Financial Analyst Manager
Resume:
DENNIS S. OBILLO
***** ******* ****** # **, ********, CA 90503
*******@*****.***
QUALIFICATIONS
Fourteen years experience in FP&A, financial modeling, investor reporting, budgeting and forecasting, and project management. Produced periodic and on-demand reporting packages to facilitate executive-level decision making involving corporate strategic planning, cash management, investment management, and due diligence for M&A transactions.
PROFESSIONAL EXPERIENCE
Senior Project Analyst/Alternate Lead Project Manager (Consultant)
AT&T – El Segundo, CA
May 2015 – June 2017
(Integrated smart solutions provider for advanced mobile services, next-generation T and high-speed Internet)
Supported the program manager to meet all fiscal program objectives by overseeing project spend, complying with program governance and resolving issues related with budget risk.
Created financial dashboards and prepared detailed program budget analysis and forecasts for use in conducting review meetings and developing mitigation plans.
Worked together with the LPM to execute new products project releases. Responsible for delivering projects on-time, within scope, and within budget by defining detailed project plans, tracking progress, and managing risks and issues by involving relevant stakeholders.
Senior Financial Analyst (Consultant)
Elements Behavioral Health – Long Beach, CA
December 2014 – April 2015
(Clinical Treatment Services for Addiction and Mental Health Disorders in the United States)
Created the annual budget and forecasts for the Corporate and Regional levels by preparing and distributing Key Data Reports (KDRs) for Monthly Operating Review meetings (MORs).
Actively communicate financial results to RVPs and advise in the business decision-making processes to reach growth projections, calculate bonuses and track capital expenditures.
Worked with the accounting department to prepare and distribute dashboard financial reports to the RVPs and communicate monthly variance and yearly trending analysis.
Constructed DCF financial models and high-level analysis with guidance from VP of Finance and present cash flow assumptions to address debt and explain revenue projections.
Senior Financial Analyst (Consultant)
VCA Antech, Inc. – Los Angeles, CA
October 2014 – December 2014
(Pet Healthcare Services in the United States and Canada)
Created and utilized financial models including intrinsic valuations, ROI analysis, and due diligence to assess M&As in VCA’s expansion to new businesses and capital investments.
Provided clear and concise executive communications of re-evaluation of company and asset valuations including ad-hoc support for asset dispositions and impairment analysis.
DENNIS S. OBILLO
20308 Madison Street # 20, Torrance, CA 90503
*******@*****.***
Senior Financial Analyst
Oakmont Corporation – Los Angeles, CA
September 2002 – January 2014
(Registered Investment Advisor that manages assets for high net worth individuals)
Implemented quarterly dashboard reporting packages by consolidating financial, legal and tax information showing cash, LOC, and valued assets including responding to investor requests.
Developed models and forecasting methods for annual operating budgets and managing cash flows for corporations, foundations, trust accounts and individual clients.
Created NPV, IRR, DCF, and ROI models for evaluating financial implications of new and current investments, and interpret financial results and present analysis to the managing director.
Prepared and provided analysis on periodic budget versus actual reports to the accounting manager showing variances, operational expenses, cash inflows and cash outflows.
Created models to analyze key statistics and value loan portfolios, based on cost of capital and origination cost structure to determine investment options and recommend sell/hold positions.
Provided the legal department in filing government requirements for the Board of Directors such as Form 13H, ADV, Form 13F, Form D, and Form 13G.
Prepared comprehensive compliance reports to large banks including disclosures and trading activities to ensure compliance with regulations.
Kept track of private equity investments by maintaining investment valuation models, calculating KPIs, and report to various levels of management risks and merits of each business.
Business Systems Analyst
Software Ventures International – Ortigas, Philippines
January 1997 – April 2000
(Software Development and IT services Company)
Managed multiple projects and teams to program new and modify existing financial application programs using COBOL, DB2, VSAM and JCL to optimize business processes and operations.
Analyzed client needs by scoping, prototyping, and preparing technical specifications into logical flowcharts for coding Japanese programs.
Subject matter expert between clients, programmers and Business Units by conducting phases of analysis, coding, UAT, integration and project delivery of IT projects.
EDUCATION
Masters in Business Administration – 08/2002 Loyola Marymount University, Los Angeles, CA
Bachelor of Science in Mathematics – 12/1996 Ateneo de Manila, Philippines
SOFTWARE
IBM Cognos, SAP, MS Project, Excel, Visio, Powerpoint, Great Plains, Advent/Axys, Clarity, PRISM
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