Allen Marvin Ong Tan

**** **** ***** ******, *** Angeles, California 90041

323-***-****

323-***-****

acbzxu@r.postjobfree.com

http://www.linkedin.com/pub/allen-tan/87/3b0/348

FINANCIAL ANALYST / SENIOR ACCOUNTANT

QUALIFICATIONS PROFILE

Performance-focused and technically inclined professional, with more than 15 years of hands-on experience in forecasting, budgeting, accounting, quantitative and statistical analyses. Armed with sound understanding of finance procedures analysis, including the settlement of accounts and financial records. Well-organized; adept at setting priorities and meeting critical deadlines. Highly analytical and skilled communicator; able to build strong working relationships with coworkers and clients. Bilingual in English and Tagalog, with working knowledge of Chinese (Hokkien).

“Allen is the benchmark for ethical integrity and personal character, working with very tight deadlines at MSB, he would never compromise data that was to be used by upper management, even if it meant long hours through the night or weekend. Allen understood the value from his experiences and is always seeking ways to provide a higher level of service and personal satisfaction.” –Christopher C. Masten, EVP, Chief Information Officer, LERETA, LLC)

AREAS OF EXPERTISE

Revenue Gain

Cost/Benefit Analysis

Strategic Financial Planning

Cost Accounting

Process Improvement

Capital Budgets and Forecasting

Financial Reporting

Staff Development and Training

Financial Modeling and Analysis

EDUCATION

University of California Los Angeles, Los Angeles, CA

Bachelor of Science in Statistics, 2013

Relevant Courses: Intermediate Accounting Business Law Cost Accounting Tax Accounting

PROFESSIONAL EXPERIENCE

Marshall & Swift/Boeckh (MSB), Los Angeles, CA

Senior Financial Analyst 2002–2009

- Demonstrated proficiency in financial analysis, accounting, and statistics.

- Assessed and ensured the accuracy of all journal entries posted to the General Ledger.

- Prepared and submitted variance analysis reports for monthly and yearly trends in both Sales and Expense departments.

- Assumed full responsibility in preparing customized reports (financial/analytic) for the finance and accounting groups.

- Conceptualized and developed financial model during the sale of the company.

- Assisted external auditors (by being the point person) during annual audits of the company’s financial statements and balance sheet.

- Reported directly to the chief financial officer of the company, and worked closely with the CEO for the preparation of future financial statements and reports.

- Worked closely with the company’s sales/expenses departments in developing and implementing the annual budget while ensuring critical deadlines were met.

- Coordinated with corporate headquarters to reconcile intercompany transactions and to produce consolidated reports.

- Worked with the IT Project Management teams to ensure goals and objectives were achieved in a timely and positive manner.

- Delivered support and guidance (as part of the team) for the implementation of the Canadian Sarbanes-Oxley Act for Corporate and Subsidiary Accounting departments

- Partnered with the human resources director in reporting future financial impact on variances in employee headcount for the whole company.

Key Highlights:

- Hired as Accounting Assistant after completing internship and received five promotions

- Received recognition from the CEO for outstanding report writing skills

- Produced a financial model for the company which was used to negotiate the final pricing of the company sale, amounting to over $300M

- Served as assistant controller in managing month-end closing processes

- Handpicked by the corporate management to assist in implementing new accounting software for a subsidiary company

- Functioned as the only finance/accounting staff in California offered a full-time position during the relocation of the departments to Wisconsin

- Helped transition the company’s accounting function from Los Angeles (California) to New Berlin (Wisconsin), including training Wisconsin staff accountants

- Awarded for loyal service during the 5th, 10th, and 15th year of employment at MSB

Earlier Positions Held:

Senior Staff Accountant 1999–2002

Staff Accountant 1998–1999

Junior Staff Accountant 1996–1998

Accounting Assistant 1994–1996

Accounting Intern 1993–1994

ACTIVITIES

Executive Board Member, University of California Los Angeles (UCLA) Statistics Club

TECHNICAL ACUMEN

Desktop Applications Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint), Microsoft Access, and Microsoft SharePoint

Accounting and Finance Software Accpac, Microsoft Dynamics Axapta, FRx Forecaster, Business Objects, and Oracle Accounting Software

Statistics Software R (Programming Language) (Primary Software), IBM SPSS, and SAS

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