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Sr Financial Analyst

Salinas, California, United States
January 30, 2018

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Brad Wright

**** ****** ***

Salinas, CA *****


OBJECTIVE: To obtain a position with a well-established and profitable company where my 30 years of financial analysis,

financial systems development and accounting experience may be utilized to maintain and increase corporate

profitability and productivity goals.


Financial Analyst, Dole Berry Company, Watsonville, CA (2016 – Present).

Development, consolidation and analysis of annual and monthly forecasts for the East Coast, West Coast and International Strawberry, Blueberry, Blackberry and Raspberry product lines

Data consolidation and distribution to Senior Management of Daily Sales Flash Report, pricing and revenue versus current forecast and annual operating budget for all product lines

Weekly data gathering, consolidation, analysis and distribution of internal and external harvest operations costs including key metrics and comparison to forecasts

Accounting responsibilities that included, journal entries, harvest and growing cost analysis, Support Services variance analysis and grower reconciliations

Financial Liaison for Cooler operations providing Weekly and Monthly financials with variance analysis and development of monthly and annual budgets for all Coolers, Packing Materials, QA and Food Safety teams.

Development of Accounting Standard Operating Procedures

Responsible for all Capital Expenditure review and submission including ROI Analyses

Manager of Finance, Household Intl/HSBC/Capital One, Salinas CA and Las Vegas NV (1989-1997 and 2003-2015).

Finance liaison to Customer Service (Phones) providing monthly accrual and reclass journal entries, financial results and key metrics. Prepared monthly reforecast submissions for the 13,000 associate domestic and offshore staff.

Previously supported all functional teams (Finance, Executive Admin, Fraud, Credit, Operations and Marketing departments) providing month end results and analysis and quarterly and annual forecasts of operating expenses and key metrics.

Developed in-house product profitability model

Automated and streamlined internal database calculations to assist with forecasting expenses

Presented Forecasts and month end Operating Expense results to Senior Management

Finance Lead to Corporate on Credit Card Functional Expenses

Assistant Director, Financial Systems, CitiFinancial, Baltimore, MD (2000 – 2003).

Served as both Accounting Manager supervising 13 accountants and Financial Systems lead in Oracle Hyperion Essbase database development and General Ledger conversion. Lead role in consolidating and presenting monthly total operating expense results and explaining variances to forecast.

Developed all Financial Reports using Hyperion Reports Manager.

Beta Tester for new (2001) Hyperion Allocations Manager software.

Assistant Controller, Partners First Holdings, Baltimore, MD (1997 – 2000).

Built the Solomon General Ledger and Best Fixed Asset system for this start up credit card company.

Managed both the Accounts Payable and Payroll functions.

Reviewed journal entries, approved vendor payments and prepared and reviewed account reconciliations.

Developed over 15 Accounting Policies and Procedures.

Managed the Travel and Entertainment reimbursement process.

Liaison for external audits.


B.S., Accounting, California State University Hayward. June 1988.

A.A., Accounting, Diablo Valley College, Pleasant Hill, CA. June 1982.

50% Completion of Microsoft Certified Systems Engineer Certification

Oracle (Hyperion Essbase) Developer and Calculation Scripts Certifications. June 2001.

Peoplesoft General Ledger, Cost Allocations and Trainer Certifications. March 2002.


Converted Cost Allocation methodologies and programming from McCormick & Dodge to Peoplesoft Accounting Software (Rewrite of over 500,000 lines of code).

Developed automated Hyperion Essbase Data Cube to calculate branch level profitability used to determine branch manager incentive bonuses.


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