Steve Harbaugh Email & Phone Number

Escondido, Ca, Us

Carlsbad, Ca

Firm Overview: Thermo Fisher Scientific Inc. is the world leader in serving science, with annual revenue exceeding $25 billion. Its Mission is to enable its customers to make the world healthier, cleaner and safer. Position: Sr. Financial Analyst, Systems FP&A• Ensure revenue reporting is aligned between the LSG Divisions, Functions, Regions, and FinancialSystems teams• Lead the monthly close revenue reconciliation process between all systems (COGNOS, TFSMRGN,CMR, FDM, HFM, and Planning)• Drive revenue process improvements (PPI) across the organization (both internally amongst thesystems team as well as externally with the user community)• Support the revenue AOP and restatement processes by ensuring that the financial system data andfunctionality are aligned with business needsAchievements• Improve existing processes and reconciliation models by leveraging PowerQuery and PowerPivot for ETL and data processing.• Develop Reports and Visualizations to provide trending analysis and insight into drivers of the gaps between systems to address ongoing issues.

Greater San Diego Area

Firm Overview: MedImpact, an independent, trend-focused pharmacy benefit manager (PBM), is the nation’s largest privately held PBM, serving health plans, self-funded employers and government entities. Position: Database Manager, Performance Guarantees• Create ETL processes using MS SQL Server Integration Services (SSIS) from multiple data environments and systems related to Performance Guarantee Analysis and Reporting.• Develop OLTP data models in MS SQL Server for capturing Performance Guarantee data utilizing MS Access as the front end tool.• Develop OLAP data models for use in MS SQL Server Analysis Services (SSAS) tabular data models.• Oversee data quality and documentation of Performance Guarantee Process and Procedures related to the implementation of the Performance Guarantee Database.• Create Management Dashboards in MS Excel which utilized SSAS tabular data models.Achievements• Transitioned from reporting and analyzing data primarily in MS Access and Excel utilizing PowerPivot to developing in MS SQL Server.• Built the Performance Guarantee Database from the ground up.• Helped the department transition from reporting and analyzing on a one off basis to a consolidated basis.

San Diego Ca

Firm Overview: The company provides a broad range of products and value-added services to over 500,000 professional customers in maintenance, repair and operations, infrastructure, and power and specialty construction sectors. Position: Senior Financial Analyst (Contract) • Cross train with existing employees on current processes and reporting and ensure that all items have been documented in SOPs for the transition team. • Train transition team on existing reports and processes and make recommendations for process improvements and reporting enhancements. • Develop innovative reports and processes as needed for the transition team. Achievements • Developed a balance sheet forecast plan that streamlined inputs, methodology change, review, and changeover. • Created a GM report that improved efficiency and output by converting the previous single-dimension reports into a multi-dimensional analysis.

Carlsbad, Ca

Firm Overview: As the largest provider of specialized behavioral health care services in the United States, CRC has facilities that treat patients with drug and alcohol addiction, weight management, and other psychological and behavioral problems. Position: Financial Analyst (FP&A Oct-12 thru Dec-13 and Clinical Analyst Jan-14 thru Jan-15) • Oversaw business intelligence integration on an acquisition of a chain of clinics. • Developed initial forecast reports for various corporate departments and the clinical divisions to facilitate monthly forecasting. • Oversaw data collecting and reporting of census metrics across the entire company. • Published weekly and monthly reports focused on KPIs which combined FTE, financial, and clinical data. • Utilized Cognos and Microsoft Excel to develop specialized annual budgets for various corporate departments and the clinical divisions. • Developed an ROI model using VBA to assist in capital budgeting for new facility start-ups and existing facility relocations. Achievements • The ROI model assisted in capital budgeting and allowed for record turnarounds and robust analysis. • Developed data cubes in PowerPivot using various data sources for reporting needs. • Created a database for daily clinical census metrics which were used to produce daily and weekly reports. • Increased productivity and reporting capabilities by streamlining acquisition and analysis of data.

Firm Overview: Consumer Electronics and Software Services company focused on remote wireless camera systems. Position: Senior Financial Analyst • Analyzed trends, costs, revenues, financial commitments, and obligations to predict future revenues and expenses. • Created financial and management reports to control costs and expand revenue streams. • Managed balance sheets, profit and loss statements, and other financial reports. • Streamlined the operations of the billings and subscription system known as Zuora. Achievements • Created an Access database that combined data from internal and external systems to produce financial and usage reports. • Coordinated data quality implementation across the company's internal and external systems. • Developed a report series that provides key data on services conversion, customer retention, and customer churn. • Created a report series that tracked service revenues such as refunds, rebates, monthly recurring revenue recognition, and monthly reconciliation against the company's payment system.

Firm Overview: Consumer Electronics company focused on the internet radio market. Position: Senior Accountant • Oversaw all accounting functions including accounts receivable, accounts payable and auditing. • Managed two junior accountants to ensure accuracy in processing and fulfillment reports. • Calculated Venture Capital debt funding and payment, commissions and royalties. • Created cash flow forecasts for budgeting and sales analysis. • Entered QuickBooks entries of bills, purchase orders, cash receipts, general journal entries and financial reports. • Created sales analyses of key factors including gross margin, return rates and product category. • Provided ad hoc strategic analysis. Achievements • Helped develop an accounting system and procedures for this successful startup firm. • Developed a loan amortization and payment calculation for Venture Capital debt funding. • Extensively applied GAAP to routine and complex procedures -- projects included coordination of accounting and financial transfers between parent company and Grace Digital. • Used QuickBooks accounting data to create a series of Excel reports that incorporate standard and pivot tables that underpin various strategic analyses. • Created a sales forecasting model which included a comparison of projected to actual sales.