Manager Customer Service

ELIZABETH M. CLAITOR-GONZALEZ, MBA

*** **** ******, *** *****, CA 94403 ? C: 415-***-**** ?

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

PROFESSIONAL SUMMARY

Expert in: Financial Planning & Analysis ~ Financial Models ~ Financial

System Implementation

Versatile, high-energy professional who leads companies through change to

profitable growth. Strategic problem-solver who envisions smart solutions

and executes across all levels of the organization. Hands-on leader with

analytical expertise, able to provide valuable information to drive

strategic business decisions. Thorough knowledge of business and financial

modeling.

CORE COMPETENCIES

Strategic Planning ~ Financial Reporting & Analysis ~ Financial Modeling ~

Accounting Operations

Financial System Implementation ~ Forecasting & Budgeting ~ Acquisition

Integration ~ Process Improvement

PROFESSIONAL EXPERIENCE

BANK OF THE WEST, INC. 2010-

Present

Business Analysis Consultant

Coordinate with department executives and subject matter experts to develop

process flows for regional banking group to ensure compliance with Basel II

regulations.

SpringSource, Inc. (company acquired by VMware)

2008-2010

Comprehensive suite of products for powering the entire build, run and

manage enterprise Java application lifecycle.

Manager, Financial Planning and Analysis

Analyzed over $30 million in billings and reported findings to CFO on a

monthly basis. Collaborated with sales team to anzlyze incentive scenarios.

Prepared monthly commission reports. Accountable for timely and accurate

sales tax reporting for US and Canada. Administered worldwide time and

expense tracking program.

Key Achievements:

. Requested to stay on after acquisition to integrate revenue, tax,

expenses and payroll accounting systems into new company.

. Implemented global accounting module of NetSuite OneWorld financial

application.

. Implemented Avatax software to automate and ensure tax compliance.

Charles Schwab, Inc. (operations outsourced)

2006-2008

One of the world's largest discount brokers.

Senior Manager, Accounting (2006 - 2008) / Internal Audit Consultant (2003-

2004)

Provided insight to establish accounting controls and reported audit

metrics to upper management. Recommended, implemented and tested financial

controls to ensure compliance.

Key Achievements

. Collaborated with executives and subject matter experts in cross-

functional teams, gathering information to document workflows of key

financial processes and controls for over 100 departments within the

company.

ABM Industries, Inc. (operations relocated)

2005-2006

Multi-billion dollar premier provider of building services to companies

across the US and Canada.

Sarbanes Oxley Manager

Recruited to assume responsibility as subject matter expert on SOX.

Key Achievements

. Identified opportunities to improve compliance for $1.5B janitorial

division.

. Collaborated with seven regional controllers to garner consensus to

implement new SOX compliant process.

ELIZABETH M. CLAITOR-GONZALEZ, MBA

PAGE TWO

Selected Contract Consulting Assignments: 2002-

2005

Sarbanes Oxley Coordinator, JDS Uniphase, Inc.

Senior Financial Analyst, Wells Fargo Bank

Associate Consultant, Resource Connections

Provided various services, including project management support and

assistance to Sarbanes Oxley manager, presenting findings to steering

committee. Supported financial planning, forecasting and reporting needs,

with special focus on analyzing various cost of funds and interest rate

scenarios.

Robertson Stephens (company dissolved)

2001-2002

Senior Associate Business Analyst

Accountable for accurate and timely analysis of financial performance of 23

private wealth management teams with $80 million in annual revenue.

Developed models to assess the impact of sales incentive scenarios.

Morgan Stanley Online, Inc. (operations relocated)

1999-2001

Online trading brokerage with $140M in annual revenue.

AVP, Finance (2000-2001) / Financial Reporting Manager (2000) / Senior

Financial Analyst (1999 - 2000)

Consistently recognized for achievement and promoted to assist Controller

in managing financial operations. Supervised staff in preparation of

financial reports and analysis. Conducted in-depth analysis of special

projects. Responsible for annual planning and forecasting activities.

Administered Hyperion Enterprise.

Key Achievements

. Implemented Hyperion Pillar financial databases thus enabling planning

at the cost center level.

. Analyzed processes of 400-person technology group for Chief Technology

Officer. Created SOP 98.1, fixed asset, human resource, contract and

project reporting tools for department.

. Created over $300,000 in annual savings through the development and of an

Access mutual funds database for Sales Director and successfully managed

implementation to over 150 customer service representatives.

Accenture, Inc. 1995-

1999

Client Financial Management Specialist (1997-1999) / Analyst (1995-1997)

Managed multi-million dollar engagements with as many as 500 consultants.

Supervised analyst in the preparation of financial reporting packages.

Monitored costs against plans and made recommendations. Developed

financial, contract, work management, fixed asset, and human resource

tracking tools. Produced financial models to aid in staffing and project

pricing decisions.

SOFTWARE SKILLS

. Financial: NetSuite OneWorld, Avalara Avatax, Hyperion Enterprise and

Pillar, Essbase, Quantrix, MS Excel

. Databases: MS Access, Xtiva Commission Manager

Project Management: OpenAir, CaseWise, Visio, Track-It, Project

Workbench, MS Project

EDUCATION

Master of Business Administration, University of San Francisco, San

Francisco, CA

Bachelor of Science - Finance, University of San Francisco, San Francisco,

CA

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