Sales Project

Financial Planning and Analysis

Budgeting ~ Forecasting ~ Variance Analysis

Conscientious, detail oriented professional with excellent analytical,

interpersonal, and communication skills. Expertise in budgeting, flash

sales, financial planning, analysis, forecasting, and variance analysis.

Thorough understanding of financial reporting methods, which include: GAAP,

Net Present Value, Return on Investment and Discounted Cash Flows. High

level of expertise with the use of MS Excel advanced functions including:

pivot tables, vlookups, macros, and data modeling. Possess advanced PC

user skills with word processing, ERP, and presentation graphics software.

Ability to prioritize and concurrently manage multiple and varied projects.

PROFESSIONAL EXPERIENCE

Automobile Club of Southern California, Costa Mesa, California

July 2007 to June 2010

(Insurance and Roadside Assistance provider)

Senior Operations Analyst - Policy Management Group/Member Service Center

. Consolidated and reported retention of insured member's revenues.

. Monitor and report departmental turnover.

Senior Operations Analyst - Information Services

. Developed and prepared annual budgets for Information Systems

Departments.

. Provide monthly forecasting and implement budget updates.

. Monitor Goals and Objectives project budgets and work with Project

Leads to amend as necessary.

. Consolidate Information Systems operating unit Accrual Entries for

month end close.

. Create and monitor Information Systems Request to Hire.

Accomplishments

1. Created report to analyze monthly Telecommunications invoice variance.

Developed spreadsheet functions that would highlight out of variance

expense with conditional formatting notifications.

2. Provided special project analysis of depreciation and budget spreads.

Improved view of monthly expenses to give a more accurate forecast of

planned expenses.

3. Worked on team to build model for overtime forecast that would provide

managers with information of any budget variances on a weekly basis.

ACC Capital Holdings, Orange, California

July 2005 to May 2007

(Ameriquest Mortgage Lender and Loan Servicing parent company)

Senior Financial Planning Analyst

. Developed annual budgets for Corporate Finance and Community

Relations Departments.

. Monitor capital project budgets and amend as necessary.

. Provide Journal Entries for month end close

Accomplishments

4. Built customized reports to better review and track contingent labor.

Designed pivot table report to show expense by department and operating

unit

5. Developed PowerPoint presentation to show GL impact of Capital Projects

for senior management.

MSC Software Corporation, Santa Ana, California

January 2004 to July 2005

(Provider of Virtual Product and Simulation Software)

Senior Financial Analyst

. Responsible for weekly forecast reporting to senior executives.

. Build information reports for SEC reporting

. Calculated quarterly bonuses for company personnel.

Accomplishments

6. Automated month end reporting process to provide faster and more

accurate reports. Incorporated the use of Get Pivot Data function to

make report dynamic with each new month's data download.

7. Improved product sales reporting to have an enhance view of sales by

product and region.

Fidelity National Information Solutions, Santa Ana, California

January 2003 to December 2003

(Wholly owned subsidiary Fidelity National Financial)

Financial Analyst

. Provide weekly flash revenue report to senior executives.

. Responsible for reporting headcount variance and employee

utilization reporting.

. Developed quarterly sales and expense forecast for operating

departments.

. Updated and maintained special project accounting workbooks and

spreadsheets.

. Point of contact to managers and supervisors for capital

expenditures.

Accomplishments

8. Improved monthly trending reporting for concise reviewing of revenue and

expenses. Reformatted report to highlight key variance factors for each

month

9. Developed project hours report that summarized employee deployment and

utilization senior management. Consolidated workbook so department

managers would have specialized view of individual departments.

ChoicePoint Public Records Group, Santa Ana, California

May 2000 to December 2002

(Public Records Information Company)

Senior Financial Analyst

. Provided month end close reports for operating departments to

Controller.

. Compiled monthly budget variance analysis for operating departments.

. Compiled monthly and quarterly sales data for specific customers and

vertical markets.

. Partnered with managers and supervisors to develop annual department

budgets.

. Updated and maintained special project accounting workbooks and

spreadsheets.

Technology Associates Marketing Company, Newport Beach, California

June 1996 to May 2000

(Manufacturer Representative Organization for Computer Peripherals)

Assistant Controller

. Provided month end close reports for operations of partnership companies

to CFO/Controller.

. Responsible for Accounts Receivables and Accounts Payable.

. Third party liaison for outside payroll Service Company.

. Audited commissions received from manufacturers.

. Provided collections analysis and follow up for past due

receivables.

Yokohama Tire Corporation, Fullerton, California

October 1990 - February 1996

(US subsidiary of Yokohama Rubber Company, Japan - $400 million in annual

domestic sales)

Operations Financial Analyst / Distribution Financial Analyst

. Provided monthly reports for operating cost analysis, credit

performance, inventory value, freight cost, and warehouse space

utilization to Vice President of Operations.

. Developed Capital, Expense, and Inventory Budgets.

. Provided analysis for inventory projections and sales of inventory

by warehouse location.

. Supervised Special Services staff, which included Mail Room,

Receptionist, and Microfilming Services.

. Responsible for corporate purchasing.

EDUCATION

CALIFORNIA STATE UNIVERSITY, Fullerton, California

Bachelor of Arts Degree, Business Administration with concentration in

Finance August 1990.

Merchants and Manufacturers Supervisor Training Course, Completed June 1992

SKILLS

Advanced PC and Macintosh skills with, Excel, Word, Access, Visio,

PowerPoint, Cognos, PeopleSoft, Oracle Financials, Hyperion Pillar and

database programs. Ad Hoc report writing experience with PeopleSoft

financials.

Contact this candidate