Experienced finance and business analyst professional with over fifteen years experience in financial institutions, telecommunications and payment industry. Specializes in management reporting, financial system, project management, budgeting. Highly proficient in financial modeling, financial reporting, budgeting and forecasting, strategic planning, project profitability analysis, metrics and KPI development and SEC reporting, SOX compliance, personnel management, and ERP implementations To summarize my strengths and interests
Over 20 year experience working in finance, financial systems and risk management.
Experience in financial systems implementation, system management, reporting, and report development.
Capable in budget, forecast, long and short-term financial planning & variance reporting explanations.
Good understanding of corporate finance structure including GL and Cost Center hierarchy, product hierarchy, process and channel profitability.
Comfortable working with large volumes of complex data and presenting findings to senior management
Establish and maintain operating and business metrics.
Experience in reporting and controls and developing audit trails to ensure data quality including reconciliation of multiple data sources. Collecting and analyzing quantitative data.
Designing and maintaining reports based on collected data.
Establish and maintain operating and business metrics.
Consolidated data from external vendor into internal data loss data to comply with regulatory requirement.
Experience in ad-hoc financial analyses around new business development deals
Highly analytical and detail oriented.
Comfortable working in cross-functional teams.
Advanced proficiency in Microsoft Excel (pivots, lookups), Word, Access, and Visio.
Experience working with large-scale data mining and reporting tools (i.e. SQL, MS Access, Essbase financial systems (i.e. Oracle, SAP).
Enjoy working out, racquetball, soccer, previous member of City of Lynnwood Diversity team
United Way volunteer and soccer referee
May 2013 to May 2015
CyberSource, VisaBellevue, WAConsultant for TalentBurst agency
Participated in the development and submission of IT annual budget and periodical rolling forecasts with the annual budget of about $100 million.
Managed and monitored program development and costs (burned vs remaining) to ensure that expected results are delivered on time and within budget. Rolled up progress from sub program to program and reported results from timeline and budget perspective.
Developed an Excel base model to track Training, Conference and Travel budget. Created approval work-flow and provided a dashboard report for the group VP with details on spend vs budget by director, cost center and entity.
Developed an Excel base model to track HW/SW purchase, flag capital and no capital projects. The model computes Capex, Opex, expected annual maintenance and depreciation amount by month by year.
Participated in implementation of a new project tracking system (Clarity) in defining requirements, testing and training internal customers. Maintain and enhance the system. Key participant in transitioning of CyberSoruce instance of Clarity to the Visa instance of Clarity.
Performed ad-hoc projects, most recently validation of licenses purchased vs. usage resulting in $140K annual savings.
September 2012 to March 2013
T-Mobile - Information Technology FinanceSenior Business Analyst
WA (Consultant for Randstad agency)
Supported IT Capital Asset management processes to efficiently track vendor agreements, capitalize and manage the Cap Ex and Opex process.
Designed and built a new vendor tracking system (VTM) and process to capture vendor agreements and provide 120 days' notice to the business owners when agreements are up for renewal.
Built and presented several business cases on IT vendor based pricing in compare with the legacy systems.
December 2008 to September 2012
AT&T MobilityBothell, WAConsultant for Kforce Consulting
Developed and implemented metrics to identify root cause of issue related to e-commerce product leading into escalation to the IT sustainment team resulting on reducing IT tickets by 25%.
Created a history file to report trending for open and closed tickets by week, month, and year and by root cause, market, product line, regional manager and organizational hierarchy.
Introduced and implemented factors to measure time take to resolve an escalation ticket by person which was used on staff quarterly performance review.
Managed Funds Transfer Pricing application after successful migration of the system from an interim database to the vendor based solution (PeopleSoft EMP) resulting in a more robust analytical tool and shortening the process by three days.
Supported new methodology implementation and restatement of financial statements.
Supported product profitability rollout as the core participant in product hierarchy design.
Participated in the development of drivers used in the Activity Based Pricing module.
Conducted several training sessions on Funds Transfer Pricing to corporate and divisional finance staff.
Seattle University managementMPASeattle University, MPA with concentration in management
University of Gilan Business Administration, Finance and EconomicsBAUniversity of Gilan, BA in Business Administration with concentrations in Finance and Economics.
AMA Financial Modeling, PeopleSoft University Profitability Management, COGNOS power play report Report Writer, Business Object Crystal Reporting, SQL Intermediate
Training, Pricing, Finance, Database, Drivers, Financial Analyst, Financial Statements, Peoplesoft, Rollout, Transfer Pricing, File, Metrics, Performance Review, Opex, Budget, Defining Requirements, Excel, Forecasts, Hw/sw, Maintenance, Million, Progress, Testing, Asset Management, Business Cases, Cases, Vendor Agreements, Access, Audit, Budgeting, Business Development, Coda, Cognos, Corporate Finance, Data Mining, Data Quality, Data Sources, Detail Oriented, Employee Resource Group, Enterprise Resource Planning, Erp, Essbase, Financial Modeling, Financial Planning, Financial Reporting, Forecasting, Gl, Ibm Cognos, Large-scale, Microsoft Excel, Ms Access, New Business Development, Oracle, Personnel Management, Project Management, Quantitative, Reconciliation, Report Writer, Reporting Tools, Risk Management, Sap, Sarbanes Oxley, Sarbanes-oxley (sox), Sec, Sec Reporting, Sox, Sql, Strategic Planning, System Management, Telecommunications, Trading, Visio, Word