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HF2, MBA | |
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Project Clients & Past Employers
- Union Bank of California (Part of one of the world's largest bank; Bank of Tokyo- Mitsubishi)
- THQ Inc. (third largest video game developer with a market cap. of $1.64 billion with studios spanning the globe)
- Amgen Inc. (a Fortune 500 biotechnology company with a market cap. of $65 billion and 20,000 employees)
- Specialty Laboratories( A leading hospital-focused clinical reference laboratory & part of AmeriPath - a leading provider of anatomic pathology, dermatopathology and molecular diagnostics)
- Countrywide Bank (A segment of Countrywide Financial Corporation- one of the nations largest mortgage investment companies)
- ValueClick (Strong growth technology company with global subsidiaries)
- MannKind Corp (Pharmaceutical company with revolutionary diabetes treatment medication under development)
- Big 5 Corporation (Leading sporting goods retailer with over 300 stores)
- WellPoint Health Networks (Fortune 100 managed healthcare company)
- St Jude Medical (3rd largest medical device maker in the world)
- Health Net Inc (Fortune 500 managed healthcare company)
- Transaction Funding, (Accounts receivable financing and factoring firm)
Functional Finance & Accounting Experience
Financial Planning & Analysis
- Implemented vast process improvements to the forecasting process of large video game development company
- Provided much needed restructuring of the scheduling and budgeting process for the testing phase of video game development
- Developed strategic plan, annual operating plan, quarterly forecasts and capital budget for Fortune 500 companies in biotechnology, healthcare and medical device industries
- Managed all aspects of company-wide Product Line Cost Allocation Study from project design, blue printing and realization to implementation Conducted thorough analysis of each business process and operating units to determine the cost as well as the method of allocation of those costs to each individual product
- Acted independently to identify and resolve problems, allocated, monitored and controlled manpower, and other company expense targets for the United States Division of $17 billion medical device company
- Identified and routinely used the most effective, cost efficient and best business practices to execute processes; continually evaluated their effectiveness and appropriateness - providing much value added financial analysis to field sales representatives
- Performed membership growth projections for each health care product in existing market segments and created pro-forma P&L's by product and market segment for two Fortune 500 managed healthcare companies
- Conducted an analysis of the Latino community and other emerging markets as an opportunity for health care coverage growth and expansion
- Analyzed P&L, Balance Sheet and Cash Flow statements for Blue Cross of California ISG and Large Group Divisions with over five million medical subscribers
- Created custom P&L's for individual products and market segments for Wellpoint (Blue Cross & UniCare) MBU's pulling data from multiple data sources for analysis
- Interacted with Actuary regarding claims trends and performed analysis of cost of health care in the wake of double digit health care costs and premium increases over the last several years
- Interacted with senior management to identify and explain key business drivers
- Interacted with senior management and performed other ad hoc special projects such as creating and automating financial reports, developing statistical forecasting models and ROI analysis
- Analyzed underwriting margin and explained loss ratio through rate/volume analysis
- Performed Marketing & Branding cost analysis to determine effectiveness of marketing campaigns
- Analyzed Income Statement, Balance Sheet and Cash Flow statements of perspective customers to determine credit worthiness for large accounts receivable financing and factoring company specializing in the apparel manufacturing industry
- Performed month-end budget variance analysis and reported to senior management
- Analyzed trends and profitability for clients
Financial Modeling
- Saved one day of work for each data load cycles in SAP during the busy forecast process by creating spreadsheet macros and other system automation
- Build complex financial models (Excel/ Access) pulling data from multiple sources such as SAP, Business Objects, Hyperion Essbase, CorVu and MFG/Pro for analysis
- Saved 40 man-hours per month by designing and automating a complex financial reporting tool that was used to generate month-end financial reports
- Designed a macro that sifted through large Excel reports and identified formula errors, reformatted cells as worksheets where refreshed with new data and automatically e-mailed to intended recipient
- Increased forecast accuracy by improving statistical forecasting methods
Financial Audit & Internal Controls
- Sarbanes-Oxley experience in both Operations and IT
- Developed Sarbanes-Oxley risk assessment of IT area of 22 billion mortgage investment company
- Developed Sarbanes-Oxley risk assessment of business processes for 17 billion medical device manufacturers
- Mapped SOX Controls Objectives to controls
- Evaluated all company functional processes from financial planning to performance, procurement to payment, demand to supply planning and manufacturing
- Designed system controls for identified SOX risks
- Performed SOX testing of internal controls
- Performed remediation as well as roll-forward testing
Systems Expertise: Selected Detail
Excel
- Expert Level User including, pivot tables, macro creation, advanced charting, usage of analytical tools (like Goal Seeker and Solver, defining scenarios and tracing dependents), graphing presentations (charts, trend lines, axis scales, multiple charts), formula building (ISERROR, IF, And/Or, INDEX, V-Lookup), shared data, heavy database linking, customization of toolbars and menus, and creation of user-oriented applications using controls and custom add-ins
Access
- Advanced Level User including building tables, queries and reports, shared data, database linking, importing/exporting data and macros
SAP - APO
- Advanced Level User in APO/DP & SNP as well as CO/PA modules
- Configuration knowledge to include building Characteristics, Key Figures, Planning Objects/Structures, Planning Areas, Planning Books and Data Views
- Performance and maintenance from loading data into the system via flat files or interface, loading data into Planning Area, Planning book and generating statistical as we as manual forecasts
- Forecasting methods to include like modeling, phase-in/phase-out and realignment
- Generation of BEx reports in APO BW as well as the Enterprise BW system
- Attended APO Demand Planning, Production Planning, Supply Network Planning and Flexible Planning in the R3 (Enterprise System) in SAP offered courses in SAP campuses in Foster City, Dallas and Philadelphia
SAP - R3
- Supervised the development company-wide product line cost allocation study designed and built in SAP CO/PA
- Configuration in the CO/PA modules such as maintaining cost center structure and building cost allocation cycles and segments
- SAP super user in performing and maintaining monthly allocation of costs using revenue, membership, FTE or other driver of cost to individual products in the CO/PA modules
- Reporting and data query
Hyperion Planning, Essbase & Analyzer
- Utilized Hyperion Planning for cost center budgeting to include loading Actual data and establishing a baseline budget, educating and monitoring cost center managers through the budgeting process and creating consolidated reports
- Database inquiries, report generation, exports to Excel, organization structure and chart logic review
- Data tie-out and report creation via Essbase
Cognos Enterprise Planning & Powerplay
- Utilized Cognos Enterprise planning for all departmental expense & capital budgeting and forecasting
- Created reports and other ad-hoc projects pulling data from Cognos Powerplay
APPLIX TM1
- Advanced data warehouse tool with added convenience of an Excel ad-in
- Created streamlined reports using the TM1 Excel add-in
Showcase Strategy
- Advanced data warehouse tool
- Built data queries and imported data into Excel pivot tables
Implementation Experience
- Team member of company-wide new ERP system implementation project for the third largest medical device company in the world with a market capitalization of $17 billion
- Interact with key business leaders and IBM consultants in mapping out future state business processes
- SAP - APO/SCM Lead configurator of Demand Planning & Supply Network Planning processes
Education & Credentials
- Pepperdine University - Malibu, CA, MBA, 2002
- Cal State University Northridge - Northridge, CA, BS - Microbiology, 1996
Contact
us at
888.595.5600 | |