Budgeting and cash forecasting for a national healthcare provider

An 80-location budget in Adaptive Planning

I served as an FP&A Consultant at ACES during 2024–2025. ACES is a General Atlantic portfolio company and national healthcare provider focused on treating children with autism.

I led key components of the 2025 budget process and transitioned the 80-location budget from Excel to Adaptive Planning.

From one week to thirteen weeks of cash forecasting

I replaced one-week cash-out forecasting with a 13-week cash forecast projecting receipts by payer. I trained the assistant controller to maintain the model.

Five facility decisions supported by financial models

I developed facility-expansion models and scenario analyses that supported approvals for five strategic relocations and expansions.

Recurring management reporting

I delivered the Monthly Reporting Package, providing insights into financial, operational, and cash-flow metrics.