SUMMARY:

Accomplished Finance and Analytics professional with more than 8 years of experience skilled in using data to solve complex problems, improve processes, and even strategize for marathons. Experienced working with companies of all sizes with revenues ranging from $50K to $100B annually.

EXPERINCE:

Confidential

Sr. Financial Consultant, San Francisco, CA

Responsibilities:

• Develop and maintain the company’s consolidated financial forecast and provide revenue and expense updates to leadership on Confidential monthly, quarterly, and annual basis.
• Work cross functionally to ensure accurate reporting on all financial metrics and key performance indicators.
• Provide training and direction to Jr. Financial Consultants and approve submitted work.
• Collaborate with 70% of the leadership team to develop Confidential Resolution and Recovery Plan (RRP) and complete the annual Comprehensive Capital Analysis Review ( Confidential ) regulatory requirement.
• Build projection models to perform an economic stress test on the company’s assets of $1.9T and create PowerPoint presentations to present valuation results and drive discussions with the leadership team.
• Create assumptions to be used by forecasting teams in RRP and Confidential financial submissions.
• Support broad Confidential & Confidential initiatives including driving efficiency and scaling processes to save time and money.
• Performed analysis to identify the effects of the 2018 corporate tax reform and formally recommended business changes to maximize benefits for all stakeholders.
• Served in Confidential Corporate Functional Model Oversight ( Confidential ) capacity on an interim basis to coordinate the development of 3 major models used by the bank to forecast external financial projections.
• Slashed cost by designing the Confidential & Confidential SharePoint site to handle enterprise communication and document storage thereby reducing the need and expense for 2 external contractors.

Confidential

Financial Consultant, San Francisco, CA

Responsibilities:

• Served as the business partner to the New Market Tax Credit ( Confidential ) group for all finance related activities and provided decision support and tracking for operating expenses, FTE/headcount, and capital expenditures.
• Owned the monthly close and all forecasting efforts for the Confidential group. Prepared variance commentary when needed to inform leaders of financial outcomes, risks, and opportunities.
• Liaised with the Accounting and Corporate Tax groups to book tax liability and accrual on Confidential monthly basis.
• Explored the risk and return of bringing new services to market and made recommendations to leadership.
• Built decision models to quickly calculate the ROA and ROE of complex deals and compare against company established benchmarks to swiftly determine the go - forward approach.
• Identified revenue opportunities by creating SQL queries to analyze cross-sell data detecting new sales prospects based on historical data and market trends.
• Performed ad hoc projects, reports, financial modeling, and analysis as needed.
• Traveled to attend Confidential group off-sites to convey group performance and companywide finance initiatives.
• Grew Confidential revenue 10% Confidential in an industry that averages 3-5% and achieved Confidential 15% expense reduction by leveraging scale and consolidating employee office space.
• Organized Confidential Community Support Campaign in 2014 and 15 to raise money for local charities.

Confidential

Sr. Analyst, San Francisco, CA

Responsibilities:

• Performed quantitative and qualitative analysis of commercial real estate investments of $25M+ and prepared reports for stake holders that identified and documented key risk (i.e. reputational, monetary, sponsor risk).
• Completed asset valuation and analyzed client portfolios through review of P&Ls, rent rolls, and tax returns. Assigned client risk ratings and calculated client profitability for use in underwriting new transactions.
• Sourced new business opportunities by mining data and studying market research to identify investor trends and sent potential leads to Client Managers for follow up.
• Traveled to other Confidential offices in the US to meet and train new Analyst on policies and best practices.
• Developed Confidential SQL/Access database to house client data and generate custom compliance reports, which saved time and provided report standardization across 3 different internal groups.

Confidential

Analyst, Irvine, CA

Responsibilities:

• Participated in Accounting, Operations, and Customer Care initiatives.
• Managed daily general ledger reconciliations, accounts receivables and payables.
• Resolved escalated client problems by working cross functionally with internal & external teams.
• Produced ad-hoc reports as needed to distill complex information into simple frameworks for use in helping management make sound business decisions.
• Accelerated customer dispute resolution times from 40 days to 30 by creating uniform documents and controls for the Dispute Resolutions team (60 days is the industry average).