Work history
Senior Financial Analyst
tags:
excel (advanced)
• statistical analysis
• business process improvement
• predictive modeling
• database management
• system analysis
• financial modeling
• pricing analysis & negotiations
How would you describe your time at Western Union?
Senior Financial Analyst providing financial & business decision support while identifying opportunities critical to strategic decisions.
* Champion effort to support a strategic plan to outsource and migrate multiple call centers. Project involves leveraging relationships with key areas of the business and engineering a business model that involves: agent ramp planning, cost rate analysis per site, analysis of vendor's pricing proposals & pricing negotiations, and statistical projections of business metrics. Strategic scenario includes a 5 year projected cost / benefit analysis. Results: final vendor approval of a counter pricing offer and EVP's final approval to implement the selected plan.
* Design and build a Flash report that provides a overview of key business drivers to operations and product performance which includes variance analysis and statistical forecasting. Create and implement a Scorecard report to track and report performance of strategic plans. Both reports are used across various functions (Marketing, Finance, Sales, Product Management and Operations) for management and planning purposes.
* Forecast daily cash balances of WU settlement accounts at various points in time to support Treasury's permissible investment projections and liability analysis.
* Create Business Trend report that provides statistical analysis and graphing of internal and external variables (within the mortgage industry) which impact key performance indicators of product's revenue.
* Provide support to New Product Development with a Online Banking Payments service project which enables WU to expedite bill payments initiated by consumers from their bank's online banking site. Optimize biller industry database and streamline reporting process of Biller Coverage Reports for distribution to Sales.
* Conduct business process improvement on a daily critical control process, System Balancing. The process verifies all daily ACH transactions created were completely and accurately posted to customer, operational, and custodial accounts. Result: decrease processing time by 75% and lower the margin for error in the reconciliation process.
* Lead project to document our banking system's daily Batch Process (runs ~400 jobs and generates 300+ reporting functions.) Results: improved Operations & IT understanding of process flow, establish control charts on elapse job times & trans. volumes in order to identify control limits for processes that are critical to business continuity.... 
Business Consultant
tags:
website design
• fpa
• budgeting
• business consulting
• flash
• financial reporting
How would you describe your time at Independent Contractor?
Business Consultant performing contracting services for various client??le.
* Business Plan & Organizational Development, FP&A, Budgeting & Reporting, and Website Design & Consulting.
Sr. Analyst
tags:
management 2 years
• financial modeling
• financial planning and analysis
• finance system implementation
• report writing
• m & a
How would you describe your time at rws group?
Senior Analyst for a international translation and localization service organization. Initially hired for restructuring of Accounting Dept. & financial system implementation. Reporting to CEO.
* Primary responsibilities include financial planning and analysis, forecasting, budgeting, ad-hoc reporting, group consolidation reporting, and project cost reporting (activity based).
* Manage staff of six accountants through departmental restructuring.
* Migrate division's finance function from parent headquarters (London, UK) to U.S. headquarters (San Francisco, CA). Migration involved maintaining and reconciling multiple financial systems running parallel processes and owning key liaison position to the London finance function which included overseas travel.
* Company Acquisition - Led the finance role in a transition team for a $1M business combination. The role involved a company introduction (on-site visit), establish cash control, transition payroll function, migrate accounting function, financial system integration & reconciliation and preliminary staff evaluation.
* Restructure & integrate dual Project Cost systems (Finance & Production) by partnering with Engineering department. Result led to accurate and efficient reporting that assisted Business Development to incorporate aggressive pricing for RFP's which in turn gave greater leverage against market competition.
* Create and implement automated processes such as uploading project billing (timesheets) and automated 1099 reporting function. Result: increase cost savings by eliminating one admin. data entry position of $30K a year and additional $9K for seasonal contractors for year end close.
* Finance System Upgrade - project managing the planning & implementation of upgrading various applications and operating systems on the server and client workstations. Process involves working closely with the IS department while conducting QA and staff training. Result led to electronic documentation environment for finance & production departments which provided reliable and efficient communication across the organization.
* External Audits - coordinate the financial audit process by work closely with external audit team to provide accurate reconciliations & resolve issues under intense deadlines without interruption of the day to day finance tasks.
* Periodic General Ledger Closing - completion of month & year end closing process which includes reconciliation and post closing adjustments for both general ledger and sub-ledgers.
* Special Projects included fiscal year budget system integration with financial statements, ad-hoc reporting on inter-company accounts and regional & market sales analysis....
Business & Financial System Consultant
tags:
financial system implementation
• financial reporting and forec...
How would you describe your time at Independent Contractor?
Business & Financial System Consultant for local high tech corporation and small business client??le.
* Services include Financial System Implementations, Financial Reporting, Accounting & Tax Consulting
Financial Analyst
tags:
general ledger & balance shee...
• finance system implementations
• financial reporting
How would you describe your time at mental health network?
Financial Analyst for a health management and service organization. Promoted from Senior Accountant position. Reporting to Financial Officer.
* Responsibilities focus on financial reporting, specializing in revenue analysis and membership reporting based on capitation billing practices ?? annual revenue pipeline estimated at $39M
* Champion two finance system implementations involving restructuring chart of accounts to provide segmented reporting for over 30 regions. Result: streamline financial operations with more accurate and efficient financial reporting.
* Aggressive quantitative and qualitative methods used in managing Accounts Receivable (A/R). Analysis involves customer relationship management of H.M.O.'s in deciphering detail capitation reports while understanding client contracts to conduct accurate account reconciliation & revenue forecasting. Result led to a 59% decrease in A/R balance.
* Design revenue and membership reporting tools by marketing region for executive officers & regional directors.
* Key liaison between Finance and IT departments that provided analytical support to IT & Development for various database overhauls.
* Perform General Ledger & Balance Sheet reconciliation with detail accuracy.
* Create and establish Policy & Procedures for the various sub-ledgers and membership databases....
Education
B.S. Business - Decision Science and Accounting
tags:
coursework:
• quality management (tqm & six...
• operations management
• regression analysis
• business forecasting
• it audit
• strategic management
• advance accounting
• sas 9.1
How would you describe your time at san francisco state university?
Bachelor of Science in Business Administration (Dual Major)- Decision Science (Business Analysis) & Accounting
* Decision Science program teaches applied mathematics & statistics using IT to guide the business decision making process.
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