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Senior Financial Analyst/Project Manager
PROFESSIONAL PROFILE
Achievement-oriented financial professional with diversified
experience in IT, accounting and project management.
. Skilled strategist who transforms strategic plans into workable
solutions.
. High-performing project manager experienced in implementing projects
that yield measurable results, including reduced tactical-planning and
cost reductions gained from improved process performance. Additional
experience in capital project analysis, annual business plan
development and multimillion-dollar budgeting.
AREAS OF EXPERTISE
o Project Planning/Execution ( Multi-million Dollar (
International Operations
o Project Management Budget Administration (
Performance Reporting
o Productivity and ( Monthly Forecasting ( SAP ERP 6.0
Efficiency Improvement ( Financial Planning/Analysis ( Oracle
Financials
o Strategic Planning ( IT Risk Management
PROFESSIONAL EXPERIENCE
JPMorgan Chase - Dallas, TX
04/2002 to 05/2008
Senior Implementation Consultant
o Manage a diverse and complex suite of projects simultaneously
according to projected target dates.
o Manage assigned projects by monitoring, adjusting resources and
priorities according to client expectations.
o Lead the development of the implementation plan and regularly
communicate status of projects to sales team.
o Act as an interface and liaison between internal operations and
external clients.
Implementation Lead - SecurID Project,
o Migrated customer base from using entrust certificates to RSA SecurID
tokens for logon and digital signing.
o Interfaced with development, helpdesk, and client services to ensure a
smooth client transition with minimal to no interruption of products
use for custody reporting and transaction initiation.
o Managed workload and implementation schedule, provided full MIS
reporting to senior management.
o Acted as the subject matter expert for internal and external users to
improve the online client experience. Provided business analysis for
new requirements or nonstandard scenarios.
Key Accomplishments:
> Conversion Management. Migrated 500 high profile customers using
transactional products and 2900 customers using reporting only
products. Completed project in line with allotted timeline.
Received positive client feedback.
> Cost Analysis Management. The success of the implemented
migrations produced an approximate 3 million dollar savings to the
company.
Pepsico Business Solutions Group - Plano, TX
07/2000 to 12/2001
Senior Financial Analyst-Contractor,
o Provided budgeting and financial analysis support for multiple
projects/managers.
o Managed budgets up to $10 million.
o Prepared budgets/forecasts, created/maintained contract labor model,
researched all accounting issues per project, initialization of PO
setups, PO/Invoice tracking, created JE/Usages per project.
o Prepared thorough month and year-end financial reports.
Key Accomplishments:
> Developed New Finance Contract Database. Efforts resulted in more
accurate, detailed monthly reporting to senior executives.
> Process Resolution. Resulted in smoother and more accurate year
end accruals of contractor invoices.
> Facilitated Scope Meetings. Initiated monthly meetings with key
stakeholders to provide enhanced intradepartmental communication
resulting in more precise monthly/quarterly forecasting.
Nortel Networks, Inc. Richardson, TX
Financial Analyst-Contractor
01/2000 to 07/2000
Determined credit worthiness of Nortel Customers, performed formal credit
review for Nortel when necessary. Determined credit limit to be issued,
created customer ID in database. Prepared weekly customer consolidation
report. Prepared check deposits for MSA customers. Performed special
projects as needed.
Raytheon, Inc. Dallas, TX
Financial Analyst-Contractor
04/1999 to 01/2000
Provided and gathered information toward budget proposal for submission to
government. Interfaced with engineers concerning budget proposal
submission. Prepared budget reports per division for proposal.
Consolidated budget reports for final draft of proposal for submission to
government.
Ericsson, Inc. Richardson, TX
Financial Analyst - Contractor
09/1998 to 04/1999
Provided Services Account Managers with account specific financial
information. Reviewed contracts, EPFA and OFS. Produced Order, Sales,
Margin, Backlog monthly reports. Evaluated monthly accruals report,
researched OSM and over budget projects. Supported sales team- conducted
individual account manager financial reviews. Provided marketing with
historical, statistical and P&L trends per account. Contributed to attain
30% or better margin.
EDUCATION
The University of Texas at Dallas - Richardson, Texas
MBA, Finance or Project Management
Dec 2011
BS, Accounting and Information Management
Aug 2009
COMPUTER SKILLS
Excel, Lotus 123, MSWord, MSProject, PowerPoint, ACCESS, SAP, Oracle,
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