PROFESSIONAL EXPERIENCE
Login Consulting - Hyundai Capital of America Irvine,
California
IT Project Finance Manager December 2012 -
Present
Manage IT Project expenses and track costs in relation to the Budget
Lead in the financial evaluation of each project and report findings
to management
Prepare monthly accruals for Accounting for each outstanding IT
Project
Present workflow recommendations to management for improved expense
tracking and control
Assist Team Leads and PM's with project budget creation, & monitoring
methods by developing and producing regular project based reporting,
including Earned Value (ROI-to-spend) and Variance reporting (budget-to-
spend monitoring)
Perform analyses to forecast and validate IT related expenses (OPEX &
G&A) and accruals, providing recommendations and observations to
Management to make "data" based decisions on funding IT provider.
Build and manage processes around invoice processing to ensure timely
and accurate payment of obligations while ensuring adherence to company
policies (ex. Travel and Expense for contractors)
Assist with the building of the next generation of invoice processing
Develop outside resource tracking tool for project cost management
CoreLogic Santa Ana, California
Senior Financial Analyst June 2008 -
December 2012
Managed IT Procurement purchase requests and reported project status
to management division
Documented and gathered business requirements and developed proposals
that meet the business unit's needs
Prepared and submited project expenditure appropriations and
proposals to Senior Management for approval
Recommended and helped implement cost containment strategies and
efficiencies
Created project cost run rate, lease-vs-buy, and purchasing level
analyses for Project/Client Management
Provided project pipeline report to senior management, metric
analysis and lead major adhoc projects
Assisted in preparing annual budget and monthly investor reports to
various business units
Critical review, analysis and consolidation of annual budgets and
quarterly forecast from various operating divisions as well as monthly
operating results. Monitor timeliness and completeness of data submitted
Presented monthly variance analysis report to Corporate Finance and
CITG Management
ADP Buena Park, California
Senior Financial Analyst October 2006
- June 2008
Developed financial trend and variance analyses for assigned regions
Prepared Full time employee productivity analysis and presented the
analysis to Senior Management
Analyzed performance data and monthly forecast reports and developed
trend analyses
Designed and implemented more effective reporting processes
Prepared adhoc reports (ie. Loss trend analysis, Delivery expense
analysis, and Revenue per Control analysis)
Presented and introduced financial trend concepts to regional
management (Service Center Executives and Service Center managers, and
Division Controller)
Managed monthly financial forecast meetings with assigned regional (5
Midwest and 4 Ohio regions) and Service Center Executives and managers
Reviewed monthly general ledgers and preclose financials for 9
regions (Chicago, Cincinnati, Cleveland, Columbus, Detroit,
Indianapolis, Minneapolis, St. Louis, and Tax Central)
AMC MORTGAGE SERVICES Orange, California
Senior Financial Analyst - Loan Servicing Division September
2003 - September 2006
Generated quarterly and annual budget projections for Special
Servicing
Provided monthly budget variance analysis to both management and
Senior Management
Created staffing model and productivity metrics for Special Servicing
department
Presented monthly financial and trend analysis of Servicing revenue
and expenses, and validated expense allocations
Reviewed and approved third party Loan Servicing invoices to validate
transaction charges
Developed Loan Servicing vendor expense tracking system
Performed adhoc financial analysis for new business prospects and
cost savings opportunities
Senior Portfolio Analyst - Capital Markets Group
Developed a Due Diligence reporting system, working directly with ADS
which resulted in process efficiencies and better portfolio sales
execution
Provided Weekly Pull Through Summary report on recent open/closed
transactions to identify issues on loan trades
Served as Team Lead for analytical projects relating to Due Diligence
analysis process
Processed loan trades with various investors and provide analysis
reports to Senior Management
Communicated to management of analytical Capital Market activities,
issues, priorities, and escalation of risks and challenges
MITSUBISHI MOTORS CREDIT OF AMERICA Cypress, California
Senior Financial Analyst December 2000
- September 2003
Provided clear and concise financial reporting to management to track
company's performance
Prepared semi-annual and annual portfolio budgets and 5 year trend
analysis and forecast
Presented quarterly financial analysis and monthly variance analysis
of portfolio to budget
Expanded knowledge of the Financial analysis and reporting area
through training and research
Developed financial models for performance analysis of sales
penetration projects
PACIFIC LIFE Newport Beach,
California
Portfolio Analyst February 1997 -
December 2000
Provided ongoing analysis of the underlying collateral real estate
on the Interim Portfolio serviced for CSFB
Prepared Qtrly Collateral and Watchlist Reports for distribution to
3rd parties tracking the portfolio's performance
Reviewed and summarized the results of various surveillance
activities for the serviced Interim Portfolio including financial
statements & budget reviews, cash reconciliation, trigger compliance
testing, and rent roll analysis
Presented comparisons of actual loan/property performance against
comparative trailing periods, budgeted performance and underlying
underwriting assumptions
Worked with Account Management personnel in providing performance
analysis for loan servicing transactions
KOLL MANAGEMENT SERVICES Newport Beach,
California
Project Accountant January 1995 -
February 1997
Maintained general ledger of accounts of 15 commercial and retail
properties
Presented Financial Reports to Managers and Owners of each project
Provided support to Project Managers regarding the various accounts
of each project
Trained and assisted newly hired accountants on policies and
procedures of the company
Balanced and reconciled monthly bank statements
SPECIAL SKILL
Expert level in Excel, Word and Power Point
Proficient in Oracle, COGNOS, ESSBASE Hyperion, BRIO, Peoplesoft,
Lotus Notes, CAS, and Quickbooks
Experienced in Visual Studio 2008, Crystal Reports, Access, Visual
Basic, Business Objects, SQL, JD Edwards, HTML, Dreamweaver, SAS,
Filemaker, and Adobe Photoshop and Illustrator
EDUCATION
LOYOLA MARYMOUNT UNIVERSITY Los Angeles, California
August 1989 - May 1993
Bachelor of Arts in Business Administration with emphasis in Finance
and Investments
Minor in Philosophy
Special topics taken in Finance and Investments: Risk Management and
Insurance, Financial Management and, Financial Accounting and
Managerial Accounting
ITIL v3 Certified
REFERENCE
Available upon request