PROFESSIONAL SUMMARY:

Analytical professional with proven track record in design, implementation, documentation, and testing of business processes used for financial reporting. Extensive experience advising senior management on ways to make reporting processes more efficient and identifying trends using business acumen.

TECHNICAL SKILLS:

Database Administration Fundamentals (98 - 364), Proficient in T-SQL, Statistics, Data Mining, Business Objects, SSIS, SSRS, ETL, Excel, SSAS, Hyperion, SAS, Database Design, SDLC, Data Modeling, Database Technologies, Database Optimization, PowerBI, Teradata, C++, C, Java, QRM, Basel II, SharePoint, Perfect Forms, Access, PowerPoint, Perl, Matlab, Monte Carlo Simulation, Credit Risk, and Financial Derivatives/Risk Management, Visio, Sage ERP, UAT, Agile, Master Data Management, Confidential ERP, C#, ASP .NET, Microsoft Project, Team Foundation Server

EXPERIENCE:

Confidential, Walnut, CA

Business Systems Analyst

Responsibilities:

• Implementation of Order to Cash reporting that tracked performance data across every stage of process from Order Management to Payment Collection.
• Involved monitoring/analyzing data so senior managers could see how overall process flow affected other components of company.
• Played key role in ERP initiative that improved operational efficiency, resulted in 50% reduction of monthly close reporting process, helped eliminate need to hire new employees by performing dual roles in IT/Accounting, and helped with annual savings of approximately $300K.
• Provided ongoing data support and application support for a broad range of business, operational and strategic projects/initiatives, including: ERP systems, reporting, online internal/external development, Data Warehouse architecture, implementation, SQL development, code maintenance, other BIS integration, and special projects.
• Responsible for database role in implementation and maintenance of Syspro ERP system. Involved support for all aspects of the ERP systems software, related database schema, and design/development of automated business systems integrated with ERP.
• Provided IT support to communicate critical software issues that need to be addressed to alleviate downtime, improve security, improve business processes and overall system performance.
• Development/maintenance of custom SSRS reports for various business units. Involved documentation of various systems, analysis of trends within data sets, and collaboration with internal developer to accomplish specific reporting and information needs.

Confidential, Pasadena, CA

Business Systems Analyst

Responsibilities:

• Analysis and reporting of Order to Cash credit policies. Involved using sound policy to assess credit worthiness of customers, determining payment terms, and amount of credit to extend.
• Played key role in ERP initiative that improved reporting accuracy, resulted in 100% reduction of daily reporting process, helped with annual savings of three FTEs, and produced financial reports faster with less resources.
• Development of standard suite of reports using SSRS and Business Objects for various Confidential ERP modules. Involved creating reporting dashboard for Fixed Assets, daily bank reconciliation, balance sheet, pro-forma financial statements, and KPIs to improve operational efficiencies.
• Consulting with senior management to design/develop automated business systems integrated with ERP. Involved assisting in integration of third-party applications with Confidential ERP and business process re-engineering using SSIS. These third-party applications were used for payroll, accounting monthly-close process, and asset liability modeling.
• Development of proprietary web application for integration with Confidential ERP. Involved developing proprietary models for calculating profitability that was fully functional with Munis ERP using T-SQL, C#, and ASP.net.

Confidential, Westlake Village, CA

Business Systems Analyst

Responsibilities:

• Played key role in loan origination system initiative that improved operational efficiency, resulted in 10% reduction of daily reporting process, helped with annual savings of one FTE, and helped IT team to take on other projects.
• Development of standard suite of reports central to Financial Operations. Involved maintaining existing system for tracking of financial data, ETL, financial reporting, Business Intelligence software packages, and developing T-SQL jobs for the automation of the business processes related to reporting.
• Documentation and development of UAT plan for loan origination system to ensure accurate mortgage loan processing after upgrades.
• Involved analysis of business requirements for loan origination system, working with business users/vendors to solve system-related issues, test script creation, execution of testing, and tracking defects.

Confidential, Los Angeles, CA

Business Operations Analyst

Responsibilities:

• Played key role in ERP initiative that improved operational efficiency, resulted in 50% reduction of accounting monthly close process, and helped with annual savings of four FTEs.
• Design, development, and implementation of business analytics reporting for Financial Operations. This reporting suite helped interpret financial data to ensure various projects were contributing sufficient earnings for overall company, create new music release ideas based on historical sales data, research market reaction to past releases, and forecast profitability of various digital products using regression analysis.
• Assisted in the development/maintenance of ERP (Enterprise Resource Planning) models for use in supply chain management, income planning, and earnings analysis.
• Development of terabyte data warehouse central to Financial Operations. Involved maintaining existing system for tracking of financial performance data, financial reporting, Business Intelligence software packages, and integrating database into ERP software for artist royalty processing.
• Development of UAT plan for ERP models to ensure accurate processing after upgrades. Involved analysis of business requirements for proprietary ERP model, working with vendors to solve system-related issues, and analyzing impact of functionality changes to the overall system.
• Assisted in business process automation related to monthly financial close. Involved using T-SQL views, stored procedures, SSIS, data marts, and ETL to process data. This process helped assist in accounting close of monthly and quarterly financials.

