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Fp&a Consultant Resume

SUMMARY:

  • Diversified Finance and Accounting experience from small business entrepreneurial to multibillion dollar fortune companies.
  • Results driven across multiple platforms and across functional teams, focused on value added approach with high level of analytical skills, recognized for high performance and driving results, led projects, recognized for process improvements and cost savings.
  • Team building, Project Management and Leadership Skills.
CORE COMPETENCIES:
  • Planning, Forecasting, Budget, AOP, LRP, UPD, LBE.
  • CASH FLOW, CAPEX, Financial Modeling.
  • Treasury planning & Rating Agencies Reporting & IR Reporting
  • US Tax, Business Integration and due diligence
  • Cost Accounting, US TAX, US GAAP
  • Demand Management, Reengineering, Cost Savings.
  • Full Accounting Cycle Controllership and P&L/IS/BS.

TECHNICAL SKILLS

  • Excel
  • SAP
  • Essbase (Hyperion)
  • HFM
  • Smart View
  • MS - Office
  • Oracle
  • AS/400
  • Lotus Notes
  • Great Plains
  • Vertex
  • Great Plains Dynamics
  • Axiom
  • Peachtree
  • QuickBooks
  • CYMA
  • Lotus 123
  • Omicron
  • PC/LAN
  • RxNavigator
  • On Demand
  • Resolve (3270)
  • Redwing
  • EDW
  • Cognos
  • Micros
  • Bloomberg

PROFESSIONAL EXPERIENCE

Confidential

FP&A Consultant

Responsibilities:

  • Manage and deliver all financial planning activities (forecast, budget, Strat Plan, etc.) to support key information for decision making
  • Identify and make recommendations to mitigate issues impacting the financial performance of CCM
  • Identify opportunities to increase operational efficiencies and reduce costs
  • Working with Finance and OPS teams to produce high-quality financial analysis to support decision-making.
  • Lead the effort of headcount & labor cost management within Global CCM Technology
  • Deliver meaningful reports and analysis that includes financial and non-financial metrics (KPIs, etc.)
  • Drive continuous improvement and best practice in financial support.

Confidential

Healthcare Asst. Mgr. Financial Planning & Analysis

Responsibilities:

  • Forecasting and analysis of data in the areas of cost accounting, financial reporting and planning, profit improvement initiatives on various projects, and using the results to generate reporting packages.
  • Prepare and present financial data and reports to management for review and decision-making
  • Provide management and oversight of divisional SG&A expenses, partnering with core FP&A and Accounting Services (Controller's) team on month-end closes, forecasting and budgeting
  • Compile financial data for monthly inclusion in internal/external reporting, billing, costing, and staffing updates
  • Preparing monthly variance analysis and present it to Management with recommendations.
  • Update monthly P&L statements, projections, budgets, updates and reforecasting.
  • Develop methods and criteria for measuring and summarizing financial data and preparing complex analyses
  • Identify financial core processes for standardization / redesign and implement more streamlined procedures to enhance efficiency and controls
  • Working with accounting team to allocate cost for each client and provide P&L for top clients

Confidential

Service Financial Planning & Analysis Manager

Responsibilities:

  • Forecasting for Revenue systems, Barrier Gates, Repair and services.
  • Budgeting and monitor each department spends and works with each BU to align with targets.
  • Preparing monthly variance analysis and present it to Management with recommendations.
  • Working with Accounting, Sales, Factory to provide special Adhoc and analysis required.
  • Working with the sales team to review pricing and profitability per item per client
  • Established pricing tiers and revised SG&A to control margins per contract and item
  • Working with accounting team to allocate cost for each client and provide P&L for top clients
  • Providing Top Management with cash reports and achieved savings due to better pricing and margins
  • Leading the Cash flow, financial reporting and coached and managed 2 direct reports

Confidential

Financial Planning Manager

Responsibilities:

