Sales Insurance

Saint Peter's College

Education **** Kennedy Blvd, Jersey City, NJ

. Major: Accounting . B.S.

May 2000

. Minor: Finance .

Dean's List 1999

Hyundai Motor Finance Company

Experience 10550 Talbert Ave., Fountain Valley, CA

Position: Assistant Manager Sales Planning

Dec 2003- Develop and maintain sales reporting & analytics for sales team

Present Preparation & implementation of field sales force strategies (DPS &

Account Value)

Daily interaction with OEM regions to monitor program effectiveness, and

brainstorm new program development

Implement and maintain Sales Force Automation (SFA) systems

Sales forecasting & evaluate results for future sales planning & products

Preparing presentations for executive meetings & OEM interface updates

Generate & monitor annual sales budgets

Implement & train national sales reps on salesforce.com

Creation & implementation of wholesale pricing

Hyundai Motor Finance Company

10550 Talbert Ave., Fountain Valley, CA

Position: Senior Financial Analyst

Production and analysis of ROA & Lifetime Profitability Models

Assist and support in due diligence and company valuation

Developing and assisting in supporting departments achieve their strategic

KPI's

Preparation & distribution of the Daily Sales & Funding Report

Organize and evaluate monthly managerial financial reports as well as

monitor and analyze financial trends

Prepare the monthly & quarterly Delinquency/Yield Graph as well as the

Delinquency Services file

Preparing monthly/quarterly/yearly investor & conference presentations

Create and maintain Rolling Forecast and advise mgmt

Train and support financial analyst on a daily and monthly basis

Hyundai Motor Finance Company

10550 Talbert Ave., Fountain Valley, CA

Position: Financial Analyst/Treasury Analyst (Temporary)

Create and assist annual cost center budgets. Research and analyze budgets

variances and prepare reports of the variances for management. Also create

reports for quarterly & yearly expense review meetings.

Prepare Quarterly Korean Government Report for HMC

Provide database reports for portfolio analysis and ad-hoc reports as well

as assist various departments analysis and reporting requirements

Implement daily cash reconciliation for HMFC and North America Cash

Management through bank reports and

Treasury workstation

a) Daily funds movements via ACH and wire transfers

b) Reconcile daily cash activity and provide reports to accounting

c) Monitor lock box activity and reconcile with accounting

d) Responsible for tracking interest expense on various funding lines and

provide reports necessary for

Accounting journal entries

Prepare and distribute external investor reporting requirements and

reports

Coordinate with Hyundai affiliates (NACM) and prepare cash flow forecasts

for ongoing liquidity analysis and planning. Maintain sufficient working

capital within our cash pooling structure

Analyze Asset Backed Security Pools for reconciliation of receivables,

reserves, and collections amounts

Prepare ABS servicer reports for distribution to external investors

June 2000-

July 2003

Prudential Financial - Group Insurance

290 W. Mt. Pleasant, Livingston, NJ

Position: Team Lead (Financial Reporting)

Supervision of monthly/quarterly financial statements

Supervision of two staff employees, including preparing performance

evaluations, and assisting the staff in their individual development plans

Participation in hiring decisions

Reporting & analyzing trends & variances within various lines of the

balance sheet & income statements

Working with internal & external auditors in their examination of

financial statements

Quarterly preparation and analysis of Statutory financial statements

Allocation and analysis of monthly investment results by product

Participation in various financial management projects

Create & maintain documentation of procedures

Supervises the account sign-off and journal entry process

Confirm / reconcile monthly balance sheet and income statement

reconciliations as well as STAT to GAAP differences

Work closely with internal areas such as Premium Accounting, Actuaries,

and Planning & Analysis

Provide on the job training

Prudential Financial - Group Insurance

290 W. Mt. Pleasant, Livingston, NJ

Position: Senior Accounting Assoc. (Financial Reporting)

Preparation of monthly GAAP financial statements & quarterly Statutory

financial statements

Create trend reports for various lines of the income statement & balance

sheet

Reporting & preparation of monthly balance sheet & income statement

reconciliations

Organize & prepare state requests

Maintain documentation of procedures

Preparation of account sign-off and journal entries process

Prudential Financial - Group Insurance

290 W. Mt. Pleasant, Livingston, NJ

Position: Expense Reviewer (Expense Unit)

Reporting/Analysis/Forecasting of expenses of all Functional Areas of

Group Insurance for example Sales, Marketing, and Operations for use by

senior management

Prepare expense journal entries and adhoc reports

Review and analyze GI product variance analysis, exhibit five reports, and

asset reports (including fixed assets, WIP/Capitalized projects)

Prepare trending reports for various lines of expenses by organization &

functional area

Reporting & analysis of Group Insurance Bonuses such as group rep.,

special payment, and variable comp

Skills Proficient knowledge of, Windows 3.0 / 95 / 98 / ME / NT; Office: Access,

Excel, PowerPoint, Word;

Smart Stream General Ledger System; Financial Data Collection System;

Hyperion; JD Edwards; Business Objects

(SRC); Brio Explorer; QMF for Windows; SalesForce.com

Activities Captain of Division I NCAA soccer for Saint Peter's College

Contact this candidate