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Financial Analyst/business Analyst Resume



  • Over 25 years of experience in the fields of management, finance, operations and information systems (both in the private and public sectors).


Financial Analyst/Business Analyst

Confidential, CA

  • Manage, monitor and update integration test scenario results using HPQC for the company’s global software upgrade
  • Confidential, Santa Monica CA
  • Prepare the monthly commission and sales tax reports for Confidential
  • Chabad Residential Treatment Center, Los Angeles CA
  • Set - up and implemented a web-based electronic medical record program. Services included business process review, development online forms and acknowledgements, data entry, and training

Confidential, Calabasas CA

Financial Analyst:

  • Prepared weekly financial reports, analyzed cash flow expenses and revenue through QuickBooks
  • Monitored bookkeeper income and expense transactions.
  • Managed tax preparation for company and payroll taxes.
  • Regularly prepared and analyzed the profit/loss statement. Recommended cost reductions. Forecasted and suggested adjustments to plans based on income projections.
  • Initiated cost analysis and operational review. Made recommendations for technical innovations and staffing improvement.
  • Worked closely with company CPA on all aspects of the company finances and financial plans
  • Monitored payments by vendors. Developed models and analysis to predict payment schedules.

Confidential, Santa Monica CA

Sr. Business Analyst/Financial Analyst & IT Liaison:

  • Prepared weekly and monthly KPI dashboards of financial and sales data for the CEO and VP Finance
  • Data mined, uploaded, and manipulated information via MS Access & MS Excel for management reports (used pivot tables, macros, advanced formulas, etc.)
  • Created financial models & analyzed variances in projected revenue, budgets, sales, & costs data via MS Excel, MS Access, & SQL (used pivot tables, macros, formulas, queries, etc.)
  • Analyzed trends, projections and forecasted revenue and expenses for management decision-makers
  • Audited company business operations and financial processes; documented business process improvements, made recommendations, revised procedures and developed implementation plans.
  • Ad hoc reporting including distributor pricing and profitability analysis
  • Managed and administrated the company ERP, CRM and cloud-based websites
  • Learned (self-taught) Everest Advanced ERP and most of the software used at this position.
  • Wrote the SQL code for the cloud-based sales information portal which supported sale order imports between SugarCRM and Everest Advance
  • Developed the “Sales Dashboard” systems, which integrate client and channel data, including Weekly KPI reports and analysis.
  • Created cost-price sales and product margin analysis system which filtered market segments, regions, sales teams and company progress.
  • Prepared monthly reports for senior management which highlighted: channel sales (hotels, multifamily, etc.), sales team regions, product sales/purchases, part and manufacturer warranty margins, financial statements (with cash on hand), inventory valuation, sales quote process time sequences, lead source review and margins, and sales actuals verses goals.
  • Prepared financial reports: A/R management, reporting and analysis; Profitability and gross margin analysis; and, Inventory reporting.
  • Assisted in preparation of VP Finance with financial statement
  • Preparation and analysis of daily sales and financial reports
  • Maintenance of G/L accounts, preparing and posting all entries

Confidential, New York NY

Associate Staff Analyst:

  • Analyst for the Confidential Mayoral City agencies including: Mayor’s Office, Office of Economic Development, and Department of Sanitation
  • Prepared and analyzed management reports for Agency Executives
  • Supervised personnel in financial audit functions
  • Developed budgets, and reported on key indicator reports and
  • Wrote agency sections for the Mayor’s Management Report


  • Microsoft Office: Excel, MS Access, Power Point, Word and Project Management
  • Proficient in using web-based software, SAP, ERPs, SugarCRM, Crystal Reports and databases
  • Write programs in SQL and other programming languages
  • Designing and implementing large scale databases, and cloud-based systems and designing developing Crystal database reports
  • Working with project management software similar to RUP/Agile and UML
  • Managed QuickBooks online software

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