Analyst Management

Robert J. Roy Jr. (H) 951-***-**** (C) 951-***-****

***** *** ** *** ******, Temecula, CA 92590 ***********@*******.***

Career Summary

Senior-Level Analyst with expertise in Finance, Credit and IT. Do you need a dynamic, detail oriented individual

with excellent communications skills? Are you looking for someone with a unique ability to interact professionally with a

diverse group of executives, managers, external vendors and clients in a multi-cultural environment? Do you need an

employee with extensive knowledge of software such as Microsoft Word, Outlook, Excel, Visio, Expressions Web Design,

Power Point, Crystal Reports, QuickBooks, Adobe Photoshop and Illustrator? If you need someone with a "Can Do" attitude

who is bottom-line focused and can facilitate project completion on-budget in the timeliest manner possible through the use

of current technologies and process analysis/improvements - then your search is over.

Professional Experience

Willdan Financial Services - Analyst 08/11 - Present

Responsible for administration of Special District tax assessments for 15 cities in Southern California. Includes

extensive interaction with property owners, and senior level staff of client cities. Audit District records at the parcel level,

monitor delinquencies and place updates on tax rolls (including levy data) on county assessor records for client Districts.

Create legally required annual reporting documents, disclosures and Engineer's Reports. Extensive use of MS Excel, Word

and Outlook as well as data base analysis and reporting via Crystal reports.

The Travis R. Roy Sudden Cardiac Arrest Fund (CA based non-profit) - Founder/President 01/06 – Present

Lost youngest son Travis to Sudden Cardiac Arrest (SCA) in 2005. Founded a non-profit organization (The Travis

Fund www.thetravisfund.org) to raise awareness about SCA, to encourage people to learn Cardio Pulmonary Resuscitation

(CPR), and to place Automated External Defibrillators (AED’s) in public schools and facilities. To-date, responsible for the

placement of 118 AED’s in public schools and have had one save so far.

First Advantage CREDCO (credit reporting company) Senior Financial Analyst/IT Business Analyst 11/98 – 12/08

Senior Financial Analyst - As a Senior Analyst in the Finance group:

Developed and maintained large databases and provided statistical metrics as well as financial analysis

and reporting on historic, trended and current business data to senior management.

Monthly reporting covered data mining thousands of credit transactions and auditing against contracted

price levels per department/division.

Successfully engaged in multiple initiatives simultaneously while monitoring and reporting on thousands of

credit data transaction expenses from all three credit bureaus.

Was responsible for Credit Data Accounts Payable (> $5.5 million per month).

All tasks were accomplished through the use of PC, Local Area Network and Web based technologies and

applications.

Primary programs used were MS Outlook, Word, Power Point, Visio and Excel (Pivot Tables, Macros,

Charts, Graphs, multi-linked worksheets, etc), as well as data down loads from multiple sources in multiple

formats into MS Access Databases then into Excel for reporting purposes.

IT Business Analyst - As an Analyst in the IT department for first six years – maintained financial metrics, as well

as contractor, payroll and budgetary performance reporting for an IT Department of over 135 employees and

contractors with a budget in excess of $20 million. This included:

Monthly General Ledger Analysis - hardware/software, payroll and all other departmental expenses.

FTE and Consultant Analysis - ongoing monitoring of FTE and Consultant activity and expense

impact. Required maintaining several Excel worksheets, org charts, monthly payroll analysis, monthly

consultant expense analysis, and detailed consultant trends for IT projects. Required a good working

relationship with IT managers to stay current with each department's staffing activity.

Annual Focal Point Review (raises) and Quarterly IT Bonus process - Coordinated with IT

management and accounting for 135 IT employees.

Tracked IT maintenance agreements. Costs exceeded $2,000,000 annually. Required coordination

with IT management, purchasing, and accounting departments. Provided management with the

information needed to determine if software and hardware was under maintenance and provided a

heads up when a renewal decision is pending. Used as a tool to project future maintenance costs.

Processed Consultant and Maintenance invoices - included invoices from consultants from multiple

locations and countries as well as LAN software/hardware maintenance contracts.

ADVANTA Mortgage Corp. (multi-state mortgage lender) - Business Systems Analyst & Sr. Technical Writer 1/88 – 11/98

Held two different positions at ADVANTA; Business Systems Analyst and early on as a Technical Writer.

In both positions, utilized a variety of PC, Local Area Network and AS/400 based applications to provide cost

effective systems analysis, and programming design solutions for business user needs.

Programmed legal documents (Mortgages, Deeds and Notes and Riders) for all 50 states.

In conjunction with support staff, managed a project load of between 70 to 100 projects per month.

Maintained internal communications including an extensive system of user and operations manuals, as well as

hundreds of forms and legal documents.

Additional responsibilities included the production and maintenance of a forms catalog, Human Resources support

materials, a corporate newsletter and a variety of sales, training and marketing support pieces.

De Luz Community Services District (local community services) President/Board Member 11/96 – 01/05

In the community, served eight years as a publicly elected official.

Was President of the Board and Chairman of the Engineering Committee for the De Luz Community Services

District with a staff of five full-time employees http://www.deluzcsd.org/

Leadership responsibilities included meeting with the public, dealing with state and federal agencies, strategic

planning, federal grant applications research.

Operational policy development.

Analysis of engineering studies for public works projects

Budgeting in order to meet the unique challenges and opportunities of the District including the management of a

$2.5 million annual budget for roads, police and environmental services to the community.

Education

American Management Association – Project Management Certification

University of California San Diego - Marketing Communications

San Diego State University - Teaching Credential

San Diego State University - Bachelor of Arts Degree in Industrial Arts

Affiliations

American Heart Association – CPR Instructor.

Parent Heart Watch www.parentheartwatch.org - State Coordinator (families who lost children to Sudden Cardiac

Arrest).

The Travis Fund www.thetravisfund.org - Founder, non-profit raising funds to place Automated External

Defibrillators in schools.

References

Available on Request

LinkedIn: http://www.linkedin.com/pub/bob-roy/2/1a8/22a

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