Kyle Leverenz Email & Phone Number

Chicago, IL, US

US

US

• Performed monthly revenue allocations for month end processes to ensure accuracy of fees to our P&L statements to benchmark our growth and financial metrics in comparison to the market using Power BI.
• Facilitated monthly discussions on strategic initiatives, financial results, improvement of reporting processes and recommendation on how business goals will be met.
• Partnered cross functionality with underwriting on upcoming ISA contracts to begin tracking new rates to align with our segment forecast and performance trends.
• Analyzed databases based on variances by product sales channel, region, and customer accounts to identify patterns in financials related to key performance indicators for profit enhancement with SQL.

US

• Revamped financial model development and analysis for specific clients needing high level quantitative analysis of risk assessment, operations, and sensitivity scenarios.
• Performed profitability financial analysis metrics based on monthly P&L financial statements to increase healthcare market trends by 30% by monitoring client financials, channel profitability, and margin analysis.
• Developed financial models in Excel to forecast $87B annual revenue cash flow, cost of goods sold, and corporate strategies to support annual budget, quarterly forecast and long-term strategic planning processes.
• Collaborated with accountants to perform month end close projects by compiling financials from databases and conducting statistical analysis to identify trends for business operation recommendations using Tableau

Santa Fe, New Mexico, US

• Modeled Ad hoc analyses to accurately track GAAP financial statements to make qualitative and quantitative projections which helped improve analysis of financial results and KPIs.
• Communicated business investment performance trends, financial planning metrics, and ARR reporting analysis to present information gathered to managers using SQL.
• Generated financial statements including cash flow charts and aggregated monthly and quarterly reporting in ad-hoc schedules of key drivers of financial performances.

Santa Fe, New Mexico, US

• Identified new market opportunities to assist with annual audits conducted by external auditors and learned accounts receivable processes by working directly with customers to resolve past due balances.
• Maintained quarterly M&A activity reporting on consumer products to meet business requirements using PeopleSoft Financials to review and code vendor invoices, inventory vendor accounts, and prepare vendor payments.
• Applied cash receipts to customer accounts, payments, and refunds using ERP financial systems.