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CARLA SCHMIDLY

@carlaschmidly

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Senior financial analyst skilled in FP&A, forecasting, and Power BI.

Spain

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What I'm looking for

I seek FP&A or senior finance roles where I can lead budgeting, build Power BI-driven reporting, drive process automation, and influence strategic capital decisions within collaborative teams.

I am a detail-oriented financial professional with over 10 years of experience in financial analysis, reporting, forecasting, and strategic planning. I hold an MBA and bring strong adaptability to evolving financial processes and technology.

I have managed large capital budgets (over $113 million) across multiple business units and led automation initiatives that improved processing time and accuracy. I build and maintain Power BI reporting solutions and conduct rigorous data audits to ensure consistency across forecasts and budgets.

My background spans healthcare, energy investments, and international operations, including supporting a startup subsidiary through rapid growth and contributing to investment decision-making with NPV and IRR analyses. I am bilingual in English and Spanish and proficient in Excel, Power BI, SharePoint automation, and QuickBooks Certified.

I excel at translating financial data into actionable insights, preparing multi-year forecasts and capital allocation recommendations, and implementing process improvements that reduce costs and increase productivity.

Experience

Work history, roles, and key accomplishments

Senior Financial Planning Analyst

Presbyterian Healthcare Services

Sep 2021 - Jun 2023 (1 year 9 months)

Managed a $113M+ capital expenditures budget across nine business units, automated capital purchasing workflows to improve efficiency, and developed Power BI dashboards and NPV analyses to support capital committee decisions.

Financial Modeling Power BI Excel Forecasting NPV Financial Reporting

Financial Analyst

Lovelace Health Plan

Aug 2011 - Jul 2014 (2 years 11 months)

Led delinquency collections and implemented automation and SOPs that improved collection rates and reduced errors, while producing customer reports that decreased disenrollment.

Collections Management SOP Development Automation Data Analysis Excel Reporting Process Improvement Training

Financial Analyst

Geostrategies

Jan 2009 - Aug 2011 (2 years 7 months)

Contributed financial modeling and NPV/IRR analyses for solar PV investments and performed reconciliations and variance analysis to support profitability assessments.

Financial Modeling NPV IRR Reconciliations Excel Investment Analysis Reporting

Finance Manager

Atrium Companies, Inc.

Jan 2001 - May 2005 (4 years 4 months)

Supported scaling of Atrium's first international subsidiary in Mexico, analyzed quarterly budget variances and KPIs, and streamlined purchase order and import logistics to cut turnaround time by 30%.

Budgeting KPIs Process Improvement Logistics Financial Reporting