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Sales Financial Analyst

San Antonio, Texas, United States
January 27, 2018

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Ethan Earvin Stafford

**** ****** ***, **** ****

San Antonio, TX 78258

Cell: 281-***-**** Email:


Exceptional analytical skills with the ability to transform the needs of business clientele into functional/technical requirements.

Broad understanding of Corporate Finance within a Fortune 500 Company including but not limited to: Accounts Payable, Accounts Receivable, reviewing Financial Statements, Adjustments, Credit, Cash Application, Billing & Collections, General Ledger Accounting, Audit, Complex Reconciliations, and Intercompany Billings & Settlements

Excellent written and oral communication skills with results-oriented attitude.

Proactive team player with a “can do” attitude and demonstrated problem solving and analytical abilities.

Performed Variance Analysis, Risk Analysis, and Cost/Benefit Analysis, including knowledge of process workflow tools and techniques.

Understanding of data mining, creating tables, and generating reports and presentations.

Designed automated reporting and dashboard application to provide stakeholders with greater visibility for the business, creating a more informed strategic plan for corporate and upper management.


Utilities: MS Office Suite, Hyperion Essbase, SmartView, Peoplesoft, Oracle Applications and Business Intelligence tools

Operating Systems: Windows 7, Windows 8, Windows XP, MAC OS


Oracle Corporation, San Antonio, TX October 2017 – Present

Senior Financial Analyst

Oracle Corporation is a global provider of cloud applications, platform services, and engineered systems with over 420,000

Customers. A Fortune 100 company with over $38b in annual revenues (2015), Oracle provides best in industry on premise

License software and cloud subscription services via fully integrated stack or modular solution.

Developed and maintained weekly forecast models for Oracle Digital hardware sales organization

Responsible for Compensation management of sales reps done through partnering with sales and sales operations counterparts to manage quota setting and develop compensation plans

Built out reporting and KPIs so that the sales teams could accurately track achieve their target linearity

Partnered with director and regional managers to ensure forecast accuracy and data integrity

Implemented standard quarterly reporting and KPIs, which has led to improved bookings linearity

Oracle Corporation, San Antonio, TX June 2016 – October 2017

Global Cloud Reporting Analyst

Compile global cloud revenue forecast ($5b FY17, projected $7b FY18) and validation against regional submissions to provide quarterly guidance for executive suite.

Responsible as the SPOC for global cloud reporting of the North American Apps Division (Oracle’s largest Software as a Service Region). Includes quarter end packages, KPI monitoring, margin analysis and ad-hoc reporting.

Developed reporting for EY Audit that compares actual revenue to backlogged revenue

Developed cloud revenue composition report and dashboard used for forecasting

Created and generated annual contract base reporting

Responsible for migration of M&A data from DYN acquisition into Oracle Systems

Worked with upper management to develop competitive analysis and forecasting of cloud business competitors (SalesForce, Workday, & SAP)

Enbridge, INC., Houston, TX October 2015-May 2016

Billing Analyst

Enbridge Inc. is a Canadian multinational energy transportation company based in Calgary, Alberta. It focuses on the transportation, distribution and generation of energy, primarily in North America. A Fortune 500 company with over $30b in annual revenue (2015)

Reduced accounts payable from $2.5 million to under $100k - extensive reconciliation of legacy systems accounting data

Work with contracts team and third party carriers to ensure pricing and agreements were accurate and legitimate

Over Under Analysis of Accruals on monthly basis

Assist in month end account reconciliations

Verify pickup/delivery dates and volumes from driver paperwork, generate and distribute customer invoices

Manage customer aging, follow up on past due invoices, make corrections as needed – customer relationship management

McCoy College of Business, San Marcos, TX May 2015-August 2015

Portfolio Manager

An endowment fund form the McCoy family that is actively managed by students original value $300k now valued at approximately $1m.

Portfolio manager of Healthcare Sector and Industrials & Materials sector.

Work with Factset and Bloomberg terminals to do research and value equities in my sectors using fundamental and technical analysis

Sector positions increased in value of approximately 30% while under management

Jackson Hewitt Tax Preparing Services, San Marcos, TX January 2015-April 2015

Tax Preparer

Prepare individual tax returns for customers

Cold call and prospect customers throughout Bexar county

Provide minor assistance with book keeping related tasks

University of Houston Composites Engineering and Applications Center, Houston, TX June 2011-August 2015


Research center for the University of Houston that tested Wind Turbine blades and deep sea pipe use on offshore oil rigs.

Involved with the management of 132,000 square foot storage facility.

Order materials and supplies for various departments

Maintain accounts receivables/payables for college

Build and test wind turbines and composite blades

Prepare fiberglass pipe samples for upstream environmental conditions testing


University of Texas at Tyler August 2017-August 2019

Master of Business Administration Expected Graduation: August 2019

Texas State University, San Marcos August 2011-August 2015

Bachelor of Business Administration - Finance

Bachelor of Business Administration - Accounting

Memberships and Honors

Dean’s List Spring 2013 Association of Student Government Scholarship Recipient Academic Years 2014 & 2015

National Honor Society Member – MBA Academic Years 2018-2019

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