Project Manager Financial Analyst

RICHARD M. BLOCH, JR.

**** ******** ****** 562-***-**** (H)

Lakewood, CA 90713 714-***-**** (C)

********@*******.***

SENIOR FINANCIAL ANALYST

Well-rounded, achievement-oriented finance professional with diversified

experience in reporting, analyzing and presenting key financial information

to senior management that contributed to company profitability. Key

competencies include:

. Budgeting

. Forecasting

. Accounting

. Financial Analysis

. Fixed Assets

. Tax

. Auditing

. Negotiation

. Contract Law

. Leadership / Team Building

EXPERIENCE

EXPERIS, Huntington Beach, CA

2011-Present

(consulting firm specializing in risk advisory services, tax, and finance

and accounting)

Senior Financial Analyst

Consulting for Towers Watson a $3B leading global professional services

firm that helps organizations improve performance through effective people,

financial and risk management.

. Managed, prepared, and analyzed $20M budget for a division of the world

wide Human Resources department while working closely with senior

management.

. Prepared/analyzed income related statements and earnings schedules for

United States western division.

. Responsible for monthly monitoring of top 25 client sales and AP for

same.

. Produce and develop detailed internal and external financial reports for

executives focusing on utilization, head count, contribution and

financial performance against plan and forecast.

PACIFIC CROSSING, Irvine, CA

2009-2010

(Consulting firm specializing in finance and IT technology)

Senior Financial Analyst

Consulting for Southern California Edison on the implementation of the SAP

payroll system as it relates to the UEW union of Southern California.

. Conducted actual scenario testing of the SAP system to confirm correct

interpretation of the complex UEW contract with Southern California

Edison.

. Made recommendations on the SAP interpretation of complex payroll related

issues.

. Conduct analysis to determine root causes and initiate process

improvement efforts.

C&D ZODIAC, Huntington Beach, CA

2006-2009

($600M world leader in the design and manufacture of aircraft interiors)

Senior Financial Analyst

Developed and managed annual planning and budgeting for 10 domestic

locations and 4 international locations as well as developed and managed

all internal and external financial reporting used by Zodiac Aerospace for

presentation to shareholders and investors.

. Developed from inception the current world wide budgeting system using

Cognos 8 as the budgeting platform. Used as training budget (by example)

for other worldwide companies that required budgets for Zodiac France.

. Directed and developed the internal and external financial reporting

system which resulted in a 200 page reporting book produced monthly. Also

used as training aid (by example) for other worldwide divisions required

to report financials.

. Worked directly for the CFO on many special projects including

development of financial presentations both domestic and international

used for the board of directors and international management.

. Prepared quarterly & annual federal and state income tax payments, as

well as annual provision and other tax related issues.

. Managed monthly financial reporting for internal and external customers.

. Managed monthly, quarterly, and annual budgets, reporting, and forecasts

for worldwide operations.

PACIFICARE HEALTH SYSTEMS, Cypress, CA 2003-2006

($11B consumer health organization)

Senior Financial Analyst

Directed annual planning and monthly forecast process for accumulating SG&A

data produced and presented by PacifiCare to shareholders and investors.

Supervised seven direct reports.

. Provided support and guidance to 25 Functional Area and Business Unit

Leads as they developed SG&A annual plans and monthly forecasts, ensuring

overall data integrity.

. Analyzed Functional Area and Business Unit SG&A plan and forecast

variances including identifying key drivers and assumptions.

. Assisted with annual planning process including budget instructions,

intercompany expense processing and data integrity.

. Served as Project Manager for Noetix project that saved measurable

dollars in Oracle license fees.

. Developed automated bridge model that was used for each pass of the

forecasting process.

. Designed/created/updated SG&A departmental website used companywide for

SG&A financial information.

DIRECTV, Long Beach, CA 2000-2003

( leading digital satellite television service provider serving over 18

million customers worldwide)

Financial Analyst II

Prepared/analyzed/distributed consolidated monthly capital reports and

executive summary. Reported capital commitments and actuals by project and

PO and monitored cash flow by project.

. In charge of capital budgeting, ensuring proper accounting for all

capital projects and fixed assets.

. Developed and maintained asset tagging system and documented standard

policy and procedures from Equipment Request Justification through

project closeout.

. Prepared and monitored fiscal operating budget.

. Designed and implemented depreciation forecast model incorporating SAP

forecasting tools.

EDUCATION

B.S., Finance, Economics, University of Massachusetts, Boston, MA

TECHNICAL

User of IBM PC and DOS/Windows based applications including: Cognos,

Oracle, SmartView, Hyperion Global Planning, People Soft, SAP, Excel, Word,

PowerPoint, Lotus, Fast-Tax, PAMS, GEAC, IFMS, Cullinet GL

Current advanced user of Cognos, SAP, Oracle, Control and MS Office

applications

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