Quality Assurance Manager
Resume:
William Heinlin, MBA
****-* ******** ****** ( Dublin, CA 94568 925-***-**** (
**************@*****.***
Senior Financial Analyst
** *****' experience building tools and forecasting models that drive
profitability & organizational decision-making
> Ambitious finance professional with proven success-record of
delivering top performance.
> Deep understanding of financial planning, accounting, and analytics.
Cultivates and maintains business partnerships across diverse groups
to support the enhancement of company accountability through value
added analysis and reporting.
> Superior skill in translating complex and abstract ideas into sound,
easily understood financial assumptions.
> Skilled in managing projects, streamlining key processes, and working
collaboratively to contribute to organizational vision.
> Innate talent for leveraging technology and automation to eliminate
inefficiencies and optimize use of available information.
Key Highlights
V Managed a $200MM revenue budget for the Community Engagement
department of Chevron.
V Instrumental in improving the budgeting process leveraging Six Sigma
tools and processes.
V Identified inefficiencies and implemented stringent internal control
measures to maximize resources.
V Keen ability to see the enterprise from telescopic and microscopic
perspectives and understand global impact.
Areas of Expertise
. Process Improvement . Forecasting / Budgeting . Polished
Communicator
. Financial Modeling . Internal Controls . Business Partnering
. Analysis / Problem Solving . Financial Reporting . GAAP / Compliance
Professional Experience
Bank of America - Concord, CA
BUSINESS SUPPORT MANAGER - Quality Assurance (2008-Present)
o Design, develop and implement quality assurance programs in support of
business objectives.
o Audit client risk analyses to ensure work is performed in adherence to
bank policies and procedures.
o Assure credit agreement terms and financial covenants are closely
monitored for compliance.
o Expeditiously analyze client financial statements and ensure accurate
recording of data according to GAAP and bank guidelines.
o Generate and disseminate monthly quality reports with business lines;
review findings and explain areas for improvement; publish results to
senior management.
Robert Half International- Pleasanton, CA
SENIOR FINANCIAL ANALYST - Assigned to Chevron and SuperGen (2008-2009)
o Oversaw a $200 million revenue budget for the Community Engagement
department.
o Significantly improved the budgeting process using Six Sigma tools and
processes.
o Created and generated custom financial reports for media publications.
o Performed monthly variance and budget analysis and prepared associated
reports for senior management.
BenefitStreet - San Ramon, CA
SENIOR FINANCIAL ANALYST (2007)
o Led the formulation of the annual budget and forecasting process.
o Executed monthly variance analysis; collaborated with business
partners to monitor financial status, ensured timely reporting, and
maintained compliance with internal controls.
o Instrumental role assisting audits, financings, investor relations,
stock transfers, and maintenance of the capitalization table.
o Performed ad hoc analyses to help deliver financial results and
improve operational efficiency.
Professional Experience (Continued)
Bank of America - Concord, CA
ASSISTANT VICE PRESIDENT - Risk Control (2004-2007)
o Directed the integration of portfolios for international customers;
required analysis of foreign company GAAP financial statements.
o Designed and instituted a risk-based quality assurance program to
ensure data integrity; trained and implemented entire team on new
program.
o Meticulously analyzed client financial statements to determine
performance trends and forecast future revenues.
o Promoted from Analyst role after 8 months; received 2006 Award of
Excellence and two Leadership Awards
Strategic Office Solutions - San Francisco, CA
ACCOUNTING MANAGER (2001-2004)
o Oversaw accounts payable administration; invoice processing, vendor
selection, A/P accruals and check runs.
o Led accounts receivable department; invoice creation, collections, and
bank deposits.
o Performed financial modeling and financial statement analysis.
o Reconciled all checking, payroll, vendor, and general ledger accounts.
o Responsible for monthly and yearly operating budgets.
o Key participant in the budget planning and forecasting process.
Education
University of San Francisco, San Francisco, CA
MBA, Finance
Rutgers university, New Brunswick, NJ
BA, Economics
Technology
o Microsoft Office Suite: Word, Excel, PowerPoint and Access
o Moody's Financial Analyst
o Hyperion Strategic Finance
o NetSuite
o QuickBokks
o MAS 90
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