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Nancy Rosales

Nancy Rosales


Finance Manager - Revenue, CarePartners

Professional Overview


Nancy Rosales is an experienced Finance Manager with a strong focus on revenue management. In her current role at CarePartners, she is responsible for overseeing the company's revenue operations, implementing strategic financial processes, and driving data-driven decision-making to optimize financial performance.

Experience Summary



Current Role


As the Finance Manager - Revenue at CarePartners, Nancy is accountable for managing the company's revenue streams, forecasting financial trends, and ensuring accurate reporting. She leverages her expertise in financial analysis, process improvement, and cross-functional collaboration to identify growth opportunities and optimize revenue generation. Under Nancy's leadership, the revenue team has consistently exceeded quarterly targets, contributing to the organization's overall financial success.

Career Progression


Prior to her current role, Nancy served as a Finance Analyst at CarePartners for over 7 years. In this position, she honed her skills in financial modeling, budgeting, and data analysis, playing a crucial role in the company's financial planning and reporting processes. Her proven track record of delivering insightful recommendations and driving operational efficiencies paved the way for her promotion to the Finance Manager role.

Academic Background


Nancy holds a Bachelor of Commerce degree from the University of British Columbia, with a specialization in Accounting. She is a Certified Public Accountant (CPA) and has completed additional training in financial management and strategic decision-making.

Areas of Expertise


  • Financial analysis and forecasting

  • Revenue management and optimization

  • Process improvement and automation

  • Cross-functional collaboration and stakeholder management

  • Financial reporting and regulatory compliance


Professional Impact


As a Finance Manager, Nancy has spearheaded several initiatives that have had a significant impact on the organization. She led the implementation of a new revenue recognition system, which improved the accuracy and timeliness of financial reporting and enabled more informed decision-making. Additionally, she developed a comprehensive financial dashboard that provides real-time visibility into key performance indicators, allowing the executive team to make data-driven decisions.

Conclusion


With her extensive experience in financial management, strategic thinking, and process optimization, Nancy Rosales is a valuable asset to the CarePartners team. She is committed to driving financial excellence and contributing to the long-term success of the organization. As she continues to grow in her career, Nancy aspires to take on increasingly strategic roles where she can leverage her expertise to make a meaningful impact on the finance and operations of the business.