Steven Burda

Senior Finance and Operations professional with 23+ years of experience driving financial and strategic planning, FP&A, business analytics, operational strategy, supply chain, contractual economic analysis, and process improvement across Fortune 500, private equity, healthcare, technology, aerospace, and government environments/companies. Proven experience partnering with cross-functional teams, including SVPs, CFOs, CEOs, executives, and other leadership (internal and external) teams to improve financial performance, optimize operations, strengthen reporting, and support strategic decision-making.

Extensive

Professional work experience with FORTUNE 500 & Private Equity companies, its executives and C-Level Management, clients, customers and 100’s of suppliers/vendors/partners (onsite & remote).

Manager of Financial Operations at AllSpire Health Partners, LLC. (2018-09 – Present)

Senior role, reporting to CFO & CEO, as senior Finance Manager for a Healthcare Group Purchasing Organization (GPO) overseeing financial planning (FP&A), contract analytics, admin fees and rebate administration to optimize supply chain cost savings for member IDNs/hospitals, clinics and vendors.

• Rebate & Revenue Management: Manage complex vendor rebate calculations, administrative fee revenues, and monthly/quarterly member distributions; prepare presentations for CFO/CEO.
• Contract Financial Analysis: Work with team to evaluate supplier pricing proposals, contract tiers, and market share compliance metrics and work with team/vendors on timely reporting.
• Budgeting & Forecasting: Lead, participated and tracked annual financial planning, forecasting, budgeting and variance analysis for GPO operational margins & company’s expenses + overhead.
• Member Analytics/Strategy: Provide reporting on member purchasing trends, savings realization, and portfolio adoption rates. Delivered concise, executive-ready reporting packages, including performance commentary, variance trends & explanations, forward-looking strategic outlooks.
• Process Optimization: Streamlined financial operations and support enterprise resource planning (ERP) system enhancements; improved efficiency through automation and standardized data pipelines, while maintaining strong data governance and controls. AI training completed.
• Head of A/P, A/R, Payroll and Overhead: Responsible for all of company’s billings, HR-related functions such as payroll, ADP, Vanguard/401(k); daily/weekly working with Director of HR.

Senior Consultant / Sr. Financial Analyst / Finance, Operations, Analytics & Strategy Manager at Burda Consulting Co. (2010-05 – 2018-09)

Held multiple disciplines and roles in cross-functional environments. Over 23+ years of professional experience in finance, operations, supply chain, analytics, strategy and many of it (8+ years) being on various long-term Contract/Consulting high-pace assignments.

Client

Engagement with on-site (W-2), included these ten (10) clients in ascending order: PECO Energy; Exelon Corporation, Philadelphia, PA (2017-2018), Iron Mountain, Royersford, PA (2017), My Alarm Center (Alarm Capital Alliance), Newtown Square, PA (2016-2017), Aramark (World Headquarters at Aramark Tower), Philadelphia, PA (2014-2015), Johnson & Johnson (Regional Headquarters for LifeScan/Animas), Wayne / Chesterbrook, PA (2014), AT&T Mobility (Formerly Cingular Wireless, Regional Headquarters), King of Prussia, PA (2013-2014), Arkema, Inc. (U.S. Headquarters), King of Prussia, PA (2012), Sikorsky Global Helicopters, a division of United Technologies Corporation, now a Lockheed Martin Company, Coatesville, PA (2011), GlaxoSmithKline (GSK), Research and Development (R&D), King of Prussia, PA (2010), US Department of Homeland Security, Immigrations & Customs Enforcement, Office of Chief Information Officer (OCIO), Systems and Development Division (SDD), Washington, DC (2010). With over 8 years (of 23+) in a consulting environment, I am open to either temporary months-long contract assignment/opportunity, or a full-time permanent position in the areas mentioned above.

