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Samantha Terry

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FP&A Manager at Kaiser Permanente · FP&A · Excel, budgeting

Works at
Kaiser Permanente
Location
Los Angeles, CA · PT (UTC-8)
Experience
12+ years experience
Education
Johns Hopkins University
Languages
English, Hindi

Overview

12 years in finance, the last 2 at Kaiser Permanente, where I lead the FP&A team. Built the operating model the board used for a $255 million raise. Most at home with Excel and fundraising. Collector of fountain pens.

Good reasons to reach out
  • Second opinions on fundraising decisions
Please don't message about
  • Offshore staffing offers
  • Crypto token projects

Usually replies within a day

Skills
fundraisingfinancial modellingExcelbudgeting

Experience

  1. FP&A Manager
    Oct 2024 - Present
    Kaiser Permanente · 2 yr 1 mo · Full-time · Los Angeles, CA
    • Built the operating model the board used for a $111 million raise.
    • Took forecast accuracy to within 3% for 7 straight quarters.
  2. Financial Analyst
    Jan 2022 - Jul 2024
    Chewy · 2 yr 6 mo · Full-time · Los Angeles, CA
    • Built the operating model the board used for a $289 million raise.
  3. Financial Analyst
    Aug 2018 - Jan 2022
    Booking Holdings · 3 yr 5 mo · Full-time · Los Angeles, CA
    • Built the operating model the board used for a $34 million raise.
  4. Financial Analyst
    May 2015 - Apr 2018
    ServiceNow · 2 yr 11 mo · Full-time · Los Angeles, CA
    • Took forecast accuracy to within 3% for 6 straight quarters.
    • Saved $6 million a year renegotiating vendor contracts.

References

No references yet.

Education

  1. Johns Hopkins University
    MS, Business Administration
    2015 - 2017
  2. Cornell University
    BS, Business Administration
    2010 - 2014

Details

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