An accomplished Financial Analyst who is results driven with a strong knowledge of accounting, budget forecasting and financial modeling. Demonstrated track record of providing in-depth comprehensive analytics for business strategies, economic decision making and evaluating efficiency opportunities. Proactive with excellent interpersonal skills at all levels of the organization.
Budgeting and Forecasts
In-depth Financial Analysis
Reconciliations and Audits
Leadership and Mentoring
Earned highest possible rating for an internal audit in the first year of operation of new China facility-JBT AeroTech.
Created model to more accurately account and forecast over 950 projects to meet close deadline, used corporate wide-Miller Brewing Co.
Reduced accounting close from 10 days to 5 days-Pabst Brewing Co.
09/2012 to Current
Project ManagerJBT AEROTECH, JETWAY SYSTEMS － Ogden, Utah
Managed over 38 projects worth over $55M with favorable margin to budget.
Collaborate to establish product pricing for stronger margins
Created tracking model for project lessons learned
Negotiate with customers on various contract terms and conditions.
Sell additional products and services; sold over $1.7M in additional products/services
01/2008 to 09/2012
Responsible for compiling and preparing a three-month rolling Sales and EBIT forecast totaling $150M annually
Led a team of 4 in contracts admin, international accounting and payroll
Created, analyzed and presented monthly business review for corporate
Audited contracts for compliance and correctness quarterly
Conducted and assisted in SOX, internal and annual audits
04/2006 to 01/2008
Financial ManagerCR ENGLAND, INC － Salt Lake City, UT
Managed the National and Mexico P&Ls
Prepared the monthly financial packages for executive management
Created and analyzed KOI package for operations
Created mix analysis model for fuel, company's largest expense
Prepared and coordinated the budget for National and Mexico
Assisted in training new staff analysts and finance personnel.
09/2005 to 04/2006
Financial ManagerMRS. FIELDS － Salt Lake City, UT
Responsible for financial management of the Mrs.Field's Cookies, Great American Cookie, Pretzel Time and PretzelMaker brands.
Trained new franchisees on how to run a business.
03/2004 to 09/2005
Sales Financial AnalystMILLER BREWING COMPANY － Irving, TX
Manage and track over 950 marketing and sales support projects
Trained sales and marketing personnel on financial understanding and responsibility
Prepared and coordinated the annual market area budgets
Prepared and analyzed the market area budgets totaling $65M
Compiled and prepared the monthly market area financial packages
Trained new regional area financial analysts and accountants
09/2001 to 03/2004
Corporate Planning & AnalysisPABST BREWING COMPANY － San Antonio, TX
Compiled the monthly Board of Directors/external financial package
Prepared the annual corporate budget totaling $78M
Reduced the monthly close cycle from 10 business days to 5
Created centralized office supply location reducing office supply expense by 50%
Generated a weekly lender report analyzing the previous weeks volume, collections, spending and cash position.