Morris Ji
***** ** ***** ******, ******, WA *****
Phone: 425-***-**** e-mail: *******@*******.***
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Summary: A seasoned senior financial analyst with total of 11
years of finance experience as well as MBA degree from reputable business
school is seeking a new opportunity in Greater Seattle-Tacoma area
EXPERIENCE American Medical Response
Seattle, Washington
The largest emergency medical service company
(www.amr.net) in the nation healthcare industry
Senior Financial Analyst
2007 - August 1st, 2011
. Manage together with Chief Financial Officer for 150 million revenue
in Northwest /Great Lakes Division (Washington, Oregon, Montana and
Michigan)
. Perform the functions and activities of complicated financial
reporting and analysis
. Lead annual budgeting and quarterly forecasting process and
presentation to executive level audience
. Partner with and coach operations managers and GM for business
planning and payroll staffing analysis
. Provides analysis and feedback on financial performance and key
performance measures. Prepares monthly and year-to-date (YTD)
management reports. Provides root cause variance explanations and
highlights opportunities and risks
. Create and modify complex proforma model to support business
proposals and bids for contracts
. Provide key financial consultation to operations leaders in terms of
contract negotiation
. Conduct payroll analysis to ensure optimal staffing for response time
compliance
. Responsible for month-end close process
Allina Hospital & Clinics - United Hospital
St. Paul, Minnesota
One of leading hospital
(www.unitedhospital.com) in St. Paul with 500 patient beds
Financial Analyst
2005 - 2007
. Participate annual budgeting process including run-rate analysis,
budget presentation meeting
. Support hospital leaders (non-financial people) for ad hoc scenario
analysis and project management
. Responsible for monthly accounting and financial reporting for
assigned departments.
. Performs ad hoc analysis related to functions, processes, productivity
analysis, evaluation of historic and projected trends, pro-formas for
business strategies
. Create and modify the five year capital proforma for corporate
approval
. Conduct monthly variance analysis and make financial recommendations
to hospital leaders
. Develop and maintain financial system (SRC system) to ensure data is
timely and accurate
. Perform data queries and analysis of financial information from SRC
and Cognos Impromptu
. Publish the hospital monthly financials (SRC reports) to all leaders
and answer questions
. Assist in the development and implementation of new financial systems
and tools. Coordinate the assistance and involvement of manager in
the development and implementation processes
Leonard, Street and Deinard, PA
Minneapolis, Minnesota
One of leading law firms in Minnesota with
80 million revenue and 180 attorneys
Financial Analyst
2003 - 2005
. Prepare month-end reports such as revenue/expense statement, marketing
departmental expense
. Design/operate budgeting and forecasting models and analysis
. Compile ad hoc reports, graphs and charts of data developed for board
of directors
. Develop, implement, analyze and monitor performance metrics and
reporting systems
. Identify/initiate process improvement and reporting automation within
finance functions
. Research causes of variances and identify changing expense and
profitability trends
Consulting - Contract Position
PacificNet Inc.
Saint Paul,
Minnesota
A global technology company public traded in NASDAQ with tick number "PACT"
Financial Analyst-Contract Position
January 2003 - November 2003
. Prepared general ledger reconciliation, financial analysis, reporting
and budgeting
. Performed month-end closing and cost modeling analysis
. Reviewed financial information for accuracy and recommended process
improvement
. Analyzed product cost information and identify opportunities to
improve margin
Conseco Finance Corp
Saint Paul, Minnesota
A national diversified financial services
company (insurance industry)
Financial Analyst-Contract Position
June 2002-November 2002
. Provided monthly reporting of Agency dept. such as revenue, expense and
P&L
. Provided ad hoc analysis and project support to meet corporate
requirements
. Improved working process such as expense reporting process utilizing
Excel-Macro
Full-time MBA Candidate
September 1999 - May 2002
China International Trust and Investment Corporation
Shanghai, China
A nationally diversified financial service company
Financial Analyst
April 1997-July 1999
. Led team of 4 staff accountants and bookkeeper to complete budgeting
and general ledger activities
. Prepared monthly reports including the preparation of income
statements & trend analysis
. Analyzed revenue and expenses, financial modeling, financial
forecasting, rate and volume analysis, and profitability impact
analysis
. Supported team members in negotiation, credit assessment and customer
service
EDUCATION University of Minnesota, Carlson School of Management
Minneapolis, Minnesota
. Full-time MBA degree with Finance & accounting concentration
Sept 2000-May 2002
East Carolina University, Graduate School of Business
Greenville, North Carolina
Full-time candidate for Master of Finance
Sept 1999-May 2000
University of Shanghai for Science & Technology
Shanghai, China
Bachelor of Arts in Finance
Sept 1993 - June 1997
COMPUTER SKILLS Advanced skills in using Microsoft Office applications,
specifically Word, Excel, PowerPoint, Access, Peoplesoft Oracle, Kronos,
Cognos Impromptu, G/L Lawson, SRC, Visionware, and SQL as well as SAP
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