Manager Financial Analyst

Education

University of Texas at Arlington

Bachelor of Business Administration, Finance - 1997

4.0 GPA

Professional Experience

Farmers Insurance Sales Agent February 2017 – Present

●Insurance agent selling Commercial, Auto, Home and Life insurance for Farmers Insurance.

Self Employed Stock Investing and General Contracting March 2013 – February 2017

●Left JP Morgan during a layoff period on good terms to general contract and divest a real estate project. Currently stock market investor with self-funding.

JP MORGAN CHASE / TSS Technology Finance September 2005-March 2013

SR. FINANCIAL ANALYST

●Employee 7 yrs 7 mos. Initially a COMSYS consultant working for JPMORGAN 1 yr prior to being made an employee.

●Annual expense planning and quarterly / monthly forecasting for several IT Business Units with 600+ employees / contractors. Software tools included Hyperion Essbase / Project Accounting / Oracle Financial / heavy Excel tools (pivot tables and vlookups) and Powerpoint.

●Monthly closing and variance analysis reporting for the several IT Business Units.

●Planning, forecasting and reporting included salaries, benefits, hardware, software, depreciation and headcount expense accounts. Capable of researching large data sets in great detail.

●Monthly closing included contract labor and software depreciation accrual entries, tracking and reconciliation of expense and balance sheet utilizing a SAP general ledger.

●Previous annual expense planning and quarterly / monthly forecasting for IT Demand Manager’s server / product expense.

●Previous monthly closing and variance analysis for IT Demand Manager's server / product expense. Analysis included billing resolution and cost reduction efforts. Reporting included utilizing in house databases (TITAN and EMMIS), heavy Excel and some Access.

●Previously supported server / product inventory validation and resolution efforts for IT Demand Manager in house database (DCS IMS).

COMSYS Technology Consulting March 2001 - September 2005

SENIOR FINANCIAL / PROJECT ANALYST

●Analyzed and presented to managers monthly expense and budget full variance analysis for 5 IT Cost Centers consisting of 300+ personnel and contractors.

●Analyzed and presented to manager's capital and expense project financials for 5 IT Cost Centers on a biweekly basis. Responsible for 40 capital and expense project financials.

●Coordinated and trained consultants on month end capital / expense financial reporting to Accounting for an MBNA IT division using Oracle reporting, Access, and heavy Excel spreadsheet analysis.

●Coordinated and trained consultants and personnel on a mainframe database time entry and expense system.

Qualification Summary

SKILLS

HEAVY EXCEL (Pivot Tables / Vlookups), ACCESS, POWERPOINT, HYPERION ESSBASE, SAP GL, PROJECT ACCOUNTING REPORTING, ORACLE FINANCIAL ANALYSIS, LOTUS NOTES, EMAIL, SEVERAL IN HOUSE DATABASES: TITAN Billing, TCO WSS Inventory Database, STARPRO ATTACHMATE MAINFRAME TIME / EXPENSE DATABASE, CIS/BANNER BILLING, AUTOCAD, & GIS UTILITY (IBM Version),

LICENSING: PROPERTY AND CASUALTY, LIFE ACCIDENT AND HEALTH STATE DEPT OF INSURANCE

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