Open to opportunities

Brandon Donahe

@brandondonahe

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Proactive Director with 15+ years of financial leadership experience.

United States

Message

What I'm looking for

I am seeking a role that allows me to leverage my financial expertise while fostering a collaborative and innovative company culture.

I am a seasoned Director with over 15 years of experience in financial planning and analysis. My career has been marked by a proactive approach to leadership, decision-making, and goal-setting, ensuring optimal organizational financial health through data-driven strategies. I pride myself on my business acumen, people skills, and technical knowledge, which allow me to maintain a strategic mindset and accomplish organizational goals effectively.

Currently, I serve as the VP of FP&A at Innovation Refunds, where I lead financial analysis, modeling, and reporting. My role involves streamlining financial operations and providing insights that drive business decisions. I also have experience as an Adjunct Professor, specializing in Healthcare Administration courses, where I develop course materials and deliver an optimal online learning experience for students.

Throughout my career, I have held various positions, including Financial Data and Analysis Manager and FP&A Manager, where I implemented in-house FP&A functions and managed significant budgets. My ability to partner with non-financial business managers and engage in strategic discussions has been crucial in driving financial process efficiencies and aligning financial strategies with overall business goals.

Experience

Work history, roles, and key accomplishments

Current

Adjunct Professor

Current

Upper Iowa University

Apr 2016 - Present (9 years 1 month)

Teaching Healthcare Administration courses with a focus on Finance, HR, Data Analytics, and Management. Responsible for developing course materials and ensuring a high-quality online learning experience.

Online Learning Healthcare Management Finance Data Analytics HR Management Learning Management Systems Vena

Current

VP of FP&A

Current

Innovation Refunds

Feb 2023 - Present (2 years 3 months)

As VP of FP&A, responsible for financial analysis, modeling, forecasting, and reporting. Focused on streamlining financial operations and providing insights to business partners through data-driven strategies.

Financial Analysis Forecasting KPI Tracking Risk Assessment Strategic Planning Financial Reporting

Financial Data and Analysis Manager

WR Berkley

Sep 2022 - Feb 2023 (5 months)

Managed financial analysis to evaluate trends and support decision-making. Developed data reporting strategies and collaborated with various departments to enhance financial processes.

Financial Analysis Data Reporting Peoplesoft Vena Trend Analysis

FP&A Manager

EquiTrust Insurance Company

Jul 2018 - Sep 2022 (4 years 2 months)

Led the FP&A functions, managing a $72M annual budget. Focused on cash flow modeling, performance monitoring, and aligning finance with business strategies.

FP&A Budget Management Performance Monitoring Financial Planning Team Leadership Product Development Financial Reporting

Assistant Vice President of Operations Accounting

Wells Fargo

Mar 2015 - Jul 2018 (3 years 4 months)

Provided operational accounting support and managed product ownership. Ensured internal controls aligned with strategic goals and collaborated with risk and compliance teams.

Operational Management Product Ownership Internal Controls Risk Management Compliance Financial Modeling Account Reconciliation Strategic Planning Financial Reporting

Finance Manager

Mediacom

Feb 2008 - Feb 2011 (3 years)

Oversaw financial management activities, ensuring compliance and alignment with organizational goals.

Financial Management Compliance Budgeting Financial Reporting Team Leadership Strategic Planning Risk Assessment Process Improvement Stakeholder Engagement Communication Skills

Associate Product Manager

Global Atlantic Financial Group

Jan 2014 - Feb 2015 (1 year 1 month)

Assisted in product management activities, focusing on financial products and ensuring alignment with company strategies.

Product Management Financial Products Market Analysis Team Collaboration Financial Reporting Project Management Stakeholder Engagement Risk Assessment Performance Monitoring

Financial Consultant

Wells Fargo

Jan 2013 - Jan 2014 (1 year)

Provided financial consulting services, focusing on client needs and delivering tailored financial solutions.

Client Management Financial Analysis Market Research Risk Assessment Strategic Planning Financial Reporting Stakeholder Engagement Communication Skills

Project Manager

Mediacom

Feb 2008 - Feb 2011 (3 years)

Managed projects focusing on financial operations and ensured timely delivery of project goals.

Project Management Financial Operations Team Leadership Strategic Planning Risk Management Budget Management Process Improvement Reporting Time Management

Education

Degrees, certifications, and relevant coursework

Upper Iowa University

Master of Business Administration, Healthcare Administration

2016 -

Specialize in Healthcare Administration courses including but not limited to Finance, HR, Data and Analytics, and Management. Developing, designing, and maintaining course materials and learning plans. Delivering optimal online experience for a variety of students providing the highest possible level of learning for various courses/topics.