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Senior Financial Analyst Resume

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Walnut Creek, CA

SUMMARY

  • Senior Financial Analyst wif expertise in all facets of finance, accounting, and insurance as well as financial strategic planning processes, systems implementation, and management reporting that TEMPeffectively supports successful business operations and promotes explosive business growth. Skilled in collaborating wif CPAs, attorneys, and tax consultants to achieve business and financial objectives.
  • Instrumental in redesigning and streamlining financial processes to enhance efficiency and increase cash flow. Exceptional team manager experienced in oversight of employees across departments and branch offices.

AREAS OF EXPERTISE:

  • Financial Statement Analysis
  • Annual Budgets
  • Business Forecasting
  • Billing Efficiencies
  • Financial Statement Preparation
  • Inventory Cost Control - CPG
  • General Ledger Reviews
  • Equipment & Project Financing
  • Real Estate Financing
  • Sound Internal Controls
  • Debt Restructuring
  • Staff Training & Leadership

TECHNICAL SKILLS

  • MS Great Plains, MS Dynamics NAV, Oracle 11, SAP, QuickBooks Pro, Hyperion, and Microsoft Office Suite. Additionally, advanced user of Excel including VLOOKUP, ENDIF, & Pivot Tables.

PROFESSIONAL EXPERIENCE

Confidential, Walnut Creek, CA

SENIOR FINANCIAL ANALYST

Responsibilities:

  • As Senior Financial Analyst, I was directly responsible for building the pricing model and 2019 financial forecast for Confidential Packaging “BCP”. BCP is the $50M packaging division of Bell Carter Foods.
  • The pricing model I developed was used to successfully secure the Frito Lay packaging contract. Instrumental in the completion of the 2019 financial forecast.

Confidential, Livermore, CA

Chief Financial Officer

Responsibilities:

  • Diligently and successfully guided company through 2009 recession.
  • Led comprehensive redesign of organizational accounting procedures resulting in streamlined, efficient processes.
  • Designed, introduced, and trained personnel on all internal processes and controls TEMPeffectively enhancing internal efficiency and profitability.
  • Successfully negotiated and secured funding for multi-million-dollar real estate projects.
  • Planned and launched debt reduction plan that saved $2.3M; TEMPeffectively slashed inventory by $2M and reduced operating expenses by $1.5M.
  • Built efficient billing system process to ensure predicable cash flow.

Confidential, Cupertino, CA

SENIOR FINANCIAL ANALYST

Responsibilities:

  • Spearheaded accounting process restructure resulting in enhanced efficiency.
  • Developed and implemented internal processes and controls that significantly improved efficiency and cost-TEMPeffectiveness in all areas especially in inventory controls.
  • Enhanced accuracy and productivity of cash disbursements, invoicing and billing, customer credits, and collection processes resulting in increased cash flow.
  • Instrumental in the development of the strategic planning and financial forecasting.

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