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Senior Financial Analyst

Location:
Loma Linda, CA
Posted:
May 29, 2019

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Resume:

Ronald Allen Adkins ac9hrk@r.postjobfree.com

***** ******* *****, # **** **** Linda, CA 92354 562-***-****

EDUCATION:

University of Detroit - Bachelor of Arts, Business Administration Accounting

University of West Los Angeles, School of Law Contract Law

Professional Summary:

Have over 20 years of accounting and financial analysis experience. Worked for several Multi-Billion dollar

corporations. Have a diverse work history in both accounting and financial areas of entities. Experience in

presentations of financials to CFO, management and other related parties. Worked on numerous

special projects for CFO’s. Worked with and through collaboration with Directors, Managers, Finance

leadership and other stakeholders. Worked in a managerial capacity for several years.

Areas of Expertise:

Budgeting, forecasting, variance and trend analysis; revenue analysis, preparation of financial reports,

ad hoc reports. Extensive G/L analysis, reconciliations and research experience; A/R analysis, bad debt

review and making recommendation of litigation. Coordinated and participated with other Department

heads in monthly, quarterly revenue / profit meetings and financial impact.

TECHNICAL SKILLS:

Navision, JD Edwards, CTI System (Property Mgt.), Yardi 3.1, PeopleSoft, Great Plains, SAP,

Ariba, PTA, Microsoft Excel, Word, Power Point, Access, Hyperion, CARS, and Lotus Notes

Adkins & Associates LLC – Rancho Cucamonga, CA (September 2017 – January 2019)

Managing Partner /Financial Analyst – Real Estate Investment Firm

Oversaw the day to day financial operations of the business; monthly financials, budgets, & tax returns.

Monitored and tracked budget to ensure financial objectives were achieved.

Created and secured Capital Funding for acquisitions of Real Estate in the amount of $ 20 million.

Managed, instructed and supervised work of staff in Business Development & Marketing Campaign.

Conducted & coordinated meetings with agents, brokers, attorneys, escrow officers, title companies

and stakeholders for strategic planning.

Communicated with Real Estate buyers, sellers and investors to expedite transaction closings.

Johnson & Johnson – Irvine, CA (March 2017 – June 2017)

Senior Financial Analyst (Contractor) – Medical Devices (CSS)

Reporting and consolidation for R & D, Actual and Forecast. Reviewing financial performance. Utilized

expert level Excel skills including V- lookups, Power Pivot, & formulas, etc.

Reviewed Business Plan for various Companies within Johnson & Johnson.

Worked on Quarterly Profit Review for various Companies within Johnson & Johnson.

Tracked and reviewed Spending by Departments on Product Development, Clinical, Regulatory.

Worked on Purchase Order maintenance, clean up, managing the accrual process. Headcount reporting.

Working with Business Partners to ensure timely close of Capital Requests.

Kaiser Permanente - Fontana, CA (October 2015 –Sept 2016)

Senior Financial Analyst – National Facilities Service Capital Projects / Construction Budget of $ 500M

Prepared financial reports, conducted comprehensive analysis with written summaries to management.

Initiated investigation of budget variances, cost trends, and utilization patterns and performed analysis.

Worked autonomously & collaboratively with project managers identifying operational impact of analysis.

Prepared Cash Flow reports and monitored, reviewed, modified projected project spend.

Reviewed cost models prepared by project managers & conducted comparative analysis to Capital Plan.

Reviewed and processed billing worksheets provided by projects engineers to ensure accuracy.

Reviewed vendor contracts for the various Capital Projects to verify projected cost and change orders.

Developed spreadsheets and database analysis for presentation and analysis of financial reports.

Monitored compliance with policies and procedures related to financial management and budget system.

Reviewed and prepared various documents to facilitate the capitalization of assets (Capital projects)

CONSULTING POSITIONS WITH ROBERT HALF (December 2012 – 2015)

GOLDEN VALLEY HEALTH CENTERS - Merced, CA

Non-Profit Healthcare Organization with an operating budget of approximately $ 65M

Financial Analyst

Prepared monthly financial and statistical reports and analysis, general ledger maintenance.

Patient and grant revenue analysis; cost accounting data gathering and analysis; budget preparation

for grant application; pro-forma report preparation and analysis for special projects, Ad hoc reports.

Facilitated the flow of the grant review process, including approvals, declines, request for information

Approved payments and documentation for grants. Worked, prepared grant program metrics reports

Prepared monthly and bi-monthly payroll reports for providers’ compensation from PBMS system.

Prepared and submitted OSHPD annual governmental reports; prepared medical cost reports.

Initiated process improvement by creating desk top procedures for monthly activities, tasks & close.

Prepared and complied various reports and analysis for annual audit, i.e., federal, state, and local.

Completed special projects as assigned for CFO and CEO of Golden Valley Health Centers.

Finance Transformation initiative for compensation of physicians, policy & procedure updates.

Attended and participated in monthly departmental meetings and other periodic meetings and training.

CALPORTLAND - Building Material and Construction Company - Glendora, CA

Financial Analyst

Prepared monthly financial statements; prepared journal entries; analyzed and reconciled general

ledger; prepared daily cash management reports; prepared fixed asset reports.

Researched invoices to verify proper coding; A/R analysis; prepared accounts payable reports .

Participated in various departmental staff meetings which occurred on weekly, monthly and quarterly

basis.

CONSULTING POSITIONS WITH VOLT SERVICE GROUP: January 2002 – November 2012

JOHN DEERE - Public Agricultural Equipment and Machinery Company - Torrance, CA

Accountant (2010 – 2011)

Prepared and analyzed financial information and reports that provided summary information for

management used in making company financial decisions

Prepared various daily, monthly, quarterly and annual financial / cost reports, statements and exhibits

Examined accounting information contained in reports and exhibits, and reconciled unusual variances

Prepared trial balance; reconciliation of various general ledger accounts; journal entries for month-

end close for the balance sheet accounts; maintained detailed prepaid assets, accruals, accounts

receivable, bad debt analysis and fixed asset listings; reconciled bank statements

Performed various complex professional accounting assignments requiring knowledge of company

policy and GAAP; provided financial counsel to management, and guidance to peers and other departments

SOUTHERN CALIFORNIA EDISON - Irwindale, CA

Financial Analyst ERP Cost Controls (2008 – 2009)

Preparation of monthly financial reports which include capital and O&M budget; recorded

commitments for project; prepare Eighth Business Day Capital Report and O&M Variance Report

Downloaded project recorded cost data from FDW; sorted the data; validated that charges belong to

project; identified errors, and made appropriate transfer to correct them.

Assisted in the implementation of SAP software system. Provided feedback of testing of reporting

in Financial models. Verified mapping of accounts were accurate.

Analyzed and reviewed recorded cost, which includes labor, software, organizational readiness, legacy,

and provided assumption behind data; analyzed & developed year end and project end forecasts;

reviewed actual spend trend to extrapolate future spending; created and generated ad hoc reports

Set up chart of accounts to comply with regulatory requirements, as well as monitor and control spending

Use of MS Excel, FDW, CARS, MS Access and FRS to aid in data mining validation, analysis and reporting of ERP project costs. Developed made presentations to department and management, and other business units as well as project managers regarding various issues pertaining to ERP project



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