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Sales Financial Analyst

Location:
San Bruno, CA
Posted:
June 23, 2014

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Resume:

VIJAY V. SHANKAR

** ****** ** *** ** 916-***-****

Brooklyn, NY 11231 aceox3@r.postjobfree.com

OBJECTIVE:

Obtain a challenging position in corporate finance where I can apply my financial experience and education to

become a key business partner in the organization.

SUMMARY:

• Effective and creative thinker who enjoys a continuous learning environment.

• Exceptional time management, organizational and project management skills.

• Solid professional written and verbal communication skills.

• Strong skills in Excel, Essbase and PowerPoint for presenting financial forecast and performance.

• Experienced Finance professional excited to use Finance Management experience and MBA degree

toward new challenges in Corporate Finance.

EDUCATION:

San Francisco State University, MBA - Jan 2010

Emphasis: Finance

Thesis: Compare and Contrast of the Savings and Loan Crisis with the Credit Crisis

University of California, Davis, BA – June 2005

Major: Economics

Minors: Communication and Managerial Economics

RELEVANT EXPERIENCE:

Levi Strauss & Co., San Francisco, CA 08/13-04/14

Senior Financial Analyst – LSA Wholesale Finance Organization – Dockers Brand

• Lead efforts to develop the Annual Financial Plan for Dockers’ Mens.

• Responsible for monthly financial reporting and analysis (actual, accruals, and forecast) that depicts the

financial position and business strategies of the brand.

• Presented Dockers P&L to cross functional senior management at monthly Monitor and React meetings.

• Owned the analysis and guidance of the Sales Dilution Budget by working closely with cross-functional

teams.

• Manage all financial reporting and forecast loading into Hyperion Essbase for Dockers.

• Reviewed monthly shipment forecast with Demand Planning to understand product mix, significant drivers,

opportunities and risk.

• Developed comprehensive financial model to allocate the product mix to Sales customers (Macy’s, Kohl’s,

Sears, JcPenney, etc.)

• Support financial planning through Dilution controls to ensure SOX compliance and accuracy of financial

statements.

McKesson Corporation, San Francisco, CA 10/12–08/13

Financial Analyst – Corporate Procurement, Supplier Diversity

• Managed the FY14 Indirect Savings/Spend Plan for all Categories in Procurement

• Collaborate within a cross-functional team framework to ensure flawless execution of processes, projects

and policies in support of Corporate Procurement goals and objectives

• Establish methodology and financial modeling for tracking and reporting price savings and compliance

across all Procurement programs and McKesson business units.

• Perform technical and/or financial analysis to justify the need for Corporate Procurement projects and

programs

• Collect, analyze and report on key drivers, metrics and opportunities for assigned business unit.

• Analyze key drivers and metrics vs. historical performance, budgets, forecasts, and competitive results to

find the “why” in trends.

• Communicate analytical results verbally, in writing and in presentation form to all levels of management

including CFOs of Business Units.

• Design and develop financial savings models and analysis to capture savings/spend.

• Develop new Power Point Presentation Decks to key stakeholders in Supplier Diversity across all

Business Units

Jamba Juice Inc., Emeryville, CA 12/11 – 7/12

Financial Analyst – FP&A

• Supported the annual financial planning and periodic forecasting processes

• Served on cross-functional teams and run detailed ROI analyses on all key initiatives

• Prepared weekly and periodic reporting packages for senior management and executives.

• Provided quantitative/analytical support to all functions of the organization

• Developed financial models and other analytical tools to help address business needs

• Demonstrated analytical and quantitative reasoning ability

• Supported Marketing Department with key metrics on Promotional activities

• Ability to work independently with a high level of initiative

Attack! Marketing, San Francisco, CA 07/08–12/11

Finance Manager, ( 9/1 0 1 2/11)

• Lead efforts to integrate strategic results with respect to projects related to financial systems or

business processes.

• Gather, analyze, prepare and summarize recommendations for financial plans, trended future

requirements and operating forecasts.

• Develop, perform and manage all aspects of financial planning, budgeting and forecasting

• Provide recommendations to leadership on emerging business needs and partners with

leadership to propose new financial analyses and recommendations

• Participate in review and analysis of P&L results including researching trends and anomalies and

providing detailed reporting

• Oversee all accounting functions including general ledger, payroll, accounts receivable, accounts

payable, bank reconciliations and audit activities

• Developed and Implemented new compensation structure that will save $100k annually

Financial Analyst/Coordinator, (7/08 – 9/10)

• Assist with preparation & entry of monthly journal entries

• Reconcile balance sheet accounts, A/P, A/R & prepare associated work papers

• Forecast budget comparisons, profit analysis, sales analysis and other financial reports

• Prepare and analyze financial statements and present to Managing Directors

• Process all incoming ACH, EFT, and wire transfer transactions

• Prepared and calculated commissions monthly/Quarterly

• Assist in monthly cost of revenue and operating expenses variance analysis

ACTIVITIES & INVOLVEMENT:

Runner in the San Francisco Half Marathon 2012

Jamba Juice Softball Team member 2012

Member of Graduate Business Association of San Francisco State University 2007-2010

Founder and Member of Elusive Entertainment, Promotional Establishment 2001-2008

Founding Father and Social Chair of Delta Phi Beta 2003-2005



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