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Financial Analyst

Hayward, California, United States
April 20, 2017

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Tony Lam


Experience with Process Improvement in various industries

Experienced in Construction Accounting/Finance

Project Management and Project Costing

Possess fundamental understanding of finance, production and personnel management

Talented with the data management policies, procedures and widespread technical tools

Strong logical, assessment and interpretation skills

Excellent planning and administrative abilities

Ability to implement control the executed tasks with the planned activities

Hard working, detail oriented, and able to multi-task

Adept at working with clients to determine needs

Ran financial reports through Oracle


Financial Analyst (Contract) July 2016 – October 2016

Cisco Systems, Inc, San Jose, CA

Prepared OPEX activities of the Budget transfer, PO Accrual and Cross charges monthly

Collaborated and interacted with restatement team for GSP

Validated and break down the bookings, revenue and gross margin into TS and AS for service plan allocation.

Reconciled all transfer activities for Product and Services in GSP theater

Verified the all the balance amounts for each theater before and after restatement.

Reviewed the reports and provided analysis the budget transfer for quarterly.

Monthly closed including managing accruals, reporting and budget vs. actual variance analysis.

Prepared analysis for monthly and quarterly budget reports in Excel and Pivot table.

Business Systems Consultant II (Contract) January 2016 – July 2016

Wells Fargo Bank, San Francisco, CA

Published MRs for each release, and holds meetings with internal and external teams (business, QA, Dev, vendor) to prioritize and drive consensus across competing business and system needs.

Prepared monthly/quarterly forecasts, tracking budget requests, reports expense variances and keep the budgets under control for quarterly.

Identified financial status by comparing and analyzing actual result with plans and forecasts.

Reconciled transactions by comparing and correct data; monitored variances; identified trends; recommended actions to management

Maintained and improved detailed financial models that track and analyze functional cost and their impact on the company’s overall performance.

Supported quarterly/annual budgeting and planning process, as well as long range strategic planning.

Developed and delivery monthly financial/operating statistic reporting and analysis including headcount, overtime and employee business expense.

Prepared analysis for weekly and quarterly cost reports in Excel and Pivot table.

Developed and maintained SharePoint functionality to automatically and effectively communicate program and financial information with stakeholders.

Financial Data Analyst (Contract) September 2014 – January 2015

AT&T, Sacramento, CA

Created, maintained and updated schedules in Milestones Tracker for True up (MS126, MS149, MS155 and MS160)

Reviewed and problem solved OOM for approved status and Driver Exceptions in Norad systems

Reconciled Pending PO match, Pending PO Rev, Pending Credit Memo in PO report.

Verified Invoices, RFDS and material documents in Norad System.

Resolved all procurement pending / open items, ensured compliance requirements were met and settlement rules were entered in the appropriate system.

Provided current status report containing schedule and cost information to field teams and vendors.

Tracked project ROI and provided analysis on project ROI in AT&T FileNet system.

Prepared analysis for weekly and quarterly cost reports in Excel and Pivot table.

Ensured project contingency dollars are tied and tracked against risks

Researched pending issues and audit budgets by Vlookup and Pivot Table.

Financial Data Analyst (Contract) July 2013 – August 2014

Samsung, San Ramon, CA

Analyzing reports along with document review for Watch list, Decom list, Change Order list and Priority list.

Created / Reviewed OEM# and process the true up & PO for Construction & Site Acq.

Created, maintained and updated schedules in the Milestones Tracker for True up and PO summary.

Prepared project performance analysis, estimates cost and completion schedule status reports. Identify cost and schedule variances from objective.

Provided regular communication on project cost, schedule and risk status to construction manager, vendors and team members.

Worked with responsible parties to implement process/business improvements.

Resolved all procurement pending / open items, ensure compliance requirements are met and settlement rules are entered in the appropriate system.

Prepared materials for conference call to confirm for all the true up and PO activities status through

general contractors & construction managers.

Track PO’s per site in order to keep the budgets under control.

Reconciled invoices and material documents backup to matches with the bid form.

Created, maintained and updated weekly cost forecasts report for all the vendors in pivot table.

Project Administration II Temp December 2011 – June 2013

Ericsson, Pleasanton, CA

Run daily’s reports from Clarity in Excel. Created and maintained CSB Tickets for NCAL Market.

Supported the resolution of program issues and tracking of process updated

Prepared conference call to confirm for all the activities status through Clients.

Created, maintained and updated schedules. Documented, monitored and communicated project milestones from MS020 through MS093 in CSS.

Provided regular communication on project cost, schedule and risk status to project manager and team members.

Worked with responsible parties to implement process/business improvements.

Researched & updated technical databases in CASPR. Validated & generated SDP in AutoForms System.

Created RBS and Antenna equipments in CSS for LTE, UMTS & NSB by manual / Template.

Verified & updated the Azimuth, Latitude / Longitude, USEID in CSS with Atoll reports.

Uploaded RFDS, Pre /Post Photos & other documents in Siterra. Verified & updated the tracker for DC Power Plant Master File.

Senior Fund Accountant December 2004 – May 2009

Citco Fund Services, Inc, San Francisco, CA

Reconciled pricing, buy & sell trades, collateral, cash flow & repatriation of foreign currencies.

Trained and reviewed new portfolio accountant’s daily work and month end NAV for Master / Feeders funds.

Accrual interests and dividend income. Supported activities for portfolio process.

Researched & managed the accounting and financial reporting of the hedge funds.

Prepared / reviewed withholding tax, admin fee & management fees monthly & quarterly.

Researched and resolved any client / auditor questions both verbal & written.

Performed accounting and financial analysis in support of monthly / quarterly / annual reporting.

Ensured account reconciliations and analyses were completed for all balance sheet accounts.


SAP, Clarity Excel, Aexeo, Site Handler & SRM Software, Reconcile, Analysis, Problem solving

Windows 2007/2010, Excel, PowerPoint, Bloomberg, Concatenate Formulas, Vlookup, Hlookup, Pivot Table

Familiar MS Access, C++ Programming, HTML

Database, Scanning, Unix, MS-DOS and Internet

Trilingual in English, Chinese and Vietnamese

Experienced in dealing with customer services

Flexible, self-motivated, reliable and work well with people

Expert in excel with data mining and blending experience.

Good communication and presentation skills


USTA Tennis League Member. Alameda College Tennis Team, CA

Intramurals – Captain of Tennis teams.

Tennis Coach



B.S. Business Administration – Option in Accounting and Computer Information Systems

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