Senior Financial Analyst

Career Profile

Senior Financial Analyst with * years of progressive experience in finance roles across diverse industries, including non-profit, technology, consumer goods, and government sectors. Proven track record of effectively managing multi-million-dollar budgets and optimizing financial processes to drive organizational success.

Core competencies include FP&A, Budget Management, Forecasting, Cost Analysis, Financial Reporting, Month end close, Workday Adaptive Planning, Centage, Concur, Intacct, Power Point. Advanced Excel: Lookups, Pivot Tables, Filters, Macros, Charts and Graphs

Professional experience

NEW CLASSROOMS Dec 2023 – Current

Non-profit bringing new math products and learning models to schools in the U.S.A

Finance and Accounting Specialist

Month-End Close: Execute meticulous month-end closing processes, ensuring accuracy and compliance with organizational standards.

Forecast and Cash Flow: Develop detailed forecasts and manage monthly cash flow to support organizational financial stability and growth initiatives.

Budgeting: Lead the $12 million budgeting process, collaborating with department heads to align financial goals with strategic objectives. Monitor budget performance and provide insights to optimize resource allocation.

Accounts Payable and Receivable: Oversee accounts payable and receivable functions, managing vendor relationships and ensuring timely payments and collections to maintain positive cash flow.

LAWRENCE LIVERMORE NATIONAL LABORATORY 2022 – 2023

Lead finance support for Major United States National Laboratory. Maintained DOE Q security clearance.

Senior Resource Analyst

Budget and Planning: Managed budget and planning for three Engineering recharge centers and ten work centers totaling $32 million, ensuring alignment with strategic objectives.

Financial Analysis: Provided primary financial analysis for the National Security Engineering Division (NSED), overseeing a $5 million budget and supporting division leaders in financial decision-making.

Process Improvement: Enhanced financial systems and processes, including month-end close, payroll reconciliation, purchase orders, and internal recharge audits, improving accuracy and efficiency.

WIKIMEDIA FOUNDATION. San Francisco, CA 2018 - 2021

Key finance support for $175 million Global Non-Profit organization DBA Wikipedia.

Senior Financial Analyst

Financial Planning and Analysis: Created and maintained budgets, forecasts, and monthly financial analyses for 300-person Technology, Legal, and Finance & Administration (F&A) cost centers using Adaptive Insights.

Capital Expenditure Management: Evaluated capital expenditures and asset depreciation, providing recommendations to optimize a $4.0 million spend and improve financial efficiency.

Budget Oversight: Reviewed and analyzed project accounts against an approved $175 million budget, ensuring financial compliance and identifying opportunities for cost savings and efficiency improvements.

VF CORPORATION. Alameda, CA 2016 - 2018

Financial consolidations support for The North Face, Vans, Jansport, Smart Wool, Eagle Creek with combined sales of $7 billion.

Senior Financial Analyst

Financial Reporting: Prepared and communicated monthly financial data to senior management and the Board of Directors, ensuring transparency and accountability.

Strategic Analysis: Conducted cost-benefit analyses on strategic initiatives, such as a $15 million solar project for Vans, optimizing lease/buy options and presenting ROI scenarios to executive stakeholders.

Expense Management: Achieved $1 million in travel savings by implementing a robust travel expense tracking model, facilitating quick identification and resolution of cost inefficiencies across a $6 million budget.

Foreign Exchange Management: Prepared foreign exchange forecasts and monitored financial performance impacts in Mexico and Canada, leveraging macroeconomic and microeconomic data to inform strategic decisions.

DECKERS BRANDS. Richmond, CA 2013 - 2015

Managed all financial operations for two emerging brands with combined sales of $100 million. Key financial support to Brand Presidents, Sales, Marketing, Product Development leadership teams.

Business Unit Finance Manager

Financial Modeling: Developed Income Statement, Balance Sheet, and Cash Flow models to support strategic decision-making and financial planning.

Accounting Oversight: Led monthly accounting close processes, overseeing an average of $3 million in expenses per month, including journal entries, accruals, and account reconciliations.

Sales and Commissions Reporting: Designed and implemented scalable weekly sales reports, providing critical data insights to the VP of Sales to identify market opportunities and risks.

Education

DOMINICAN UNIVERSITY, San Rafael, CA.

M.B.A, Major; International Business Pacific Basin

EMPIRE COLLEGE SCHOOL OF LAW, Santa Rosa, CA.

J.D, Major; Law

SAN FRANCISCO STATE UNIVERSITY, San Francisco, CA.

B.A, Major; Economics

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