Gregg Mitchell
**** **** ****** *****, *** Jose, CA 95135 408-***-**** ac1avp@r.postjobfree.com
Summary:
Results-oriented, dedicated, and analytical professional with comprehensive business finance
knowledge and expertise, seeking to contribute to and grow with a dynamic, progressive, and
innovative organization.
Record of successfully analyzing client's financial needs and background to successfully develop
customized financial strategies.
Profound knowledge of financial trends, products, and services.
Skilled in evaluating business opportunities and financial projections as well as understanding
individual company needs.
Strong communication, customer service and problem-solving skills.
Additional core competencies include: Financial Services and Products, Client Needs Assessment,
Business Finance, Market Trend Forecasting, Risk Assessment/Management, Relationship
Management, Financial Research/Analysis, Process Improvements, Client Relations
Self-motivated, performance-oriented, proactive, and efficient team player with a strong work ethic.
Financial Analysis
Extensive portfolio/finance management experience; able to analyze financial background and
identify financial plan.
Profound knowledge of metrics, strategic planning and implementation and joint strategy
development.
Solid research and analysis skills; able to effectively identify areas of concern and implement
appropriate plan of action in-line with business initiatives.
Experience working with Sales team with report preparation/generation; ensure accuracy and
completion of all reports.
Complex analysis for projections/business initiatives.
Capital expenditure analysis
Collected and organized data from multiple sources for input into monthly, quarterly, annual and ad-
hoc reports.
Extensive experience with risk management, forecasting, cost containment, P&L management,
account reconciliations, balance sheet reconciliation, allocation of expenses, debt recovery, budget
management and audit preparation.
Designed and implemented database application that monitored/tracks all activities, parts and labor
in-order to streamline processes and increase productivity.
Commissions - Built a commissions database in Excel for the sales department and created 400
commission templates for the sale reps in the field
Business Analysis
Leverage strong relationship management and client relations skills; able to establish solid
relationships with clients, colleagues management personnel and key decision makers.
Able to establish and manage strategic partnerships; skilled in negotiating with partners/clients and
achieving positive buy-in results as needed.
Extensive market research skills; able to identify market trends and analyze competitor offerings in-
order to stay relevant in highly competitive markets.
Performed complex analysis for projections/business initiatives.
Used Sales Force to lookup customer sales orders to see if they could claim rebate.
11/2004 02/2017 Independent Consultant
Clients served: JDSU, Logitech, Cisco Systems, Applied Materials, General Dynamics, BEA Systems,
Cypress Semiconductor, South County Housing, M. Rizzo Landscape, LSG SkyChefs, eBay,
PayPal
Financial Analyst
Part of the world-wide Product FP&A team responsible for reporting revenue $32B and OpEx $5B.
Responsible for OpEx reporting, expense metrics,
Allocation of expenses, Capital Forecasting, and Accruals. Used Hyperion Essbase to setup needed
queries to pull data from corporate database. This was to support department heads showing results
for budget vs. actuals and five quarter trending.
Member of Deloitte Touche consulting team.
Cleared invoice holds from Oracle 11i accounting system. Identified current issues, and acted to
clear them. Became team leader and cleared $13M worth of invoices on hold in three months.
Developed a P&L Model in Excel to help a landscaping company manage the business by project.
Created project numbers for all projects and had project team workers fill out time cards based on %
of time spent on projects. Spread overhead costs based on total monthly project hours. This model
allowed project managers to see actual margin by project numbers and manage the business more
effectively.
Developed customer-bidding software in Excel for a landscaping company.
Created a database to track part costs, and task numbers to track workers activities in the field.
Determined average time and cost for each labor task required. This model increased bidding
productivity by more than 60%.
This software also allowed the sales department to increase or decrease project margins to present
more effective bids.
Audit Team Leader Managed a team of four to find and verify audit documents for FY2001 to
FY2003. Searched over 2,000 file boxes and found over 85% of actual documents requested.
Commissions - Built a commissions database in Excel for the sales department and created 400
commission templates for the sale reps in the field.
Budgets - Created top-down and bottoms-up revenue and expense budgets incorporating headcount
and fixed assets in Excel and Pillar.
Accounting - Extensive accounting experience including P & L, B/S, A/R, and A/P analysis
Close Activities.
Created and input journal entries for monthly expenses including P.O. accruals, labor costs, fixed
asset costs and depreciation using Oracle 11i.
After Close Activities - Met with General Managers monthly to discuss revenue, expense, headcount,
and metric data.
Managed quarterly Finance book using Excel, Word and Power Point.
Reconciled balance sheet accounts and had them signed off by corporate controllers.
12/1997 12/2003 KLA-TENCOR, San Jose, CA
Senior Financial Analyst
Part of the U.S. Service division providing $125 million in capital equipment to the chip industry.
Designed, implemented, and managed high level expense and revenue model to monitor contract
deliverables for business unit revenue forecast.
Provided financial modeling to evaluate Profit & Loss.
Supervised commissions for Sales group.
Collaborated with general managers and participated in controlling cost and monitoring expenses for
key customers.
Coordinated with corporate headquarters to adapt consistent reporting formats, by category and
function, for headcount status and forecast for worldwide operations.
Gregg Mitchell
2718 Pine Meadow Court, San Jose, CA 95135 408-***-**** ac1avp@r.postjobfree.com
Streamline processes and wrote procedure for the finance group.
01/1991 12/1997 SONY CORPORATION, San Jose, CA
Staff Accountant/Financial Analyst
Divisional Analyst for a $50 million Sony division providing Broadcast parts to the communications
industry.
Provided P&L support for the parts division.
Reconciled inventory accounts.
Lead for monthly closings.
A/P Supervisor.
Work closely with project managers to reduce project costs, closeout projects, and meet margin
goals.
EDUCATION:
San Francisco State University, San Francisco, CA 1990
B.A., Business Administration with concentration in finance
SKILLS: Excel, Word, Access, PowerPoint, Oracle 11i, Brio, Hyperion Essbase, Field Glass, SAP,
Business Objects, Sales Force.