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Senior Financial Planning & Analyst Resume

San Diego, CaliforniA


  • Financial Analyst with experience in manufacturing, real estate and software, which includes financial planning & analysis, quantitative and qualitative analysis, cash flow projections, forecasting, finance modeling, market research, economic research and potential impact, prepare policies and procedures, Inter Company reconciliations, preparing business plans and variance analysis, as well as, developing software, and business analysis of various software programs.
  • Diverse international experience and education, highly organized, team player and enjoys new challenges and developing new projects. Fluent in English and Spanish.
  • Financial Modeling, Planning & Analysis
  • Forecasting & Budgeting
  • Depreciation amortization schedules
  • Variance Analysis
  • Cash flow schedules
  • CAM Reconciliations
  • Quantitative & Qualitative analysis
  • ERP Software & excel advanced


Business Software: Excel, Word, PowerPoint, VBA Excel, Lotus 123, Symphony, Quattro Pro, Harvard Graphics

Database: Access, SQL, Fox Pro

Design & Graphics: Adobe Acrobat

ERP: Manufacturing QAD/MFG Pro, J.D. Edwards, AS400, MAS 90

Operating Systems: Windows XP, DOS, VM, VN, System 36, System 38

Payroll: ADP



Confidential, San Diego, California

Senior Financial Planning & Analyst


  • Work with all business partners to forecast Rent & Occupancy monthly; provide necessary business updates & variance analysis to all levels of management, and strategic support for improved modeling.
  • Forecast Confidential & Confidential expenses for all departments and assist in the annual budgeting process
  • Manage Capital Forecast/Budget/Target by working closely with Accounting, IT, Construction and Finance departments to track and forecast capital expenses.
  • Prepare analysis with Financial Management to ensure adjustments are made in accordance with program changes in order to facilitate financial planning.

Confidential, Vista, California

Senior Property Analyst


  • Participate on Budget process from beginning to end, coordinate with Asset Managers, Property Managers and executives to input info to the system, Oracle Hyperion.
  • Prepared, research, analyze and recommend entries for partnership, fund and venture investment agreements. Additional duties include monitoring and management of portfolio accounts; preparing monthly and quarterly closing entries including general ledger account reconciliations and analysis; variance analysis; investor financial reports and capital statements.
  • Prepared and analyze monthly and quarterly variance reports, balance sheet and income statement account schedules in advanced excel (vlookup, pivot table, VBA) to track entries on CAM, Property Taxes, CAM Recovery, and Tax Recovery.

Confidential, Irvine, California

Senior Financial Analyst


  • Prepared and reviewed monthly, quarterly and annual financial reports on Confidential and Cash basis for Confidential and Corporate group, more than 15 properties and over 3.5M sqft. office, shopping centers, retail and residential. Record recurring and non - recurring journal entries per the results of calculations, analyses and as proper support is provided by line of business and regional accounting departments.
  • Prepared special cash flow, budget report and variance analysis to special servicer and master servicer for funding requests and loan statements once loan was matured, specialized in this type of documentation.
  • Prepared additional cash flow request to Asset Managers/Property Managers detailing reserves and future collections and operating expenses.
  • Interface with Confidential /P, Confidential /R, Property Manager, Asset Managers, Treasury, Investor Reporting, IT and affiliates to resolve reconciling items and technical accounting issues. Recognize and analyze potential issues and/or conflicts and recommend corrective action to minimize issues.

Confidential, San Diego, California

Project Accountant/CAM Analyst


  • Prepared monthly, quarterly and annual financial reports on Confidential and Cash basis for 14 property owners and investors. Prepared journal entries to adjust general ledger for monthly financial statements like depreciation, property taxes, insurance, pre-paids and amortization schedules and variance analysis for each property.
  • Managed and oversee operations, maintenance, and administrative functions for office, commercial and shopping malls for over 30 properties with revenues of $ 18M.
  • Analyzed lease documents, lease abstracts, loan agreements and management agreements to forecast CAM expenses and to give recommendations on how to save costs.
  • Project Manager for new benchmarking procedures for all of the properties under Burnham’s management, analyze and review CAM expenses and recalculate CAM expenses based on Confidential fixed ratio per building.
  • Prepared financial analysis/modeling, including discounted cash flow, asset valuations to evaluate potential disposition or acquisition.
  • Reviewed operating budgets periodically to analyze trends affecting budget needs. Analyzed financial data, such as revenue and CAM expenses, to determine profitability of investments. Interpreted data about investment, expenses, and future trends of economic influences that affect portfolio.

Confidential, San Diego, California

Senior Analyst/Assistant Controller


  • Prepared Balance Sheets reports, P&L Statements, ROE, ROA, journal entries, bank reconciliations, managed daily disbursements, verified general ledger accounts for accuracy and consistency, and assisted with payroll. Closing entries, adjusting entries, month end close, depreciation, prepaid and amortization schedules and income tax calculation
  • Supervised Confidential /R and Confidential /P clerks, prepared and reviewed bank account management, cash deposits, coding invoices, check reports, wire transfers to Mexico and China. Transactions posted in QAD system.
  • Special projects included an in-depth cost analysis of corporate communication systems, including telephone, mobile, and Confidential, which resulted in 20% annual savings.
  • Reconciled Intercompany accounts between USA, Mexico and China and keep track of capital gain/loss of foreign exchange currency, FASB 52.

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