Management Sales

CHANCE C. WONG

**** ***** *****

St. Louis, MO **129

Home No. 314-***-****

Cell No. 314-***-****

EXPERIENCE:

May 2006 - March 2009

The Mutual Fund Store - Sr. Corporate Analyst

. Plan, develop, and create the company's financial models and reports

using SQL Server, MS Access and Excel.

. Maintain assets under management information representing over $4.5

Billion.

. Create and manage area logistics and demographics of locations for new

business sites.

. Lead to preparation of the monthly reporting package to include variance

analysis of assets under management and budgets.

. Prepare quarterly financial forcasts and make recommendations based on

analysis to senior management.

June 2003 - May 2006

First Franklin, Inc. - Sr. Financial Analyst

. Implement and manage First Franklin's Sales and Loan database

representing over $35 Billion a year.

. Analyze, segment, and report loan data to executive management such as

variances, trends, and inefficiencies.

. Manage and maintain Commissions for the 2,000 plus First Franklin Account

Executives.

. Implement and maintain the company's Retention and Performance Bonus

Program.

. Design, Implement and manage the company's Commissions of over $15

Million per month.

. Create and provide financial modeling to senior management.

August 2000 to June 2003

Ask Jeeves, Inc. - Sr. Financial Analyst

. Manage and Administrator the FP&A Systems including Oracle and Hyperion

Pillar database and software.

. Create and provide financial modeling to senior management.

. Implement and maintain both Corporate Capital and Operational Budgets for

the company.

Prepare monthly Budget vs. Actual Reports submitted to senior management.

Discuss and provide recommendations to senior management on the variances

in the Budget vs. Actual Reports on a monthly basis.

Support the monthly accounting close through analysis of the general ledger

and various financial systems.

Prepare monthly departmental accruals and re-class journal entrees if

needed.

Approve and track Purchase Orders and Invoices to better forecast each

departments expenses.

. Maintain and provide reports and analysis regarding the company's

headcount.

June 1999 to August 2000

IDG Books WorldWide, Inc. - Sr. Financial Analyst

. Track and analyze company sales by product, brand, division, category,

and sales group.

. Maintain the financial systems and financial reports that support the

business management and planning of the business.

. Develop and prepare the financial planning functions of the company

including reporting, budgeting, and analysis.

. Manage, develop, and automate the financial system applications using SQL

Server, MS Access, Hyperion Pillar and Essbase.

June 1998 to June 1999

Alta Bates Medical Center - Decision Support Analyst

. Prepare and analyze cost benefit and pro-forma on proposed new revenue

centers and hospital divisions.

. Develop, prepare and maintain the hospital's overall budget using Access

and SQL coding.

. Maintain the Labor Cost Management report by downloading data from two

database systems into Sybase.

. Prepare and analyze productivity, variance, and operational reports in

Access and Excel.

. Provide program feasibility studies, business and strategic planning, and

management projects/cost analysis.

. Provide planning, marketing, budgeting, financial analysis, and systems

support to service line operations.

September 1996 to April 1998

United Behavioral Health - Budget Analyst

Assisted in the implementation of the Peoplesoft application software (from

QuickBooks to Peoplesoft).

Develop and maintain the overall budget process for the organization

consisting of over 100 departments using Excel, Platinum, Peoplesoft, and

Crystal reports extensively.

Prepare monthly Budget vs. Actual Reports submitted to senior management.

Discuss the variances in the Budget vs. Actual Reports with senior

management on a monthly basis.

Provide reports and analysis regarding to head count and accounts payable

requiring extensive knowledge of Access and Excel.

Track and forecast the company's products by members.

February 1992 to September 1996

Vanstar\Computerland Corporate - Financial Analyst

Produce and analyze financial models and statements for applications of

credit.

Track and forecast the company's cash flow and monitor the debt compliance

report for agreement.

Assist and support in the management of the company's Accounts Receivable

portfolio and fleet of vehicles.

Prepare cost\benefit and budgeting reports within different departments.

EDUCATION: California State University at Hayward

Bachelor of Science in Business Administration

Emphasis in Accounting (June 1991)

PC SKILLS: VBA, SQL, Excel, Access, Dbase, Hyperion Essbase, Hyperion

Pillar, Peoplesoft, Crystal, Oracle, Business Objects

Contact this candidate