SKILLS

• Budget and planning management: metric and variance analysis, management reporting and presentation.
• Financial management of budgets, accounting and financial systems.
• Critical analysis with an emphasis on problem solving and developing innovative solutions.
• Design of complex analytical models. System experience in SAP, MAS200, QuickBooks and Hyperion.

Job SearchJan 2011-Present

Confidential– Contract Positions 2008 to 2011
Senior Financial Analyst -- Office of the President IR&C

• Analysis of Information System services $9M —provided recommendations on rate structure change through development of models as well as analysis of impact on revenue flow and budget position.
• Analyzed and researched financial structure, peer university practices and application of accounting principles.
• Established cost accounting model for committee review and internal implementation of rate structure.

Senior Financial Analyst -- Confidential

• Closed $30M multi-year State contract: forecast end position and provided recommendations for deficit solution,
• Managed close out processing with researchers and administration, fiscal reporting to State and University.
• Resolved over and under spending issues, contract changes and disputes in job order performance.
• Developed methodologies to be used by line managers in both project control and staff utilization forecasting, and as means to project overall contract position and report status to senior management.

Senior Financial Analyst -- Confidential

• Reported on quarterly activity with forecast for year end, variance analysis and recommendations on critical issues.
• Provided recommendations to provide greater control in accounting procedures and processing.
• Developed an Access staffing model to control, report and project high usage of temporary staff in long-term system implementation transition from clerical to professional employees.

Confidential 2006 - 2008
Manager of Financial Planning and Analysis

• Established financial planning and reporting at this product development company.
• Lead division managers in budgeting through development of quantitative methods to plan budgets, project staffing requirements and formulate quantitative methods and metrics to assess goals and targets.
• Developed cross functional metric analysis with Sales and Marketing to evaluate advertising campaign effectiveness.
• Calculated cost methodology to forecast revenues and cash flow.
• Created management reports of budget and revenue/sales forecast, along with executive summaries and reports.
• Cash management: forecast short- and long-term revenue positions; established reports to project cash requirements.
• Provided recommendations to bridge the gap and controlled payables.
• Supported CFO in preparation of financials and strategic analysis for venture capital funding.
• Lead system implementation in revenue recognition in conversion from Quickbooks to MAS200.
• Directed two analysts (finance & marketing) in modeling, forecasting and reporting of financial activity.

Confidential 1998 – 2005
Financial Consultant & Senior Financial Analyst
Charles Schwab Bank, SOLA Optical, Levi Strauss, Genentech, Wells Fargo Bank, Utility.com, Xtra International, Smith-Kettlewell Eye Research Institute, Harris Communications, Federal Home Loan Bank

Budget Management

• Devised and implemented FPA system for internet start-up (Utility.Com): cycle schedule, procedures and reporting.
• Managed budget process: developed planning processes; monthly variance analysis and forecasts.
• Established models, plan forms, management reporting and metrics for budget process.
• Provided ad hoc analysis and reports for senior management and board presentation.

Financial Analysis

• Analyzed cost accounting and price structure in new and established product services.
• Reconciled $10M inventory database discrepancies in two company merger.
• Resolved nine month backlog in accounting process - supervised and trained staff in reconciliations: bank accounts,endowed and investment funds.
• Conducted external reporting - prepared documentation for Federal tax filings and audit preparation.
• Reviewed and audited State Regulatory filings (Insurance), compiled MIC Tax Credit submission.

Confidential 1992-1997
Financial Analyst - San Francisco

• Investigated and determined cause of annual program deficit with recommendations for resolution.
• Conducted accounting and management audits: determined process, procedure and vendor improprieties in billing, recharge activity and management supervision.
• Budget management: prepared budget, year-end projection and new year budget.
• Conducted financial condition, monthly variance and ad hoc analysis as required.

Financial Manager, Confidential

• Administered academic department - organized and established procedures/controls to increase efficiency.
• Managed grants and internal endowments.
• Managed and supervised staff in accounting, budget and personnel operations.
• Monitored accounting, budget and personnel operations to control and analyze department financial condition.

Financial Analyst, Loans and Receivables Office - Confidential

• Developed a reorganization plan to integrate multiple and varied financial systems as departmental strategic plan in response to Campus and University wide initiatives – resulted in CUBS system.
• Analyzed operations with goal of reducing redundant positions, forms and controls.
• Developed financing options, program estimates and alternative revenue sources.

Confidential 1991- 1992
Project Manager

• Provided analytical and administrative support to Business Manager as well as managed Earthquake Reconstruction.
• Budget manager for $6M department; established budget and staffing models; restructured accountingand administrative duties; revised budget for 10% cutback while maintaining service levels.
• Managed $2.5M in Federal and State grants reconstruction grants: submitted grants and negotiated with agencies;established accounting controls; and prepared audit trails; monitored program compliance.
• Presented reports and financial analysis to Board and public; as liaison to communitygroups addressed concerns regarding sensitive and complex issues in public meetings.
• Lead financial advisers and attorneys in $8M capital financing.

• MPA, Finance,
• BA, History of Art