Nastaran Motiei MBA
***** ********** ***., ****** *****, CA, 91352
Mobile: 310-***-**** ********.******@*****.***
EXECUTIVE SUMMARY
Over 30 years of Financial & Accounting experience in such corporations ranging from manufacturing to professional services, from entertainment and media through Information Technology, both customer facing as well as internally facing. A results orientated professional, comfortable managing small teams equally as well as multiple departments within a division. Extensive experience working hand in hand with CFO and Executive Management.
CORE COMPETENCIES
● Financial Planning & Analysis ● Profitability Analysis ● Strategic Planning
● Capital Budgeting & Investment ● Treasury (Int’l & FX) ● Inventory Control
● Project Management ● Cost Benefit Analysis ● Cost Control & Expense Reduction
● Federal Reserve Regular Reporting(CCAR) ● Securities trading
KEY CAREER ACCOMPLISHMENTS
Integral involvement with the development and implementation of Federal Reserve regulatory compliance for capital analysis and reporting, including; provide comprehensive financial analysis, financial model, QC, documentation, and capital contingency
Contractual agreement for process improvement primarily focused on: financial planing & analysis, strategic planning and profitability analysis
Over-sight of all aspects of a growing $6B accounting and managerial accounting departments
Analyzed capital investments and advise company on import and export contracts
Managed activities for large ERP implementation from per-planning, production and post production as well as development of all PMO reporting
Managed accounting, cost accounting and treasury automation processes
Manged all aspects of financial planning & analysis IT department over $1B budget
Managed reporting of customer performance P&L, including methodology
Managed banking relationships, controlled long and short-term debt programs, including loan repayments and foreign exchange (FX) exposure
Lead financial data migration projects that included scope analysis, team creation (on-shore, off-shore), generation of test plans and data validation tasks with problem resolution and documentation
Provide advisory services regarding purchase, retention and sale of financial instrument and securities including publically traded interest in stock, bond, ETF, option, and partnership securities
Received excellence award for the development and monitoring of strategic plans and budgets
Received excellence award for leading “financial transition process”
PROFESSIONAL EXPERIENCE
Cambyses Management associates; Financial Consultant (May 2015 – Present)
Cambyses Financial Advisors, Register Investment Advisor (May 2015 – Present)
Voya Financial Advisors, Investment Advisor Representative – (2013 – May 2015)
Union Bank, Consultant, CCAR (Comprehensive Capital Analysis & Review) – (2012 – 2013)
One west Bank, Consultant, Financial planning & Analysis – (2011-2012)
Transamerica; Investment Advisor Representative – (2010 – 2013)
Bank of America, VP IT finance, Fulfillment, and loan service sing – (2004- 2011)
Warner Bros, WHV, Manager Domestic Accounting (2006)
KB Toys, Sr. Financial Analyst (2001-2004)
KTT (Int’l manufacturing), Treasurer, Accounting & cost accounting manager – (1992-1997)
EDUCATION, MEMBERSHIPS, CERTIFICATIONS
Master of Business Administration in Finance, University of Massachusetts, Amherst
Bachelor of Business Administration, Minor in Accounting, Tehran University
Accounting and Finance Study, Massachusetts College of Liberal Arts
Computer skills: Hyperion Essbase, Microsoft Office, SAP, PeopleSoft, and AS400
Licenses: FINRA Series 6, 7, 26, 63, 65
Professional Involvement:
Chapter Chair: Hollywood/Santa Monica – Financial Executive Networking Group (FENG)