Danielle D. Withers, CPA

Experience

• 

  Kindred Healthcare

  Jan 2013 - Jan 2014

  Staff Accountant (Contractor)

  • Influential in smoothly transitioning from legacy accounting software systems gained through multiple acquisitions to current SAP accounting software system • Successfully reconciled cash receipts per bank statement to accounts receivables systems (HomeCare HomeBase) and recovered thousands of dollars of missing cash• Maintained general ledger by preparing journal entries, generating reports, performing account reconciliations and analyses to accurately close the fiscal period in a timely manner• Assisted in annual audit by researching audit inquiries and retrieving relevant and reliable information • Monitored lockbox deposits by coding, submitting, and recording checks into Daily Deposits Report• Reconciled and posted cash receipts from SAP accounting software system to Cash Receipts Report• Investigated, resolved, and communicated inter-departmental cash receipts and accounting issues with the treasury department and central billing office (CBO)• Assisted in the process of streamlining accounting and cash operations by verifying vendors were paid Show less

• 

  Humana

  Apr 2014 - Nov 2022

  • Established dashboard metrics for Corporate Management Team, Segment, and Line of Business Operating Committee with Pretax Profit exceeding Budget by $20M annually in 2017 and 2018• Collaborated with Operational Leaders to prepare yearly budgets, monthly forecasts, and provide insightful analysis by evaluating FTE needs and departmental goals• Compiled and disseminated monthly Forecast reflecting changing assumptions and explained Current Month Actuals vs. Previous Month Projection during subsequent reporting period• Redesigned Microsoft Excel Essbase & Smartview Budget templates for team members to analyze YTD department/facility results and evaluate estimates to efficiently load into Hyperion Show less

  • Senior Financial Planning Analyst

    Jul 2017 - Nov 2022

  • Financial Planning Analyst

    Apr 2014 - Jul 2017
• 

  Kelsey-Seybold Clinic

  Nov 2022 - Mar 2023

  Senior Business Analyst

  • Designed standard operating procedures for newly created Managed Care Financial Planning team• Engineered SQL queries utilized to build analytical financial models to track key performance metrics in value-added reports• Implemented outsourced vendors cost-savings initiatives and profitability improvement strategies• Accelerated financial plan reporting transition from Lawson legacy EPM to Oracle EPM

• 

  Discover Financial Services

  Apr 2023 - Apr 2024

  Lead Financial Analyst

  • Managed 2023 $345MM Transaction Revenue Annual Budget that exceeded Plan by 20%• Advised and fostered relationships between Finance and Operations optimizing cross-functional data to forecast quarterly projections and budget yearly plans• Produced profitability analysis and projections to support deal flow and partner negotiations• Delivered monthly financial presentations, effectively communicating performance results against financial forecasts and yearly plans• Trained and mentored colleagues on financial modeling and analysis Show less

• 

  HP

  Apr 2024 - now

  Principal Financial Analyst

  • Launched new Line of Business forecast reporting, which exceeded Budget by 5% in the first quarter of implementation, driving alignment between Operational Leaders and Corporate targets• Spearheaded Line of Business budgeting process, integrating long-term business strategy with gross margin optimization efforts by leveraging partnerships to understand key objectives• Achieved $5MM in cost savings leading and advising special projects with various stakeholders defining project scope, objectives, and timelines to deliver operational efficiencies• Managed FY 2024 $80MM Cost of Sales Annual Budget accomplishing 10% expense reduction• Centralized reporting channels, driving greater transparency and enabling improved operational accountability, resulting in faster decision-making to reach targets• Drove and implemented required data structures and systems to automate processes and deliver greater impact to the business Show less