Financial analyst

Paul Flores III

562-***-**** *********@***.*** https://www.linkedin.com/in/paul-flores-4243608

Treasury Management & Financial Data Analyst

Financial & data analyst with 20+ year track record adding efficiency and productivity in data driven environments. Strategic and tactical problem solver using analytics to drive operational efficiencies to ultimately create logical, sustainable and cost effective business decisions.

Professional Experience

Volt Information Sciences – Orange, CA 2017 – Jan 2019

Commissions Supervisor

Accounting and Compensation support duties, reporting and investigative analysis of queried anomalies

Responsibilities include monthly and quarterly incentive both staff and mgmt. calculations and payouts

Accruals, special projects, modeling, interpretation and analysis of both new and existing plans

Property management – Long Beach, CA 2015 - 2017

Owner-Operator

Major interior and exterior redesign and remodeling including framing, electrical, plumbing, drywall along with exterior landscaping. Managed subcontractors on projects including paint, masonry, glass & doors. Collected/deposited rents, paid real estate related expenses.

California State University – Long Beach, CA 2004 - 2015

Financial Analyst

Interviewed, analyzed and authored multiple constituencies data and reporting requirements logically organized for heavy business process and data conversions that resulting in systematic improvements, originated new financial and budget decision models both strategic and tactical resulting in reduced risk and greater transparency by targeting key performance indicators (KPI’s).

Treasury and investments-Accounting responsibilities, cash and other accounting entries, G/L & balance sheet monitoring and reporting, designed periodic investment cash. Campus and department budget & financial reports leading to campus (ADB)Average Daily Balance investment efficiency from 47 to 99%, new university investment policy and new investment committee resulting in a significantly improved ROI and lower risk

Data Analyst - PeopleSoft/Oracle data conversion for Foundation to campus business units. SQL data queries and Excel pivot tables for data mapping and conversion, variety of activities to improve internal controls, oversight and accountability of 2300 balance sheet funds, 300+ endowments, 700+ research grants, chart of accounts, forms development and various other data points.

Operations analyst - Implemented systematic improvements to parking operations significantly reducing downtime with 150K in annualized salary savings, researched and implemented systematic improvements for best methods in handling cash, credit cards and physical inventories. Cell tower contracts analysis and 25 year reconciliation leading to new policy, process and procedures.

Lake County – Lakeport, Ca 1998 – 2002

Chief Deputy Treasurer – Tax Collector (2000 – 2002)

Supervised, managed and trained team of 17 staff, responsible for the accounting within court collections, secured & unsecured rolls, treasury and with overall responsibility for County wide property tax system. Dept and staff budgets. 64,000 secured bills.

Implemented new accounting processes/procedures to reconcile cash receipts and deposits saving time and labor vs old methods

Designed and prototyped county wide parcel merge, split property tax modules with associated cash recons vs old manual methods

I.T Analyst, (1998 – 2000)

I.T. design, installation, maintenance, user security of wired and wireless networks including routers, fiber, cat 5, ISDN

Built, configured and network installed over 300 plus servers, pc’s and laptops throughout all county departments

Install and configure printer and software, trained users, budget and procured funding for additional projects

Cal Fed Bank – Long Beach, CA 1995 – 1997

Personal Banking Representative

Financial representative responsible for banking related activities including financial planning, securities sales and mortgage leads

Skills and Knowledge

Finance, Logistics and Operations using Oracle queries, Pivot tables, Excel Vlookup and other tools, Graphs, Charts, MS Access

Strategic and tactical risk vs return analysis and assessment

Financial system, form and process reengineering, Root cause troubleshooting, analysis and resolution

Agile and Waterfall Project Management

Education

California State University, Long Beach – Bachelor(s) of Science- Finance and Information Systems – 1995

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