Renee Fang

Cell Phone: 949-***-****

Email: adxd9s@r.postjobfree.com

PROFESSIONAL:

Extensive financial analyses in operational and corporate finance within various industries. Attention to detail with strong analytical and problem solving skills. Able to manage projects and tasks on tight deadlines and within budget. Managed programs with proven profitability and supported decision making in new business initiatives. Experienced in interfacing with all levels of management. Highly results driven with focus on accuracy while working efficiently.

EXPERIENCE:

Ametek Irvine, CA

Financial Planning & Analysis Manager, February 2023 - Present

•Prepare monthly, quarterly and annual forecasts of P&L for multi-sites

•Support development of monthly financial reporting including review of the financials for accuracy and provide commentary on significant variances to budget and forecast

•Analyze KPI related to revenue, COGS, overhead expenses, working capital and balance sheet

•Contribute in developing the quarterly MD&A package

•Collaborates in development of the annual budget and strategy plan for multi-sites

•Provide insights to senior management around financial modeling, forecasts and profitability

•Develop financial models and analyses to support strategic initiatives

•Ensure financial reporting is in compliance to Sarbanes Oxley requirements

Key Accomplishment:

-Collaboration with subject matter experts to ensure accuracy on forecasting

-Implement process improvement on weekly sales and ASC606 revenue recognition projection

PCX Aerosystems Santa Ana, CA

Lead Financial Analyst, May 2018-February 2023

•Identify and report on a monthly basis on Actual vs. Budget variances and guide department leaders to meet profit plan

•Prepare quarterly Board meeting presentation

•Create cash flow projection

•Lead company’s annual budget cycle

•Develop quarterly forecast sales, gross margin and EBITDA

•Develop and maintain financial models, ad-hoc analysis and recommendations to executive management

•Create profitability/costing models for government Forward Pricing Rate Proposal (FPRP)

•Prepare monthly financial statements

Key Accomplishment:

-Managed financial reporting to ensure reporting package is accurate and submitted in timely manner

-Simplified financial models for company’s commercial and government rates

-Provided process improvement on reporting by eliminating manual data entry

Mesa Management Newport Beach, CA

Finance Manager, October 2016 - April 2018

•Prepared monthly financial packages including P&L, balance sheet and cash flow

•Provided analysis on KPI and financial reporting to management

• Identified risks and opportunities around business performance, making recommendations to improve the bottom line

•Developed annual operating and capital budgets for commercial and residential properties

•Prepared PowerPoint presentations and lead financial review meetings on a monthly, quarterly and annual basis

•Audited annual commercial CAM calculations and charges for collections

•Assisted management in decision making on cost benefit analysis

Key Accomplishment:

-Written systematic financial reports resulted half the amount of time in generating monthly reports for management

-Co-Lead company-wide ERP implementation from ground up completed one month ahead of schedule and $100k in savings

Mesa Management Newport Beach, CA

Senior Financial Analyst, November 2015 - September 2016

•Prepared monthly financial statement packages

•Provided monthly variance analysis compared to budget with commentary for management review

•Provided monthly journal entries and bank reconciliations, review A/R and A/P to ensure transactions are posted accurately and timely

•Maintained and informed management of cash flow and ensure sufficient cash balances for each entity

•Calculated estimated commercial CAM and true-up prior year CAM reconciliation

Renee Fang Resume - Page 2 of 2

Key Accomplishment:

-Reduced $200k operating expenses by auditing invoices against vendor pricing

-Implemented weekly status meetings with Operations exceed sales forecast for the year

SM&A Irvine, CA

Senior Financial Analyst, September 2013 - July 2015

•Performed decision financial modeling for new business initiative and special projects for management

•Implemented annual operating plan and departmental budget

•Tracked actuals to ensure cost is within budget

•Prepared monthly forecast on revenue, margin and EBITDA

•Analyzed company’s expenditures are within budget and provided adjusting entries as necessary

•Assessed performance results compared to budget and forecast and provided detail variance analysis

•Provided month-end income statement, balance sheet and cash flow reporting packages to management

Key Accomplishment:

-Provided additional 30% margin on client proposal bids

-Provided benefit cost impact strategic analysis for part-time employees resulted 25% savings for the company

-Learned Great Plains Report Writer and created financial reports with data migrated from MS Dynamic

Woodward (Formerly Textron) Santa Clarita, CA

Senior Financial Analyst, October 2008 - September 2013

•Prepared and presented monthly, quarterly and annual forecast on sales, expenditures and profit for product lines using standard costing methodology

•Tracked and analyzed sales and standard cost variances compared to forecast and Plan and provided commentary to senior management

•Developed quarterly program estimation at completion (EAC) by compiling ETC and actual by program scope of work

•Advised management on performance results and provided solution on budget control

•Provided CPFF billing summary based on actual and billing rates

•Assessed and provided necessary GL adjustments during month-end closing to Accounting

•Provided daily sales flash report to management based on shipments and backlog

•Provided spare pricing submittal to customer for bid. Supported external and DoD audit requests

•Supervised and provided training to a Financial Analyst within the business segment

Key Accomplishment:

-Managed a portfolio of $70 million of various programs with 100% success rate achieving within budget

-Exceeded 20% sales by working with Supply Chain on material availability and Operations on production timeline

-Provided competitive pricing bids resulted in multiple offers in long-term contracts with top-tier customers

SYSTEM SKILLS:

SAP, Oracle, Cognos, Hyperion, Yardi Voyager, MS Dynamics, GP Report Writer, AS400, Advance Excel (pivot table, look-ups, If Statements, graphs), PowerPoint (formal presentation)

EDUCATION:

B.S. Finance Degree, California State University of Northridge

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