Marc Xavier

Senior Finance & Accounting Professional with 15+ years of experience leading financial operations, accounting functions, budgeting, forecasting, financial analysis, compliance, and strategic planning across healthcare, higher education, government, and nonprofit organizations. Proven success managing multimillion-dollar financial portfolios, developing financial models, analyzing business performance, improving financial processes, strengthening internal controls, and delivering executive-level insights that support operational and strategic decisions. Expertise includes Financial Planning & Analysis (FP&A), budget management, forecasting, variance analysis, financial reporting, cost analysis, contract financial oversight, audit readiness, GAAP principles, regulatory compliance, and process improvement.

Advanced user of SAP, PeopleSoft, Orbit, Power BI, ERP systems, Epic, and Microsoft Excel.

Senior Finance & Accounting Specialist at University of North Texas (2025-01 – Present)

• Lead financial operations supporting complex institutional programs, including budgeting, forecasting, financial reporting, reconciliations, and compliance oversight.
• Analyze financial performance, spending trends, and budget utilization to provide recommendations to leadership.
• Prepare monthly financial reports, forecasts, budget analyses, and variance explanations.
• Manage multimillion-dollar financial portfolios while maintaining accuracy, transparency, and strong financial controls.
• Perform account reconciliations, expense analysis, transaction reviews, and corrective financial adjustments.
• Support audit activities through documentation preparation, financial validation, and compliance reviews.
• Develop financial reporting tools using ERP systems and advanced Excel to improve operational visibility.

Senior Financial Analyst at University of Texas Southwestern (2024-01 – 2024-12)

• Conduct financial analysis, forecasting, reporting, and budget management for complex healthcare operations.
• Prepare monthly financial reporting packages analyzing actual performance versus budget and forecast.
• Perform variance analysis, identify financial risks, and recommend corrective actions.
• Build financial models and scenario analyses supporting resource allocation and strategic planning.
• Review financial transactions, contracts, and budgets to ensure accuracy and compliance.
• Partner with finance leadership and operational teams to improve financial performance.

Senior Financial Analyst at Johns Hopkins University (2023-01 – 2024-03)

• Managed financial planning, reporting, forecasting, and expense monitoring for large-scale programs.
• Prepared financial projections, management reports, and analytical summaries for leadership.
• Conducted account reconciliation, expenditure analysis, and financial reviews.
• Supported audits, compliance reviews, and internal control initiatives.
• Collaborated with stakeholders to improve financial processes and reporting accuracy.

Financial Analyst / Business Operations Manager at Duke University School of Medicine (2021-06 – 2022-12)

• Managed budgeting, forecasting, financial reporting, and operational analysis activities.
• Developed financial projections and cost analyses supporting strategic decision-making.
• Prepared executive reports highlighting financial performance, trends, and recommendations.
• Managed contract financial activities including pricing analysis and financial oversight.
• Improved reporting processes through automation and data-driven solutions.

Business & Financial Coordinator at Duke University Health System (2020-03 – 2021-06)

• Managed departmental financial reporting, budgeting, expense monitoring, and reconciliation activities.
• Prepared financial analyses identifying performance trends and improvement opportunities.
• Supported financial planning, forecasting, and operational initiatives.

Finance & Operations Manager at North Carolina Central University (2018-05 – 2020-03)

• Managed financial operations exceeding $16.3 million, including budgeting, forecasting, reporting, and resource planning.
• Developed executive financial reports and performance analyses.
• Improved financial accountability through process improvement and stronger controls.
• Ensured compliance with federal financial regulations and institutional policies.
• Led cross-functional teams and provided financial guidance to leadership.

Finance Compliance Analyst at Duke University (2014-07 – 2016-07)

• Managed financial oversight for 100+ accounts, including reconciliation, forecasting, and expenditure analysis.
• Prepared financial reports and forecasts using SAP.
• Reviewed financial transactions and strengthened compliance controls.
• Provided financial guidance to stakeholders regarding policies and procedures.

Tax & Accounting Associate at Malvin Riggins & Company (2013-01 – 2014-12)

• Prepared corporate and individual tax returns and performed accounting research and analysis.
• Supported clients with tax compliance and financial documentation.

Internal Revenue Agent at Internal Revenue Service (2010-01 – 2012-12)

• Conducted complex financial audits analyzing income statements, balance sheets, cash flows, accounting records, and internal controls.
• Applied accounting principles and regulatory requirements to evaluate financial accuracy.

Master of Management in Clinical Informatics – Duke University

Bachelor of Business Administration in Accounting – North Carolina Central University

Coursework in Master of Business Administration – Duke University