Open to opportunities

Liwen Wang

@liwenwang

Message

FP&A professional with 10+ years driving budgeting, forecasting, and data-driven strategy as a trusted finance partner.

United States

Message

What I'm looking for

I’m looking for an FP&A role where I can partner with leaders, own budgeting and forecasting, and turn financial models and KPIs into clear, executive-ready decisions that improve performance and efficiency.

I’m an FP&A professional with 10+ years of experience in budgeting, forecasting, financial modeling, and executive reporting across healthcare, retail, and telecom. I’ve managed financial planning and performance tracking for a $287M operating budget, delivering budget vs. actuals variance analysis, month-end close support, and ROI-based executive reporting.

I focus on efficiency through actionable insights—generating $625K in annual cost savings via vendor agreement optimization and driving MoM sales increases up to 50% in targeted retail locations through performance analysis. I’ve also led process improvements that reduced AR reconciliation time by 80%, built KPI dashboards for operational leadership, and automated reconciliations to cut completion time from 5 days to 1.

Experience

Work history, roles, and key accomplishments

Senior Financial Analyst

CareMore Health & Elevance Health

Apr 2023 - May 2026 (3 years 1 month)

Led monthly, quarterly, and annual budgeting and forecasting cycles, performing budget vs. actuals variance analysis for a $287M healthcare operating budget. Managed month-end expense accruals, journal entries, and reconciliations, and produced ROI-based executive reporting to advise leadership.

Financial Planning Analysis Budgeting & Forecasting Forecast Variance Analysis Month End Close Executive Reporting ROI Analysis Microsoft Excel Power BI SQL

Senior Financial Analyst

Wireless Advocates

Oct 2020 - Jan 2023 (2 years 3 months)

Built financial models to evaluate capital investment viability and projected returns for new product initiatives, enabling data-driven strategy in volatile conditions. Partnered with sales leadership to improve underperforming locations and increased sales up to 50% while producing margin and cost-benefit analysis and KPI dashboards.

Financial Modeling Capital Analysis ROI Analysis KPIs Sales Analysis Margin Analysis Cost Benefit Analysis Microsoft Excel Power BI SQL

Revenue Analyst

Wireless Advocates

Apr 2019 - Oct 2020 (1 year 6 months)

Led month-end revenue reconciliations for multi-carrier portfolios based on contract terms, supporting commission revenue tracking and marketing/MDF expense reporting. Automated Costco AR reconciliation reporting, reducing completion time from 5 days to 1 day.

Revenue Reconciliation Month End Close Financial Reporting Data Analysis Automation Microsoft Excel SQL

Financial Analyst

Eddie Bauer

Oct 2017 - Sep 2018 (11 months)

Supported budgeting, forecasting, and board-level financial reporting for marketing operations. Contributed to financial planning deliverables used to guide marketing spend decisions.

Budgeting & Forecasting Financial Planning Board Reporting Marketing Finance Expense Management Microsoft Excel Financial Analysis Executive Reporting

Financial & Operations Analyst

Bill Blass & Peacock Apparel Group

Jan 2011 - Feb 2017 (6 years 1 month)

Managed vendor finance operations and performed contract analysis, generating $625K in savings and recovering $80K in revenue annually. Supported ongoing operational finance activities through vendor and contract financial reviews.