Lorena O. Email & Phone Number

Scottsdale, Arizona, Us

• Identify trends and partnership opportunities to assist in developing new initiatives for business growth • Assess the economic performance of various investments through a detailed understanding of revenue and cost drivers, identifying ways to increase growth and profitability• Monitor performance of various business units and departments and prepare periodic reports for senior management• Assist in producing analysis and recommendations for senior management concerning strategic business decisions

Scottsdale, Arizona, Us

· Oversee the preparation and presentation of monthly financials for 6 of Osaic's subsidiaries· Cooperate with business leaders to understand the financial performance of subsidiaries through detailed assessments of revenue and expense drivers· Consolidate KPIs into a single-page dashboard produced monthly with commentary to support strategic business decisions· Approve new contracts greater than $250k by completing cost-benefit analyses and consulting with Sr. management to support fiscally responsible spending· Improve efficiencies by automating existing processes and migrating models to financial planning software to increase capacity· Empower a team of analysts by providing mentorship, targeted coaching, and dedicated professional development time

Scottsdale, Arizona, Us

· Drive annual planning process for staff costs of $302M and 2300 employees by collaborating cross-functionally and employing financial models· Support delivery of $138M in M&A synergies by developing and maintaining financial models to determine appropriate staffing levels post-M&A· Make recommendations to Executive leadership by quantifying financial impact of new staff additions to address changing staffing needs while meeting financial goals· Inform on synergy realization progress by preparing board materials to outline progress, risks, and opportunities· Prepare capital and expense budgets and forecasts with variance analysis for M&A integration projects by working with project management team to ensure timely and on-budget delivery of projects· Assess quarterly cash flow needs by forecasting project spend, staffing synergy realization, and severance liabilities in support of the overall Treasury department

Phoenix, Az, Us

· Develop and present annual budgets for 24 locations representing $21M in revenue and 350 employees by working with Executive & Senior management to establish KPIs in support of the strategic plan· Design budgets for federal, state, and foundation grant proposals by collaborating with Development team and Sr. management to meet RFP requirements and align financials with grant deliverables· Manage funder relationships by preparing and delivering accurate financial reports to maintain trust and foster excellent partnerships· Support Accounting in the preparation of annual tax forms by providing relevant data regarding program activities and funding· Coordinate preparation for fiscal audits by examining all required documentation and reviewing large sets of data to ensure compliance with federal, state, and local regulators· Delivered $100k in savings by scrubbing 5-year-old data which auditors initially fined for non-compliance· Developed a five-year model for a new home healthcare program in collaboration with Sr. management by benchmarking competitor data, estimating fixed and variable expenses, and analyzing insurance agreements to determine break-even points using various scenarios· Direct Supervisor for Finance Administrator role, assigned tasks based on competing priorities, developed skills through training and coaching to increase capacity

Springfield, Massachusetts, Us

· Manage 18 client relationships with total assets of $373 million by serving as their day-to-day contact, resolving complex inquiries regarding regulations and provisions of plan documents, and ensuring compliance with IRS and DOL regulations· Build strong client relationships to aid in attaining retention goals by attending client visits, responding accurately and timely to inquiries, and anticipating needs· Grow revenue and alleviate administrative burden for existing clients by identifying areas of opportunity and presenting MassMutual service solutions· Increase assets under management by $16 million to help attain sales goals by collaborating in sales presentations and demonstrating product solutions to potential clients· Acted as a business owner by collaborating with various departments to resolve complex issues

Scottsdale, Arizona, Us

Master Of Business Administration - Mba, Executive Master Of Business Administration

Bachelor Of Science (B.S.), Economics