Ann Dangtran

San Jose, CA & Mountain House, CA Phone: 831-***-**** Email: actp0i@r.postjobfree.com

Objective

Seeking a responsible and challenging Financial Analyst position with opportunity to apply and advance in technical skills and experience.

Professional Summary

Excellent analysis of financial and operational data to support intelligent decision making and formulation of business strategies.

Excellent partner to business entities in providing input and analysis to support the budgeting and forecast process, identifying risks and opportunities and explaining variances.

Skilled manipulator of disparate data from multiple sources.

A team-player with excellent interpersonal and communication skills.

Self-motivated with a sense of urgency; drive work stream independently.

Objective, result oriented, comfortable working beyond the boundaries of the functional role.

Education

B.S. Business Accounting, San Jose State University, California

Technical Skills

Strong computer skills, Advanced Excel (Pivot Tables, Lookups, If-Then), PowerPoint, Access, Business Objects, COGNOS, SAP BPC/EPM, Lawson, PeopleSoft, Coupa, GAAP and SOX Compliant.

Work Experience

Financial Analyst, Contractor – CSAA Insurance Group, Walnut Creek, CA (March 2015 to Present)

Provide financial reporting, planning and analysis support for a multi-million dollars IT program. Responsibilities include quarterly budget planning, invoice auditing based on terms of SOW, weekly dashboard reporting, maintaining rate sheet and headcount for 700+ resources, accounts reconciliation, monthly accruals, ad hoc analysis.

Improve efficiency/accuracy in tracking pay rate changes for 700+ employees by revamping the whole excel model with new formulas and dataset structure.

Improve accuracy of financial reporting for 12 reports and reduce the time spent reconciling project financials to corporate financials by creating and implementing the use of a master chart of accounts.

Establish a consistent and predictable schedule for the team to distribute the weekly financials.

Introduce excel formulas to reduce the manual manipulations, improve accuracy and efficiency of the monthly accrual file.

Financial Analyst, Contractor – Safeway Headquarter, Pleasanton, CA (April 2014 to December 2014)

Support the Corporate Marketing Group by managing the CCIM advertising budget which includes consolidation of plan and forecast and performing transactional accounting activities.

Design new Excel reports, automate & streamline existing reports, improve efficiencies, reduce month-end close to 3 days from 5 days.

Oversee the month end accounting, accruals, and reconciliation to the GL. Ensure all work orders and invoices are reviewed, approved and processed by NASC timely and accurately. Manage and ensure the accruals for CCIM activities match actual activities.

Compile and deliver the annual, quarterly outlook and periodic forecasts for CCIM advertising budget.

Identify risks and opportunities in the forecast and contribute toward achieving accuracy of +/-5% of forecast.

Prepare key management reports highlighting actual performance, variance to plan and key trends.

Financial Analyst, Contractor – EMC, Pleasanton, CA (Oct 2013 to March 2014)

Support EMC’s Consulting segment of the Professional Services Unit with analysis of operational and financial data, management reporting, creating and updating complex financial models, forecast and planning.

Leverage Excel extensively to scrub and consolidate disparate data for complex analysis and to report metrics including headcount, bookings forecast, forecast accuracy, bookings reconciliation, revenue accrual, expenses, cost rate changes, timecard compliance and employee bonus.

Report impact of cost rate changes on margin.

Pinpoint areas of overspend in travel & entertainment expenses by analyzing trends.

Produce, review and analyze financials/operational data against targets and report variances.

Prepare Powerpoint slides for QBR.

Financial Analyst, Contractor – Chevron Headquarter, San Ramon, CA (May 2013 to Oct 2013)

Participate in the development of 3-year strategic business plans for Public, Government & Public Affairs (PGPA) business divisions.

Assist in developing the annual business planning process for PGPA and train budget owners on tools used to draft the strategic business plans.

Serve as the primary financial liaison to assigned functional area heads and their department managers for the development and analysis of budgets and forecasts.

Prepare and report month end financials and variance analysis.

Conduct monthly business reviews with PGPA business division managers and budget owners.

Extract financial data from various accounting and information systems. Perform financial and accounting analysis of data. Create and implement direct billings and recharge schedules.

Reporting Financial Analyst, Contractor – Kaiser Permanente, Pleasanton, CA (Sept 2012 to April 2013)

Responsible for timely reporting of month end financials for the Infrastructure Management Group including GL details, labor recharges, CAPEX & OPEX variances, budget, forecast and actual IT expenditures.

Prepare weekly flash reports and data analysis.

Create spreadsheet templates to assist the Finance partners in developing 3-year plans.

Develop spreadsheet for presentation and analysis of financial reports

Work independently and with team members to improve the reporting processes, resolve problems/data discrepancies, and develop new reports to support the Finance partners.

Financial / Market Research Analyst – National Semiconductor Corp., Santa Clara, CA (1995 to 2010)

Support the Sales and Marketing department of a global $2B electronic manufacturer with business intelligence and competitive market research through financial analysis to facilitate decision making and business strategies.

Conduct research, gather, analyze, and summarize data for use in developing What-If scenarios, ROI analysis, margin trending, forecast, manufacturing capacity planning, and product life cycle model.

Perform data analysis and communicate key financial findings and market developments to clients up to VP and COO level management.

Develop tools to track sales, bookings, ASP, margin, new product sales, and market share across the product lines and geographic regions.

Forecast quarterly revenues by analyzing OEM sales, resale, backlog, inventory, and changes in market environment.

Identify market risks and opportunities for use in market positioning and R&D investment decisions through primary and secondary market research.

Review and negotiate purchase contracts for market research products and services.

Contribute data packs & presentation material for business reviews, earnings calls, and meetings with investors, analysts, and the board of directors

Design and administer databases for tracking and reporting market share and competitive intel.

Create a corporate schedule for new product releases to improve planning among business managers, marketing, engineering, and manufacturing.

Establish and implement corporate guidelines for new product nomenclature to provide structure and reduce inconsistencies.

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