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Financial Analyst Sales

Rancho Santa Margarita, CA
February 28, 2020

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May SeGuin 949-***-**** * Palmera, R. S. M. CA *2688, email:


• Extensive experience in Financial Accounting Reporting, Revenue Recognition, Budgeting / Forecasting, Financial Planning & Analysis, Financial Consolidation, Implementation of Internal Controls & Auditing, and Budget & Actual financial Flux Analytics, Cost Accounting, Strategic Pricing, and assist with SOX Compliance reports, within Corporate environment.

• Expertise in preparation of many Financial Statements, Cash Flow management, Extensive knowledge of U.S. GAAP,

• Well around of FASB + IRFs 15 compliance, possess Merger & Acquisition knowledge, and Special Project skillsets.

• Experienced with Sales Revenue and Expense Planning / Forecasting; Business ROI and financial models development.

• ERP Software programs include: ORACLE, OBIEE, JD Edwards, PeopleSoft, Quickbooks, AS400, ADP Payroll, Great Plains, HYPERION, MAS 90/200, NetSuite studied, SAP, SBT, SmartViews, Essbase, Vilden, etc.

• Proficient in Microsoft Office Suite: Excel advanced skills (eg. pivot tables, vlookups, hlookups, indexmatch, sumifs, macros, etc.), Word, Access, Outlook, PowerPoint, Publisher), Skype, etc. Education:

• MBA in Accounting pursued, California State University, Los Angeles, CA

• BS in International Business, CCU=Chinese Culture University; Majored in Accounting, National Taiwan University.

• CPA Exam: Passed, a CPA Candidate. *Registered Tax Preparer: CTEC ID: A229308, IRS: P01408861. EFIN: 308608.

<<< Experience & Accomplishment >>>

Financial Analyst Consultant, Finance Admin. Manager Honeywell International, The SeGuin Group & TruNorthe LLC. San Diego, CA 06/ 2017 ~ 09/2019 • Formulated metrics & KPI development & ADP Payroll processes. Analyze all of New Sales Orders from Wireless Clients, • PORs process and Sales Invoicing, and Internal Audit system. • Allocated to the appropriate projects for accurate Sales Revenue tracking systems, and streamlined the process. • Enhanced Operational financial modeling, Cash flow management, Analyzed Project Revenue Trending Analysis, Budgeted & Actual Analysis / Comparison, and other analytics requests. • Assisting finance, reporting, of financial agency’s real-estate development for the business operations & investors. •MLS Updates, Maintaining Sales Comparables Marketing Analysis. • JDE Costing, CAPEX

• Enhanced Operational Productivity OEF Estimates, Monthly AMR Profit & Loss Pulse Analysis, Production Project Pipeline healthy checks. • Month-End Close, MOR Productivity Tool, Indirect Spending Reconciliation, and Comments. • Production Site support, Freight Logistic data reconciliation / Validation, IOS Calculation & reporting, Inventory valuation & Cycle-Count Audits, and SAP migration backfill. • DOS, EHS, DLE Traction, HFM & Essbase Ad Hoc Analysis & reports, and research Variances. Senior Financial Advisor, Analyst Dell Software, FloorX Inc. Lake Forest 01 / 2016 – 04 / 2017

• Rebuilt / Reconstructed for all of Year 2015 & 2016 -- 2 years’ Sales Revenues and Tracking analysis, Profit & Loss via many different venues, for CPA’s Tax Returns’ filings. Prepared Audit Schedules for IRS, KPMG + PWC + CPA firms.

• Built a Sales Contract & Revenue Model Analysis, & Resolved previous years’ Payroll Tax Returns Lien pending issues.

• Analyzed Monthly and Quarterly financial results & Profitability, Regional and Global Flux Analysis, to identify trends and explain variances between actual and budgeted results. Trend analysis of Lab Cost, or movements.

• Performed extensive Global Consolidation, & Consolidated Financial Reports.

• Consolidated details Global Fixed Assets accounts Roll-Forwards, & Depreciation reconciliation.

• Coordinated with worldwide Regional Controllers / Managers for financial Flux Analytics trends process.

• Experienced with SOP, IFRS Compliance reports, Software Revenue Recognition, and Ad-Hoc reports.

• Assisted in CFR (Executive financial reporting package) & Mapping Models, SOX compliance & Filings.

• Monthly Revenue / Expenses Accruals & Reviews, Foreign Exchange Rates input, Dashboard Maintenance, Instrumental in the effective management for timely and successful financial reporting, both internal and external.

• Prepared various G/L Analytics, and updated the financial system for various departments / entities.

• Implemented ASC606 Contract Revenue recognition, Prepared Hedging Impact Analysis exposure, gain & loss query, analyzed more than 72 subsidiary companies, reporting to Treasury Manager.

