Objective: To become a partner in a dynamic company and develop great business opportunities that improve people’s lives

Qualifications

• Expert in financial planning & analysis • Knowledge of Access, PeopleSoft, GreatPlains and JDEdwards
• Proficient in US GAAP accounting • Fluent in Excel (pivot and macros), Access, VBA, C++ and SQL
• Expert in financial modeling • Creator of a budget platform, an MIS database and an accounting software

Work Experience

2011 – Present Confidential:IT Controller, Business Management

• Drive improvements in controls and metrics reporting and analytics by developing and driving action plans to improve reported results.
• Assist in the quarterly review of KPI’s and implementation of new KPI’s.
• Ensure controls are executed and that evidence of execution is provided regularly.
• Ensure accounting complies with IT Standards and GAAP.
• Identify and document changes to processes & controls.

2010 – 2011 Confidential: Director

• Programmed a multi-dimensional financial reporting software.
• Created calculation tools and a customized dashboard.

Confidential:
2007 – 2009 Director

• Monitored and assessed monthly, quarterly and annual performance.
• Investigated variances and compared metrics; summarized results with highlights to Management.
• Developed reporting designed to provide management visibility into current performance and trend analysis.
• Assisted in M&A modeling and financial reporting in due diligence and integration activities.
• Assumed revenue controllership functions, provided reporting and statistics for each business line.
• Created revenue rolling forecast models; generated and reviewed financial models.

2006 – 2007 Associate Director

• Prepared the product line P&L and reviewed results with business line heads.
• Consolidated forecasts and set financial targets. Assessed performance on a monthly basis and coordinated with the controllers group to ensure the accuracy and timely reporting of the financials.
• Responsible for the development of and adherence to the Company’s financial budgets and forecasts.
• Prepared GAAP-compliant financial statements and footnotes for submission to the Board of Directors and the Securities and Exchange Commission.

2004 – 2006 Manager

• Reported income statement, balance sheet, cash flow and capital expenditures performance versus budget, spearheaded financial analysis necessary for strategic planning.
• Evaluated existing business processes/outputs and managed re-engineering efforts; responsible for designing stream-lined financial reporting processes.

2001 - 2004 Confidential: Sr. Financial Analyst & Projects Specialist

• Delivered financial reports on key trends of the business.
• Team leader for the monthly production and reconciliation of the product line P&L report.
• Supervised up to 6 Financial Analysts.
• Delivered financial reports on key trends of the business.
• Reviewed monthly budget variances with business leaders.
• Prepared budget projections, implemented a cost allocation system.
• Organized and led financial negotiations on cost allocations with support areas.
• Priced financial products.

2000 - 2001 Confidential: Business Development Associate

• Led the external business development activities for a startup.
• Developed business partnerships.
• Created marketing documents.

1998 - 1999 Confidential:Investment Advisor

• Analyzed financial statements, stock market trend, and prepared risk assessment analysis.
• Monitored risk associated with price fluctuations, and analyzed financial performance.
• Calculated monthly performance numbers, and prepared monthly client investment reports.
• Advised clients on investment strategies and traded securities.

Education

• CFA Level 1 Candidate
• Financial Statement Analysis,
• Canadian Securities Institute,
• MS Economics,
• BS Economics