SUMMARY

• IT Financial Analyst with dedicated 8+ years of professional experience in diverse projects
• Extensive experience in gathering requirements, financial planning and analysis, status reporting and managing program/project budgets
• Skilled in preparing and delivering routine executive level status reporting on key operational metrics on IT portfolio/programs
• Experienced with financial planning and reporting applications such as Oracle Hyperion Financial Management, SAP Financials and Cognos for managing project financials and resource plans
• Possess skills to TEMPeffectively communicate key metrics, project risks & issues
• Experience in creating Business Context Diagrams, Work Flow Diagrams, and Work Breakdown Structures (WBS), Project Charter, and Project schedules
• Excellent communication and liaising skills, strong analytical and problem solving attitude; excellent planning and multi - tasking abilities with proven experience in utilizing personnel and process resources to assist an enterprise make critical decisions in dynamic environments

PROFESSIONAL EXPERIENCE

Confidential, San Ramon, CA

IT Project Management Analyst

Responsibilities:

• Work with Leaders of IT Operations, LOB and Project Management to develop and enhance the Service Introduction process driving improvements to achieve excellent operations day-one
• Interface with business users and gather requirements
• Provide portfolio level reporting on key metrics (active projects, budget status, upcoming milestones, operations, vendor engagements, open issues etc) to executive leadership on a weekly basis
• Act as a culture change agent continuously elevating and improving project delivery and operations in order to instill one streamlined process across the portfolio
• Provide guidance to project managers to educate, assist, and ensure that their plans and deliverables are achieved, and ensure alignment with the company/department annual strategic goals while creating annual project budgets and staffing plans
• Act as SME on PPMc (Project & Portfolio Management center) tool & approved enterprise IT Methodology to support the IT Project managers plan and execute their projects while automating the reporting of key project metrics per the methodology (gate reviews, key leadership approvals, achievements, milestones, resource timesheets)
• Collaborate with Project Managers and Operations to identify issues hindering progress on projects and halp plan success checks to ensure project success
• Track and report portfolio metrics and correlation with annual department goals
• Ensures project control systems are in place and collect relevant information for decision makers.
• Monitor and publish project-related risk and mitigation for operational readiness.
• Metrics: Create, monitor and assess service introduction awareness and competencies.
• Ensure projects are initiated and staffed for successful service introduction based on the size and complexity of the project.
• Engage and involve operations at appropriate stages to inform and plan support.
• Document Support Models that detail how services are supported; manage and improve Service and Operational Level Agreements
• Work closely with projects to plan project driven operations & maintenance costs into the annual budget planning process.
• Apply governance processes relative to the size and complexity of the project.
• Ensure projects are using the approved methodologies and deliverables.
• Identify process and deliverable gaps, plan and execute remediation.
• Communicate with Senior Stakeholders concerning project operational readiness, accurately depict risk, and propose mitigation.
• Develop, analyze, perform, and coordinate the metrics and communication of KPIs.
• Perform analysis of project, operations, and Service Introduction staffing data to identify trends and recommendations to leadership

Confidential, Foster City, CA

Sr. Financial Analyst

Responsibilities:

• Finance support for the IT Org $350M+ expense budget consisting of G&A for IT across all sites
• Provided reporting, variance analysis and consolidation for monthly and quarterly corporate requirements
• Led planning and reporting process, as well as quarterly and monthly accruals; serving as a liaison between finance and the business for analytical and budgeting support
• Presented key financial metrics, business drivers, and areas of risk and opportunity to executive leadership, and department leaders
• Built corporate dashboards including: cost per hire analysis, turnover ratios, litigation cost projections, clinical study tracker, business support per employee, breakout of discretionary expense, and cost savings analysis

Confidential, Pleasanton, CA

IT Financial Analyst

Responsibilities:

• Lead analyst for Kaiser HR Technology Portfolio with full scale responsibilities of planning, forecasting and managing portfolio budget
• Participated in monthly forecast through gauging project needs based on schedule, identified and reported monthly variance on actuals vs forecast
• Responsible for managing vendor invoices and purchase orders for the projects
• Created accruals for missed invoices or other anticipated expenses
• Work closely with all stakeholders to report status on key financials metrics - yearly outlook vs approved budget
• Prepare quarterly funding requests and present for approval
• TEMPEffectively track risks and issues that could lead to large variances in the forecast causing the project to go above or below the -/+ 3% variance benchmark for the annual plan
• Created program wide dashboard to display program status on a single page (Release planning status, financial metrics, risks, issues, defects, resourcing etc)
• Attended weekly planning meetings to track scope and schedule for both IT and Business
• Prepare status reports to highlight program progress and other key metrics related to schedule, budget or scope
• Gathered all project requirements and worked with business owners, and business analysts for detailed translation
• Responsible for maintaining program artifacts in MS SharePoint

Confidential, CA

Business Analyst

Responsibilities:

• Managed and coordinated meetings with business to vet out functional requirements based on the project scope and SDLC
• Create and present project status reports to leadership by interacting with project managers, lead developer and other team members
• Responsible for creating documentation for a strategic timeline to comply with HIPAA
• Responsible for creating MS VISIO models on overall system architecture and data flow for the project
• Tracked and updated the project plan, reported anticipated risks and the path to mitigation
• Involved in creating artifacts on Change Management procedures and created Change Request records.
• Managed resource budgets, assigned tasks to resources, and coordinated with impacted groups (security, audit, and database).
• Created dashboard for presenting weekly status on metrics (me.e. project status, risks, issues, upcoming project milestones)
• Managed JAD sessions to identify the business flows and determine whether any current or proposed systems are impacted by the EDI X12 transaction code set and identified aspects of HIPAA.
• Involved in GAP analysis, mapping, implementation, and testing for processing of Medicaid Claims.
• Developed and maintained EDI data maps using TL

Confidential, Folsom, CA

Financial Analyst

Responsibilities:

• Act as the primary financial analyst for IT, HR, Legal and Finance departments
• Provide due diligence on all Capital Acquisition Requests and present them to COO/CFO for spending approval
• Liaise with the CIO and other IT managers to ensure all the IT capital projects stay within the planned budget and follow pre-set timelines for completion
• Play an instrumental role in creating process documentation as the new company migrated all the systems and processes to SAP from the two parent companies
• Analyze the capital budget cycles including developing, approving, implementing proper budget control procedures (Responsible for complete oversight of over $70 million Capex and over $100+ million Opex budget)
• Create weekly head count reports for Sr. executives to ensure business groups achieve planned targets
• Support the purchasing process by training operations on the process and ensuring compliance.
• Gather, consolidate, and analyze overall spending for the sub-departments under IT to examine target vs. actuals, trends, and other expense drivers
• Help improve and implement robust budgeting and reporting process by working closely with operations finance as well as other business partners