Project Sales

FRANCIS N. YIP

**** *. ******* **., **********, CO 80015

Home: 303-***-**** Cell: 303-***-**** E-mail: abg6yx@r.postjobfree.com

http://www.linkedin.com/pub/francis-yip/5/53b/231

QUALIFICATIONS SUMMARY

Sr. Financial Analyst with expertise in Financial Planning & Analysis

including strong focus in budgeting and forecasting; energetic, detail-

oriented, customer-focused professional with exceptional multi-tasking and

organizational skills. Adept at analyzing cost overrun, exploring financial

ratio divergence, formulating KPI, proposing recommendation, and

implementing solution for operation and senior management. Skilled in

developing complex financial model for analytical and decision purpose.

Recognized team player with proven abilities to work effectively with

individual at all levels. Distinguished work ethics, integrity and

dedication; creative thinker on problem resolution and process improvement

PROFESSIONAL EXPERIENCE

MONEYGRAM INTERNATIONAL: Lakewood, Colorado 2008 - 2011

Sr. Financial Analyst

. Designed, created and presented monthly executive/operation dashboard

to exhibit volume, revenue, cost, pricing, profitability, KPI and

variances of business activities. Collaborated and interacted closely

with various functions to establish volume AOP, forecast, target,

performance metrics, CapEx

. Performed post mortem key agent and ad hoc analysis utilizing decision

concepts like NPV, IRR, ROI, break-even analysis to ascertain

profitability and further rectification

. Succeeded in leading several revenue projects to identify areas of

improvement, operation efficiency, through processes and control

measures; with one objective gained $500K savings

. Conducted and participated in complex, multi-faceted, cross-functional

projects to analyze and to appraise ongoing business opportunity in

sales & marketing strategy, company owned storefronts, new and existing

agents, and market competitiveness. Provided management consulting,

project management, analytical and technical expertise for a broad

array of financial and operational issues

. Administered & controlled a highly complex Proforma model used to

approve agent location, business volumes, fee structures, commissions.

Developed numerous standardized product performance models as decision

tools for the sales team

. Acted as liaison, consultant, advisor, problem solver, for a 70+ head

Retail/National sales team on data request, Proforma, Fx, customer

profitability analysis, pipeline report, compensation, ad hoc

requirement

. Investigated, reviewed, evaluated and benchmarked daily against a

number of competitors on several international currency rates to

determine optimal market alignment

LEHMAN BROTHERS-Aurora Loan Services: Littleton, Colorado 2004 - 2007

Sr. Financial Analyst

. Compiled, presented, explicated monthly expense variance and product

performance reports to 5 SVPs, encompassed 47 cost centers, $60MM

budget for review and rectification. Coordinated with Accounting to

appraise and to allocate Corporate G&A, facility expenses to the

correct cost centers

. Tasked to develop and implemented an extensive budget model, reduced

over 200 hours in research time

. Performed frequent in-depth cost benefit, sensitivity analyses to

review and examine Proforma, financial statements, ratios, risk

analysis, client financial stability and, project requests. Results led

to approval of a $600K call center efficiency project and discovered a

$1MM discrepancy in Fidelity contract

. Formulated and structured complex financial models to analyze product

drivers, activities, volume, revenue, staff capacity for scheduling,

performance evaluation, budget and forecast planning

. Utilized financial data from over 50 cost centers, administered,

maintained and calculated a highly complex Cost of Service model for

Corporate to generate accurate competitive pricing in open market

. Synergized and developed strong rapport with all levels of internal

clients

18-Month Work Sabbatical 2002 - 2003

FIRST DATA CORP: Greenwood Village, Colorado 2000 - 2002

Finance Manager - IT Finance

. Organized and established environment, work processes, reporting

requirement, and procedures for the new Finance department in Denver

while decommissioning the Baltimore office

. Developed strong partnership with IT process owners, prepared,

interpreted, and delivered $12MM annual operating plan, forecasts;

approved month end close, balance sheet reconciliation, capital

allotment for a 9-cost center Desktop/Networking division. Identified

risks and opportunities, standardized, improved the month end

close/forecast process, and instituted best practice procedures

. Approved IT Finance invoices, RFPs, worked closely with Accounting on

fixed asset amortization for correct GL/accrual entries, reported and

allocated IT project expenses for accurate billings

. Performed frequent ad hoc analysis on FTE/consultant/project

requirements to achieve budget goal

. Reviewed and allocated monthly Telecom charges to Shared Service

organization for accurate pricing

UNITED PARCEL SERVICE: Commerce City, Colorado 1998 - 2000

Financial Analyst

. Researched, coordinated and compiled Master Operating Plan (MOP) on a

$15MM potential project; included setting up scope, HR requirement,

risk analysis, QC, recommendation and implementation

. Evaluated acceptability of project appropriations, established and

recommended alternatives directly to the district controller; completed

post-cost and profitability study on projects valued up to $2MM

utilizing IRR, NPV and other financial techniques

. Appraised profitability on customer accounts, formulated revenue

increase and cost saving initiatives

. Assisted controller in revenue forecasting, budget planning, variance

analysis, balanced scorecard

. Enhanced investment awareness for operations with financial concept

trainings

OMNIVEST PROPERTY MANAGEMENT, INC: Denver, Colorado 1989 - 1996

Business Analyst

. Reviewed accuracy of monthly financial statements on 25 real estate

investment entities including apartments, office buildings, shopping

center, and commercial developments. Translated, reported, illustrated,

corresponded, and presented status of projects to international

investors

. Supervised progress of investments, performed inspection, reporting,

and recommendation to owners on capital improvements and various

ownership decisions to enhance investment value

. Monitored progress, performed annual budgeting on 2 California real

estate properties

. Acted as fiduciary liaison to control, maintain, and balance over 40

bank accounts with funds up to $1MM

. Assisted investors to review M&A proposals, legal contracts, leases,

rental income flow, market research, due diligence, utilized NPV, MIRR

as purchase decision tools to determine property value

. Elected Secretary of Home Owner Association as Ombudsman for investors

EDUCATION & TECHNICAL SKILLS

University of Colorado - Denver, Colorado, 1997

Master of Business Administration (MBA) - Management/Finance

Husson College - Bangor, Maine, 1986

Bachelor of Science (BS) - Business Administration, minor in

Chemistry

"Who's Who" among students in American Colleges

First Data University - 40 hours of Leadership training, developed syllabus

for a mentor training program

Colorado Real Estate Broker license (inactive)

Advanced Excel functional user - lookup, pivot, formula, graph; develop

complex financial model

Microsoft Office Suite - Access, Excel, PowerPoint, Word, Outlook

ERP systems - ORACLE Financial, Hyperion Essbase, Discover, Cognos,

RockDoc, Salesforce.com

AS400 mainframe applications - Attachmate Extra, Production Corridor

Pricing

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