Manager Financial Analyst

Bruce Inman

951-***-****

**********@*****.***

Summary:

Professional, influential, motivated, highly analytical self-starter with excellent leadership and communication skills. Experienced in complex analysis, managing audits, presenting business cases to senior management, and full financial controllership. Proficient in most financial systems including SAP, Oracle-Hyperion, MAS 500, QuickBooks as well as all MS based software, particularly Excel, including advanced modeling, formulas, pivot tables and charts.

Career History:

Corporate Controller- DCG Fulfillment - Ontario, CA.

Mar 2017 - Present

Oversee the operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives and document a system of accounting policies and procedures for 3rd party logistics company.

Manage AR, AP, Purchasing and reconciling Payroll.

Leading ERP conversion and implementation, including soliciting quotes, arranging demos and establishing requirements.

Develop and maintain the chart of accounts, accounting filing system and a system of controls over accounting transactions.

Perform month end closes, bank reconciliation, fixed asset management and balance sheet reconciliation.

Issue timely and complete financial statements, month and year end closes.

Coordinate the preparation of the corporate annual report.

Recommend benchmarks and subsequent reports against which to measure the performance of company operations working with CEO and COO.

Calculate and issue financial and operating metrics including creating an accounting dashboard

Manage annual budget and forecasts.

Calculate variances from the budget and report significant issues to management.

Developed a system of management cost reports.

Provide financial analyses as needed, in particular for capital investments, pricing decisions, and contract negotiations.

Coordinate the provision of information to external auditors for the annual audit

Monitor debt levels and compliance with debt covenants.

Primary point of contact with external accountants for all special projects and income tax return preparation.

Comply with local, state, and federal government reporting requirements and tax filings working in concert with external accountants.

Regional Site Controller FP&A- Performance Team Freight Systems - Redlands, CA.

Nov 2014 – Mar 2017

Regional financial controller for Redlands distribution centers with $40M in annual revenues

Responsible for approximately 2.5M sq. ft. of facilities with varying customer base for 3rd Party Logistics operations specializing in products ranging from housewares, apparel and footwear.

Partner with Operations to better understand complex variables (KPIs) for each customer in order to accurately determine forecasts, budgets, productivity and pricing.

Responsible for creating and maintaining weekly forecasts, customer P&Ls and annual budgets.

Reconcile weekly forecasting to internal accounts and allocate revenue, direct costs and overheads to the customer level to determine gross margin and EBITDA by account.

Create and analyze monthly, quarterly, and annual reports ensuring financial information has been recorded accurately.

Assess trends and developments within the Operation and various profit centers and present the findings to senior management.

Perform monthly financial closes and reconciliation to the General Ledger, initiating accruals, re-classes, deferrals, reversals with the accounting department.

Maintain GL, AR and AP, tracking invoicing and expenses and ensuring account managers are working with customers to maintain DSO goals to reduce ineligible AR.

Manage payroll for FTEs and monitor and maintain temp labor statistics.

Provide analysis on inventory cycle counts, turnover rates and identifying potential bottlenecks for operations. Developing and supporting continuous improvement projects in various areas of operations.

Perform ROI, CapEx and productivity analysis to present areas of continuous improvement to present cost savings and revenue opportunities to executive management.

Sr. Financial Analyst- Consultant, GE Power, Inland Empire Energy Center - Menifee, CA.

Feb 2014-July 2014

Responsible for financial controllership of Inland Empire Energy Center for over $2B in assets.

Responsible for monthly, quarterly and annual financial closing cycles, including recurring and adjusting journal entries and inter-company financial consolidations and bank reconciliation to corporate GL.

Process invoices, check runs and wire payments.

Maintain economic model for financial forecast, variance reporting, EBITDA, operational profits and earnings.

Maintain GL, Balance Sheet, Income Statement, and Statement of Cash Flow.

Provide financial input for Risk Management Review, including market variables, earnings and operating profits.

Analyze Day Ahead energy trade information from CA-ISO and resulting market financial calculations for short and long term generation commitments/forecasts.

Manage CAISO settlements and payments.

Provide adhoc reporting and analysis as requested.

Sr. Cost Controller/FP&A (Contract), Southern California Edison - Redlands, CA.

Aug 2006-Mar 2013

Managed cost accounting, financial reporting, forecasts and annual budgets for the Bark Beetle Project, with total costs of $250 million from 2004 to 2012.

Compiled and analyzed financial data, including plan to actual variances for current and prior reporting periods, rolling forecasts, plan re-forecasts, and plan to actual exceptions report. Collaborated with and advised management to monitor and improve over-all operational and financial performance.

Managed monthly and annual accounting closing cycles.

Reviewed GL account activity and investigated anomalies and prepared correcting journal entries.

Managed purchase orders, purchase order requests and RFQs.

