Project Sales

Professional Summary

[pic]

An innovative, energetic, goal-oriented professional with solid financial

and marketing experience. Extensive experience in analyzing [pic]business

applications in an organization as well as reviewing and analyzing cost

estimates. I have excellent written and verbal communication skills which

have helped me to effectively communicate directly with clients and gather

details of requirements used in various projects. Exceptional financial

analysis skills specifically in reviewing performance, identifying problems

and implementing cost reduction solutions. Highly organized with the

ability to manage multiple projects and consistently meet deadlines. Detail-

oriented and highly organized with proven experience in project planning,

team building and strong leadership on multiple projects under varying

levels of demand.

[pic]

Area of Expertise

[pic]

Project Financial Analysis Budget Planning

Planning/Execution Executive Integration Projects

Business Analysis Presentations Quality Assurance

Salesforce.com Client / Staff Performance Management

Productivity and Training

Efficiency improvement Revenue Goal/Growth Problem Solving

Attainment

[pic]Professional Experience

[pic]

Omniture ? San Francisco, CA

3/2009-8/2009

[pic]

Financial Analyst- (FP&A)

. Gathered and assembled weekly project status reports and other

progress/update reporting to various audiences

. Assisted in the maintenance of project plans ensuring that tasks were

properly and consistently updated

. Monitored, identified and communicated financial expense performance

to sales and business partners and finance management team

. Created monthly financial reporting package's for senior executives,

and internal managers

. Analyzed root causes of variances, propose recommendations on areas of

improvement, and develop frameworks to help prioritize initiatives,

support implementation of automation.

. Developed and coordinated departmental budgets and forecasts

. Budgeted, monitored and managed assigned business units. Identified

areas of savings and risks.

. Responsible for headcount analysis within certain regions and

departments within the company.

[pic]

Contra Costa Times ? Walnut Creek, CA 8/2008-

10/2008

[pic]

Financial Analyst- (Marketing & Sales)

. Maintained and enhanced budget and forecast models for multi-line

service offerings

. Assisted with development and maintenance of improved process flows

for gathering and reporting on key business metrics

. Provided thought leadership and analytical support to members of the

Marketing and Sales divisions.

. Developed and present financial results and analysis such as quarterly

achievement and business trend reporting, analysis and metrics to

business executives on a regular basis

. Weekly and monthly financial monitoring and reporting including direct

and period spend variance analysis.

. Conducted annual budgeting, expense forecasting, investment analysis,

and business decision support for the Marketing and Sales divisions.

. Reported on performance vs. forecast of marketing programs using

internal database and third-party software

. Primary responsibility is to provide analytical support to the market

manager team and recommend strategies to improve performance

MedeFinance ? Emeryville, CA 12/2007-

05/2008

[pic]

Business Analyst

. Ensured project activities are completed in accordance with the

Medefinance Applications within salesforce.com

. Partnered with Account Executives to support all aspects of the

MedeFinance solution, including business requirements definition and

the development, testing, and implementation of ongoing service

enhancements.

. Identified, tracked, and resolved all issues and risks associated with

the delivery of client services. Managed the issue resolution process

from start to finish both internally and within customer organization.

. Continually assessed, document, and analyze client gains in efficiency

and effectiveness. Constantly educated clients on the value

MedeFinance delivers to their business needs.

. Developed methodologies, processes, tools and infrastructure required

to implement MedeFinance applications successfully and repeatedly.

. Performed business analytics on the customer's financial data, using

the MedeFinance application, to help the Account Executive identify

areas for the customer's highest need for focus and/or opportunity for

return on investment.

. Performed project analysis between business requirements and

functional specification documents

[pic] American International Group (AIG) ? San Francisco, CA 10/2005

- 08/2007

[pic]

Financial Service Analyst

. Analyzed and conducted risk analysis on companies business operations,

stock performance, and management team to build profitable book of

business

. Meet with company officials to gain a better insight into the firm's

prospects and determine its managerial effectiveness

. Developed new reports and analysis to drive optimal business decisions

. Analyze financial statements; spread financial projections; calculate

financial covenants; perform financial analysis, perform collateral

analysis, calculate yield analysis; and perform industry analysis

. Monitor assigned accounts and obtain & review critical underwriting

information such as company's financial forecast models by analyzing a

variety of SEC filings, research reports, and press releases

. Supported senior team members in the effective communication and

positioning of the companies investment strategies by assisting with

various data and analysis.

. Conducted weekly and monthly forecasting for different business

opportunities

[pic]

Education

[pic]

Saint Mary's College

Masters of Business Administration

2009 - 2011

University of California, Davis

B.S. Major: Managerial Economics 2001 -

2005

[pic]

Technical Skills

[pic]

. Strong proficiency with MS Excel, Word, Access

. Excellent presentation skills as well as organizational and

administrative/clerical skills

. Microsoft Project - Advanced knowledge of creating, tracking, and

updating project plans

. Microsoft PowerPoint, SharePoint, Word, Publisher, Visio, Outlook,

Access,

. Cognos TM1, Salesforce.com

[pic]

Professional Skills

[pic]

. Highly organized, can think strategically, translate business objectives

into project plans, and execute with precision

Contact this candidate