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Financial Analyst Microsoft Office

Rancho Santa Margarita, California, United States
$70 - $80K
May 22, 2018

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Rancho Santa Margarita, CA 92688


Manage revenue and budgets with precision and accuracy

Proactive Finance Professional with extensive budgeting and accounting experience most recently in the healthcare industry. Demonstrated history of driving a positive financial impact on the organization through analytics and cost saving strategies. Known for focusing on results while communicating direction and conveying complex information in a clear and concise manner.

Core Competencies

Technical Expertise

Forecasting / Analytics

Anaplan (Budget Tool)

Budget Oversight

Oracle Enterprise +Performance Systems

Strategic Planning

Oracle Hyperion Essbase

Communication and Collaboration

Oracle Business Intelligence


Microsoft Dynamics (AX/Great Plains)

Healthcare Reimbursement

Microsoft Office / Outlook


DAVITA, INC., Irvine, CA 2009 – 2018

Financial Analyst – Revenue Operations

Assisted with the preparation and management of the annual G&A budget totaling $20M as part of revenue operations.

Maximized productivity by developing and executing efficient spend strategies.

Performed budget / actual variance analysis and presented key takeaways to executive management on a monthly basis.

Prepared monthly forecasting expense adjustments across multiple cost centers which ensured forecast accuracy.

Utilized statistical average calculations to drive effective forecasting decisions.

Facilitated month end close processes, invoicing, journal entries, expense reclassifications and account reconciliations.

Identified operational process inefficiencies and recommended necessary improvements.

Created monthly metrics and presentations for executive management review.

Interacted monthly with budget owners to review both accounting principles and budget cycle.

PACIFIC AIR TECHNOLOGY, INC., Mission Viejo, CA 2001 – 2008

Staff Accountant

Maintained oversight of entire accounts payable / receivable operation.

Prepared multiple monthly bank account reconciliations.

Executed month-end adjusting and closing entries.

Utilized cost benefit analysis to recognize both expense and inventory savings.

Adjudicated monthly financial statements to upper management.

Calculated financial statement analysis equations to identify monthly company performance.

Managed company payroll and prepared sales commissions for in house sales staff.


BS Accounting - University of Phoenix, Main Campus, Costa Mesa, CA


Essentials of Project Management – Villanova University

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