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Manager Management

Laguna Hills, California, 92653, United States
May 26, 2010

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Home: 949-***-**** Cell: 949-***-**** Email:


M.B.A., Finance - California State University, Long Beach - 1995

B.S., Accounting - California State University, Long Beach - 1988

Certified Public Accountant - Active California License since 1992

Professional Experience

OneWest Bank - Irvine, CA June 2003 to Present

DIRECTOR, Finance - January 2007 to Present

. Manage review and analysis of monthly and quarterly operating results.

Provide variance analysis of plan versus actuals. Prepare executive

summary of results for senior management.

. Prepare the annual operating budget (Hyperion) and financial

forecasting models for the retail division.

. Oversee the preparation and review of the division monthly and

quarterly financial reporting package.

. Responsible for financial analysis and modeling, establishing and

reporting performance KPIs.

. Supervise reconciliation of major general ledger accounts for accounts

receivable and accounts payable.

. Provide ad hoc analysis and special reporting requests for executive

level management.

. Develop and implement internal controls in compliance with SOX


Manager, Finance - June 2003 to January 2007

. Managed the monthly accounting cycle for the retail division.

Developed and reported performance metrics.

. Prepared monthly reports and ad hoc analyses for senior management

related to revenue production, expenses, and profitability.

Financial Project Consulting December 2001 to June 2003

AmerisourceBergen - April 2002 to June 2003

. $40 billion pharmaceutical and medical supplies distributor. Project

engagement purpose was to review chargeback and rebate programs with

drug companies. Reconciliation of accounts with pharmaceutical

suppliers reduced outstanding payables by more than $30 million. - December 2001 to April 2002

. Developed database tools to improve efficiency of credit card revenue

reconciliations based on import of bank data from Internet.

Responsible for the weekly financial reporting of ticket revenues for

Major League Baseball teams and various concert venues.

. Utilized Microsoft Access databases to manage data and to improve

financial reporting capabilities.

Verizon Wireless - Irvine, CA February 1996 to July 2001

Associate Director, Finance - April 2000 to July 2001

. Managed accounts receivable/payable, collection and disbursements for

roaming division.

. Consolidated the accounting functions of five companies into one

automated process utilizing a third of the previous headcount.

Manager, Finance, - March 1998 to April 2000

. Prepared strategic plan for $2 billion business segment.

. Acted on behalf of finance department as liaison with other

departments for new product development, marketing promotions, and

enhancements impacting the accounting system.

. Recipient of the 1999 Service Legend Award for negotiation of new

contracts, which reduced expenses by more than $23 million.

Financial Analyst, - February 1996 to March 1998

. Developed and maintained company-wide monthly reporting used by senior

level management. Provided ad hoc reports for various departments

throughout the company.

. Forecasted and reported trends in roaming volumes. Prepared financial

models illustrating the effect of changes in rates and volumes.

. Responsible for financial analysis and explanation of trend variances.

FHP Healthcare - Fountain Valley, CA October 1992 to December 1995

Manager of Internal Audit, - October 1994 to December 1995

. Planned, coordinated, and supervised audits within a large HMO with

revenues of more than $2 billion.

. Prepared the audit plan and related programs for financial and

operational audits, administered staff performance appraisals.

. Advised senior level management regarding methods to improve the

efficiency and effectiveness of operations.

Internal Auditor, - October 1992 to October 1994

. Performed and supervised financial and operational audits of various

departments such as Accounts Payable, Claims, and Marketing resulting

in the recovery of more than $3 million in overpayments.

. Prepared audit reports and executive summaries which documented

findings and provided recommendations to correct deficiencies.

Pacific Enterprises (Sempra Energy) - Los Angeles, CA June 1990 to

October 1992

Internal Auditor

. Performed and supervised financial and operational audits for the

utility and retail subsidiaries of a $6 billion dollar company.

Subsidiaries included The Southern California Gas Company, Thrifty

Drugs, Pacific Enterprises Oil Company, Big 5 Sporting Goods and


. Participated in the development and analysis of the book-to-physical

inventory adjustment for the retail subsidiaries.

. Prepared and maintained financial sales analysis for six retail

subsidiaries. Participated in the development of the corporate

consolidation model. Assisted in the preparation of quarterly

financial reports, analyses, and presentations to the Board of


Deloitte & Touche - Century City, CA January 1989 to June 1990


. Performed audits and reviews of service and manufacturing companies

whose annual revenues ranged from $5 million to $60 million. Clients

included companies in the real estate, manufacturing, and

entertainment industries.

. Reconciled and analyzed general ledger accounts, closing journal

entries, and prepared financial statements.

. Prepared tax returns for corporations, S-corporations, individuals,

and partnerships. Provided tax strategies and research for

entertainment clients.

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