Aaron Lee Hart

Phone: (760) 641-8458, E-Mail: ihartfinance@gmail.com

I am an experienced financial professional with a broad array of forecasting, reporting, and system implementation experience.

 Experience:

 

Financial Systems Manager, November 2015 – April 2019, Stanford Children’s Hospital, $4.5 billion in charges

• Implemented EPSI Budget Manager and Strategic Product Budgeting
• Trained over 200 Stanford Children’s managers and directors on using the new EPSI system
• Provided historical procurement expense data for joint Stanford and Stanford Children’s Hospital cost control initiatives
• Built the FY 2018 Operating budget including $10 million in expense reductions
• Oversaw the transition of the CHA and UHC benchmarking extracts
• Managed the Decision Support Department during the TSI to EPSi transition
• Built and produced the bi-weekly productivity reporting package

Principal Budget Analyst, June 2010 – November 2015, University of California San Diego Hospital System, $2.4 billion in charges

• Implemented project Helix expense control in the FY 2012 through the FY 2015 operating budgets, which reduced Hospital System expenses by more $5 million each year
• Deployed EPSI Budget Manager and trained hospital directors for the FY 2012 through the FY 2016 budget cycles
• Developed long-range financial forecast for the $700 million Jacobs Medical Center which was approved by the University of Califonia Board of Regents in 2010
• Updated the UCSD Hospital System quarterly re-forecast for the UC Office of the President
• Managed the bone-marrow transplant LLC and the UCSD Stem Cell Lab financials for the LLC board of directors
• Served as KaufmanHall long-range forecasting software administrator

Senior Financial Analyst, February 2008 – June 2010, University of California San Diego Hospital System, $2.4 billion in charges

• Developed the Shiley Eye Center annual financial board package
• Prepared the Board of Regents financial forecast for the $225 million Sulpizio Cardiovascular Center
• Managed the monthly UCSD Medical Center board package and expense-variance reporting for senior management
• Authored the executive summary and coordinated the financial reporting for the annual PricewaterhouseCoopers audit
• Reported directly to the CFO
• Member of the Hospital System Rewards and Recognition Committee

 Senior Financial Analyst, October 2005 –February 2008, Fresenius Medical Care, San Diego, CA, $150 million in annual revenue

• Developed month-end JD Edwards reporting package for regional health systems
• Created Finance and Planning department Cognos financial reporting package
• Highlighted $15 million in additional annual revenue opportunities with a new financial account penetration model
• Facilitated the relationship between six regional vice presidents, Finance and the Executive Committee
• Automated 2006 annual operating base budget forecast

 Business Analyst, February 2004 – September 2005, Encore Capital Group, San Diego, CA, $250 million in annual revenue

• Developed and implemented a comprehensive end-of-month reporting package for the Legal Outsourcing group
• Deployed and customized Cognos software for Midland Credit Management, which was instrumental in a 10 percent  increase in annual legal outsourcing revenue
• Created a standardized legal firm Electronic Data Interface training manual
• Managed the relationship between Encore Capital and six national law firms
• Eliminated more than $50,000 in unexplained expense variances from a single law firm

Financial Analyst, January 2001 – October 2003, First American Corporation, San Diego, CA, $500 million in annual revenue

• Implemented expense control during the 2003 operating and capital budgeting process saving the division more than $10 million in taxable income
• Provided a fair market value equity valuation saving more that $3 million in stock issuance for the acquisition of the on-line credit reporting system subsidiary
• Generated over $50 thousand in additional annual revenue for the Vehicle Title Insurance subsidiary by implementing a comprehensive cash management strategy
• Implemented Oracle report conversion from 10.7 to 11i
• Automated the 10-Q and 10-K reporting process using Hyperion
• Provided ad hoc analysis to the divisional president, CFO and the First American CEO

Financial Assistant, September 1997 – October 1999, Perkins Coie LLP, Seattle, WA, $600 million in annual revenue

• Directed the selection, customization and implementation of on-line analytical processing software, reducing 1999 operating expenses by more than $10 million
• Designed the first tenant improvement budgeting model which highlighted significant variances in the office design, customization, and art expense in the new San Francisco Office
• Negotiated long term Lexus/Nexus contract saving the firm over $2 million annually
• Recommended bringing payroll in-house which eventually saved the LLP more that $50 thousand in annual operating expenses
• Coordinated SEC, and Treasury department reporting
• Managed both the Deloitte 401(k) audit and the PricewaterhouseCoopers law firm benchmarking survey
• Reported directly to the CFO and Executive director

Junior Financial Analyst, December 1993 – August 1997, KeyBank, Seattle, WA, $1.0 billion in annual revenue

• Authored the monthly KeyBank of Washington, Oregon and Alaska management discussions
• Coordinated the annual KeyBank of Washington operating budget and quarterly re-forecast
• Coordinated month-end close as well as budget to actual variance reporting for the regional state banks
• Prepared the monthly financial board package for KeyBank Northwest region
• Member of the Total Quality Management committee

Education:

University of Washington, Seattle, WA: Bachelor of Arts in Business Administration, finance concentration, Certificate of International Studies in Business, Latin American track, Dean’s List

La Universidad Nacional Autonoma de Mexico, Mexico City, Mexico: Spanish Teaching Certificate, UNAM academic scholarship

Computer Proficiency: EPSI, TSI, PeopleSoft, KaufmanHall, Cognos, Oracle, SQL, JD Edwards, CMS, Excel, Word, PowerPoint and Access,