• Provide direct and indirect financial, strategic and operation-analytics support in Finance, Accounting and Collections Department, supporting Director and Vice-President in their daily, weekly and monthly reporting to executive boards, with data analysis, reporting of actuals-to-plan, charts/graphs, variances & statistics.
• Provided direct and complex financial, operational and strategic support to SCM/Procurement/Finance group.
• Conducted and managed various projection, analytics and monthly FP&A functions and processes.
• Connect and corroborate with various Analysts/Directors to figure out possible cost savings/NVD increases based on product optimization and rationalization for the business, using KPIs and logical scenarios.
• Collaborate with Supply Chain Purchasing Directors via financial data and modeling to forecast probable financial impact in order to better present purchasing contract negotiations across various LOBs.
• Analyze historical spending/national volume discount data in order to plan/project more effectively based on changing contractual cost structures of upcoming fiscal targets; explanation for variances by tracking results
• Provided direct and complex financial, operational and strategic support to the World Wide Animas plant.
• Weekly and monthly tasks for transactional finance support Sarbanes-Oxley and related activities.
• Support ad hoc plant initiatives related to capital spending proposals and cost reduction initiatives.
• Tasked with overseeing departmental spending for North America distribution operations centers.
• Partnered with, and supported key cross-functional business partners within the Leadership Team.
• Developed department financial models, reports and graphics using spreadsheet and database software.
• Researched variance or mismatched anomalies, and conducted audits as requested by the Management.
• Assisted in the preparation of the departmental annual financial plan/budget for different period phases.
• Contract Assignment with focus on financial and project management duties in all aspects and support to the department and Finance Director and VP, in areas of finance, operations, strategy and business efficiencies.
• Risk/Internal Controls assessment and financial controls implementation for division (Sarbanes-Oxley/SOX).
• Involved in all aspects of financial reporting, financial modeling, and process improvement implementation.
• Developed and reported key performance indicators and various financial and operational matrices.
• SME/responsible for aiding the process within the data-driven environment for the Goods & Services and Logistics Purchasing department, by means of gathering data and financially analyzing the information.
• Assisted with development, implementation, and optimization of analytical processes and procedures to gather and to manage purchasing data, cost-savings initiatives and other special projects (Six Sigma).
• Monitored open purchase and sales orders to ensure validity, and to prevent excess/obsolete inventory.
• Monthly forecast and budget reporting vs. actuals, and assistance with preparation of quarterly reports.
• Compiled, analyzed and reported inventory accuracy and proposed accuracy improvement.
• Forecasting of inventory, and variance reporting of actual versus forecast, and reconciliations.
• Excess and obsolete inventory analysis and control implementations, and analyzed balance sheet accounts.
• Compiled, analyzed and reported monthly financial results using various ERP systems, and processes.
• Managed month-end process; responsible for costing data integrity valued into hundreds of million dollars.
• Supplemental professional, hired to support and consult with the financial/IT compliance and forecasting.
• Provided valuable financial analysis and accounting advice, identified past patterns and future trending.
• Acted as liaison to Finance/Business users in supporting CRM/ERP application deployment (Hyperion).
• Consulted on all aspects of User Acceptance and QA Testing (system, regression and integration testing)
• Worked in individual and team environment for financial initiatives of implementation and documentation.
• Performed ad-hoc business/operational analyses and strategic initiative support to Senior Management.
• Senior Financial Specialist, involved in various phases of budgeting, forecasting/estimating, and reporting.
• Provided PMO (Project Management Office) support to Financial/IT Projects of Federal Government.
• Thorough involvement in planning and development of methodologies and requirements needed for SLAs.
• Worked on improving systems needed for Contracts, Financial Management and IT/budget application.
• Produced, Reviewed and Implemented documentation and “knowledge-base” for entire financial department.
• Consolidated resources and identified project costs efficiently, using financial aggregation and modeling.
• Produced operational/ logistic packages, including financial performance, methodologies and KPI measures.

Financial Planning, Procurement and Cost Management; Senior Financial Specialist at The Boeing Company, Integrated Defense Systems, Rotorcraft Division (2008-11 – 2010-04)

• Senior Financial Specialist, involved in various phases of material costing, analysis and reporting.
• Participate and facilitate in weekly, monthly, quarterly analysis of actuals vs. budget, vs. forecast.
• Direct and Indirect program support from the financial, operational, systems integration and managerial side.
• Heavily involved in Earned Value Management (EVM), Estimate at Completion (EAC), and audits.
• Comprehensive understanding of supply chain management, due diligence, trending and variance analysis.
• Ongoing involvement in Six Sigma process improvements, coaching and mentoring of staff/colleagues.
• Continuous involvement with other departments to support various program initiatives and directives.
• Acting as liaison with buyers, suppliers, internal and external government customers, and DCMA.

Senior Financial Analyst / Financial Management at SunGard Data Systems (2007-03 – 2008-11)

Financial Systems (Trading, Treasury & Risk Management)

• Work closely with Group CFO and Division CEO in analyzing actual business unit performance vs. plan.
• Responsible for tracking $1.6 billion of revenues related to Financial Services North American Division by providing sound financial analyses of complex business models, ratios and matrices.
• Develop, interpret, advise and implement financial concepts for financial planning and control.
• Assist in preparation of results for Segment and Division CFO, Corporate office and external auditors (PwC), with detailed quarterly analysis provided as part of the internal control process (P&L, BS, FX).
• Conduct analysis related to revenue, expense, EBITA, operating margin, productivity, business insights, working capital, headcount, cash flow performance of 40+ business units within SunGard Financial Systems.
• Participate in the high-level preparation, evaluation, consolidation and recommendations for financial plans, annual budgets and operating forecasts. Partake in assessing M&A prospects and their board models.
• Participate in acquisition process from financial perspective (NPV, IRR) by helping model potential financial results for target companies and assisting in the financial due-diligence process.
• Prepare summary of Sarbanes-Oxley disclosures for quarterly certification & revenue recognition process.
• Interact and/or manage business unit staff personnel, controllers, directors, VPs with the purpose of process enhancements and streamlining the flow of financial information (ERPs) for faster decision making.
• Continuous involvement with other cross-functional departments: IT, Marketing, HR, Shared Services, Ops.

