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.

TECHNICAL SKILLS

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

PROFESSIONAL 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 Confidential Bank and to the Confidential 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.