Alan Schulman Email & Phone Number
Chief Financial Officer
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Alan Schulman Location
- Boca Raton, FL, US
Alan Schulman Work
- Chief Financial Officer @ Millennium Health Advisors, LLC (July 2021 - Present)
- Director of Finance @ (November 2011 - July 2021)
- Partner @ BASI Studios (September 2007 - November 2011)
- Controller @ (August 2003 - August 2007)
- Sr. Finance Manager - Financial Forecast Modeling @ (February 1998 - August 2003)
Alan Schulman Education
- Florida Atlantic University
Bachelor of Arts (Accounting)
Alan Schulman Skills
- Financial Modeling
- Accounting
- Strategic Planning
- Finance
- Financial Analysis
- Budgets
- Internal Controls
- Managerial Finance
- Budgeting
- Analysis
- Start-ups
- Variance Analysis
- Microsoft Excel
- Management
- Customer Service
- Process Improvement
- • Financial Planning & Analysis
- • Audit Management & Due Diligence
- • Board Presentations
- • Budgeting & Forecasting
- • Business Performance Improvement
- • Cash Flow Management
- • Client Profitability Analysis
- • Compliance Management
- • Cross-Functional Collaboration
- • Customized Reporting Dashboards (Excel/CRM Integrated)
- • ERP Platforms (Financial Consolidation & Process Automation)
- • Excel-Based Financial Modeling & Forecasting Tools
- • Executive Reporting
- • Financial Automation
- • Financial Policy Development & Governance
- • GAAP Reporting
- • KPI Monitoring & Performance Metrics
- • Microsoft Excel (Advanced: PivotTables, Power Query, Macros, Reporting)
- • Multi-CRM Systems (Data Consolidation & Reporting)
- • Multi-Entity Consolidation
- • Operational Analytics
- • Payroll & Tax Compliance Systems
- • Profitability Optimization
- • QuickBooks Online
- • Revenue Growth Strategies
- • Risk Assessment & Internal Controls
- • Scenario Modeling
- • Strategic Decision Support
- • Strategic Financial Leadership
- • Tax Planning & Payroll Oversight
- Leadership
- Veterinary
- Modeling
- Account Management
- Sales
- Start Ups
Alan Schulman Summary
- Alan Schulman, based in Boca Raton, FL, US, is currently a Chief Financial Officer at Millennium Health Advisors, LLC. Alan Schulman brings experience from previous roles at Red Spot Interactive, BASI Studios, World Avenue and Zimmerman Advertising. Alan Schulman holds a Bachelor of Arts in Accounting @ Florida Atlantic University. With a robust skill set that includes Financial Modeling, Accounting, Strategic Planning, Finance, Financial Analysis and more. Alan Schulman has 3 emails and 4 mobile phone numbers on RocketReach.
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