Project Manager
Resume:
Katrina M. Tantoco
Boston, MA 02114
*******.*******@*****.***
EDUCATION:
Master's in Business Administration, September 2008
Babson College, Wellesley, MA
Bachelor of Science, Finance, May 2001
Bentley College, Waltham, MA
Cum Laude
Minor: Computer Information Systems
EXPERIENCE:
RAYTHEON BBN TECHNOLOGIES, Cambridge, MA (September 2004 - Present)
Senior Financial Analyst - Financial Planning and Analysis (January 2009 -
Present)
. Prepare annual budgets and forecasts for responsible business units /
departments working directly with department managers and Business
Unit Vice Presidents.
. Prepare monthly and ad-hoc financial reports for corporate finance and
various business
. Prepare month-end general ledger closing entries such as corporate
accrual entries and sales and cost adjustments
. Analyze and create complex financial models using intermediate excel
functions such as VLOOKUPS, SUMIFS, PIVOT tables
. Prepare, monitor and report on business unit and corporate expenses
and capital expenditure to ensure execution is within budgetary
constraints
. Prepare capital expenditure requisition including a financial analysis
on the Net Present Value (NPV) and Internal Return on Investment (IRR)
and a justification for the expenditure to corporate finance.
. Provide month end financial reporting of results which may include
analysis of results (AOR), fixed assets, over / under positions,
backlog, unallowable costs, incentive compensation, financial
summaries, and cash flow.
. Provide monthly, quarterly and annual budget to actual variance
analysis to engineering and general & administrative departments.
. Identify & implement processes that will streamline reporting and
improve flow of financial information
. Analyze and provide direction on financial trends, profit and loss
variances to budget, and fluctuations on the company's business
operations
. Ensure all internal financial and control policies and procedures are
followed
. Ensure compliance with government regulations and GAAP accounting
standards
. Ensure management understanding of rate and budget issues
. Interface regularly with Department Managers, Business Unit Vice
Presidents and Program Control Officers
.
Project Lead - Business Reporting and Planning Systems Implementation
(January 2007 -December 2008)
. Managed a committee in implementing a company-wide program management
software application
. Directed the business application group in developing the necessary
system enhancements to accommodate these needs
. Acted as a liaison between the executive management, vendors and
consultants
. Gathered and analyzed business requirements to identify the
appropriate application/tool
. Worked closely with the vendor and consultants in designing the
architecture of the software per specifications of the business
requirements
. Utilized knowledge of financial systems to analyze business processes
and user requirements pertinent to the current business reporting and
planning tools
. Conducted regular conference calls between the implementation team,
the vendor and the consultants to communicate issues and concerns with
regard to the software
. Conducted training of business reporting and planning tool to program
managers and project analysts
. Created user documentation and training materials
. Participated in on-going business application enhancements analysis
and design sessions
. Provided regular status reports and gave presentations to executive
management and business unit managers
Lead Project Financial Analyst - (October 2005 - December 2007)
. Designated deputy Project Finance Manager
. Assisted in annual business unit budget process
. Prepared, gathered and analyzed revenue forecasting and staff
utilization data
. Organized quarterly staff planning meeting with business unit manager
and program directors
. Prepared monthly business unit metrics including, but not limited to,
backlog, unbilled and aging reports, and profit and funding analysis.
. Reconciled month-end, quarter-end and year-end general ledger accounts
. Prepared monthly accrual entries for book closing purposes using
government cost accounting policies
. Worked with finance managers and financial analysts across different
business units to reconcile inter-company financial activities
. Worked closely with financial and contract liaisons of subcontractors
to various government-funded programs
. Reviewed and approved cost proposals, business unit expenses and
capital expenditures
. Tracked time reporting activities and provided billability analysis
Project Financial Analyst - (September 2004 - October 2005)
. Prepared and presented monthly financial status reports of various
programs to management
. Tracked and prepared project budget and deliverables
. Reviewed program contract financial requirements such as billing and
payment set-up
. Worked closely with program managers and contract representatives to
ensure timely receipt of project funding and other financial needs of
various government and commercial programs.
. Reconciled contract sales and cost with billing activities
. Priced cost proposals for various government and commercial bids
. Performed trend analysis of past and upcoming projects, developing
forecast for various possible business climates, opportunities and
risk and provides recommendation for future opportunities
. Developed various financial application templates and models for
business unit revenue forecasting and staff planning
PNC GLOBAL FINANCIAL SERVICES, Westborough, MA (June 2001 - September 2004)
Lead Investment Accountant - (November 2003- September 2004)
. Performed daily trend analysis of various mutual fund portfolios
including, fixed income bonds, money market instruments, municipal
bonds, domestic and international equities, real estate (REIT)
investment portfolios in using financial application tools such as
Microsoft Excel and Access
. Reviewed investment accountants daily pricing tasks, overseeing
variances and accuracy in their accounting work using the Generally
Accepted Accounting Principles (GAAP) and the Security Exchange
Commission Guidelines (SEC)
. Assisted supervisors and unit managers with projects including audit
preparations, year-end closing activities and preparatory work for
financial reporting packages
. Researched and corrected outstanding discrepancies of the business
unit's assigned portfolio
. Trained new hires with daily fund processes
. Acted as liaison between portfolio advisors, bank custodian and PFPC
business unit management
. Created documentation for various accounting systems used for new
hires
Investment Accountant - (June 2001- November 2003)
. Worked on Fixed Income, Municipal, Short-term Government Bonds and
Money Market Portfolios using Thompson Financial Municipal Market Data
information system (MMD).
. Prepared monthly, quarterly and annual financial reports using
intermediate knowledge of Microsoft Excel application program
. Reconciled fund discrepancies through close interaction with fund
custodians and advisors
. Monitored and input foreign exchange rates into the system using rate
information from Bloomberg
. Booked and analyzed foreign hedge instruments such as currency
forwards and spots using Bloomberg and FT Interactive Data pricing
information
. Calculated daily Net Asset Value (NAV) for both domestic and
international mutual fund portfolios
. Researched corporate action activities such as dividend postings, spin-
offs and mergers.
. Reconciled fund discrepancies such as cash and position balances
. Maintained general ledger balances including expenses, interest and
dividend income
TECHNICAL SKILLS: Advanced Microsoft Excel, SAP, IBM Cognos TM1 software,
Powerpoint, Word
Contact this candidate