OBJECTIVE
Results-driven individual aspiring to make a positive impact in a financial
institution by exercising strong analytical, critical, and interpersonal
skills in order to make reliable conclusions, while also working in a high-
intensity environment.
QUALIFICATION PROFILE
. Strong Excel skills utilizing advanced features and healthy
spreadsheet practices where workbooks are dynamically linked and cross-
checked
. Understanding of measurement calculations and valuation models, such
as Fama-French, ROI, NPV and PVGO, T2 measure, Weighted Average Cost
of Capital (WACC), Treynore measure, and the Jensen measure
. Diverse use of various valuation methods to calculate expected
returns, intrinsic value, Required Rate of Return (RRR)
. Knowledge of accounting principles and experience analyzing financial
statements, including pro-formas
. Proven ability to work in a team by exercising interpersonal skills,
comprehensive traits, and performance capability
. Clear written and oral communication capability
. Effective organizational expertise to work on multiple projects
simultaneously and ability to prioritize and meet deadlines
EDUCATION
California State University, Northridge
. Bachelor of Science in Finance
. Expected December 2011
PROFESSIONAL EXPERIENCE
. Quallion LLC / Sylmar, CA
February 2009 - Present
Lithium-ion cell and battery designer, manufacturer, and distributor
of medical, military, and aerospace applications.
Operations Analyst reporting directly to the CFO
FINANCE -
o Responsible for tracking dollars of a $50M project and report
findings to the executives, to influence major financial and
project decisions
o Report the company Sales Report to executives and business
development
o Perform variance analysis
o Assist in preparation of cost proposals/ROMs with detailed work
breakdown structures
o Assist in creating FCST financial statements based on pro-forma
and calculate financial ratios (profitability, leverage,
solvency)
o Gather general ledger revenue data to summarize into financial
status of current projects and formally submit the report on a
monthly basis to senior management
o Analyze expense and sales data
o Create termination liability schedules
OPERATIONS -
o Coordinate management and procurement of inventory materials
valued at $1M-$5M
o Analyze transaction flow of inventory from receiving inspection
to finished goods
o Involved in cost plus contacts as well as firm fixed price
contracts with DCAA requirements
o Work in teams by being involved in multiple projects
simultaneously, work closely with the program manager, organize
internal due dates and submit deliverable products per the
contract
o Create and manage detailed gantt chart schedules in Microsoft
Project for a majority of the current projects (thousands of
line items)
o Compose internal and external project status presentations
(financial and engineering)
o Supervise personnel and approve employee timesheets
. AR Realty Advisors, Inc. / Simi Valley, CA
May 2007 - November 2008
Commercial real estate appraisal company with customers which included
Bank of America, Citi Bank, and Wells Fargo.
Junior Appraiser
o Worked directly with the principal of the company by assisting
in the appraisals of commercial property on the field as well as
supporting administrative tasks in the office.