EXECUTIVE SUMMARY
Highly experienced Financial Analyst seeking a Corporate Finance position
with an emphasis on Variance Analysis. Proven track record of optimizing
financial reporting utilizing ERP systems. Collaborated with IT and field
managers to provide the clearest financial picture of an organization.
Core International and Corporate Finance skills include:
.Financial Statement interpretation .Financial
Reporting
.Variance Analysis .Valuations
.Financial Modeling .Hedging (Derivatives
Strategy)
.Calculations, including Beta, Cost Of Capital, .Budgeting
NPV, ROI, IRR, Discount Cash Flows, etc. .Forecasting
(FP&A)
SHORT-TERM CONSULTANT POSITIONS
HERBALIFE March 2010 - May 2010
FINANCIAL ANALYST
Utilize Oracle for Project Reconciliation. Devise Controls to prevent
future variances.
CEDARS-SINAI June 2009
FINANCIAL ANALYST
Forecasting, Budget vs. Actual for Electronic Medical Records five year
transition project.
SONY PICTURES HOME ENTERTAINMENT February 2009 - May 2009
SR. FINANCIAL ANALYST, Financial Operations
Utilize JDEdwards OneWorld to analyze millions of transactions and resolve
anomalies.
EXPERIENCE
JAKKS PACIFIC June 2009 - October 2009
FINANCIAL ANALYST, Corporate Finance
Financial Planning and Analysis across eleven business divisions for
the world's third largest toy company ($0.9 Billion in Revenue during
2008).
. Income Statement and Balance Sheet variance analysis.
. Weekly forecasting worldwide (the "Flash" report) for this multi-
national company, compiling all relevant financial data (sales,
returns, reserves, royalties, commissions, costs per item,
inventory, closeout sales, depreciations, Joint Venture income,
taxes, etc.) to deliver the clearest prediction of earnings per
share. Provided weekly variance analysis.
. Drove automation of the Flash from the JDE system. Collaborated with
IT and Financial Operations to reduce compilation time by 80%,
improve accuracy, and increase versatility.
. Margin Analysis to identify relative strengths of items, brands, and
divisions.
. Ad Hoc reporting and answering external auditor questions.
CB RICHARD ELLIS November 2007 - November 2008
FINANCIAL ANALYST, Consultant, US Finance & Accounting, Management
Reporting
Income Statement variance analysis across ten lines of business for the
world's largest commercial real estate company ($5.1 Billion in Revenue
during 2008).
. Variance analysis to budget and prior year results for current month
and year-to-date U.S. operations utilizing PeopleSoft.
. Detailed analysis (including trends, drivers, timing, regional,
etc.) for the Brokerage line of business (Sales and Leases of
commercial real estate), CBRE's largest segment.
Notable achievements:
. Instituted numerous procedures including: revenue & expense metrics,
mapping credit card expenses (over 10,000 transactions/month), co-
created a normalized view of Insurance & Benefits as a percentage of
Compensation, and automated the emailing of reports.
. US Economic Census: Managed a six months special project to map $3.6
Billion of revenue to over 100 locations and compensation for more
than 15,000 employees.
GREENFIELD TRUSTS 2005-2007
FINANCIAL ADVISOR
Provide investment analysis, counsel, allocation strategies, and
accounting services.
. Verify fiduciary responsibilities (analyze contracts and ensure
duties are fulfilled).
. Forecasting: present varying scenarios for different levels of
performance.
TECHNICAL SKILLS
. Oracle & PeopleSoft (query, run reports, design new . SQL
reports, track changes, create scopes, etc.) . MS Excel
(advanced skills including
. JDEdwards Pivot, VLOOKUP,
macros, etc.)
. BusinessObjects XI . MS Access
. Accounting & Database packages . MS Word,
PowerPoint, & Outlook
. Windows and Macintosh Operating Systems
EDUCATION
California State University Los Angeles December 2006
Masters of Business Administration in Finance (Honors)
University Of Texas At Austin
Bachelors of Science in Communications
New York University (one year)
References available upon request.