• DSO (Sales Order / Day) and A/R Bookings Detailed Analysis, analyzed Quarterly Deferred revenues, and the related COGS for in-transit shipments to customers, in collaboration with EMEA, & APAC 4 Analytics trend. Controller / Senior Cost Accountant AG Electronics & ITT Cannon, Santa Ana, CA 10 / 2014 – 11 / 2015

• Ensured timely preparation of financial reports that accurately reflect the financial position of the Company.

• Performed Sales Revenue Testing, Internal Auditing & Control system, and Profitability analysis programs.

• Prepared and consolidated monthly & annual financial statements for 2 entities (including elimination entries).

• Responsible for cash flow management, A/R, A/P, financial analysis, KPI, and Month-End Closing.

• Abiding by GAAP and internal procedures and controls to protect and preserve the Company’s assets.

• Monitored and analyzed accounting data to effectively produce financial reports and statements.

• Inventory & Overhead variance analysis, and Risk score analysis, built up Budget systems. .

• Assisted the Cost Accounting Manager with the monthly close process and a variety of accounting functions.

• Performed extensive analysis of plant accounting financial data and complex reconciliations: profit margin review, backlog margin review, inventory/stock review, BOM, CIP, WIP & ER Inventory review & Variance Analysis reports.

• Coordinated with supply chain management to ensure compliance and documentation on the Bill of Material. Project Manager XIN Irvine, LLC. (Xin Yuan Development) Irvine, CA 08 / 2011 - 09 / 2014

• Real Estate investment portfolio consulting & financing arrangements for a land developer.

• Prepared, and presented Cash Flows and Operations Impact, Sales Revenue Forecast & Actual analysis for comparison.

• Worked with investor relations on ad-hoc requests from investors. IRR (Internal Rate of Return) on Investment analysis.

• Responsible for investment schedules, performance measurement, schedule of individual partners' capital and an understanding of fund and joint venture partnerships. Provided detailed, accurate analysis of Contract terms and conditions.

• Functional utilized real estate industry knowledge and an investor focused mindset to meet the needs of high profile investors.

• Assisted the Managing Director with underwriting, entitlements, functional ASC 606 reports, and the marketing campaigns.

• New development business, market research, site acquisition, due diligence, managing the design process, financing, and zoning.

• Assisted with each client’s credit report, obtain proof of funds, and mortgage application process.

• Assisted the Escrow Trust Fund Accounting management, and sub-Contractors Bids & Placement, and Cost Estimates. Accounting & Tax Analyst The SeGuin Group, R.S.M., CA 02 / 2009 - 06 / 2011

• Prepared Individual Income Tax Returns for high-networth individuals, S Corp, LLC, & C Corp.

• Daily Cash Management, Monthly Bank and Balance Sheet Reconciliation.

• Tax Compliance, plan and conduct examinations, and related investigations of individual and business taxpayers.

• Prepared Fiduciary, Partnership, Corporate, Payroll, & Individual IncomeTax Returns, Tax Compliance & Researches. Senior Accountant USL US Lines, Santa Ana, CA 03 / 2007 - 04/ 2008

• Assistant to Corporate Controller, prepared monthly Journal Entries, posted on custom-built web-based system (Vilden). A/P reviews and approvals. Sales Revenue Analysis, and A/R monthly reconciliation.

• Generated Detailed Sales Revenue utilizing the estimates, Pricing Proposal Models, Reconciled all Intercompany transactions, and Balance-sheet general ledger accounts monthly, and quarterly, incorporated financial objectives, in fully compliant.

• Monthly 5 bank-accounts Bank Reconciliation statements, plus various other special assignments.

• Worked closely with off-shore teams in collaboration from Europe, South America, Africa, and Asia Pacific regions

• Responsible for coordinating globally and preparing various analyses for the Monthly + Quarterly Finance closings. Sr. Financial Analyst, Internal Auditor, Accounting Manager Various Manufacturing Corporations, 01 / 2001 – 12 / 2006

• Provided fluctuation analysis explanations for various components of worldwide gross margins for both domestic operations and foreign subsidiaries. Performed risk analysis utilizing company risk analysis tool, + frequent RMA transactions / reporting.

• Provided accurate and timely inventory and Set-up/maintenance of stock codes, BOMs, structures and routings,

• Developed Sales Revenue, Pricing Proposal Models, and Profitability Strategy. Reconciled all Sales transactions, Deferred Revenue, all related accounts monthly, and quarterly, incorporated with financial objectives & process improvements.

• Developed Comprehensive Pricing strategy, Trend analysis of Lab Cost, or movements; assisted a winning Pricing Proposal that incorporates financial objectives fully compliant with company’s policies & procedures.

• Coordinated globally and preparing various analyses for the Monthly Finance Presentations along with Quarterly Board Reviews.

• Worked for PIMCO Newport Beach, Pre-Verizon, & KIA Motor Irvine, Pioneer Circuits, Inc., as a financial analyst.

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