IT Financial Planning and Analyst Professional with several years experience as finance/accounting manager and financial analyst. Well versed in IT business expense management, including CapEx planning depreciation schedules, forecasting and budgeting. Adept in strategic business planning, IT project cost controllership, business case evaluations, ROI, NPV. Created modeling to forecast IT capex/opex project costs, and ROI template to evaluate major spending return. Experienced in working cross-functionally, managing project teams and providing input as a Subject Matter Expert to Project Review Boards and senior management.

Additional Strengths Competencies

CAREER HISTORY

Confidential

• Managed total IT department budget, including end-to-end financial/accounting review, annual budget, monthly, quarterly forecast, headcount reporting and period end close.
• Established, improved and educated IT teams on financial policies and procedures.
• Worked closely with corporate FP A and CIO team to created annual plan including built financial models, restructured and created new departments within IT for Infrastructure and Application teams.
• Enhanced and created newly formatted monthly and quarterly financial results and review them with IT managements and corporate FP A.
• Reviewed all IT-Application SaaS licenses and created recurring schedule for annual budgeting.
• Established Project Cost Sheet to capture true project costs including internal and external labor and ROI analysis.

Confidential

• Acted as IT portfolio controller and supported 80 projects, including capex/opex evaluation of programs, quarterly refresh and monthly close.
• Provided financial support, analysis and coordination for all business planning initiatives for IT portfolio, including preparation of period-end actual/forecast reports for capex/opex spending.
• Managed development of annual operating expense and capital budgets for the IT projects portfolio.
• Provided analysis for all IT projects, including the capitalization of internal and external labor in accordance with VMware's labor capitalization policy, SOP 98-1.
• Refined IT processes and tools to monitor spending and facilitate the prioritization of project. Oversaw development of business case and return on investment ROI analysis for all major initiatives.
• Collaborated with Program Management Office PMO to implement analysis and reporting of IT projects, presented relevant financials to the Project Review Board PRB on a monthly basis.
• Successfully enhanced planning and period-end process to 99 forecast to actual accuracy.
• Effectively established a finance business partnership with project managers and IT functional leads as well as the Corporate Accounting and FP A teams.
• Monitored project lifecycle and checkpoints for financial impacts.

Confidential

• Supported all financial activities for IT Invest/Project discretionary spending .
• Member of the Finance, Planning and Analysis team that coordinated monthly project financial meeting for portfolio steering committee and financial re-balancing.
• Review IT SOW related to IT project external labor cost and managed accounting of non-GAAP restructuring budget.
• Reviewed and confirmed consolidated balance sheet during month-end and year closing.
• Proactively researched and documented conclusions on accounting issues with appropriate references to relevant GAAP pronouncements.
• Completed complex account reconciliation and journal entries in support of the monthly close process reviewed reconciliation and journal entries prepared by staff accountants.
• Interacted with various levels of management, internal and external audit teams, and participation in cross-functional projects.
• Coordinated annual CIP audit for Internally Developed Software.

Confidential

• Supported all financial activities including 3-year Strategic Business Plan SBP , annual budget, quarterly forecast and period-end close.
• Reviewed period-end accruals for accuracy and SOX compliance. Managed monthly reporting forecasting including variance analysis for base and discretionary spending.
• Coordinated with PMO team all financial governance activities for all IT projects.
• Provided monthly performance monitoring of projects' actuals and forecast against the budget. Acted as SAP super-user to implement Internal Order for opex and capex projects.
• Responsible for all financial tracking and reporting for the global IT project portfolio.
• Assisted sales tax team with annual Texas and California audits for IT purchases.
• Performed and presented monthly risk/opportunity analysis to leadership.
• Worked with global controllers to facilitate their PER Purchase Equipment Requisition with ROI Return on Investment and NPV Net Present Value supplement.
• Acted as Hyperion Essbase super user to review end users' reports.
• Active as SAP super user to assist conversion from legacy system to SAP ERP

Confidential

• Conducted financial planning, analysis FP A and reporting. Facilitated annual plan, quarterly outlook and frequent flashes. Led period-end closing processes and delivered period-end reports with narratives. Presented financial variance analysis report.
• Influenced senior management to enhance metrics of quarterly dashboard, which resulted in focused, accurate reports on financial metrics. Identified inefficiencies in processes and recommended enhancements and monitoring systems.
• Selected to be project manager for implementation of e-procurement solution in supplier management organization.

Confidential

• Managed Hyperion reporting and Pillar budgeting process within service business unit.
• Reconciled Balance Sheet and P L items with supporting schedules to minimize external auditors' write offs.
• Managed annual Fixed Assets reconciliation process.