Post Job Free

Resume

Sign in

Financial Analyst

Location:
Santa Clara County, CA
Posted:
November 14, 2016

Contact this candidate

Resume:

Hugh Nguyen

*** ***** ***** **. • San Jose, CA • 95127 • 408-***-**** • acxhzr@r.postjobfree.com

Page 1 of 3

Sr. Financial Analyst

Analytical and versatile individual with over 15 years of relevant financial reporting, quantitative and statistical analysis, budgeting, financial modeling, forecasting, and project management. Able to handle high-pressure environment and independent project. Hand on experience in preparation of management reporting package and special projects. CORE SKILLSETS:

• Entrepreneurial • Excel Financial Modeling • Access

• Ad-hoc analysis • PowerPoint presentation • Pivot Table Career Highlights

Sr. Financial Analyst – 2011-2016

Bestek Mfg., San Jose, CA

Prepare financial projection and performance reports. Validate and analyze monthly and quarterly financial results including P&L variance analysis for revenues and operating costs. Prepare and consolidate monthly reporting packages for CFO. Work with cross-functional teams to understand and manage budget/forecast fluctuations. Work closely with Production manager on product pricing and cost/profit analysis in monthly reporting and analysis of product line results. Develops, evaluates, and tracks key dashboard performance indicators for Management decision making. Creates and maintains financial/statistical databases and reports. Modeling and forecasting organizational expenses and annual Operating plan. Work with CFO on annual budgeting and monthly forecasting processes.

Investment Advisor, 2003 – 2011

AIG, San Jose, CA

Develop ongoing financial planning relationships with clients and companies in helping them achieve their financial goals – Manage and maintain a 20 million portfolio with over 500 clients and companies. Assist companies, hospitals and non-profit organizations in establishing investment and retirement plans for employees and provide ongoing on site advisement. Selected accomplishments:

• Grew portfolio from <1 million to over $20 millions

• Achieved Annual conference very first year and 2 consecutive year after Hugh Nguyen

829 Linda Vista St. • San Jose, CA • 95127 • 408-***-**** • acxhzr@r.postjobfree.com Page 2 of 3

Financial Analyst, 2000 – 2003

AIG Sun America, Century City, CA

Served as a special operation analyst between the Chief Investment Officer, Portfolio managers and other analysts designing ad hoc and special reports - Analyze and prepare weekly and monthly operating, performance, and investment committee reports and board presentations - Build annual budgets/plans and quarterly forecasts including providing advice to the management team on resource allocation, balancing budget needs and meeting targets - Perform pro forma analysis and trend to determine portfolio’s present and future performance. Work on complex multifaceted projects and analysis with accounting, treasury, and trading departments. Selected accomplishments:

• Monitor a $700 Million investment portfolio

• Monitor trade plans and orders between 5-50 million daily Financial Analyst – 1997-2000

Summit Commercial, Los Angeles, CA

Responsible for overseeing the acquisition and development of a $300 million Shopping Center portfolio - Work closely with acquisition manager, leasing manager and CFO on the preparation of financial projection and performance reports - Validate and analyze monthly and quarterly financial results including P&L variance analysis for revenues and operating costs - Prepare and consolidate monthly reporting packages for Senior management meetings - Work with accounting to understand budget /forecast fluctuations, correct errors, and ensure accruals are recorded consistently with the forecast using Yardi- Create ROI and discounted cash flow models on both Excel and Argus for internal use by the business development and marketing team - Assist with annual budgeting and monthly forecasting processes. Selected accomplishments:

• Over See $300 Million Real Estate portfolio

• Supervise and grow accounting department to accommodate portfolio growth Sr. Staff Accountant – 1995-1997

Salick Healthcare Inc., Los Angeles, CA

Perform review and analyze financial reports for 3 cancer centers ensuring reports are balanced and coded accurately - Work with centers’ managers to identify and resolve discrepancies and variances between budgeted and actual - Validate and analyze monthly and quarterly financial results including budget variance analysis for revenues and operating costs - Prepare and consolidate monthly reporting packages for Senior management meetings - Review work of staff responsible for variety of account including accounts payable and receivable – Develops and implements accounting procedures by analyzing current procedures and recommending changes

- Prepare consolidated internal and external financial statements by gathering and analyzing information from the general ledger system and from departments. Hugh Nguyen

829 Linda Vista St. • San Jose, CA • 95127 • 408-***-**** • acxhzr@r.postjobfree.com Page 3 of 3

Staff Accountant – 1993-1995

Kaufman & Broad, Inc. Woodland Hills, CA

Prepare general ledger entries by maintaining records and files and reconciling various balance sheet accounts - Validate and analyze monthly and quarterly financial results including P&L variance analysis for revenues and operating costs - Prepare and consolidate monthly reporting packages for Senior management meetings - Analyze and verify information by developing ad hoc spreadsheet reports – Prepare payments by accruing expenses, assigning account numbers, and requesting disbursement – Answer accounting and financial questions by researching and interpreting data.

Education

MBA, 2003

Cal State University of Northridge, Northridge, CA Finance and Accounting, 1993

Cal State University of Northridge, Northridge, CA Professional Designation

• NASD series 6, 63, 65

• Real Estate Broker license



Contact this candidate