Management Manager
Resume:
Farah Surani
San Francisco, CA• 310-***-**** • ********@*****.***
SUMMARY
Expert in developing budgets and forecasts, conducting NPV, ROI and cost benefit analysis, creating
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activity based costing models and financial models, and implementing planning and analysis activities.
Proficient in profit and loss statement analysis.
Exceptional technical skills in Excel using pivot tables, v-lookups, filters and macros. Enjoy using
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communication, project management skills and working in a team environment.
Experienced in analyzing securities cash flows and making recommendations and presentations.
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PROFESSIONAL EXPERIENCE
John Hancock / Manulife Financial, Boston, MA
Financial Analyst 2007 – 2008
Security Operations team: Evaluated $1 BN securities in 14 currencies applying (GAAP) General Accepted
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Accounting Principles for U.S, Canada and National Association of Insurance Services
• Analyzed ratings on collateralize mortgage obligations (CMO), mortgage backed securities (MBS) to
determine high risk securities and evaluate factors affecting income on securities
• Created profit and loss statement analysis and presentations for upper management to show impact and
results on current security holdings
SourceCorp Business Process Solutions, Carson, CA
Senior Financial Analyst 2006 – 2007
Developed financial models to analyze $45M in revenues across four geographic locations within
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Mortgage divisions; created awareness of expenses resulting in efficient cost reducing strategies
Implemented budgeting, forecasting and planning activities companywide and improved strategies based
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on profitability and productivity performance reports
Monitored risk management processes by implementing proper (SoX) Sarbanes Oxley internal controls
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and documenting them using Magique software
Expert at using NPV, ROI and cost benefit analysis to allow division managers to determine profit and
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returns in per product
Aga Khan Foundation, Torrance, CA
Manager 2002 – 2006
Led a team of 20 volunteer financial planners across western region on 14 concurrent initiatives. Initiated seminars for
retirement planning, college savings, personal budgeting, credit scoring, tax savings, asset preservation and risk
management.
Launched Nizari Progressive Federal Credit Union in Los Angeles and San Jose which opened over 1,200
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new accounts within the first month; the credit union emulates Microfinance Institutions to assist low-
income families by providing loans to start a business or engage in vocational training
Created Key Performance Indicators to improve process and team structure which enabled more low
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income families to be assisted with employment, vocational training and starting businesses
Washington Mutual Bank, Canoga Park, CA
Senior Financial Analyst 2001 – 2002
Saved $1.2M dollars to Washington Mutual Bank using Activity Based Costing methodology by identifying inefficiencies
and redundancies. Analyzed results of ABC methodology to develop cost per product to determine which products
were most profitable.
Developed expertise in creating activity definitions, collecting data, selecting unit times, and creating
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frequency analysis; developed skills in designing ABC projects to achieve maximum benefit to Product
area managers, Financial Planning Teams and ABC Analysts
Conducted ABC analysis for 897 cost centers using Hyperion Essbase and Peoplesoft to determine cost
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drivers and cost per loan. Automated process using MS Excel Macros and database queries
Developed knowledge base of profitability management by creating profitability reports for Loan Servicing
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Divisions and Return on Income and Net Present Value Analysis reports for various product groups
The Boeing Company, Long Beach, CA
Budgeting and Financial Planning Analyst 1998 – 2001
Maintained baseline worth $665M for all Indirect Budgets by organizing and consolidating it to “Total Component”
level. Provided updated any changes to baseline as required.
Supported strategic cost-cutting techniques by preparing lease forecasts for all buildings at Aircrafts and
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Missiles Systems Southern California
Analyzed consolidation of Aircrafts and Missiles division in Boeing with McDonald Douglas Long Beach
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Division to determine synergies within headcount and resources
Prepared, forecasted and phased budgets worth $75M for an Inter-component Product Team
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EDUCATION
California State Polytechnic University, Pomona
Bachelor of Business Administration: Finance
COMPUTER SKILLS
Expert in using software applications, including MS Excel, Business Objects, Oracle, Hyperion Essbase,
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Financial Planning System Mainframe, People Soft Business Query Multi Dimensional and Business
Objects, Tru-abc software from PMG systems & Timewands, Citrix, Solomon and Microsoft Office.
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