SUMMARY

• 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.

AREAS OF EXPERTISE

• Coordinate IT annual audit
• Bottoms-up budgeting
• Extensive Accounting & GAAP experience
• Trend & Variance Analysis
• Budgeting & Reporting
• Portfolio Management/ROI/NPV
• Financial Governance
• Period End Closing
• Oracle ERP & Hyperion Planning

PROFESSIONAL EXPERIENCE

Confidential

Finance Manager

Responsibilities:

• 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

Project Controller/ Finance Manager

Responsibilities:

• 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 Confidential '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

IT Project Controller

Responsibilities:

• 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

Sr. Financial Analyst

Responsibilities:

• 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