Senior Financial Analyst at Lockheed Martin Corporation (2006-06 – 2007-02)

Promoted after Graduating 3-year Leadership Program.

• Responsible for various departmental analyses of Accounts Payable, Treasury and Cash Management.
• Weekly/monthly/quarterly tracking and ownership of P&L, Balance Sheets, Cash Flow and Dashboards.
• Performed ongoing financial research, investigations, reconciliations & presentations of various reporting.
• Reported to the Treasurer, working closely with staff & senior managers on critical business issues.
• Well-versed in financial & accounting systems (including SAP, PeopleSoft, TeamTrack, Excel Macros)
• Successfully supervised a small group of staff accountants and AP/AR clerks.

Financial Leadership Development Program 3; Senior Capital Planning Analyst at Lockheed Martin Corporation (2005-05 – 2006-06)

• Responsible for IS&S Capital process, including analysis of all Capital Expenditures to ensure proper assessments, eMR, MR & PO processes, Lease vs. Buy decisions, and relevant CAPEX issues.
• Generated and analyzed required capital reports for IS&S and Corporate in an accurate and timely manner. Worked with Accounts Payable Department to ensure proper capitalization, depreciation and reconciliation of WIP accounts. Heavy PeopleSoft financials and Khalix involvement.
• Performed ongoing analysis of open CERs and their status, Actuals Spent vs. LRP, as well as the input and analysis needed for monthly operating reviews, Blue Book & Khalix Corporate Reporting.

Financial Leadership Development Program, Special Assignment: FP&A Lead at Lockheed Martin Corporation (2006-01 – 2006-05)

• Took an active and energetic role (as an additional task) to support VP and Senior Management of DoD Line of Business by taking over duties of FP&A and Cash Lead for major programs.
• Duties consisted of weekly cash scorecard analysis, monthly closings, program status reporting, aged receivables, award fee charts, CSRs, forecasts, budgets, tax issues and other ongoing ad hoc requests.

Financial Leadership Development Program 2; SI Program Accountant at Lockheed Martin Corporation (2004-06 – 2005-05)

• Responsible for a financial infrastructure and analysis of past and current IWTAs and external (direct) programs. Vigorous Excel and MARS (PeopleSoft Financial System) involvement.
• Responsible for sustaining contract shop order numbers, review and process incorrect program charges, and prepare and maintain expenditure & commitment plan.
• Ensured adequate program funding levels were maintained, reported funding requirements for issuing a formal closure checklist to the requesting party after each milestone completion.
• Management with BAR monthly program forecast of orders, sales, EBIT, cash flow, manpower, and staffing.

Financial Leadership Development Program 1; Indirect Cost Control, Financial Analyst at Lockheed Martin Corporation (2003-06 – 2004-06)

• Responsible for general support of program finance functions, including cost estimating, forecasting, budgeting, financial planning and analysis of internal overhead costs for various lines of business within the corporation. Participated in annual budget process by analyzing unit’s past & current financial performances.
• Responsible for development and tracking of programs for long range operating plan, cash flow management, and preparing weekly/monthly reports of Sales/Orders/EBIT/Cash.

Leadership Development Program; Strategic Service Operations; Summer Internship at CIGNA HealthCare (2002 – 2002)

Summer Internship, Summer 2002

Investments, Retirement and Portfolio Management; Internship at Citigroup, Salomon Smith Barney (2002 – 2002)

Spring 2002 (while at Temple University)

Assistant Manager / Business and Budget Associate at Network Business Services, Inc. (1998 – 2002)

Worked during High-School, and in the University.

Post Masters of Business Administration (Post-MBA) in International Business, Management & Operations – Villanova University, School of Business (formerly College of Commerce & Finance) (2007-05)

Masters of Business Administration (MBA), summa cum laude in Finance and Management – St. Joseph’s University, Haub School of Business and Management (2006-05)

Bachelor of Business Administration (BBA), magna cum laude in Finance; Minor: Economics and Russian – Temple University, Fox School of Business and Management (2003-05)