  • Led FP&A, STRAT. Plan and AOP, providing timely analysis and monitor budgetary control of capital and operating expenses to optimize control measures.
  • Forecasted accurately and proactively providing risks/opportunities analysis to management.
  • Compiled and forwarded to CFO/ MD KPIs from various departments and reports
  • Prepared management reports with analysis on time to facilitate management decision making.
  • Reviewing current progress toward AOP targets and issue recommendations.
  • Review monthly results for the Sub’s ( Confidential, Global Glass, Hi-PACK/CPACK ).
  • Worked closely with IT and SAP super users to enhance the reporting and costing system.
  • Worked closely with the MRP team at the factory level to address any deviation from the STD cost and identifying any saving and cost cutting opportunities. Led the ERP Reporting system initiative with IT.
  • Work with accounting and treasury to maximize cash position and striving to achieve optimum cash flow position with a lower financing cost.
  • Led the monthly reporting packages and special projects for BOD and working closely with company CFO

Confidential

Pharmaceutical / Medical Devices Sr. Reporting & Planning Analyst

Responsibilities:

  • Led the Forecast and budget for treasury group to include actual vs. forecast, trend analysis, prepare flash report and comment on variances for other non-ops (interest income, interest expense, FX and others), provide commentary to IR, finance group and senior management.
  • Monthly reporting package and charts, cash flow package, monthly department budget monitoring and identifying any deviations, prepares AOP, Update and LBE for P&L, B/S and department’s budget using HFM, Hyperion, SAP and excel models, cash and debt reporting, preparing Moody’s rating models and other executive reporting packages.
  • Assist with LRP, CAPEX, KPI analysis, special projects and reports to BOD, train and coach area analyst on HFM/Hyperion/SAP, extracting data, and reporting templates, present planning and reporting to group members using Power Point.

Confidential

Sr. Financial Analyst

Responsibilities:

  • Forecast and budget for broker fees $30 Mil with variance analysis to identify risk and opportunities
  • Led the financial integration and transition for broker fees after the acquisition to include process improvements, volumes automation and enhance the sales reporting by client/broker and TPA, and give feedback to sales.
  • Monthly volumes download and run rates to ensure sales data integrity and SOX compliance are in place
  • Interact with sales, underwriting and legal to ensure client and broker profitability.
  • Involved with sales management and VP’s on related issues to broker fees.
  • Month close reporting package, variance analysis. Training and coaching FA
  • Recovered broker fess overpayments and avoided overpayment for existing contracts (est. >500k).
  • Worked with sales and underwriting to streamline the pricing whenever possible.
  • Worked with clinical and rebate team and performance guarantee to ensure compliance ahead of payments

Confidential

Finance Manager

Responsibilities:

  • Planning and forecasting and budget set up $50 Mil, revenue forecasting and run rates for each division
  • Financial statement preparation, flash reports, budget and management reviews.
  • Research rates and pricing and build IF scenarios based on pricing to ensure profitability.
  • Created financial package reports to the board of directors.
  • Payroll, HR supervising 2 direct reports, year-end closing using QuickBooks.

Confidential

Tax Analyst

Responsibilities:

  • Revenue (sales) analysis and reporting $800 Mil, supporting national sales team.
  • Corporate tax calendar maintaining and cost savings opportunities (saved $60k).
  • Prepared annual reports and various Confidential public utilities in all states.
  • Assisted on franchise, income and apportionment tax filling and acquisitions.
  • Ad-hoc reports and assisting the tax director on various projects as needed and tax research.
  • Sales & use tax filings and interact with internal/external/IRS auditors.
  • Saved over >$500k in CA sales and use tax audit & Awarded a Kudo from the CFO for achieving savings
  • Assisting the tax director in sales tax audit projects (refund $15Mil).

Confidential

Sr. Financial Analyst, Tech-Finance

Responsibilities:

  • Financial analysis and planning and budget using Essbase (Hyperion).
  • Capital spending validation across the tech-ops $180 Mil.
  • Analyzed financial reports to ensure financial integrity of business results.
  • Technologies leadership MIS package reports. Received team building awards.
  • Planned, organized and drove multiple projects and complex accounting and reporting issues.
  • Monthly forecast, budgeting, run rates, accruals, headcount reporting by cost center.
  • MIS reports to include flash report commentary with focusing on risk and opportunities.
  • Product Representative between product owners and managers to resolve the issues.
  • Drove savings, defined risk and opportunities to ensure recoverability for Web Hosting ($90Mil).
  • Participated in demand management and re-engineering initiatives by validating CBA’s.
  • Assisted with SQP/MLRB, and special & complex ad-hoc reports utilizing EIS and Excel.

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