Dynamic and Creative Senior Financial Analyst with 4+ years of experience in Insurance, Healthcare, and Technology. I help $150M+ companies gain insight from their financial results by developing new reporting tools to improve sales forecasting accuracy and pipeline growth. Skills & Tools: PowerBI, Tableau, Salesforce, Prophix, Hyperion by Oracle, PowerApps, and SQLHere are a few examples of my work: - Work closely with sales leadership to integrate Salesforce data into our financial reporting tool to improve pipeline revenue forecasting. - Develop and implement a headcount tracking tool for 300+ personnel to consolidate all personnel changes during our annual budgeting process.I am always energized by opportunities where I'm able to engage with business partners to make financial and strategic decisions to improve business outcomes.As a people person, I love connecting with new people and hearing their stories. Give me a shout at klen1598@gmail.com or here on LinkedIn!
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Financial Analyst IiiHylandCleveland, Oh, Us -
Senior Financial AnalystUpmc Jun 2023 - Present- Created an integrated sales revenue forecasting model through Salesforce queries to enhance risk-adjusted revenue forecasts impacted by sales activity. - Managed and developed summer intern over 10 weeks to ultimately deliver an accounts receivable dashboard to aid leadership in collecting outstanding revenue in excess of $100K+. - Developed a personnel cost estimator tool to enable both finance & operational personnel to make informed staffing decisions in current and future staffing scenarios. -
Fmr AnalystUpmc Aug 2020 - Jun 2023Pittsburgh, Pennsylvania, United StatesRotation 3: Workpartners Insurance Product Finance Team- Developed and implemented a headcount Power App and PowerBI to add controls and manage 700+ personnel across Workpartners.- Facilitated product owner decision-making through enhanced BI reporting and tailored analytics to drive business operations. - Transformed existing BI reporting with dynamic measurements to align with Workpartners margin goals for CY23.- Engaged with operational partners to enhance the accuracy of pricing models for new and existing clients.Rotation 2: Presbyterian Shadyside Hospital Finance Team - Complete monthly and ad-hoc executive reporting for hospital executive management group to inform decision making.- Provide ongoing financial support to 12 different hospital based clinics to manage financial and operational needs.- Collaborate with lab and imaging leadership to address cost savings initiatives across the health system. - Develop and operationalize 2 business intelligence dashboards aimed at restoring metrics for executive decision making & capital budgeting.Rotation 1: IT Finance Analyst - Performed routine close processes, reconciliations, and audits of financials in excess of $50M on a recurring basis. - Engaged with partners in IT to deliver a 10% overall budget reduction resulting in savings of $30M.- Collaborated with team members to prepare, execute, and accomplish a full upgrade of our IT costing system saving 3+ hours on monthly reporting.- Provide ad-hoc support to various teams across finance regarding IT spend in a variety of functional areas. -
Corporate Communications InternHyland May 2019 - Aug 2020Westlake, Ohio• Develop and execute social media campaigns to engage potential prospects and talent• Draft and execute press releases to increase visibility through media channels• Work closely with the office of the CEO to streamline and improve internal and external communications • Create and maintain relationships with internal and external stakeholders -
Marketing InternUniversity Of Pittsburgh Aug 2018 - Apr 2019• Execute over 35 large scale promotional activities for guests of football, soccer, and wrestling matches• Strategize and develop ways to increase attendance• Conduct research to gain insight on consumer preference • Work closely with other departments within the university to improve consumer experience -
Freelance Marketing ConsultantParagon Health & Fitness Apr 2018 - Aug 2018• Develop and execute marketing campaigns to effectively increase sales • Design graphics and craft social media posts to build brand equity• Collaborate with staff and business leaders to develop new promotional activities
Kyle Leonard Education Details
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Marketing
Frequently Asked Questions about Kyle Leonard
What company does Kyle Leonard work for?
Kyle Leonard works for Hyland
What is Kyle Leonard's role at the current company?
Kyle Leonard's current role is Financial Analyst III.
What schools did Kyle Leonard attend?
Kyle Leonard attended University Of Pittsburgh.
Who are Kyle Leonard's colleagues?
Kyle Leonard's colleagues are Daniel Mcdevitt, Tammy Collette, Breanna Kebort, Barbara Urey, Diane Dunnaville, Lisa Rearick, Lisa Pinkney.
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Kyle Leonard
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Kyle Leonard
Lead Warehouse Specialist | Team Collaboration | Data Analysis | Project Management | Workflow OptimizationCharlotte Metro
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