MELANNIE T. VU

Santa Ana, California ***** Cell 714-***-**** ad22gg@r.postjobfree.com

Summary

As a collaborative, resourceful, and motivated professional with a strong background in finance and accounting, I bring an analytical and results-oriented approach to the table. My successful track record includes analyzing operating results, assessing financial positions, and consistently delivering high-quality and timely financial reports for executive management review. I am proactive and stakeholder-focused, known for my ability to drive efficiencies, adapt to changing work priorities within a matrix environment, and communicate effectively with all levels of management.

Key Skills:

Financial Planning & Analysis

Procurement

Budgeting & Forecasting

Adaptive Planning

Month-end GL Close

Consolidation

Financial Reporting

Process Improvement

Account Reconciliations

Oracle Financials

Variance Analysis

Hyperion

Capital Expenditure

Excel (Pivot Tables, V-LOOKUPs, Sumif, Countif, Macros)

Accounting Policy & Documentation

SQL Manipulation for Extraction of Data

Skills

Familiar with various software and systems, including GEAC, ECPM, FIRM, SMART, TSO, SDSF, CICS, SQL, Oracle, AS400, Hyperion, Workday, ADP, AMB Mortgage, CHLOE, SAP, Monarch Pro, SharePoint, PmPortal, ERP, Fusion, ServiceNow, Microsoft Office Suite (Outlook, Word, Access, PowerPoint, and Excel)

Professional Experience

Schools First FCU – Tustin, California October 2022 - September 2023

IT Financial Analyst (FTE, part of a round of layoffs due to reorganization)

Conducted financial research and generated reports related to all accounting and financial functions within the IT division.

Monitored and analyzed financial and statistical data, providing recommendations for operational and strategic decisions.

Supported Finance, Accounting, and Treasury functions related to IT as required.

Reviewed, approved, and accurately classified all IT purchase requests, overseeing the entire process from Purchase Order generation to invoice processing to support month-end reporting activities.

Compiled data for weekly spend analysis, monitored actual spending activity, and measured variances against forecasted activity.

Analyzed financial information and trends to create spending forecasts.

Conducted daily and quarterly analysis of actual versus budgeted spending.

Prepared various statistical and financial reports to assess financial performance.

Analyzed IT spending data and recommended accrual adjustments to the Accounting Department for inclusion in month-end financial reports.

Formulated and monitored accrual assumptions based on historical data and trends.

Produced monthly reports covering all aspects of IT spending, including committed contracts, other operating expenses, and capital projects.

Ensured the proper coding of purchase requests and Accounts Payable transactions.

Participated in the formulation of projected income and expense budgets.

Reviewed actual performance against budget and prepared variance reports.

Was responsible for the renewal and re-forecasting of all projected capital and contract expenses.

Managed data related to IT audits related to spending.

Analyzed and interpreted financial data to provide insights and support IT executives and senior management in making strategic and tactical decisions.

Hyundai - Fountain Valley, California September 2019 - October 2022

Sr. Business Analyst (acting as Sr. Financial Analyst) (contract through Delta Computer Consulting)

Assisted in designing, organizing, and executing the annual budgeting processes.

Collaborated with project and budget managers, analyzed data for monthly financial forecasts.

Designed and produced periodic financial reporting packages, including monthly variance analysis.

Performed data analysis from various sources to facilitate budgeting, forecasting, and variance analysis.

Analyzed, reviewed, audited, and enhanced financial and operational data extracted from SAP and other databases for budgeting, forecasting, and billing within the CBU.

Acted as a liaison between the company and client business units, responded to requests, and provided analysis and reports.

Utilized SAP Business Planning and Consolidation (BPC) module to create detailed budget forecasts and perform cost analysis for IT projects

Developed and created ad-hoc reports for both internal and external parties as requested.

Implemented budgetary control over expenses and managed budget adjustments through detailed and accurate transaction logging and recording.

Analyzed related data and offered timely and relevant insights and recommendations to decision-makers during project planning and execution.

