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Financial Analyst Customer Service

Yorba Linda, California, United States
May 09, 2019

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•Financial Analysis and Management

•Procurement and Spend Analytics

•Project/Staff/Cost Accounting

•Account Analysis

•Strategic Decision Making

•Budget Development and Administration

•Client Relations


•Business processing and report writing skills using the following ERP systems and windows programs:

•PeopleSoft, NVision, Oracle, SAP, Business Objects, Cognos, Access, Excel, PowerPoint and Outlook


Danone North America, City of Industry, CA

Inventory Analyst Jun 2018 – Aug 2018

•Analyzed and corrected production order variances in SAP on a daily basis which affects the performance of the plant. Prepared Material Loss Reports

•Cleared “COGI’s” (Error reports of material variances in SAP vs. actual cycle count of inventory on hand)

•Involved in implementation of Pre-built OBI analytics (Financial Analytics and Procurement and Spend Analytics)

Kawasaki Motors Corporation, Foothill Ranch, CA

Analytics Analyst Jun 2017 – Jun 2018

•Tracked and renewed or retired IT related equipment throughout the organization

•Worked with IT departments to ensure accurate expense, capital expenditure, prepaid expenses and other primary expense driven reporting

•Assisted project management in associating outside service expenses with projects

•Worked with department/project managers to track and monitor budgets

•Provided support to ensure compliance with vendor management, procurement (PO/SOW), and accounting processes

•Analyzed and manipulated multiple data streams in search of cost savings, efficiencies and spend analysis

•Assisted with JSOX compliance in the following areas: quarterly audits, approval monitoring for SCN’s & shift turnover logs, security violation reporting

•Reviewed monthly financial results and provide budget-variance & analysis

•Reviewed P & L statements and produced the monthly financials

•Worked cross functionally with Corporate Finance, Accounting and other support functions

•Participated in driving process improvement related to budget tracking, forecasting, reporting and analysis

•Provided Ad-hoc analysis as needed

Spectrum Hardware, Lake Forest, CA

Supply Analyst Sep 2014 – Jun 2017

•Produce inventory analyses

•Daily use of Microsoft Excel (Pivot Tables, VLOOKUPS, indexing, Macros, charts, etc.)

•Developed accurate spend analytics and used this data to drive souring opportunities

•Communicate with Customer Service for product availability

•Run the Container Analysis report

•Forecast Accuracy for Fill Rate and Lead Time (order to shipment)

Tax Solutions, Lake Forest, CA

Analyst Jan 2012 – Sep 2014

•Perform Tax Analysis and preparation to the general public with my own tax business

•Assist clients with a variety of complex tax related issues

Ingram Micro, Santa Ana, CA

Financial Analyst Aug 2011 - Jan 2012

•Able to recoup 1.1M to Ingram Micro from ACS by streamlining the inventory reconciliation process when converting from Oracle to SAP

•Created a spreadsheet which categorizes hardware, hardware maintenance, software, software maintenance as well as consulting for all of ACS, which is our main liaison for the procurement to all of our vendors such as Cisco, IBM, Hewlett Packard, etc. VLOOKUP’s from Oracle and manual entries from the hard copies of the Project Proposals were utilized to populate the master sheet.

•Pivot Tables were created in which could be run by purchase order. The pivot results were required to tie to what was in Oracle from FY 2004-2010. This was done as a way to clean up and close out Oracle and convert to SAP.

ZUK Financial Group, Claremont, CA

Investment Analyst Jul 2010 - Apr 2011

•Several procedures into place which helped streamline operations, thus saving the company significant overhead costs

•One example was working with IT as far as streamlining the production of investment portfolios

•Recording of all trade activity and reporting daily financial information

Tax Solutions, Lake Forest, CA

Consultant Jun 2007 - Jun 2010

Perform Tax Analysis and preparation to the general public with my own tax business

Assist clients with a variety of complex tax related issues

First American Title, Santa Ana, CA

•Created Metrics that clarified terms of what was fair and equitable for all with current allocations

•Performed financial analysis and evaluation by creation and preparation of business models using various methodologies to calculate metrics for allocations with the creation of ad-hoc reports and pivot tables using Access and Excel

•Assisted clients with a variety of complex cost variance questions

AT&T, Cerritos, CA

•Skillfully reduced open purchase orders from $3M to $200K by working directly with the clients and utilizing analysis within the system (NORAD in conjunction with Oracle), in concert with drilldowns and pivot tables


•Prepared two years of open books for auditing by reorganizing and resolving issues, which led to operations becoming more profitable

Argent Mortgage, Irvine, CA

Senior Analyst Apr 2004 - Apr 2007

Analyzed marketing expenses and eliminated overcharging expenses for trade shows, travel and vendors

Reevaluated expenditures assisting the marketing VP put together a more accurate and efficient quarterly budget

Produced financial statements and cash flow analysis using Business Objects as well as Excel (pivot tables, VLOOKUP’s and macros)

Worked closely with the Sales and Marketing teams in terms of setting sales targets and then comparing them to the actual performance and analyzing how to increase sales by implementing various strategies

Toshiba America, Irvine, CA

Staff Accountant Dec 2002 - Dec 2003

•Interacted with senior management team to clarify business objectives, streamline existing closing processes, and develop corporate restructuring scenarios

•Performed account analysis, G & A reconciliations, month-end closing entries, cash flow analysis and budgets

•Managed balance sheets and inter-company reconciliations, as well as producing financial statements for the US as well as Japan which involved converting US currency over to Japanese currency

BOEING, Huntington Beach, CA

Financial Analyst Jan 2001 - Nov 2002

•Member of a pricing committee; secured $2.5M on a launch based on analysis for various vendors

•Produced financial reports utilizing Oracle software and created journal entries including large import journals

•Managed billing and reconciliation of satellite launch contracts


Bachelor of Science - Accounting and Business Administration from Kensington University, Glendale, CA - June 1995

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