Real Estate Manager
Resume:
MBA Finance Consultant
Jarrod Serrato
*********@*********.***
www.newportstrategies.net
Areas of Practice
Strateg Financi Acquisi Financial
ic al Due tions & Analysis
Plannin Diligen Valuati Software
g ce on
Restruc Contrac Budgeti Excel
turing t ng & Financial
Analysi Review Forecas Analyzer
s ting
Project Interna Invento Oracle/Hy
& Cost tional ry perion
Account Operati Managem
ing ons ent
Microso Financi CRM/ERP
ft Invento al Software
Office ry Reporti
Suite ng &
Analysi
s
Industry Lines
Manufacturing, Technology, Investments
Real Estate
Computer Applications
. Excel power user
. SAS
. Hyperion (HFM System 9.2)
. Microsoft Office Suite
. Classes and credits toward CFA AND CFP
. Oracle
. JAVA
. Peoplesoft
. SAP
. Argus
. Quickbooks
. Spanish speaking Fluent
. Securities License Registered Investment Adviser Series (7, 63,65).
. State Life Insurance -California
. Real Estate License-California
Education/Qualifications
. Pepperdine University, Malibu, CA MBA 3.7+ GPA Masters in Business
Administration-Finance Emphasis 2004
. UCI-University of California, Irvine, CA Bachelor of Arts in Economics
. USC-University of Southern California, Los Angeles, CA
Professional Experience
More than seven years of progressive responsibility in the finance field
from financial analyst to FP&A manager. Results -oriented financial analyst
7 years. I demonstrate excellent interpersonal and communication skills
as a result of significant involvement and interaction with all levels of
management.
Principal Areas of Practice
MBA finance with experience managing people, business process improvements
in project- based, collaborative environments. I have exceptional writing,
presentation and quantitative skills. Proven ability to strategically
advise businesses regarding their business plans and present results to all
levels of management
Major Projects
I3
Irvine, CA
Associate 2010
. Use of Securities, Real Estate, Insurance, and MBA Finance for
Finance, Marketing, Strategy and Executive Level Management
Farheap Solutions
Irvine, CA
Senior Financial Analyst /FP&A Mgr
2008
. daily sales and cash flow analysis
. Financial planning, assisted in reporting month end and yearly
statement analysis
. Liaised with controller and CFO on Corporate Income statement
reconciliation to cash flows, Cash flow statement analysis for
accuracy through, operation, investment and finance.
. Supervised 4-6 people on inter company AR, AP, treasury and finance
reporting, as well as Inter company foreign exchange rate duties.
. WACC, and ROI analysis
. Balance sheet reporting for 10 countries, 5 divisions, and corporate
. Income statement reconciliation to cash flows
Farwest Highland, CA
Associate 2007
. Finance, Planning, helped establish inventory and internet platforms
Super D Irvine, CA
Merger and Acquisitions Analyst
2007
. EVA, ROI, and financial analysis of possible acquisition project
targets
Emulex Costa Mesa, CA
Senior Financial Analyst 2006
. Coordinated and prepared annual opex, utility and capex budgets,
reduced opex 1-3%
Foundation Capital Partners Santa Ana,
CA
Senior Financial Analyst 2005
. Developed financial reports for companies seeking venture capital
funding.
. Full financial analysis utilized on customer balance sheets, income
statement, and cash flow statements, marginal cost of capital, versus
quarterly budgeting, forecasted proforma and interim additional funds
needed analysis.
Consultants Group Newport Beach,CA
Finance Manager
2004
. Financial Analyst assets based commercial finance including project
for Gateway Computers
UBS
Newport Beach, CA
Associate
1998/2002
Morgan Stanley
Costa Mesa, CA
Associate
1995/1998
. 10+ years of full service brokerage, banking or fee-based financial
planning and analysis experience with a book of business predominantly
working with client's asset management capacity.
Contact this candidate