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Senior Financial Analyst ­- IT Finance (FP&A) Resume Example

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SENIOR FINANCIAL ANALYST ­- IT FINANCE (FP&A)
  • www.linkedin.com/pub/michelle-nguyen-mba/33/b0a/323/
Professional Summary
To continue to excel and gain experience in management and finance. Ambitious, detail-oriented Financial Analyst versed in balancing priorities and meeting deadlines under pressure. Adapts quickly to challenges and changing environments.
Skills
  • Financial reporting and analysis
  • Budgeting and financial management
  • Financial Modeling
  • Complex problem solving
  • Budget and forecast development
  • Strategic financial planning
  • Critical and creative thinking
  • Data trending
  • Financial and operational reporting
  • MS Excel expert
  • SAP expert
  • Cognos expert
Work History
08/2011 to Current
Senior Financial Analyst ­- IT Finance (FP&A)Kaiser Permanente – Pleasanton, CA
  • Managed a $65M OPEX and $4.2M CAPEX annual budget.
  • Analyzed budgets, financial reports and projections for accurate reporting of financial standings.
  • Identified and investigated variances to financial plans and forecasts by interpreting financial results.
  • Develop annual budgets in collaboration with the business operations.
  • Presented "what if" scenarios for budget assumptions and forecasting strategies.
  • Created and Updated Business Case Discipline
  • Led monthly meetings with directors to analyze spending and provide financial recommendations.
  • Consolidated financial data and materials for key leadership meetings.
  • Prepared Long Rang Financial Planning - multi years financial planning
03/2008 to 08/2011
Financial AnalystKaiser Permanente – Oakland, CA
  • Forecast for reasonableness Forecast Billing expenses to the regions.
  • Identified and investigated variances to financial plans and forecasts by interpreting financial results.
  • Forecasted operating cost for for schedule projects by strategizing with other departments
  • Synthesized financial and budgetary information to solve problems and develop alternative solutions.
  • Monitored and analyzed financial, statistical and operational data trends.
02/2002 to 03/2008
Senior Financial Analyst - Corporate FP&AGenesys Telecommunications – Daily, CA
  • Developed forecasting tools and dashboards to analyze revenue variance, business pipeline and industry trends.
  • Consolidated financial data and materials for key leadership meetings.
  • Presented "what if" scenarios for budget assumptions and forecasting strategies.
  • Monitored organization's performance against competitors.
  • Built and maintained databases for forecasting future financial performance.
  • Developed, produced and analyzed financial statements by region.
  • Created quarterly earning presentations and monthly investor/parent's company presentations.
  • Monitored and analyzed financial, statistical and operational data trends.
  • Created and maintained precise and accurate models, charts and reports.
06/2001 to 02/2002
Senior Client AccountantDresdner RCM Global Investors – San Francisco, CA
  • Develop and monitor production of monthly mandated packages for client reporting Created ad-hoc reports using queries Research trade settlements, corporate actions, and pricing Interact with Portfolio Managers, Custodial Banks and other departments to maintain cash flows Process dividend, foreign exchange, and tax reclaim/withhold Perform periodic reconciliation of currency balances and securities transaction utilizing on-line access to custodian record.
07/1999 to 06/2001
Senior Portfolio AccountantState Street Bank – Alameda, CA
  • Administered daily cash needs for Investment Manager and affiliates Corresponded daily with banks for loans, investments, wires, and transfers Managed cash forecasts for all Calpers funds for the following business day Interact with Investment Manager and Third Party Lending group upon trade settlements Prepared monthly financial statements; analyze and audit financial statements Responsible for 16 funds containing over 6 billion in assets.
Education
1999
Bachelor of Arts: Business Management Economics
University of California - Santa Cruz
Business Management Economics
2012
Master of Business Administration: Global Innovation
California State University - East Bay
    Global Innovation
  • 3.5 GPA
  • Advanced courses in Finance Management
  • Finance, Risk Management and Insurance specialization courses
  • International Business and Economics coursework
  • Advanced courses in Financial Statement Analysis
Certifications
Google Online Marketing Challenge May 2012
Accomplishments
  • Identified $0.5M in duplicate payments, and proposed process improvement.
  • Created Bench mark report for CEO to present at annual all-hand meeting.
Skills
accounting, Acrobat, ad, Balance Sheet, Billing, Budgeting, Budget, Business Case, Cognos, client, MMS, drivers, Essbase, Finance, Financial, financial statements, foreign exchange, Functional, funds, Genesys, investments, LEADERSHIP SKILLS, director, Mainframe, MBA, Access, Excel, MS Outlook, Powerpoint, MS Word, Enterprise, Online Marketing, Oracle, PeopleSoft, PowerPlay, pricing, Profit, reporting, Research, SAP R3, SAP R/3, securities, settlements, STATA, tax, Writer
Additional Information
  • During my MBA Program, I have participated with a group of students in Google Online Marketing Challenge. Over 11,000 students from 86 countries and territories joined the Challenge, making this the most competitive and diverse pool of teams. As a group, we did fairly well in this competition. It was good learning experience about Google Adwords. Implementation Live Project for Douglas Morrison Theater November 2012 During my MBA Program, I have worked with my a group 3 in developing a Strategic Business Plans that provided an experiential learning, applications, and practices of Douglas Morrison Theater business. The live project for Morrison theater assignment was base our interview with the Art Director and our report on business strategies, theoretical applications in helping to revive the business of the theater Treasurer of Vietnamese Student Association September 1997- June 1998 Conducted fund-raising event Budgeted cost, and revenue for many entertainment activities Created reports detailing the VNSA budget to Core Council for funding.
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Resume Overview

Companies Worked For:

  • Kaiser Permanente
  • Genesys Telecommunications
  • Dresdner RCM Global Investors
  • State Street Bank

School Attended

  • University of California
  • California State University

Job Titles Held:

  • Senior Financial Analyst ­- IT Finance (FP&A)
  • Financial Analyst
  • Senior Financial Analyst - Corporate FP&A
  • Senior Client Accountant
  • Senior Portfolio Accountant

Degrees

  • Bachelor of Arts : Business Management Economics
    Master of Business Administration : Global Innovation

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