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Lucas Almeida

@lucasalmeida

FP&A Director at Cortica who built a Python/AI suite that cut close reporting turnaround by ~80%.

At Cortica, I own the consolidated budget, reforecast, rolling forecast, and Board and lender reporting for a multi-site pediatric healthcare company. I built a Python/AI automation suite and Streamlit executive dashboard that cut close reporting turnaround by about 80%.

Before Cortica, I led finance at Community Quality Alliance – Northwest Health and built finance and accounting infrastructure at SageWay. My work included a provider distribution model for 467 contracted providers, forecasting and unit-economics models, and ERP implementation.

Experience

Work history, roles, and key accomplishments

Current

Director, FP&A

Current

Cortica, Inc.

Sep 2023 - Present (3 years 1 month)

Owns consolidated budget, reforecast, rolling forecast, and Board and lender reporting for a Series D pediatric healthcare company. Leads a two-person FP&A team and built a Python/AI automation suite that cut close reporting turnaround ~80%.

Python AI Streamlit Sage Intacct Financial Planning Budgeting Forecasting Variance Analysis Board Reporting Covenant Modeling Unit Economics Executive Dashboards

Finance Director

Community Quality Alliance – Northwest Health

Dec 2021 - Sep 2023 (1 year 9 months)

Led finance function for an early-stage value-based-care organization. Designed a $4.5M provider distribution model and identified $7.3M in profitability, reducing expenses by 8.4%.

Financial Strategy Provider Distribution Modeling Budgeting Forecasting Value Based Care Population Health Financial Analysis

Financial Analyst

SageWay

Aug 2019 - Dec 2021 (2 years 4 months)

Built finance and accounting infrastructure from scratch for an early-stage, PE-backed company. Implemented QuickBooks Online and created budgeting frameworks that contributed to a $180K revenue increase.

Quickbooks Online Budgeting Financial Modeling Insurance Reimbursement Accounting Decision Support

Accounting Manager

Cook’s Venture Poultry

Jun 2018 - Aug 2019 (1 year 2 months)

Managed a $15.3M AR portfolio and performed cost-structure analysis that drove a 15% reduction in COGS. Designed a T&E policy that cut costs 20% and saved $110K through tax planning.

Accounts Receivable Cost Analysis Tax Planning Travel and Expense (T&E)Supply Chain Analysis Financial Analysis