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Financial Analyst

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Posted by: Name is not set.
Posted date: 11/6/2009
Contact Info: *********@*****.***
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Salary: $57k/year
Country: United States
State: California
City: Orange
ZIP: 92869
Email: jepwlv@r.postjobfree.com
Resume Text:


STEVEN WU
645 North Noble Street
Orange, CA 92869

(714) 612-**** (C)
jepwlv@r.postjobfree.com

Summary

An efficient Financial Analyst with the expertise in creating financial modeling, forecasting, corporate budgeting and financial reporting.
Possess strong computer knowledge and analytical skills. Proven ability to communicate and coordinate teamwork in managing
projects across diverse groups and functional teams. Focus on results that deliver cost saving measures and creative solutions.

PROFESSIONAL EXPERIENCE

Linksys – A Division of Cisco System, Irvine, CA 2006-2008
Sales Operation Analyst
A global multibillion Dollars high-tech company that produces wireless computer routers and adapters
*Retrieved data from Oracle to produce analytical reports that result in 25% improvement in sales forecasting
*Produced Order Management Price Listing, thus the Account Managers could convey pricing to customers
*Prepared Gross to Net Sales analysis that enabled Account managers in tracking deductions more efficiently
*Published Daily Scorecards which enabled world wide Sales teams to track their progress in a timely manner
*Prepared Weekly Business Organization Executive report in order for management staff to better forecast progress
*Produced Sales forecasting report that helped Account Manager saved cost and improved targets by 15% each month
*Prepared Monthly Price Protection estimates that helped Linksys to achieve 20% errors reduction in paying Distributors
*Prepared Ad hoc reporting base on Business Organization to executive staff , resulted in 25% improvement in the market
positioning of each product and customer satisfaction
*Answered questions from Account Managers related to Sales reporting and Oracle data management issues which
improved their ability to provide information to customer in an accurate and timely manner
*Created new procedures to process Daily Scorecard reports preparation that resulted in 40% reduction processing time

Steven’s financial Professional firm
A Sole Proprietary - Independent Contractor 2002-2006
The following are the companies that I had contracted these past several years:
UC Irvine Medical Center, Hotel Information Systems, Mike Ferry Organization, Magic Wok Express Inc., RE/MAX
MILLENNIUM Mortgage & Residential Brokerage, Labeltronix

Summary of contract assignment duties:
*Prepared journal entries, accrued expenses and prepaid expenses which reduced 20% of processing time on each tasks
*Generated fixed asset schedules for capital expenditure, depreciation and amortization to streamline month-end closing
*Ability to streamline month-end reports and meeting deadlines in gathering financial information for budget schedules
*Reduced 20% of processing time for Balance Sheet, Income Statement and Partnership Capital statements
*Updated company’s financial performance charting that enable the executive to make sound financial decisions
*Balanced cash account and bank reconciliation that enabled controller to improve 35% of timeliness in month-end closing
*Generated account payable aging reports and providing account payable analysis to achieve 20% cost saving each month
*Resolved contract performance & payment discrepancies with vendors that caused 25% improvement in cost recovery


Montech-FSM – Anaheim, CA 2001- 2002
Financial Analyst
A midsize company that specializing in Banking vault and security
*Expedited the process of month-end financial and statistical reports that caused 23% of time saving each month
*Coordinated budget submission and formulated the company’s cost comparison analysis that maximize cost containment
*Monitored operating cost that improve cost tracking and elimination of unauthorized expense claims by field Technicians
*Prepared actual versus budget report on profit & loss statements that caused 30% improvement in financial forecasting
*Generated report for cash receipts lockbox and account receivable analysis to ensure accuracy and timeliness
*Facilitated account receivable and payable aging clean up process that increased collectable accounts and cost savings


Hyundai Motor America (Temp) – Fountain Valley, CA 2000 – 2001
Financial Analyst
A Korean Car Manufacturing company -- (Temporary Assignment via Employment Agency)
*Prepared budget allocation reports and budget analysis that enabled company to better manage operating expenses
*Prepared capital assets statement and depreciation expense schedules to ensure accuracy in record keeping for audit
*Audited account receivable and payable posting and journal entries that resulted in 20% errors reduction
*Prepared promotional cost statements and cost analysis that improved marketing cost control by 15%
*Developed budget submission procedures and reference manuals that expedited budget processing time

Carl Karcher Enterprise (CKE) – Anaheim, CA May 2000 to October 2000
Financial Analyst
A multimillion Dollar Fast Food Franchise company
*Prepared food & labor cost comparison and variance analysis that improved cost containment measures
*Processed recipes and price modification that helped the restaurant chain to improve their recipe and pricing accuracies
*Created and maintained database for labor credit tracking of restaurant employees that enabled better record monitoring
*Reconciled vacation and meeting credits statements and prepared labor credit reports resulted in 14% of cost saving
*Prepared journal entries and published monthly cost center reports that caused 23% improvement in cost tracking


UC Irvine Campus Temp Services – Irvine, CA 1999 – 2000
Accounting/Administrative Assistant
One of the finest Universities in Southern California
*Processed check request and payroll checks in order to expedite payment and ensure accuracy
*Expedited the process of travel expense vouchers, travel advance request, check request for catered event
*Produced budget reports, account payable and payroll record sheets that facilitated 10% cost saving results
*Calculated hours worked, prepared and distributed payroll checks to work study students in accurate and timely manner
*Assisted students and faculty in resolving problems and answering questions that improved customer satisfaction

The Orange County Social Services Agency – Santa Ana, CA 1994 - 1999
Office Supervisor
One of the largest governmental Agencies in Orange County
*Supervised office staff members and coordinated projects form start to end that improved efficiency and timeliness
*Reconciled fixed assets, accumulated depreciation, prepared depreciation expense schedules
*Improved customer satisfaction in Answering public inquiries regarding procedures in filing appeal on their welfare cases
*Prepared employee's performance evaluation and trained new employees on daily their assignments in efficient manner
*Processed employees timecards and payroll record submission that ensured timeliness and accuracy

County of Orange Auditor Controller -- Santa Ana, CA -- Accounting Assistant 1986 - 1994


PROFESSIONAL TRAINING & EDUCATION
Cal State University Fullerton, Fullerton, California
*Bachelor of Arts in Business Administration, Major in Management Information Systems


Professional Training:
*Office Technology – Microsoft Office 2000 and QuickBooks
*Computer Repair – PC Technician course


TECHNICAL SKILLS
Microsoft Office 2000 & 2003 (Excel, Word, Power Point, Access and Outlook), Microsoft Windows 2000 & XP, Microsoft
Windows NT, AS400, People Soft and JD Edwards, Hyperion-Essbase, SQL, Solomon, Crystal Report, QuickBooks, Axapta,
Softrax, Macola and Oracle 4i and 10g, Zyme Solutions Analytic and Qlick View



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