Financial Analyst Data Entry, earned value calculation and measurement

Roxanne Hackett Muse

*** **. ******* ***. #***, Pasadena, CA 91101

Home: 626-***-****, Cell Phone: 626-***-****

Email: ************@*****.***

Core Capabilities (VERY GOOD AT):

All MICROSOFT PRODUCTS (includes Excel, Pivot tables, Lookups, Macros, Word, Outlook, Access, PowerPoint, Tableau)

Budget, Forecast Creation (from different sources) and comparison at designated intervals

Report Production (using various reporting software – Excel being used the most)

Earned Value Management Establishment for all phases of production

Performance Measurement Baseline (initial baseline-SOW,WBS,etc. and changes-BTRs,etc.)

Rules and Regulations Adherence (FAR, SOX, I/CSCS, DoD, governmental (external), departmental (internal) for instance Process Improvement teams/leader

Calculation of cost and schedule variances and their analyses (including overhead cost)

Complex analytical & Data Entry Skills SAP, Oracle, MRP, ERP

Telephone, Face-to-Face & Email Communications (with Customers, Peers & Mgmt.)

Estimating and Pricing (part #s and processes) Purchase Order/Invoice/Requisition

Inventory Valuation and Disposition Analytical & Qualitative Analysis Periodic and Ad-hoc Reporting Languages Corrective Action & Process Improvement Auditing (Internal & External) Team Member/Leader

Purchase Order, Invoice & Requisition Disposition Very detail oriented and very good problem solving and analytical skills

Professional Experience

WestwingPTI, Patents & Trademarks, Inglewood, CA May 2005 - Present

Cost/Budget/Financial Analyst full time (May 2005-May 2010, part time from May 2010 to present)

Handle $500,000+ worth of patent and trademark work at any given time.

Create, report and ad-hoc report on budgets, forecasts, cost, variances, flowcharts and schedule charts depicting current status of tasks, milestones, responsibilities and percentages complete on both project and accounting data weekly, monthly, quarterly and/or yearly basis (used Excel).

Prepare accounts receivable and payable entries for ledger, reconcile to other reports, then incorporate into ledger and check new balances.

Strategically organized 3 offices to help staff find filed and recorded financial data.

Disposition purchase order(s) and/or invoice(s) associated with current tasks and incorporate into inventory (SAP); also use purchase orders, invoices, expenses reports, etc. for journal voucher entries and budget and forecast preparation, developed process improvement guidelines.

Communicate well written and verbally with management, peers, suppliers via email, telephone, face-to-face or a daily basis.

Produce PowerPoint presentations for management and peers as to status; completed audits of all accts.

Continually look for ways to improve processes that impact profits and solve problems.

Roxanne Muse Professional Experience (cont.)

Robert Half Accounting Services, Pasadena, CA (Worked at AECOM) February 2015 – March 2015

Financial Analyst (Contract job) - still worked at WestwingPTI -

Enroll projects in Incentive Plan for AECOM, Inc., handled 64 million worth of projects

Create initial enrollment forms for over 1,300 projects, fitting certain criteria, for company incentive plan participation (payment made to projects at end of project span depending on project performance).

Certain criteria includes baseline budget, management increases in baseline, gross margin to date and end of project expectation, current percent complete and percent to be issued to participants at project end – 10 passable criteria to enroll in program.

Process rejection and exclusion forms for selected projects – those that criteria NOT meet criteria.

Secure 3 approvals, via telephone and email, for enrollment/rejection/exclusion, including participants, budget, etc.

Set up monitoring of approved projects and methods for status of projects.

Finished job ahead of schedule.

Select Staffing, North Hollywood, CA (Worked at Natural Balance Pet Foods) March 2010 – May 2010

Financial Analyst (Contract job) - still worked at WestwingPTI -

Identified, tagged, and recorded all fixed assets (=$12M) for a company from the beginning (1998) until now; communicated with upper management on progress through phone call, presentations, etc.

Created the company inventory database, including estimate of cost and depreciation (used Excel).

Compared and applied company inventory to financial reports for existing years and amortization and depreciation calculations, used large databases to extract useful data.

Referenced the three documents (log, financials and amortization and depreciation calculations) so that Vice-President of Finance and Accounting can maintain the ins and outs of purchases, depreciation, salvage, etc. from now on.

Jet Propulsion Laboratory (JPL), Pasadena, CA August 2000 – May 2005 Cost/Budget/Financial Analyst aka Product Resource Analyst, Sr.

Handled average of $160B in program cost per year worth of work in cost and financial analysis done, including domestic and foreign raw materials, part numbers, operations and delivery costs along strict governmental guidelines by business unit totaled up to program.

Started as a Product Resource Analyst (PRA I), received a promotion to PRA II because of my budgeting, forecasting and rules observation abilities, then moved to PRA, Sr. where several professional presentations were made to domestic and foreign directors, Program Managers, management and peers.

Created SOW, WBS and budgeting for new projects, then reported budgets, forecasts, cost, schedule, variances and flowcharts (on-going) depicting current status as tasks, milestones, responsibilities, earned value, and percentage complete on a periodic basis (used Excel and Access); supervised one individual.

Compared performance report results to performance metrics; created reports and presentations for supervisors for analysis (used PowerPoint).

Dispositioned purchase order(s), part number(s), requisitions(s) and parts associated with current tasks and incorporated into inventory system (SAP and Oracle), dealt with high value parts (procurement) analysis.

Supported all phases of production; completed audits of all accounts, part numbers, parts and purchase orders, completed all ad-hoc reporting.

Made sure all rules and regulations were abided by (FAR, DoD, NASA, JPL, SOX, etc.)

Implemented a quicker way to convert data entry information from on screen to another, saving the department approximately 60 hours a week and $900 a week.

Successfully projected cost each month.

Education

Bachelor of Science, Economics University of California, Santa Barbara

Contact this candidate