Management Analyst

SHERRY L. SAMUELS

**** **** ********** *** *******, Texas 77084 281-***-**** ********@*****.***

CAREER SUMMARY

MBA with extensive experience in executive management financial reporting. Proven track record in the

development of detailed financial reports for forecast, trend, and results analysis. Excellent communicator, both

written and oral, with significant professional presentation experience.

PROFESSIONAL WORK EXPERIENCE

HEWLETT PACKARD, Houston, Texas 2008 – Present

Senior Financial Analyst – PSG Americas FP&A

Compile and present Americas financial report for finance global senior management weekly conference

call. Report consists of analysis of margin, profitability, inventory, and supply chain.

Summarize and report variance to budget and plan for North and South American senior management

weekly. Contribute to monthly global senior management reporting.

Provide reporting guidance to sub-region finance teams, serving as liaison between product lines and senior

management. Reports generated from financial data submitted by teams and loaded to database for report

retrieval.

Manage month end close for senior manager and product line finance teams. Consolidate submitted close

figures and load to database for daily reporting to global finance. Report daily estimates, business

warehouse results and related reconciliation to finance global senior management.

Lead analyst for Americas balance sheet reserve account reviews. Developed review process and reporting

template for quarterly presentations to senior management. Serve as liaison between business units and

senior management.

CITGO PETROLEUM, Houston, Texas 2006 - 2008

Sr. Financial Analyst

Prepared business unit performance presentations for Asphalt Division executive management. Source

documentation from cross functional teams in marketing, finance, refining and accounting. Process

included: cash flow analysis, ending inventory analysis, crude cost calculation, analysis of revenue, and

monthly YTD income reforecast.

Responsible for monthly update of online Business Unit Model Income Statement for current month and

year to date actual and budget scenarios. Prepared income statement annual budget based on management

specifications.

Compiled quarterly Terminal Profitability Report (TPR) for the Savannah and Paulsboro refineries based on

management defined operational and financial assumptions. Financial models include: crude movement,

ending inventory analysis, and various product and overhead cost analyses.

UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON, Galveston, Texas 2004 - 2006

Financial Analyst II

Participated in monthly close process of consolidated financials. Duties included balance sheet roll-forward,

cash flow statement analysis, and review of revenue and expense accounts for material variances.

Prepared monthly balance sheet variance analysis report for executive management based on explanations

provided by accounting and treasury. Process included generating Hyperion drill down reports for specific

accounts in question.

Compiled monthly management report for $300 million entity consisting of financial statements, graphs,

and variance analysis. Performed other ad hoc management reporting and research upon request.

Lead analyst for external reporting of institutional surveys to governmental and accreditation agencies.

Process included gathering data and statistics from various university departments and submission of final

reporting documentation.

Created original financial statement notes and disclosures draft for Internal Financial Statements according

to Generally Accepted Accounting Principles. Responsible for research, management discussion, initial

draft and annual updates of final document.

ACCOUNTING CONSULTANT, Dallas/Houston, Texas 1996 - 2004

(Atmos Energy, Encore Acquisition, Flowserve Corporation, Reliant Energy, Tyco Valves and Controls)

Prepared business proposals for executive management for prospective domestic and international

acquisitions. Proposals included analyses of management, financial health and operations of business

entities.

Created budgets and projections for periodic management reports, quarterly and annual board meetings,

mergers and acquisitions, and strategic planning and analysis in both domestic and international currency

denominations.

Participated in compilation of annual reports and SEC filings. Prepared prospectus independently, process

included research, validation of statistics, and completion of final draft for printing.

Compiled reports for management based on analysis of financial statements prepared in accordance to

GAAP and special internal financial reports to explain trends in profitability, sales, and expenditures.

Functioned as general ledger accountant during year-end close and computer system conversions. Extensive

experience in the areas of account reconciliation and analysis.

BANK ONE TEXAS, N.A., Houston, Texas 1993 - 1995

BANK OF AMERICA, TEXAS, N.A., Houston, Texas 1991 - 1993

Credit Analyst

Prepared formal loan packages and assisted commercial lenders in the presentation of credit requests to

internal loan approval committee for customers with revenues of up to $100 million.

Performed financial analysis of business entities and non-profit organizations to determine credit

worthiness. Prepared projections based on historical performance, budgets, and proforma analyses (i.e.

commercial real estate projections, oil and gas joint ventures, acquisitions, and divestitures).

TEXAS COMPTROLLER OF PUBLIC ACCOUNTS, Houston, Texas 1988 – 1991

Auditor III

Performed corporate audits with respect to sales, use and excise tax compliance through an audit trail

proceeding from the financial statements and ledgers to individual sale and purchase documents. Prepared

audit reports and presented findings and recommendations to management, officers or designated external

agents (attorney, CPA).

EDUCATION

TEXAS SOUTHERN UNIVERSITY, MBA, Concentration: General Business 1992

UNIVERSITY OF NORTH TEXAS, B.S., Accounting 1987

PROFESSIONAL DEVELOPMENT

Formal Credit Training, BANK OF AMERICA

SOFTWARE EXPOSURE: Business Warehouse, Hyperion, Microsoft-Access, Microsoft-Excel, Microsoft-

Word, PeopleSoft, PowerPoint, SAP, Sharepoint, WordPerfect

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