Open to opportunities

Luis Fortun

@luisfortun

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Experienced FP&A professional with over 13 years in healthcare finance.

United States

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What I'm looking for

I am looking for a role that offers growth opportunities and a collaborative environment where I can leverage my financial expertise to drive strategic initiatives.

I am an accomplished FP&A professional with over 13 years of progressive experience in the healthcare sector. My expertise lies in leading financial planning and analysis initiatives, developing comprehensive budgets, and providing actionable insights to senior management. I have successfully managed teams and collaborated with executives to drive financial performance across multiple healthcare lines of business.

Throughout my career, I have demonstrated a strong ability to create dynamic financial models and KPI dashboards that enhance decision-making processes. My work has led to significant cost savings and improved operational efficiency, including the closure of underperforming programs that saved millions in labor costs. I am passionate about leveraging data to inform strategic decisions and am committed to delivering high-quality financial reporting and analysis.

Experience

Work history, roles, and key accomplishments

Manager – FP&A – Healthcare

Southeastern Health Management Associates (SEHMA)

Feb 2025 - Jul 2025 (5 months)

Led, managed, and produced annual budgets, monthly forecasts, and customized KPI reports and dashboards for seven Healthcare Provider Services Companies. Managed two Senior Financial Analysts, training them in revenue forecasting using EMR/Revenue Cycle data and developing revenue drivers.

Financial Planning Analysis Budgeting Forecasting KPIs Financial Modeling Revenue Cycle Management Data Analysis Financial Reporting Microsoft Excel

Lead FP&A Analyst – Healthcare

VyncaCare, Inc

Aug 2024 - Jan 2025 (5 months)

Prepared the Excel-based 2025 Company Budget financial model for presentation to the Board of Directors and Venture Capital partners. Developed a dynamic MS Excel Headcount forecasting financial model to accurately project Clinical Staffing needs.

FP&A Budgeting Financial Modeling Microsoft Excel

Senior FP&A Analyst – Healthcare

Pediatric Associates Family of Companies

Apr 2024 - Jul 2024 (3 months)

Led the budgeting, forecasting, variance analysis, and monthly close process for 21 Pediatric Practices across New York, New Jersey, and Pennsylvania. Developed a Weekly KPI Flash Report using Power BI for 152 Clinical Locations in Florida.

Budgeting Forecasting Forecast Variance Analysis Power BI KPIs Financial Analysis Staffing Rationalization

Senior FP&A Analyst

Cisco Systems

Aug 2023 - Dec 2023 (4 months)

Responsible for preparing quarterly budgets and weekly forecast updates for Cisco’s Enterprise Routing division, with an annual budget of $176MM. Prepared KPI and Operational Metric PPT Monthly presentations for the VP of Finance and Line General Managers.

FP&A Budgeting Forecasting KPIs PowerPoint Financial Analysis Capex Planning

Senior FP&A Analyst

Renuity, LLC

Feb 2023 - Jun 2023 (4 months)

Owned the production, update, and presentation of all RENUITY’s Divisional Subsidiaries Monthly Close Financial and Operating Reporting Decks. Presented Monthly Financial Results for Actual vs Budget/Forecast for 13 Divisional Operating Companies.

FP&A Financial Reporting KPI Analysis Budgeting

Senior FP&A Analyst – Healthcare

Vitas Healthcare, Inc

Jul 2018 - Feb 2023 (4 years 7 months)

Led FP&A for VITAS Palliative Care Division, preparing quarterly forecasts and annual budgets of approximately $70MM. Developed a monthly VITAS Palliative Care KPI Scorecard, leading to the closure of 3 programs and saving approximately $2.5M.

FP&A Forecasting Budgeting SEC Reporting Investor Relations Financial Analysis Data Compilation

Senior FP&A & Revenue Cycle Analyst – Healthcare

Gastro Health, LLC

Jul 2017 - Jul 2018 (1 year)

Developed Revenue Cycle KPIs dashboard for C-Level Suite and Audax Private Equity, identifying non-performing contracts and improving margins. Took lead role in preparing the 2018 Annual Budget for the Company’s 21 clinics.

FP&A Revenue Cycle Management KPIs Budgeting DCF Modeling Financial Analysis Data Analysis Private Equity Reporting

Senior FP&A Analyst – Healthcare

US Anesthesia Partners

Dec 2016 - Jul 2017 (7 months)

Developed the 2017 Operating Expense, Units & Revenue budget for the Company’s 12 practices across the United States. Developed a financial model with pivot tables for the reconciliation of Revenue and Operating Expenses from Microsoft Navision.

FP&A Budgeting Financial Modeling Pivot Tables Navision Financial Reporting Software Implementation Expense Operations

Senior FP&A Analyst – Healthcare

Community Medical Group

Jan 2016 - Dec 2016 (11 months)

Updated and analyzed monthly Operating and Financial data of the Company's full-risk capitated health plan contracts, developing a Health Plan Performance Summary financial model. Led the annual 2016 budget effort in collaboration with the CFO and SVP of Finance.

FP&A Financial Modeling KPI Analysis Budgeting Revenue Recognition Financial Reporting GL Reconciliation Microsoft Excel

Education

Degrees, certifications, and relevant coursework

Ross School of Business – University of Michigan

MBA, Finance & Accounting

1998 - 2000

Completed a Master of Business Administration with a focus on Finance and Accounting. The program provided a strong foundation in financial management, accounting principles, and strategic decision-making.

Tufts University

B.A., Economics and Political Science

1990 - 1994

Earned a Bachelor of Arts degree, specializing in Economics and Political Science. This interdisciplinary study provided a comprehensive understanding of economic theories, political systems, and their impact on society.