Joel Yoffe
Finance Leader | FP&A & Capital Strategy | Delivering Growth & Cost Optimization | CMA | MBA
- Role
- Sr Business Analytics & Insights Specialist at BayCare Health System
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Joel Yoffe
Strategic finance leader with 15+ years of experience driving financial performance and capital allocation for Fortune 100 and private equity-backed growth companies. Trusted advisor to executive leadership, leading FP & A, investment analysis, and long-range planning while building scalable processes and high-performing teams.Career impact includes:• Directing $50M+ in annual capital planning, generating $10M in incremental revenue within 12 months through disciplined ROI/DCF analysis.• Delivering $2M in quarterly cost savings through productivity optimization, COGs reduction, and working capital management.• Leading a $250M enterprise value increase through private equity recapitalization and financial due diligence.• Building high-performing finance teams and streamlining reporting cycles, cutting month-end close time by 30%.I focus on delivering clarity, accountability, and measurable impact, ensuring finance is a driver of performance, not just a scorekeeper.Areas of specialty include:o FP & A Leadershipo Strategic Planningo Board Reportingo Capital Allocationo Treasury & Cash Flow Managemento M&A Integrationo KPI Developmento Cross-functional LeadershipOpen to senior finance leadership opportunities across Florida, with a focus on the Tampa Bay region.Let’s connect if you’re seeking a servant leader who blends strategic insight with execution.
Experience
Sr Business Analytics & Insights Specialist
Nov 2025 — Present · Tampa, FL, US
Recruited by the VP of Finance into a newly created role to support an influx of enterprise M&A and strategic investment opportunities, building advanced financial models and delivering insights to executive leadership, including the CFO.• Developed DCF, IRR, and scenario-based valuation models evaluating acquisition targets, service line expansion initiatives, and preferred equity investments in private equity-backed healthcare platforms, analyzing return scenarios across $200M–$300M in potential investments.• Built investment committee ready-analyses and executive presentations, synthesizing financial, operational, and market data into strategic insights supporting leadership decisions on capital deployment, growth initiatives, and enterprise strategy.
Education
Regis University
Master of Business Administration - MBA, Accounting and Finance
Regis University
Master of Business Administration, Finance & Accounting
2017 — 2019
Colorado State University
Bachelor of Arts - BA, Economics
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