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Financial Analyst Account

Location:
San Bernardino, CA
Posted:
May 29, 2023

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Resume:

JAMES J. SHERWOOD, MBA

**** **** ****** ***, ****, Fontana, CA 92335

Phone: 714-***-****

E-mail: **************@*****.***

EDUCATION

Pepperdine University, CA – Master of Business Administration

Rutgers University, NJ – Bachelor of Science Management

CAREER PROFILE

Well-qualified senior professional with a strong background in Contract Negotiation, Administration and Financial Analysis. Consistently successful in developing innovative strategies in order to promote team development, improve performance, and manage bottom line impact. Areas of expertise are:

Marketing Contract Negotiations Contract Administration

System development System implementation Training

Program Leadership Project Management Financial Analysis

Efficiency skills Team Development Planning

Policies and Procedures Communication Skills Inventory Accounting

CAREER ACHIEVEMENTS

Negotiated acquisition of a major InterContinental Ballistic Missile Program with a value of $462 million (3/10th percent negotiation loss). (Rockwell)

Negotiated and administered contracts for governmental and commercial programs. (Rockwell)

Improved coordination of communication between functions and Program Planning & Control (PP&C) that allowed for the improved computation of earned value. (Rockwell)

Lead and developed innovative inventory control systems. (Atlantic Richfield Company/Unocal)

Improved overhead mainframe costs significantly. (Atlantic Richfield Company/Unocal)

Developed and implemented innovative computerized volumetric budgeting system. Saved 160 man-hours a month. (Atlantic Richfield Company)

Improved productivity and timeliness of annual government reporting involving the 10K. Saved a total of 5 man-months annually (Unocal)

Developed a timely and improved planning system utilizing a new innovative data base technique to assist in developing future marketing directions. (Atlantic Richfield Company)

Devised and implemented highly successful methodology reflecting financial impacts of yearly inventory changes. (Atlantic Richfield Company)

PROFESSIONAL EXPERIENCE

PRIMERICA, Claremont, CA [1993 to Current]

Independent Contractor, Regional Manager

Market the financial services and products of Primerica.. Build, train, develop and supervise a marketing organization to facilitate the distribution of these financial products.

Work with clients to develop a plan to help them become properly protected, debt-free and financially secure

.AJILON FINANCE, Ontario, CA [2007 to 2008]

Executive Recruiter

Ajilon specializes in the direct-hire placement of premier accounting and financial professionals. Position requires interviewing candidates, working with client companies in developing hiring requirements and job descriptions

JAMES J. SHERWOOD, MBA Page 2

MTI TECHNOLOGY CORP, Anaheim, CA [2000 to 2001]

Senior Financial Analyst

Provided summary and analysis of special studies and conducted and prepared recommendations to management to implement policies and guidelines to improve the company's position.

Analyzed present and future performance by functional responsibility (Actual Vs Annual Operating Plan Vs Prior Year).

Work closely with Manufacturing to prepare Annual Operating Plan.

UNOCAL CORPORATION, Brea, CA [1994 to 1999]

Senior Account Analyst

Member of a Task Team that successfully designed and implemented light products relational data base inventory system (Oracle) replacing a mainframe accounting system.

Trained various terminal personnel in the relational data base inventory system

Consolidated the reporting functions in preparing incremental government and corporate reports.

Partnered with government agencies in order to improve reporting and reconciliation results.

Worked with governmental agencies to streamline report preparation.

ROCKWELL INTERNATIONAL, Anaheim, CA [1985 to 1992]

Senior Contracts Negotiator Administration [1988 to 1992]

Advised senior management as a contracts, proposals, policies and procedures expert.

Responded to Request for Proposals (RFP’s) and inquiries by the Ballistic Missile Office affecting the Small ICBM missile FSED II Program.

Prepare proposals, fact find data, submit updates and negotiate proposals.

Presented Contract Funds status reports to government agencies (CFSR)

Directed contract negotiation/administration for major contracts.

Lead Analyst [1985 to 1988]

Lead analyst on Peacekeeper 1985, 1986 and 1987 programs. Presented monthly governmental reports to multiple government agencies (CPR, EAC, and Variance Analysis Report). Assessed program risk and advised Program Management.

Support Contracts & Pricing in responses to RFP’s.

Lead analyst for the Peacekeeper Spares Program in PP&C. Coordinated and managed monthly government reports for internal and external customers (CPR, EAC, Variance Analysis Report)

ATLANTIC RICHFIELD COMPANY [1968 TO 1985]

Started in the mailroom. Held thirteen different positions in seventeen years ranging from Mail Boy to Senior Financial Analyst.

Senior analyst in the Inventory Accounting unit. Reconciled inventory reports with the General Ledger for all terminals in Greater Western Pennsylvania.

Performed variance analysis for each location.

Handled sales accruals for the various Terminals

SOFTWARE

Excel, Word, Powerpoint, Access, Outlook, Oracle



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