Financial & Planning Analyst Resume West Hollywood, CA - Hire IT People

SUMMARY:

Proficient in Microsoft Word, Excel, Outlook PowerPoint & Publisher
Proficient in SAP, Hyperion, Sage Saleslogix CRM & iMIS
Well - organized and great attention to detail
Strong leadership qualities and instincts with abilities to develop relationships
Excellent verbal and written communication skills
Excellent strategic thinking

PROFESSIONAL EXPERIENCE:

Confidential, West Hollywood, CA

Financial & Planning Analyst

Responsibilities:

Identify opportunities for profit improvement via cost reduction and demand management
Produces reports to help develop future product segmentation and positioning
Create budgets for both wholesale and retail chain
Investigate/analyze monthly variances and update quarterly forecasts based on actual activity

Confidential, Irvine, CA

Financial & Policy Analyst

Responsibilities:

Manages portfolios consisting of notes or loans used collateralized by insurance policies, provides loan projections based on client loan terms and asset needs
Provides premium request reports based on client funding requirements
Assist in the preparation of monthly and quarterly reports for distribution to clients measuring year-over-year worth and portfolio risk
Creates complex financial models for a variety of corporate and project structures to gauge earnings, debt repayment capacity and cash flow sensitivities.
Maintains constant knowledge of life insurance products, as well as the development of analytics and control process for clients
Develops premium optimization strategies in addition to industry-standard pricing models
Performs due diligence upon asset acquisition. Reviews policy status, account values and future premium requirements of each asset based on contract and policy characteristics for higher return

Confidential, Tustin, CA

Executive Director

Responsibilities:

Directs the strategic planning process of the association. Works directly with the president and president-elect on selection of potential board members
Works directly with Executive Committee and Vice President of Finance on the financial operations and develops, directs and manages goals, policies, priorities, and practices relating to all aspects of financial management including budgeting and accounting
Prepares monthly and annual revenue and expense reports
Responsible for charge capture, coding, charge entry and reimbursement analysis and reports.
Manages contract files for the organization, assists the Executive Committee in establishing terms, conditions, and performance expectations embodied in contracts
Maintains or delegate to staff or committee, close contact with agencies, commissions or associations of national, state and local governments in order to gain favorable decisions and legislation on behalf of the membership
Negotiates space contract, arrange food & beverage for event and meeting needs, assist with on-site production

Confidential, Newbury Park, CA

Operations Manager I

Responsibilities:

Leads development and implementation of a middle and long term vision on logistics strategy, including: guidelines, policies and systems for the organization
Identifies critical supply issues and ensure appropriate actions are in place to ensure appropriate supply of goods on time and in quality, using an efficient problem-solving approach when facing issues such as delays, non-conformity, etc
Ensures there is a clear vision for the Logistics team, including preparation and review of the Logistics team annual plan, and that information flows from/to the Directors Group to the wider team through meetings
Ensures international procurement and supply strategies are in place and implemented and that timely and appropriate advice is provided
Develops and assesses new logistics systems, guidelines, policies and processes maintain a clear operational delivery performance and its challenges and opportunities
Troubleshoots operational issues with an end-to-end view of delivery to beneficiaries and overall operational performance

Confidential, Orange, CA

Operations Manager

Responsibilities:

Responsible for inventory, supplier logistics, contractor bids, communicate with building management, and manage staff.
Set up catering contracts with corporations such as Choc, St. Joseph’s Hospital, and Cal Optima.
Organization of fiscal documents
Contact and obtain bids on any construction or repair needed and budget expenses.
Direct and coordinate flow of goods from suppliers.
Perform sales floor duties such as greeting and assisting customers and taking daily inventory to ensure proper floor layout.