Financial Analyst/Manager

Renee Fang

Irvine, CA *****

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

Email: *********@*******.***

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:

Montrose Environmental Group - Enthalpy Analytical Hybrid/Orange, CA

Finance Manager, July 2024 - April 2026

•Reviewed actuals against budget/forecast with operation team and provide variance commentary

•Provided annual budget for the business unit

•Developed and update quarterly forecast align to business operation requirements

•Analyzed and interpret business trends to drive operations strategy

•Supported month-end financial close

•Lead audit request from internal and external audit teams

•Managed Capital Expenditure to ensure within budget

Ametek Irvine, CA

Financial Planning & Analysis Manager, February 2023 - April 2024

•Prepared monthly, quarterly, and annual budgets and forecasts of financials for multiple sites

•Assisted in the preparation of the monthly financial reporting package including variance commentary and accuracy review

•Assisted in the preparation for the quarterly Management Discussion and Analysis

•Provided metric related to bookings, revenue, contribution margin, overhead expenses and working capital

•Analyzed and communicated insights to senior management concerning profitability

•Responsible for weekly revenue recognition projection

•Provided weekly working capital projection for the month

•Supported monthly closing

•Ensured financial reporting is following Sarbanes Oxley requirements

PCX Aerosystems Santa Ana, CA

Lead Financial Analyst, May 2018 - April 2024

•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 and support pricing modeling

•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

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

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

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

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

SYSTEM SKILLS:

Workday, Adaptive Planning, SAP, Oracle, Cognos, Hyperion (HFM), Smartview, AFTEC, Yardi Voyager, MS Dynamics, GP Report Writer, Advanced Excel (pivot table, look-ups, If Statements), PowerPoint (formal presentation), Charts/Graphs

EDUCATION:

Bachelor of Science Finance Degree, California State University of Northridge

CERTIFICATION: Cost and Pricing Analysis for Government Contracts

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