Nativo Mayannon Holmes

**** ****** ***

Fontana, CA 92336

Home Phone 562-***-****

E-Mail Address: acp0r6@r.postjobfree.com

QUALIFICATIONS

• Bachelor of Science Degree in Corporate Finance

• 8 yrs. Experience in FP&A – Strong Planning and Forecasting skills

• Excellent data mining and data manipulation skills

• Advanced Excel users : Index Match, VLookUp, Pivot Tables, Nested If Statements, Macro’s, VBA, Indirects, etc.

• Advanced Access users: Create database, Select Queries, Cross Function Queries, Append Queries, Delete

Queries, Macros, Switchboards, etc.

• Advanced Ad Hoc Reports and Dashboards

• High standards of accuracy and precision; highly organized

WORK HISTORY

Wells Fargo Dealer Services (Banking) October 2014 ~ Present

Sr. Financial Analyst/Consultant

• Work closely with department managers to prepare annual plan and quarterly operating

forecasts, provided them with trend analysis and various reporting tools to help them

accurately plan and/or forecast.

• Perform financial reporting, resource planning, trending analysis (analyzing large

amounts of information, identifying key trends/variances and summarizing for manager &

senior management.)

• Created variance reports comparing Actuals vs Forecast, identifying root cause of

variance.

• Created variance reports comparing Actuals vs Plan, identified any variances and

rectified any erroneous posting hitting the wrong cost centers, GL accounts, accrual issues,

etc.

• Presented and explain financial data in a clear and concise manner to Executive

management.

• Maintain Access databases for data storage, financial analysis, forecasting and

enhancements.

• Reconcile and complete data mapping from multiple systems/sources into one

centralized repository (i.e. Oracle, HFM, PeopleSoft, AU Miner, Vendor Management

VMSOR, etc.)

• Worked with department managers to identify appropriate metrics to track and evaluate

business performance.

• Built trust and a communication network with department managers.

• Streamlined reports creating actionable reports with automation functions and data

validations.

• Provide recommendations/oversee system automation process improvements.

Karl Storz (Medical Device Mfg) October 2011 ~ October 2014

Sr. Financial Analyst

• Work closely with department managers to prepare annual plan and quarterly operating

forecasts, provided them with trend analysis and various reporting tools to help them

accurately plan and/or forecast

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• Participated in the preparation of Core Marketing revenue, expenditure and pricing

forecasts.

• Review and analyze budget requests submitted by Core Marketing and prepare

recommendations concerning departmental budget request and prepared any budget

revisions.

• Prepared Executive Committee packages summarizing key budget variables.

• Consolidated all planning templates and uploaded into Hyperion.

• Made presentations to the Executive Committee and/or represent the Finance

department at the All Hands Marketing Meeting or other group meetings as directed.

• Managed operating expenses for Gynecology where Actuals came in 10% below their

Plan for 2010, while increasing Sales to 103% to Quota.

• Created monthly management reporting for the Core Marketing Division which consisted

of product performance, territory performance, sales rep performance, trend analysis,

Growth Profit and Actuals vs YTD Quota.

• Created monthly variance reports comparing Actuals vs. Plan, Actuals vs. Forecast,

identifying significant variances and root cause and rectified any erroneous postings –

(Actuals hitting the wrong department, wrong GL account, accrual issues, etc)

• Reviewed all invoices for Core Marketing related to any purchase or grant that had initial

fees to make sure the coding was correct before handing to Accounting department.

• Performed Cost/Benefit Analysis, Gain/Loss Analysis on initiatives and special projects;

ie. Product Launch, Gaining Market Share

• Improved performance by evaluating processes to drive efficiencies and understand ROI

in marketing programs, Capex projects, operating expenditures, and other investments.

• Developed and maintain Access databases for data storage, financial

analysis and reporting.

• Engaged in monthly business reviews with marketing management.

• Facilitated the partnership between Finance, Sales and Marketing; working more

efficiently and eliminated redundancy.

• Develop financial models and analyses to determine the impact of “what if” scenarios, which

helped in making strategic decisions.

• Explore potential external data sources to help support sound decision making at all

levels of the organization; ie. Competitor Pricing

• Create and maintain recurring marketing reports and dashboards; perform ad hoc

analysis on a regular basis.

• Built strong relationships internally and collaborated effectively on cross-functional teams.

• Reviewed analytical work and document drafts prepared by junior analysts and mentor

them

• Streamlined and / or automated reports with Business Intelligence Tools, Dashboards,

and Standardize Management Reporting.

Goetzman Group Jan 2008 – Oct 2011

Client: CB Richard Ellis, El Segundo, CA, Sep 2010 ~ Oct 2011

1099 Consultant

• Distribute 1099's to vendors and respond to 1099 inquires.

• Pulled AP invoices for consultants who questioned their 1099’s, making sure that the total

reported matched the total invoice bill for the year and rectified any discrepancies.

• Prepare and submit the annual 1099 reporting as required by federal, state, and other tax

agencies.

• Reconcile vendor payments to reported 1099 amounts, and ensure complete accurate

reporting requirements were met in a multi state and multi taxpayer environment.

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• Respond appropriately and timely to all vendor withholding orders and tax inquiries.

