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Financial Analyst Project

San Rafael, California, United States
April 10, 2018

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Progressive experience and deep involvement in system conversions. Strong advancing technical skillset with experience in the data life cycle (in the assembly, cleaning, integrating, translating and communicating to all people who contribute to it) and foundational roots in finance and accounting. Skilled at system implementation, project reporting, business requirements specifications and working with cross functional teams.


ERP Systems: SAP, Oracle, JD Edwards.

oSAP Modules: FI, CO, AA, SD, MM, PP, QM, PM, PS.

oOracle E-Business Suite: JD Edwards EnterpriseOne, PeopleSoft, Hyperion.

Database: ER Diagrams, Relational Schema, SQL Queries (Jupyter, ERDPlus).

Advanced Excel: Power query, pivot tables, nested formulas, charting, macros, financial functions, VLOOKUP, index/matching, SUMIFS.

Analytics Software: Tableau, BusinessObjects, Essbase, SAS.

Date lifecycle: discovery, assembly, cleaning, integrating, translating, visualization.

Dashboards: Excel, Tableau.

Project Management: Visio, Microsoft Project.

Document Management: Google Drive, Livelink, SharePoint, ServiceNow.

Microsoft Office Suite: Word, Outlook, PowerPoint, Excel, Access.


Treasury Wine Estates Mar 2017 – Aug 2017

Supply Analyst

Accomplishment – Database development, process documentation and compliance review. Reduced multiple supply chain reporting turn-around time from each 6 hours to each 1 hour.

Streamlining reporting process.

Process documentation.

Responsible for US wine bulk manufacturing planning reporting.

Types of reporting: Demand control production, Wine Inventory, Bill of Materials.

Contributor to building centralized relational database.

Bio-Rad, Global IT Nov 2012 – April 2016

Senior Business Analyst

Accomplishment – Implemented new analytics application (from business case/design, implementation plan, project lead, testing and go live) New analytics application (Tableau) data mined/consolidated global technology costs that helped drive IT reductions of $2 million or 10% annually.

Documented business case project specifications.

Documented new analytics business process having complex data structures (structured/unstructured).

Project Lead to implement Tableau data visualization.

Clear concise analytics provided improved cost visibility that led to reductions.

Responsible for the entire technology cost data lifecycle (cleanse, align, analyze, and synthesize data).

Database requirements - to correlate contractual information, ERP purchase order cost data, enterprise architectural strategic goals and budget.

1000+ legal contracts with non-standard qualitative characteristics.

Developed reports that analyzed the relationships between contracts and technology supplier services.

Developed appropriate query to capture all incidents by supplier or product.

Determined effective analysis focus for optimal cost insights and optimal ROI.

Financial Analyst

Produced accurate financial reporting during ERP data migration.

Drove budget completion and accuracy between corporate finance and 15 technology managers.

Reduced turn-around time from 3 weeks to 2 weeks in budget vs actual reporting, forecasting, and monthly accruals.

NPV/ROI analysis projected key technology department metrics resulting in improved profitability.

City of Santa Rosa Jan. 2012 – Oct. 2012

Data Migration Fixed Assets Project Lead, Reporting Analyst

Accomplishment – Contributor in a system conversion. Responsible to extract large data sets amounting to $1 billion in fixed assets and $100 million in CIP, then analyze, transform and reconfigure to integrate with new system.

Analyzed data based on asset definitions and complicated purchasing structures.

Prepared audit papers and entity/component financial statements for the CAFR Annual Report.

Scholastics/Bill & Melinda Gates Foundation Oct. 2010 – Apr. 2011

Financial Analyst, Acquisition Reporting Project (JDE/Essbase)

Accomplishment – During acquisition provided financial reporting and controls oversite. Accurately transitioned data from quick-books to JDE/Essbase.

Re-engineered reporting processes. Developed Provided financial reporting oversight and forensic accounting during acquisition. Developed reports (Essbase) and re-engineered reporting processes.

On behalf of Math Solutions, compiled regulatory grant financial reports submitted to the Bill and Melinda Gates Foundation.

County of Marin Apr. 2007 – Sept. 2010 Forensic Accountant, Financial Reporting

Accomplishment – Contributor to accurately implementing SAP ERP (8 modules) and resolving $250 million system generated transactional errors.

Analyzed large data extracts and provided forensic accounting for 700 entities and 300 ledger accounts.

Developed cash ($800 million) management reports.

Developed federal revenue and spending reporting processes for federal stimulus allocation ($14 million).

Union Bank of California July 2006 – Mar. 2007

SEC Analyst, Regulatory Reporting Project

Accomplishment – Reduced reporting turn-around time from 10 days to 5 days.

Recommended enhancements to the bank financial forecasting model based on analysis.

Provided support with the preparation of the bank-wide 10Q and 10K.

Reviewed SEC reporting documentation, analyzed financial data, and prepared financial tables.


Babcock & Brown, Controller, Acquisition Project, business process development - SAP

Chela Financial, Accounting Manager, divestiture transition - Proprietary

Bank of Marin, Accounting Manager, manage accounting business processes, ensure regulatory compliance

Constellation Brands, Compliance Analyst, Sarbanes Oxley Audit, process documentation – JD Edwards

Levi Strauss Company, Internal Auditor, Sarbanes Oxley Audit, process documentation - SAP

Barclays Global, Accounting Supervisor, ERP System Conversion Project, data migration - Oracle

Wells Fargo Bank, Interim Financial Officer, manage month-end reporting – SAP and Oracle

Wind River Systems, Senior International Financial Analyst, manage month-end reporting - Oracle

PE Bio Systems, Senior Planning Analyst, Manufacturing, regulatory reporting – SAP

Vodafone, Pricing Analyst, National Accounts, develop pricing model – Oracle


Saint Mary’s College - MBA, Global Business

Saint Mary’s College - BA, Multidisciplinary

Current IT Training – Duke University – Big Data Analytics - SQL

Lived/worked 3 years abroad in Geneva, Switzerland

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