AT

Open to opportunities

Ann Tobin

@anntobin

I’m a senior financial planning and analysis analyst who turns complex data into executive-ready insights.

What I'm looking for

I’m looking to partner with leadership to deliver forecasting, variance analysis, dashboards, and executive-ready financial reporting—improving data integrity and reporting processes to support smarter strategic and budget decisions.

I’m an analytical business and financial analyst with extensive experience in financial reporting, forecasting, budgeting, and enterprise data analysis across healthcare and technology organizations.

I’m skilled at translating complex datasets into actionable insights that support strategic decision-making. I build dashboards, maintain data integrity, and produce executive-level reporting that helps leadership see trends and act faster.

In my roles, I’ve partnered with leaders on compensation and budget planning, reviewed monthly revenue and expense variances, and improved reporting processes. At Mutualink, I designed and implemented the company’s first comprehensive budgeting process and financial reporting framework.

I’ve also supported workforce and healthcare reporting by extracting and analyzing ADP payroll and workforce data, and creating operational and financial dashboards for executive leadership. I’m especially energized by using financial modeling and data modeling to turn metrics into clear business guidance.

Experience

Work history, roles, and key accomplishments

TC

Financial Planning & Analysis Analyst

The Channel Company

Jun 2025 - Jan 2026 (7 months)

Performed forecasting and variance analysis across business units to identify operational trends and drivers of financial performance. Partnered with leadership on monthly revenue/expense variances and developed analytical reports and data models to support strategic planning.

Forecasting Financial Reporting Budget Planning Data Modeling Dashboard Development Data Integrity

MI

Financial Analyst

Mutualink, Inc.

May 2021 - Nov 2024 (3 years 6 months)

Designed and implemented the company’s first comprehensive budgeting process and financial reporting framework. Built executive-level board presentations, financial models, and dashboards to support leadership decision-making while improving data accuracy and reporting processes.

Financial Modeling Financial Reporting Dashboard Development Executive Presentation Data Integrity Cross Functional Collaboration

SP

Financial Reporting Analyst

Starling Physicians

Aug 2017 - Dec 2019 (2 years 4 months)

Created operational and financial dashboards analyzing provider productivity, revenue trends, and performance metrics for executive leadership. Produced monthly reporting and extracted workforce and payroll data to support staffing analysis, budget forecasts, and operational performance reporting.

Dashboarding Revenue Analysis Charges Payments Units Analysis Executive Reporting Historical Period Comparisons

BH

Financial Planning & Budget Specialist

Bristol Hospital

Jan 2016 - Aug 2017 (1 year 7 months)

Maintained financial databases to ensure accuracy and accessibility of budgetary and operational information. Tracked budget forecasts, supported department managers with analytics to resolve discrepancies, and managed preparation of annual departmental budgets.

Financial Data Management Department Budget Support Financial Reporting Analytical Support Data Integrity

Education

Degrees, certifications, and relevant coursework

QU

Quinnipiac University

Bachelor of Arts

Earned a Bachelor of Arts (BA) from Quinnipiac University.

Tech stack

Software and tools used professionally

Salesforce

Gmail

NetSuite

ADP

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