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Steven A. Stein, MBA, is a seasoned financial analyst with 20+ years of experience in financial modeling, forecasting, and process improvement. He has held senior roles at top companies, including MedStar Health, Johns Hopkins University, and Constellation Energy. Stein has a strong background in finance, accounting, and management, with expertise in financial reporting, variance analysis, and business process improvement.

Experience

  • MedStar Health
    • Elkridge, Maryland
    • Senior Financial Analyst
      • Aug 2015 - Present
      • Elkridge, Maryland

    • Senior Financial Analyst
      • Sep 2014 - Jul 2015
      • us-517-6183

      Enhances and maintains annual budget and monthly forecast for six pharmacies and twenty corporate departments with revenues of $250M. Facilitates monthly meetings with department directors to review monthly results. Provides support on ad hoc requests from various departments including Legal, Sales and Marketing.Re-engineered monthly financial packages resulting in reduced reporting time by 5 days Developed 18 month rolling forecast for the transition of drugs from brand to generic Streamlined annual budget process and designed more efficient and consistent templates across entire company. 2015 Budget upload was accomplished one month ahead of schedule

  • Johns Hopkins University
    • Baltimore, Maryland Area
    • Senior Financial Analyst
      • Jul 2012 - Sep 2014
      • Baltimore, Maryland Area

      Improved and sustained annual budget and bi-annual projections for 13 School of Medicine departments ($700M). Supervised and directed several team members. Lead analyst on both Malpractice Insurance and shared services allocations of Health Divisions Administration (H.D.A.) for all Schools (SOM, SON, SOPH, KKI, WSE). Directed process improvement for both budget and projection. Coordinated financial portion of SLOT analysis for all 35 Departments as part of presentation to Dean of School of Medicine. Revamped financial models for annual budget ($1.7B), Malpractice ($40M) and Health Divisions Administration ($38M) resulting in improved accuracy and efficiency Developed and delivered Budget training seminar to 75+ employees; received high ratings for presentation Implemented new Capital approval process leading to cash savings

  • Constellation Energy
    • Baltimore, Maryland Area
    • Senior Financial Analyst (Contractor)
      • Sep 2011 - Apr 2012
      • Baltimore, Maryland Area

      Developed and supported annual budget, quarterly and monthly re-forecasts for staff function totaling $100M. Coordinated consolidation of financials for four Corporate Divisions in an executive summary format with verbal presentation to executive directors and managers. Created ad-hoc analyses, presentations and reports facilitating business improvement results. Served as key-member of five year strategic plan ($450M).

  • Magellan Health Services
    • Columbia, Maryland
    • Financial Analyst III
      • Mar 2009 - Jun 2011
      • Columbia, Maryland

      Reviewed utilization, cost trends, and other assumptions used in pricing models to ensure accurate data interpretation. Prepared ad hoc reports to evaluate and analyze three-year trends for both consumer renewals and new prospects. Evaluated cost impact of new product initiatives and assessed risk. Interfaced with clients, customers and internal staff to resolve issues related to information, request for proposal language and response expectations. Updated pricing model resulting in improved functionality Assisted in securing $100M in new contracts

    • Analyst III - Business Consultant
      • Mar 2004 - Dec 2008

      Created and maintained annual budget, quarterly and monthly reforecasts for multiple IT business units and $140M. Coordinated consolidation of Enterprise Platform and Business Solutions financials in an executive summary format with verbal presentation to Deputy CIO, directors and project managers. Supervised and directed several team members. Ensured seamless accounting procedures of all IT Capital, O&M expenditures and compliance of SOX controls. Served as leader of IT team; managed, prepared and presented five-year strategic plan ($300M)  Created and maintained Consumption Based Pricing model for Corporate Applications to reduce costs on numerous IT Platforms, Oracle and SQL licenses Recruited to manage Power Generation Maximo, a $12 million asset project Developed and Delivered financial training seminar to 100+ employees; received high ratings for presentation

  • SYSCOM, Inc.
    • Baltimore, Maryland Area
    • Senior Financial Analyst
      • Nov 1999 - Mar 2004
      • Baltimore, Maryland Area

      Built and maintained corporate annual cash forecast ($35M). Analyzed financial operating results, actual against budget/forecast on a rolling three-month basis to identify trends and issues. Managed and reconciled four bank accounts on a monthly basis. Administered G/L adjustments, reconciling of cash, employee benefits, A/P & A/R. Researched GST requirements and coordinated with foreign governments to ensure proper accounting.Exceeded acceptable range of plan with actual results; receipts were at least 85% of forecast; disbursements were no more than 100% of forecast Carried out lead role in developing and implementing daily cash schedule to determine payment priorities and reserve requirements

    • Staff Accountant
      • Apr 1998 - Nov 1999
      • Baltimore, Maryland Area

      Managed A/P and A/R on daily basis. Prepared daily, weekly and monthly reports for inventory. Forecasted daily and monthly production and sales. Managed all purchasing of manufacturing and office supplies. Created and implemented protocol for daily invoicing, outsourcing, international freight and network file backup.

  • Gordon Feinblatt LLC
    • Baltimore, Maryland Area
    • Billing Coordinator
      • Jul 1997 - Apr 1998
      • Baltimore, Maryland Area

      Processed and prepared reports, bills and statements on a monthly basis for over 200 clients. Coordinated with attorneys, paralegals, accounts payable and accounts receivable departments.

Education

  • 1998 - 2000
    Loyola University of Chicago - Graduate School of Business
    MBA, Accounting
  • 1994 - 1995
    Hebrew Theological College
    BA, Judaic Studies

Suggested Services

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Industry Focus. “Financial Services”

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