Client: Abraxis Bioscience, LLC, Los Angeles, CA, Jan 2008 ~ Aug 2010

Sr. FP&A Financial Analyst Consultant

• Worked closely with department managers to prepare annual plan and quarterly

operating forecasts, provided them with trend analysis and various reporting tools to help

them accurately plan and/or forecast

• Prepared Executive Committee packages summarizing key budget variables.

• Created variance reporting for the Sales & Marketing division, Research & Development

(R&D) division, Manufacturing division and Operations division, comparing Actuals vs. Plan,

identifying significant variances along with the root cause rectifying any erroneous posting

hitting the wrong cost centers, GL accounts, accrual issues, etc.

• Prepared monthly financial presentations and analyze business performance drivers and

financial performance metrics.

• Created variance reports comparing Actuals vs Forecast, identifying root cause of

variance.

• Developed and maintain Access databases for data storage and trend

analysis.

• Provide Ad hoc analysis as required in support of any new initiative, special

project and assisted the accounting group during the closing period.

• Assist with the implementation of SAP Business Planning and Consolidation planning tool, and data

migration from existing systems as well as process improvement exercises.

• Created use cases, test plans, test scripts and test cases to ensure projects were delivered on time,

within budget, adhered to high standards and met customer expectations.

American Honda Financial Services, Torrance, CA Apr 2003 ~ Sep 2007

Financial Analyst~ Asset Backed Securities (ABS)

• Develop publication of monthly analytical reports to internal management and preparation

of SEC and investors timely and accurately.

• Prepared rating agency reports which include: analysis of portfolios, static pool analysis

and loss and delinquency reports.

• Reconciled bank statements pertaining to Asset Backed Securities to the ABS Lewtan

system.

• Design and develop financial models based on specific reporting requirements.

• Prepared and reconcile monthly servicer reports for all portfolios using the Lewtan ABS

system.

• Assisted with the conversion of Shaw/LeMans to Oracle Lewtan ABS system.

• Upon conversion, tested and tied-out Shaw/LeMan to Lewtan ABS data ensuring

conversion accuracy.

• Created and maintain Access Databases for Asset Back Securities.

• Maintain/Update Documentation of Procedures to ensure compliance with SOX.

Washington Mutual, Irvine, CA Jan 2001 ~ Apr 2003

FP&A Financial Analyst

• Worked closely with department managers to prepare annual plan and quarterly

operating forecasts, provided them with trend analysis and various reporting tools to help

them accurately plan and/or forecast

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• Created monthly management reporting for the Consumer Banking Division comparing

Actuals vs. Plan identifying significant variances.

• Analyzed current and past trends in key performance indicators including all areas of

revenue, cost of sales, expenses and capital expenditures, ie. (ATM machines)

• Monitored performance indicators, highlighting trends and analyzing causes of

unexpected variance.

• Worked with department managers to identify appropriate metrics to track and evaluate

business performance.

• Built trust and a communication network with department managers.

• Worked across departments to ensure that financial tools and processes were

consistent with the overall objectives of the finance/planning organization.

• Developed financial models and analyses to support strategic initiatives.

• Maintained access database for data storage, financial analysis and

forecasting models.

• Provided ad hoc reporting and analysis as needed.

CB Richard Ellis, Torrance, CA Feb 1999 ~ Jan 2001

Peoplesoft Specialist, Mar 2000 ~ Jan 2001

• Ran queries, Crystal reports, responded to user requests for reports or other information, and

completed other assigned projects.

• Preformed the Accounting Close in PeopleSoft, balanced Intercompany and notified management of journals

entries booked erroneously reducing possible impacts on the P&L.

Accounting Specialist, Feb 1999 ~ Mar 2000

• Filed Personal, Unsecured, Unclaimed Property Returns for multiple states and counties

• Remitted Sales and Use, General Excise, Gross Receipts, Business Taxes and Business License

renewals for multiple cities, states and counties.

• Prepared Account Analysis, Recurring Journal Entries, Bank Reconciliations and General Ledger

analysis.

Fidelity Financial Services, Long Beach, CA Oct 1998 ~ Feb 1999

Credit Manager

• Developed and sold auto loans (Investigated applications and assured standards for approving loans were met).

• Responsible for the timely collections of assigned accounts (Maintained delinquency at 5%).

American Honda, Torrance, CA Nov 1997 ~ Oct 1998

Inventory Planning & Control Specialist Intern

• Evaluated and updated the shipment status of back ordered parts in the CICS system.

• Reviewed replacement parts with excessive on-hand inventory and made recommendations.

• Monitored inventory levels, received, ordered and expedited slow moving parts.

EDUCATION

California State University Long Beach

Pursuing a Master of Business Administration (MBA)

Bachelor of Science degree in Corporate Finance- August 1998

COMPUTER SKILLS

BPC, SAP FI/CO and SAP CRM, Oracle, PeopleSoft 8.4, 9.1, Nvison, Hyperion: Essbase, Smart view, Business Warehouse

BW, Business Objects, Crystal Reporting, Microsoft Office Suite: Excel, Word, Visio, PowerPoint and Access. Other skills

include: Data mining and data manipulation.

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