Confidential, Santa Barbara, CA

Analyst, Treasury

Responsibilities:

• Assisted in the development of accurate risk models for use in interest rate risk management, income planning, earnings at risk analysis and funds transfer pricing.
• Utilized data mining and Bancware / ALM system to support various financial databases, build out Interest Rate Risk sensitivity analysis, and financial reporting as part of Treasury Team. Included performing financial operation system/analytical work, data analysis of assumptions used in ALM model, and performing risk simulations to forecast expected Economic Value (EV).
• Assisted in developing product cost and profitability models, creating simulation models to analyze special product feature option costs, and analyzing business unit profitability. Included development of Fund Transfer Pricing models to compare alternative borrowing costs, short term investment yields and calculating funds transfer (FTP) rates.

Confidential, Los Angeles, CA

Project Manager, Business IT

Responsibilities:

• Owner of automated financial database central to entire company. Involved developing new system for tracking financial data, financial reporting, forecasting, and integrating database into proprietary fraud software.
• This proprietary database was a core part for upper management to mitigate financial risk, operational risk, to ensure company met quality and quantity expectations.
• Design, implementation, management, and maintenance of proprietary mortgage fraud detection software.
• Involved supporting existing code, database programming, workflow development, documenting technical requirements, assisting in developing financial models, determining the relevant data sources, executing application testing plans, resolving resulting defects, assisting in change requests, establishing business requirements from users and incorporating these requirements into applications that meet defined needs.
• This proprietary system helped our clients identify and recover losses on mortgage pools caused by fraud, dishonesty, and misrepresentation.
• Developed guidelines for detecting fraud in distressed mortgage pools to determine if misrepresentation or origination underwriting deficiencies occurred. Involved working with upper management, finance, operations, and sales to help our clients recover losses on mortgage pools.

Confidential, North Hollywood, CA

Senior Analyst, Finance / Accounting

Responsibilities:

• Prepared pro forma financial statements which quantified anticipated earnings for health care practices. Involved evaluating procedures for specific practices, examining revenue from third party payors, and analyzing cost-saving opportunities based on strategic plans.
• Interpreted financial data to ensure health care practices are contributing sufficient earnings for overall company. Involved working directly with various business units to collect their data needs for reporting, documented metadata for training, and coordinated with the data sources to ensure that the source system was kept up-to-date.
• Managed database central to the Finance / Accounting department. This database contained all financial data for the various business units. Involved analyzing business procedures to refine data for database management, studying existing data handling systems to evaluate effectiveness, developing new systems to improve accuracy, and modeling data in a consistent manner.
• Helped analyze financial data to measure performance and identify organization-wide improvement opportunities for health care practices.
• Helped assist in accounting close of monthly and quarterly financials. Involved using the trial balance, adjusting entries, and other data elements to prepare financial statements for all health care practices.

Confidential, Pasadena, CA

Business Analyst, Secondary Marketing

Responsibilities:

• Implementation, design, management, and maintenance of automated risk management database central to the Secondary Marketing Department. This database contained all trades, hedges, and risk exposure quantified for all mortgage loans. Involved use of data mining methodologies to interpret large quantities of data and quantitative research of mortgage products.
• Analyzed forecasted versus actual profit margins for business units. Involved using regression analysis on the forecasted/actual pricing factors that affect the profit margin variance and providing recommendations to senior management on the financial impact.
• Implementation, management, maintenance, and documentation of automated loan valuation system central to the Secondary Marketing Department. This system contained all trades sold to external investors and the associated valuation. Involved use of T-SQL optimization techniques, QRM, Excel, Visual Basic, Data Loads, Transformations, and Aggregations.
• Built financial models in T-SQL, Excel, and Visual Basic. Models quantified interest risk, credit risk, prepayment risk, tracking error, term structure of interest rates and expected cash flows for mortgage loans.
• Helped ensure business units were meeting their loan pricing objectives. Involved analysis of the cost structure and profitability objectives.
• Monitored risk-based pricing assumptions of loans used for estimated profitability and borrower loan pricing. Implemented financial models that analyzed actual and forecasted profitability of mortgage loans.
• Supported applications within Secondary Marketing which calculated loan level profitability based upon execution models, trader assumptions, and market conditions.
• Prepared reports for analysis related to pricing, hedging, trading and valuation of mortgage loans.