Conducted internal industry research and stayed updated on financial and accounting topics to advise and improve financial processes, reports, and policies.

Reviewed and collected approval signatures for project expenses.

Tracked and monitored project progress, ensuring milestone completions and related billing.

Processed month-end close activities, including accruals, journal entries (JEs), reclassifications, and reconciliations.

Assisted with special projects and collaborated with other departments in preparing analyses.

Other Relevant Experience: February 2019 – August 2019

AAA – Costa Mesa, California September 2008 - December 2018

Sr. IS Financial Budget Analyst (March 2015 - December 2018)

Partnered with IT management in the development and preparation of the annual budgets and goal objectives, analyzed variances, prepared detailed explanations for key variances, and reported monthly budget updates, including accruals, cost savings, discrepancies, and other accounting issues.

Integrated Hyperion Essbase for multidimensional to conduct in-depth variance analysis and optimize IT budgets

Performed various general accounting functions, including processing month-end GL close activities, such as invoice approvals, JE re-class, fixed asset depreciation and amortization, and key account reconciliations.

Prepared key financial documents, including cost allocations, within the assigned cost centers, communicated department performance, and provided audit support to IT management.

By using SQL pulling the data, download and extract

Reviewed IT related purchases to ensure compliance with company procurement policy and procedures, obtained the required executive approval for significant purchases, and processed payment.

Liaised between IT and Accounting/Finance in the monitoring of internal controls, and general process improvement initiatives to ensure clear communication and aligned objectives.

Sr. Financial Analyst/Operations (September 2008 - March 2015)

Acted as a reporting and business analyst for various departmental initiatives. This involved querying various databases and evaluating key performance metrics to prepare critical management and operational reports for the business unit and other internal clients.

Identified and communicated financial and operational findings, trends, gaps, and outcomes from complex data. Presented these analyses to senior management, both directly and through peer projects.

Maintained and updated financial models and related spreadsheets in Excel. Prepared monthly Profit and Loss statements, conducted variance analyses, managed budgeting and forecasting, booked journal entries, processed procurement payment requests, handled accruals, and followed up on audits.

Monthly processing of incentive payments for fuel price modifiers, battery-related incentives, and on-the-go incentives.

Prepared monthly reports for management on various aspects, including accident assistance, training, RAP (Rapid Acceleration Program), SOSS (Service on Side of the Street) complaints, Plus/Premier tow services, and T-code reporting.

Managed daily processing of service provider data, call volumes for TARP (Tow Assistance and Recovery Program), claims tow invoices. Verified, tracked, researched, updated, edited, removed, and followed up on claims tow invoices. Adjusted and updated rates as needed and prepared ad-hoc reports for management as required.

Collaborated directly with ERS Support Operations and other internal departments to drive business goals and enhance operational effectiveness.

LendingTree Loans - Irvine, California July 2005 - September 2008

Accountant III

Prepared bank deposits by consolidating funds from loan servicing, escrow, title, and other General Ledger entries into a spreadsheet. Imported these deposits into the AMB accounting system.

Balanced the General Ledger against deposit and loan systems, managed prepaid expenses, and notified recipients of trip awards. Approved and recorded monthly purchasing card transactions, processed credit card charges and refunds, and handled purchase advice and loan payoffs in the warehouse.

Reconciled and generated reports for various financial components, including funds, sales, Country Wide tranches, Country Wide fees, mortgage interest payments, short-term closings, PCT Transfers, Bank of America transfers, Locks, Appraisals, and Applications.

Maintained the General Ledger by preparing journal entries, conducting account reconciliations, performing variance analysis, and analyzing accounts. Developed, modified, and managed spreadsheets and databases for accounting functions and loan sales/servicing sales reporting.

Resolved discrepancies and summarized financial status by collecting relevant information. Produced balance sheets and income statements.

Provided support for both internal and external audits, assisted with AP and AR tasks, aided in payroll processing, completed special projects as required, and conducted research when necessary.

Education

Bachelor of Arts: Business Administration, Finance Institution and Management Information System, California State University - Fullerton

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