Sales Financial

Joanne He

SUNNYVALE CA *****

Tel: 408-***-****

Email: *******@*****.***

PROFILE

Highly motivated, progressively responsible and diversified experience in financial analysis and

ad hoc reports for variety levels.

Creative problem solver with excellent critical thinking and analytical skills.

Strong ability to establish collaborative relationships with internal and external customers as well

as managers.

Decisiveness and sound judgment in formulating complex business decisions; ability to

appropriately analyze risk.

Good team player with highly developed interpersonal skill who can work effectively and

independently in challenging environment.

Passion to understand company’s product, vision, compliance and regulations.

Strong PC skills, organized, detail oriented with great potential and ability to take new

technologies and skills.

Computer Skills

MS Tools: MS Access, MS Excel, MS word, MS PowerPoint and MS Outlook.

Database: MS Access, Hyperion Essbase, Hyperion planning,

Hyperion Financial Management & Data warehouse.

Applications: SAP, MAS90, Syspro, Oracle and QuickBooks.

EXPERIENCE

Sr. Financial Analyst Consultant Nanometrics, Inc. Milpitas, CA (2008 – 2009)

Support FP&A director to prepare and analyze financial budget and forecasting

reports.

Driving trail balance and other financial reports for account analysis.

Make cross functional charge analysis, marketing and sales commission

analysis.

Make flux analysis, growth tool margin and other accrual analysis.

Prepare the monthly PL spending account analysis.

Provide and support to other ad hoc FP&A functions projects.

Sr. Financial Analyst Consultant Packeteer/Bluecoat System, Inc. Cupertino, CA (2008)

Prepare of monthly end close financial statement package to management.

Variance analysis of expense and monthly reporting to functional groups.

Support the merge activities of Packeteer POS sales, reserves, forecasting

transaction into Bluecoats sales systems.

Purchase order accrual analysis to accurate monthly close activities.

Tracking daily, weekly, monthly, quarterly and annual sales and analysis of

worldwide channel inventory sales and POS report to improve sales efficiencies.

Define, monitor, and communicate key business metrics to assess performance

of

company’s operation.

Financial Consultant Washington Mutual Bank / Chase Bank, San Jose, CA (2007)

Develop a strong partnership with customers to increase loan originations.

Collect and analyze information regarding customer’s income, assets, and

debts;

determining which financial products best meet the customer’s needs and

financial circumstances.

Maintain consistent communication flows throughout the loan process with all

involved parties to ensure timely appraisals, credit decisions, funding and to

expeditiously resolve all issues.

Financial Analyst NEC CORPORATION, Santa Clara, CA (2003 2006)

Prepare the various financial summary report, growth margin, and product

inventory, variance reports using pivot table by manipulating data from SAP.

Create budget and forecasting data into SAP for different restructure division.

Analyze actual performance versus budgets and forecasts.

Maintain and keep a track of R&D costs, sales & marketing expenses against

budget.

Calculate and prepare royalty reports based on license agreements.

Consults with management team and personnel to identify and document

business needs and objectives, current operational procedures, problems, input

and output, data scope, usage, formatting, other requirements.

EDUCATION

M.B.A. in Finance, California State University, East Bay, CA

M.A in Business Economics, University of California, Santa Barbara, CA

B.S. in Business Administration, Dean’s lists, University of Minnesota, Minneapolis, MN

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