Nick Lanza
Tempe
Summary
Strategic Financial Analyst with expertise in municipal budgeting, FP&A, financial modeling, and advanced analytics in government, healthcare, aviation, and financial services. Supports leadership decisions through accurate forecasting, variance analysis, and financial dashboards, leveraging public-sector budgeting and private-sector data analytics.
Overview
2027
2027
years of professional experience
Work History
Financial Analyst (FP&A)
PHI Air Medical
09.2024 - 03.2026
- Supported FP&A for national air-medical organization with 100+ bases, enhancing financial analysis across helicopter, fixed-wing aircraft, and ambulance operations.
- Managed monthly P&L variance reporting for 150+ operational leaders, including Base Supervisors, Program Directors, and Department Directors.
- Managed budget preparation for two annual planning cycles, facilitating strategic decisions for operational leadership.
- Implemented a Power BI P&L dashboard replacing Excel reporting, improving financial transparency.
- Administered OneStream FP&A system for budgeting and forecasting, streamlining financial processes.
Principal Budget & Research Analyst / Senior Budget Analyst
City of Scottsdale
03.2023 - 03.2024
- Promoted to Principal Budget & Research Analyst after six months.
- Developed and monitored City’s operating and capital budgets to ensure fiscal responsibility and alignment with strategic goals.
- Prepared comprehensive financial reports and analyses for executive leadership, enhancing decision-making during budget presentations.
- Conducted fiscal impact analysis, financial forecasting, and expenditure monitoring.
- Collaborated with departments throughout annual municipal budget process, facilitating effective resource allocation and accountability.
Advisory Senior Consultant – Model Risk Management
Deloitte
2021 - 2022
- Delivered model risk and analytics consulting for top-3 U.S. bank, enhancing risk assessment frameworks.
- Assessed financial and statistical models to ensure compliance with regulatory standards and improve risk management practices.
VP, Consultant – Model Strategy & Data Analytics
Northern Trust
2019 - 2021
- Developed analytics and financial models that enhanced decision-making for enterprise risk and strategy initiatives.
- Collaborated with stakeholders to develop risk management frameworks and policies.
VP, Consultant – Credit Risk Analytics
Wells Fargo
2014 - 2019
- Developed credit risk models and analytics that enhanced lending portfolio oversight and informed data-driven decision making.
- Earned Wells Fargo President’s Club Award for ranking among top-performing employees in the organization.
Education
MS - Predictive Analytics
Northwestern University
MBA - Finance
Arizona State University
MPP - Public Policy
Arizona State University
BA - Business and Public Policy
Arizona State University
Skills
- Operating & Capital Budget Development
- Financial Forecasting
- Fiscal Impact Analysis
- Variance Analysis
- Financial Modeling
- Executive Reporting & Dashboards
- Process Automation
- Predictive Analytics
- SQL
- Power BI
- OneStream FP&A
- Excel VBA / Macros
Timeline
Financial Analyst (FP&A)
PHI Air Medical
09.2024 - 03.2026
Principal Budget & Research Analyst / Senior Budget Analyst
City of Scottsdale
03.2023 - 03.2024
Advisory Senior Consultant – Model Risk Management
Deloitte
2021 - 2022
VP, Consultant – Model Strategy & Data Analytics
Northern Trust
2019 - 2021
VP, Consultant – Credit Risk Analytics
Wells Fargo
2014 - 2019
MS - Predictive Analytics
Northwestern University
MBA - Finance
Arizona State University
MPP - Public Policy
Arizona State University
BA - Business and Public Policy
Arizona State University