SUMMARY:

Highly analytical, performance - driven, and innovative, with extensive experience in financial and business planning, analysis, reporting, and modeling; as well as data collection and interpretation, and budget forecast and management. Adept at providing the highest quality of financial services by developing and implementing effective strategies as well as finance and operations action plans. Expert at identifying key initiatives and latest trends to support and provide business and financial decisions and drive company advancement. Skilled at leading and collaborating with colleagues in optimizing efficiency and ensuring operational productivity.

AREAS OF EXPERTISE:

• Reporting Requirements and Variance Analysis
• Ad hoc Reports Preparation
• Capital Expenditures Oversight
• Balance and Transaction Reconciliations
• Periodic Financial Preparation and Distribution
• Strategic Planning and Implementation
• Operational and Financial Performance Monitoring
• Regulatory and Standards Compliance

TECHNICAL ACUMEN:

• SAP/R3 SAP Portal Hyperion Freelance Graphics SAP R/3 FI/CO SAP BW Pillar
• TM1/Cognos SAP R/3 PS Oracle Financial Analyzer Quattro Pro Microsoft Access (Basic)
• SAP R/3 AM SAP BI Paradox WEBI/EPM SAP R/3 MM T&E Modules Analysis for Office

PROFESSIONAL EXPERIENCE:

Confidential, Long Beach, CA

Senior Financial Analyst Consultant

Responsibilities:

• Render hands-on support to the annual budgeting and re-forecasting processes through relevant data mining, collection, and analysis.
• Capitalize on industry expertise in achieving monthly administrative reforecasts by performing ongoing analysis.
• Work closely with budget owners to respond to inquiries concerning monthly reforecast variances compared to approved budget, conduct monthly budget results reviews, provide variances explanations, and troubleshoot issues based on cost center level.
• Participate in numerous daily conference calls to interact with global finance teams in North America, Australia, Asia, Europe, and India as well as to maintain quality services in a global atmosphere.
• Present data through complex pivot tables, spreadsheets, and interactive graphs.
• Perform investigation to identify and in corporate variance explanations to projections.

Confidential, Irvine, CA

Senior Financial Analyst Consultant

Responsibilities:

• Kept abreast of the latest trends while analyzing results and variance to identify areas of concern and opportunity as well as to develop corrective actions recommendations involving strategy, finance, and operations.
• Took charge of performing financial planning and analysis of sales, cost of goods sold, contribution margins, cost center spending, expenses and capital expenditures.
• Carried out key tasks which included the following:
• Data comparisons and corrections for balance and transaction reconciliations; and Data collection and summarization, reports and findings presentation preparation, as well as analysis and recommendation for management’s information.
• Offered assistance in generating annual budgets, forecasts, and variance analysis; along with quarter- and year-end reviews and audits of independent auditors
• Significantly contributed to the identifying and executing process improvements and efficiencies, designing automated applications, eliminating duplications, and managing information requirements.

Confidential, Irvine, CA

Senior Financial Analyst Consultant

Responsibilities:

• Drove efforts in supporting business operations and decisions by preparing and providing actionable financial reporting and analysis.
• Utilized warehouse queries and other sources for data collection and analysis and business process modeling.
• Held accountability in recognizing relevant business questions and scope, while recommending reports and analyses, while integrating business assumptions with financial data through basic business models.
• Generated assigned business areas’ budget and forecasts, fiscal year plan, multi-year financial projections.
• Acquired information for forecast and budget development by coordinating with business partners and business management services.
• Promoted and shared appropriate understanding throughout capability centers management services as the subject matter expert and resource.
• Closely interfaced with capability center associates in creating recurring and ad-hoc deliverables to review existing management reporting alignment with evolving business needs and provide suggestions on potential changes.
• Employed keen attention to detail in identifying, summarizing, and presenting relevant information to business leaders emphasizing in actionable management reporting.
• Actively participated and oversaw moderate- to high-complexity projects and initiatives.

Confidential, San Diego, CA

Senior Financial Analyst

Responsibilities:

• Accomplished tasks which included coordinating reporting and providing administrative support for multiple functions within financial services group; while handling preparation of complex analytical and financial reports for retail banking group’s comprehensive and complex financial analyses.
• Assumed full responsibility in conducting, compiling, and reviewing financial information and studies such as acquisition analysis, detailed financial plans, interest rate analysis, operating forecasts, peer group comparisons, or integrated revenue and expense analyses, projections, reports, or presentations.
• Performed and rendered direct supervision to highly technical accounting-based research and analysis projects, while developing presentations and recommendations to management and reports to the chief financial officer.
• Ensured accurate records of monthly, quarterly, and annual reports analysis and interpretation results.
• Maintained updated knowledge of latest trends and development within competitive environments and presents findings to senior management.
• Demonstrated competency in aligning financial models to perform impacts assessments to operational goals and strategic plans by applying deep understanding of business lines.
• Steered process improvement and automation initiatives in overseeing accounting and finance data through ad hoc and management reporting.

Confidential, McLean, VA

Senior Business Analyst Lead

Responsibilities:

• Offered financial management support to an organization managing federally funded research and development centers (FFRDCs), while collaborating with government sponsors to provide operations support.
• Maintained active participation in all aspects of financial administration which included purchase order tracking, subcontractor invoice processing, flash forecasts, budget, accruals, variance reporting, indirect budget formulation and tracking, month- and quarter-end close processes, general ledger adjustments, and ad hoc reporting.
• Performed month-end financial reporting package preparation and reviews for the sector’s vice president; as well as program and organization financial management including profit and loss statement.
• Made major contributions in creating and maintaining direct and indirect budgets, subcontracts, final cost objective estimate at complete and/or estimate to complete and cost proposal development.
• Collected and distributed monthly progress report templates for completion to project leaders.
• Gathered financial information by project through the company database to provide data and produce reports for different business groups as well as to verify and record into the monthly reports.
• Aided in conducting monthly close processing, while supporting internal and external audit requests.

Confidential, Falls Church, VA

Senior Business Analyst Lead

Responsibilities:

• Served as reporting analyst, in charge of ensuring operational effectiveness and excellence within the business unit, providing support in performing line-by-line review audits on P&L, identifying discrepancies, conducting researches, and generating detailed reports for immediate supervisors and the senior management team.
• Played an integral role in increasing performance and efficiency by functioning as technical knowledge base and master trainer to facilitate continual training and knowledge transfer to coworkers.
• Spearheaded all aspects of global Business Warehouse (BW) reporting and analysis, which involved presentations, ad hoc reports, financial master data maintenance, monthly accounting close support, annual budgeting, forecasting, reports, and planning.
• Produced in-depth analyses on financial data extracted from SAP GLs and BW, while creating and submitting detailed findings reports to the management team.
• Accomplished key and specials tasks including developing quarterly financial results presentation and materials reporting, as well as maintaining queries and workbooks.
• Presided over multisession SAP R/3 training on PS module for individuals or small groups as the SAP BW subject matter expert.
• Achieved excellent outcome in leading various training for a SAP module at Cable & Wireless to personnel learning the new system.
• Partook in a full software development life cycle (SDLC) for the financial application replacement SAP project which involved requirement analysis, integration testing, and production support.
• Assumed finance reporting manager duties after the existing manager left, and earned recognition from the senior management team for displaying excellence in effectively leading the team.