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Business Analyst Resume

Costa Mesa, CA


Business Analyst versed in Financial Management, Forecasting, and Financial Analysis . CPA candidate with a strong background of reorganizing, streamlining, and strengthening financial operations to maximize performance and profitability.


  • Advanced Excel modeling Business systems analysis
  • Experienced with VBA programming Forecasting and planning
  • Database Queries Business Requirements Matrices
  • QuickBooks Customer Relationship Module (CRM)
  • Sales Force Material Requirement Planning
  • Integrated Financial Services (IFS) (MRP)
  • SQL, BI, ERP & Big Data Platforms Business process improvement
  • Risk Assessment


Business Analyst

Confidential, Costa Mesa, CA


  • Performed ad - hoc analysis and provided analytical support and assistance in the development of performance metrics for projects and initiatives.
  • Supported definition, design and development of reporting and dashboard solutions for Sales and Finance departments including but not limited to sales backlog, sales person performance, etc.
  • Developed and maintained Sales Incentive Compensation system including quality assurance testing of interfaces, incentive reports, and incentive calculations.
  • Monitored and analyzed Key Performance Indicators (KPI) and financial ratios.
  • Developed customized reports using SQL Server Reporting Services (SSRS).
  • Performed comprehensive variance analysis and determined root cause for each significant variance.
  • Documented process flows and developed requirements for functional improvements and enhancements.

Accounting Analyst

Confidential, El Segundo, CA


  • Established billing for new advisory accounts and evaluated all client contracts, agreements, and invoices.
  • Executed accounting processes and controls through general ledger account reconciliations and journal entry preparations in accordance with GAAP.
  • Coordinated month end closing cycle and performed various analysis of general ledger accounts and balance sheets.
  • Reconciled Automated Clearing House ( Confidential ) files for online banking application, including balancing and working Confidential suspended files.
  • Developed financial analysis reports and presentations by applying acquired financial principles.
  • Maintained accounts receivables of over $20M including billing and collections.
  • Worked with management to document and offset unusual expense variances in their respective areas.

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