Project Clients & Past Employers

• Amgen, Inc. (biotechnology)
• DreamWorks Animation SKG Inc. (computer animation)
• Gemstar - TV Guide International, Inc. (media)
• Jefferies & Company (investment bank)
• GRP Partners (venture capital)
• MannKind Corporation (pharmaceutical)
• Ixia (technology)
• Ernst & Young LLP- Clients included: Nicholas-Applegate Capital Management, Brandes Investment Partners, JMG Capital Management and TRW

Functional Finance & Accounting Experience

Financial Planning & Analysis
• Developed, planned and executed a comprehensive annual operating and capital expenditure budget in excess of $100 million.
• Created a dynamic financial model to analyze an investment opportunity for a venture capital fund.
• Prepared and analyzed consolidated P&L, on a monthly, quarterly and annual basis for an executive review of a publicly traded company.
• Developed annual budget and monthly forecasts for the sales and marketing unit of a leading global biotechnology company.
• Valued companies and business segments utilizing comparable public company, comparable acquisition, discounted cash flow and leveraged transaction analyses.
• Created detailed financial models to analyze pro forma impact of various acquisitions, debt financing and equity financing strategies.
• Performed strategic and financial due diligence in conjunction with equity and debt financing strategies and mergers and acquisitions transactions.
• Created long-range business models to negotiate joint venture partnership structures with global pharmaceutical companies.
• Developed a dynamic financial model for an IPO registration filing.
• Performed an integral role in a successful $88 million IPO by collaborating with the company's executives, investment bankers, attorneys and auditors.
• Supported $175 million private placement of equity offering by preparing comparable companies analysis and discounted cash flow valuation.
• Created financial models and participated in drafting sessions and road shows for a successful refinancing of $150 million high-yield debt for a regional airline.
• Analyzed comparable companies, performed discounted cash flow analysis and created financial models for a secondary stock offering that raised over $50 million for a provider of computer based and e-learning instructions.
• Drafted an offering memorandum and created financial models for a premier GPS and wireless systems provider to complete a private equity transaction.
• Created $100 million annual operating budget for overhead departments by working with department heads and finance senior management.
• Performed market analysis of telecommunication, ecommerce, and software industries in conjunction with reviewing business plans for potential venture capital investments.
• Prepared a detailed due diligence package and updated fund raising presentations for a venture capital fund.
• Analyzed monthly financial performance of 25 overhead departments by comparing actual against budget and forecast.
• Prepared a capitalized overhead schedule for the entire company by analyzing appropriate policy for telecommunication, depreciation, and other general and administrative expenses.
• Consolidated capital expenditure budget of the overhead departments and created depreciation schedules.
• Executed ad hoc finance projects reporting directly to a CFO.

Financial Reporting & General Accounting
• Prepared monthly and quarterly journal entries for a publicly traded pharmaceutical company.
• Coordinated and reviewed monthly reporting packages prepared by five international subsidiaries for compliance with U.S. GAAP and applicable company polices and procedures.
• Streamlined and enhanced financial reporting packages for four international companies.
• Created a financial reporting package for a new international entity
• Reviewed and updated Sarbanes-Oxley documentation for five international subsidiaries.
• Prepared journal entries using both general ledger and project accounting modules in Oracle.
• Monitored international cash managements and currency hedging activities.
• Consolidated five international subsidiaries' financial results into Oracle.
• Performed audits of two international investment advisors with twenty to thirty billion dollars under management.
• Planned, executed, and wrapped-up audits of investment companies including investment advisors, mutual funds, and hedge funds.
• Created quarterly tax allocation schedules for investment partnerships using aggregate tax allocation method.
• Analyzed and prepared federal and state tax returns for partnerships, corporations and individuals using FastTax.
• Demonstrated ability to work under high pressure environment and developed strong project management skills while auditing financial services, manufacturing, healthcare and engineering clients.

Systems Expertise: Selected Detail

Excel
• Certified Excel Expert - pivot tables, usage of analytical tools (Goal Seek and Solver, defining scenarios and tracing dependents), graphing presentations (charts, trend lines, axis scales), formula building (nested IF, SUMIF, V-Lookup)

PowerPoint
• Working knowledge of preparing presentations with charts and graphs

Oracle
• Implemented Oracle Projects module as the functional lead responsible for requirement gathering, designing, and configuring the module.
• Executed functional, integration and user-acceptance tests and multiple mock conversions and cutover conversion for the Oracle Projects module.
• Led an implementation of Oracle General Ledger reporting by obtaining requirements from multiple business units and created tools for financial reporting using FSG (Financial Statement Generator).
• Spearheaded design and validation of Oracle Discoverer reports for Projects and General Ledger modules.
• Trained over 75 trainers and end-users for Oracle Projects and General Ledger reporting.

Great Plains FRx
• Utilized Great Plains to prepare, review and post journal entries.
• Prepared income statements and balance sheets on a monthly basis using FRx reports.

Education & Credentials

• UCLA Anderson School of Management, MBA Candidate, June 2008
• University of California at Los Angeles, BA, Business/Economics
• CFA (Chartered Financial Analyst)
• CPA, California