Managed all costs associated with the project including; processing and tracking of all subcontractor invoices and payments, labor costs, fixed assets and capital, and other internal costs.

Prepared capital cost expenditure and budgeting analysis, comparing raw material estimates and fixtures to actual final spend.

Managed all supporting documentation for CPUC and internal audits.

Developed, streamlined and maintained all financial and operational reporting, prepared ad hoc presentations, reports and analyses for management, Public Utilities Commission and various other governmental agencies and officials.

Supported Project to keep in compliance with laws, rules, regulations, and best practices, with a focus on environmental compliance regulations, in a cost effective and efficient manner.

Reviewed and managed audit responses for relevance and completeness and resolved response conflicts and concerns. Responsible for the analysis of audit data responses and working with responders to develop appropriate and responsive information for audits including data requests and management plans for audit findings.

Collaborated with Regulatory Policy and Affairs for input regarding historical costs to support the CEMA rate case filing and testimony, ensuring the resulting information meets the CPUC’s standards for completeness and accuracy and that all costs are recoverable. Successfully managed 5 audits with the CPUC totaling over $250 million, with all costs allowed to be recovered.

Assisted in implementation of SAP ERP conversion project to develop cost and work breakdown structures and establish Financial Cost Centers.

Accounting Manager/Sr. Financial Analyst, Campbell Construction - Colton, CA.

Feb 2005-Apr 2006

Accounting Manager

Assisted CFO on various financial projects including Due Diligence process for sale of the company to Boise Cascade in August 2006.

Managed Accounts Payable, Accounts Receivable, Contract Administration and Payroll departments for concrete division.

Managed accounting staff of 12 employees, including coaching, mentoring, creating development plan and monitoring goal achievement.

Managed purchase orders, purchase order requests and RFPs.

Managed monthly and annual accounting closing cycles, billing and receivable cycles, including all billing, payments and contract commitments.

Performed final review of all contract invoices for accuracy and adherence to company procedures.

Resolved contract and payment issues, including preliminary liens/releases with both customers and subcontractors.

Performed revenue recognition and audit support. Reviewed project job costing estimates used for Percent to Complete revenue adjustments.

Provided weekly, monthly and annual performance reports to senior management.

Assisted in managing inventory costing and material burden calculations.

Sr. Financial Analyst

Responsible for consolidation and analysis of the financials for 9 separate companies operating under the Campbell name.

Managed financial reports including individual and combining company P&L and balance sheets and budget variance analyses.

Compared financial statements for all companies to trial balances and GL accounts to ensure accuracy.

Reconciled depreciation, long term debt and asset schedules to balance sheet.

Program-Project Manager/Finance Manager, Qualxserv - San Diego, CA.

Aug 1996 – Dec 2004

Sr. Financial Manager

Managed financials for U.S. field operations in the western region with revenues exceeding $120 million annually.

Developed, maintained and analyzed reporting to forecast call volumes for revenue and expense forecasts, labor planning and analysis, and utilization and productivity reporting and various other customer specific reports.

Planned, designed, developed and provided service delivery for short- and long-term solutions to business process and information technology needs through new and existing processes and system applications.

Developed and maintained relationships with key client stakeholders and information technology product and service providers to determine business and functional needs, influence partners, and execute programs/projects.

Compiled and analyzed P&L statements and other reports for current and projected company financial position for quarterly and annual business reviews and assisted in compilation and review of over-all corporate financial plan.

Assisted in preparation of monthly, quarterly and annual accounting closing cycles, managed GL reconciliations and review presentations for CFO/CEO and VP of Finance.

Finance Program Manager

Worked independently onsite at customer’s headquarters for Qualxserv’s largest client, Hughes Network Systems.

Developed, initiated and implemented company-wide policies and procedures for field technicians and field management to ensure a strong control environment, compliance, profitability, contractual obligations and ongoing improvement of customer/vendor relationship, while maintaining cost effectiveness.

Directed billing department of 5 employees.

Developed and implemented ERP enhancements during ERP conversion from SAP to proprietary system, to address ongoing AR issues. Worked with cross-functional departments including AR, Field Operations and IT as well as HNS’ senior management to identify issues, developed resolutions and reduced outstanding AR disputes from an average of 35% to 5% or less resulting in recovery of over $25M in annual revenue losses.

Senior Project Manager

Project manager for Navy/Marine Corp Intranet deployment project at various Navy and Marine Corps bases.

Interviewed, hired, trained and managed up to 150 technicians to deploy desktops.

Established and managed shift/team leads.

Managed project process including milestones, scheduling, benchmarks and commitments, resource planning and allocation and in-depth reporting for the DOD.

Transitioned Project Managers into bases and continued on to other bases to start up operations.

Education:

Bachelor of Arts - Business Administration, with emphasis in Finance and Economics

Eastern Washington University - Cheney, WA

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