SUMMARY:

I have over 10 years of experience in financial reporting, accounting, and data analysis. I have experience in complex analysis reporting on a weekly, monthly, and quarterly basis comparing business trends to prior year sales. I enjoy working with a team in a casual productive environment. I believe that open communication and sharing skills and knowledge are major components of success. Skills include Microsoft Excel (Pivot Tables, Vlookup, Macros, and Index & Match), Access, PeopleSoft Financials (including query editing), SAP Business Objects and BPC, Hyperion Essbase, and MicroStrategy.

SKILL:

Microsoft Office including Outlook, Word, Visio, PowerPoint, SharePoint, Advanced Excel, Macros for Excel, SAP BPC, PeopleSoft Financials, Hyperion Essbase, Microstrategy, Financial Modeling, some SQL

WORK EXPERIENCE:

Business Analyst

Confidential

Responsibilities:

• Template improvement for taxes owed to municipalities, speeding up the process of the pass through.
• Improved processes for year end franchise fees mailings, reducing work by 4 man hours
• Redesign of instruction writing protocol to make instructions more centralized and easier to follow.

Financial Analyst

Confidential, Oakland, CA

Responsibilities:

• Created Financial Activity Reports from multiple sources for monthly project manager review of staff costs, staff hours, and direct costs.
• Lead on modeling the budget calculations.
• Created a project schedule template in Excel, helping bridge high level project controls with accounting.
• Other templates include uploads for general billing invoices, allocation code creation, disposal reporting, and invoices for HHW fees and a regional marketing campaign.

Financial Analyst

Confidential, San Leandro, CA

Responsibilities:

• Part of a team to create an Excel workbook to calculate commissions for Sales Reps and Sales Management Data sourced from PeopleSoft, Cognos and other systems.
• Created ETL Process for commission data using Microsoft Excel tables and pivot tables.
• Created systems for Excel best practices that will be shared with the operational accounting team.
• Worked with internal auditors to identify and mitigate risks related to the commission calculations.

Senior Metrics Analyst

Confidential, San Francisco, CA

Responsibilities:

• Improved reporting on Settlement Rules, diving into the data to help Project Managers to fix the Settlement Rules (construction vs operational expenses), Identifying a $2M per year issue.
• Created Operational Metrics Reports in Microsoft Excel using data from Business Objects, BPC, Oracle, and SQL.
• Wrote summaries of electric projects for milestone review with data provided by project managers and project control analysts. This included noting inconsistencies in budget valuation, risk analysis, and milestones in schedules.
• Improved the Accounting Request Excel form, reducing time from request to fulfillment time by 50% while improving data integrity and reducing SOX compliance risks.
• Worked on the Risk Assessment Excel form, helping bridge risk criteria between systems.
• Contributed to Lean 6Sigma yellow belt projects leading to the reduction in missed project reviews.

Financial Analyst

Confidential, Emeryville, CA

Responsibilities:

• Hyperion data testing including:
• Actual BOM allocation logic for Forecast, Budget, and Actuals
• Data validation of data back to source (includes GL as well as sub - modules)
• Balance sheet account balance roll forward testing (Qtrs)

Senior Business Analyst

Confidential, San Francisco, CA

Responsibilities:

• Used data from in-house software in Microsoft Excel to create filings to the Federal Reserve Bank and to the Bureau of Economic Analysis.
• Worked with IT to validate the XML needed for filing for the first time using XML methodology.

Reporting Analyst

Confidential, Walnut Creek, CA

Responsibilities:

• Created reporting templates using Microsoft Excel for contractors to give state required data to the agency, dividing waste streams and recycling into appropriate categories for accurate reporting.
• Reporting templates included dashboards for analysis.

Accounting Analyst

Confidential, Emeryville, CA

Responsibilities:

• Built coffee costing models with data from Microsoft Dynamics for the next fiscal year's forecast.
• Helped add BOM for new products to the Microsoft Dynamics database.
• Wrote Macros in Excel VBA to format reports.

Reporting Analyst

Confidential, Emeryville, CA

Responsibilities:

• Responsible for producing Periodic Margin Reports, Income Statements, and weekly reporting on sales and labor.
• Reviewed accounts related to Labor, COGS, supplies and licenses. Helped store management with account maintenance, looking for trends and opportunities for improvement.
• Consolidated all 39 stores sales monthly variance analysis reporting for Senior Management review and identifying key drivers that may impact quarterly forecasting.
• Generated analysis on all stores weekly deals on promotional items, and their impact on movement of brand items and total sales.
• Reviewed days on hand product inventory to validate sales are properly supported by product availability and recommend change in product mix.
• Performed cannibalization impact analysis of new location gross sales to existing location gross sales, and its impact if any on existing location sales.
• Collected data around Sales and Margin misses compared to forecasts to contribute to better forecasting. Created and maintained discretionary spending logs for 39 stores to accrue monthly expenses, and capture organization's key business drivers.
• Managed weekly variance labor analysis reporting for hourly employees comparing weekly labor costs to budget, and identifying any overtime and meal violations. Created awareness of overtime impact, driving it down 1.5% over prior year for holiday season of 2012
• Worked with stores, central office on Cost Factor, Cost File Audits, and other SOX related audits.
• Created and reconciled journal entries for two major inventory restructures, moving product responsibility between teams.
• Created journal entries, and reviewed general ledger for expenses validating invoices are coded correctly.
• Reviewed non COGS lines for inventory impact.
• Edited SQL queries in PeopleSoft Financials to facilitate quicker periodic closes.
• Trained accounts payable clerks at over 30 stores to use PeopleSoft Financials, teaching best practices for AP and basic Excel skills.