sent from one country to another. Conduct follow-through with appropriate managers as needed to determine what the invoice is for, who approved it, and to what account string the charge should be applied.• Build and maintain the merger cost reconciliation financial reports for Infor and subsidiary companies, Lawson, Softbrands, and Approva. Manage documentation for all items reflected on the merger cost account. Present the general ledger balances report to management on a monthly basis. • Maintain reconciliations for all short term and long term deposit accounts for Approva, Infor, and Lawson. Contact appropriate employees to secure the refund of the deposits. • Create American Express Purchasing Card accrual and allocation before Intercompany cutoff each month. Communicate with members of sales team to ensure appropriate coding for each charge. • Track all Global Network tax planning and preparation expenses reflected on Plus Relocation Invoices. Reclass all Plus Relocation invoices to the correct function and account.

B.B.A, Finance

Bachelor Of Business Administration (B.B.A.), Accounting And Finance