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Vallejo, California, United States
October 01, 2016

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Seeking a position in Finance that best utilizes my education and extensive financial management experience that can effectively improve business operations and contribute to a highly successful organization. My expertise includes general accounting preparations, revenue and cash management, collections, audit reviews, compliance, financial analysis, project management, problem solving and consulting.


1994-1997: MBA– Financial Management/Qualitative Analysis – Johns Hopkins University Baltimore, MD

1982-1986: BS - Business Administration – Accounting, Fayetteville State University Fayetteville, NC

June 2004: Licensed Property and Casualty Insurance Agent/Broker State of California


2012-2015 Abbott – Supply Chain (Nutrition Division) Fairfield,CA

Sr. Financial Analyst 2/2012 – 6/2015

Partnered with management to ensure timely and accurate monthly, quarterly and annual closing and P & L analysis to manage overall


Defined / implemented processes to monitor and control expenses to ensure compliance with Abbott policies and procedures.

Analyzed and reported actual performances and communicate weekly and/or monthly results to Senior management and Division, including

preparation of financial packages, scorecards and dashboards.

Was heavily involved in the Annual Financial Planning process for the site, for future projected budget.

Updated, maintained and analyzed the information in the Oracle Planning System.

Finance Approver for purchase order invoices in SRM.

Responsible for annual Fixed Assets reconciliation.

Participated in special projects and ad hoc analysis/inquiries.

2009-2011 Treasury Wine Estates (Formerly known as Fosters Wine Estates Americas) Napa,CA

Sr. Financial Analyst-Costing 10/2010 – 9/2011

Provided accurate product costing and analysis for all North America produced products.

Determined accurate Standard Costing of Finished Good products for all NA and ensured allocation of standard costs is in line with actual cost.

Provided accurate cost of goods sold for all Budgets, Forecast and long range plans.

Worked independently to monitor and analyze variances to targets to include identifying root causes and future effects.

Provided timely analysis and reporting on COGS to various departments with different knowledge of costing and the supply chain.

Identified areas of improvement and worked with IT to develop strategies to overcome business inefficiencies.

Assisted with New Product Development and process improvement initiatives.

Participated in special projects and ad hoc analysis/inquiries.

Participated in providing reports needed during our year-end audit.

Sales Finance Zone Analyst (Southwest) 2/2009 – 10/2010

Tracked/Monitored all zone spend and provided analysis and recommendations.

Produced financial reports, to include insights/recommendations for monthly financial reviews.

Assisted Zone VP in preparation and completion of Monthly/Quarterly/Annual financial reviews.

Produced Ad-hoc reporting as required by Zone VP, sales team and Corporate Commercial Finance office for Financial Reporting and Sales Support.

Ensured Zone was compliant with Accounting policies and procedures.

Lead budgeting process for Zone by coordinating accumulation of data from the regional sales teams.

Maintained ongoing risk and opportunity analysis verses budget, which formed the basis of recommendations to Zone VP and sales staff to meet their budget.

Partnered with Sales management to ensure business plan objectives were met.

Provided training to Field Sales Managers on all business intelligence tools, company processes and policies.

Worked on Special Projects as needed.

2003-2009 SRONapa/Divison of Lexington Ins./AIG Insurance/TIG Indemnity Napa, CA

Sr. Financial/Systems/Business Analyst: 4/2004 –2/2009

Prepared company’s consolidated financial statements.

Performed monthly general ledger analysis and all bank and premium reporting reconciliations.

Was responsible for monthly and quarterly Federal and State tax reporting to tax dept.

Acted as liaison between Finance and contracted IT company to ensure effective premium information exchange. As well as, oversaw all testing and implementation of enhancements and fixes to all financial systems and coordinates testing with Underwriting Department for their systems.

Partnered with the Operations team to provide planning, analysis and decision support via provision of ad hoc reporting for various projects.

Oversaw the billing and collection functions. As well as, developed processes to ensure efficient operations for the premium billing system.

Lead Analyst for review of financial statements and evaluation of prospective clients ability to meet financial obligations under insurance contracts.

Audit Coordinator for the Finance Department.

Maintained finance policies and procedures. To include, internal reviewer and enforcer of compliance.

Sr. Financial Analyst: 1/2003 – 4/2004

Reviewed financial statements and evaluation of prospective clients ability to meet financial obligations under insurance contracts.

Made recommendations to Senior Management/Underwriting regarding financial security of proposed programs.

Acted as liaison between Finance and contracted IT company to ensure effective premium information exchange. As well as, oversaw of all testing and implementation of enhancements and fixes to all financial systems and coordinated testing with Underwriting Department for their systems.

Developed recurring and ad hoc reports from premium billing system and developed processes to ensure effective and efficient operations.

Participated in the development and maintenance of policies and procedures.

1999-2002 Mervyn’s California, HQ Hayward, CA

Pricing Analyst: 2/2000 – 9/2002

Supported the Merchandising Department through analysis of competitive pricing and provide the financial impact of ongoing business strategies

Provided Mervyn’s Senior Management with competitive pricing information on a monthly and/or quarterly basis, to include identification of strategic issues, enabling management to make pricing decisions.

Identified pricing opportunities to provide management with information to improve profitability.

Staff Internal Auditor: 5/1999 – 2/2000

Administered inter-divisional reviews to identify data integrity, inventory shortage, expense and profitability issues on a company-wide basis.

Evaluated systems strengths and weaknesses. Provided senior management with actionable information on systems and controls weaknesses.

Summarized audit findings and recommendations and participated in the presentations to management.

Partnered with internal customers to develop and implement actions that will reduce and improve operational controls.

1998-1999 Automatic Data Processing, Incorporated Baltimore, MD

Key Account Manager: 8/1998 – 5/1999

Responsible for providing on-going support for ADP’s payroll and HR products to ensure customer satisfaction and client retention.

Continually reviewed and standardized all controls on client payrolls as well as developed and implemented year-end project plans for each client.

Researched, designed, and modified customized features to meet client specific needs.

1991-1998 Internal Revenue Service Various Locations

Revenue Officer: 1/1991 – 8/1998

Extensive research performed in the analysis of equity in real and personal properties.

Extensive experience and expertise in negotiating settlements with individuals, CPAs and attorneys.

Established sound plans for financially troubled individuals and companies to assist in clearing delinquent taxes.

Assisted various entities with preparations of Tax Returns to establish complete compliance.

Extensive experience dealing with controversial cases, sometimes involving fraud, tax evasion, and subsequent judicial actions such as criminal and bankruptcy court.

1987-1991 Federal Correctional Institution Various Locations

Staff/Operation/Cost Accountant: 1/1987 – 1/1991

Solely responsible for reporting accounting operations for the Bureau of Prisons Southeastern Region.

Administered business office internal audits, as well as, other institutions, to identify data integrity, cash management, expenses and profitability issues.

Streamlined monthly inmate payroll reporting by 60% using the Symphony Database System.

Supervision of inmates within various business offices.


Current and past proficiency in various software applications: Microsoft Windows 2010, 2007, 2003, NT: Microsoft Office (Word, Excel, PowerPoint), Microsoft Access, Outlook, Lotus Notes, Oracle Business Intelligence, Cognos, Essbase, Symphony(SRM),SAP, JDE, Sunguard and Clarify.


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