Paul Patrick Uy

Experience

1. Financial Planning and Analysis Manager

   Custom Health

   Oct 2022 — Present

   Prepared monthly and quarterly management reporting - present financial results, distilled key trends, assessed business risk, and communicated key messages to the executive team- Built and maintained financial models to produce pro-forma financial statements (income statement, cash flow and balance sheet) and tracked variances against budget and forecast- Contributed to forecast and budget planning cycles, including coordinating with stakeholders and providing corporate inputs- Identified and drove initiatives to continuously improve, automate and scale forecasting and reporting tools/systems- Leveraged data, and business understanding to develop efficient reporting tools, understand core inputs, support decision making and recommend business growth opportunities and efficiencies- Created and maintained C-suite level reporting for better visibility into financial health and longevity- Prepared board financials and investor decks to attain additional funding. Prepared monthly and quarterly management reporting - present financial results, distilled key trends, assessed business risk, and communicated key messages to the executive team- Built and maintained financial models to produce pro-forma financial statements (income statement, cash flow and balance sheet) and tracked variances against budget and forecast- Contributed to forecast and budget planning cycles, including coordinating with stakeholders and providing corporate inputs- Identified and drove initiatives to continuously improve, automate and scale forecasting and reporting tools/systems- Leveraged data, and business understanding to develop efficient reporting tools, understand core inputs, support decision making and recommend business growth opportunities and efficiencies- Created and maintained C-suite level reporting for better visibility into financial health and longevity- Prepared board financials and investor decks to attain additional funding.

Education

• University of California, Irvine

  Bachelor of Arts, Economics

  1999 — 2004

• UC Irvine

  Bachelor's degree, Econimcs

  1999 — 2004