Project Clients & Past Employers

• St Jude Medical - Healthcare (cardiovascular medical devices company)
• Beckman Coulter - Healthcare (biomedical testing instrument systems company
• Frederick's of Hollywood (specialty retail)
• Pepboy's Distribution Center (specialty retail)

Functional Finance & Accounting Experience

Financial Reporting & General Accounting
• Managed and maintained data distribution and integrity; established auditing and compliance measurements for incentive compensation for national sales territory representatives and management.
• Restructured sales territory warehouse procedure for more timely and accurate delivery of reporting and commissions calculation to internal audience in Accounting and Payroll.
• Interacted with Accounting, IT, Forecasting and external auditors to investigate business inquires of customers/products and perform ad hoc financial analysis.
• Coordinated cash flow management of all bank accounts including movement of funds, consolidation and tracking inter-company activity to determine cash position for store and corporate level at Frederick's of Hollywood.
• Prepared monthly journals entries and balance sheet reconciliation to close the period; analyzed reasonability of account balances and investigated variances.
• Processed bank reconciliation for 120 stores accounts and 4 corporate accounts, cash reconciliation, account inquiry and maintenance questions.
• Conducted and managed human resources and payroll information for all 250+ hourly employees at Pepboys Distribution Center.
• Forecasted and maintained warehouse payroll as rolling 12 month budget.
• Managed and tracked 120 store payroll budgets at Frederick's of Hollywood to monitor overtime, improved bonus system profitability by introducing new baseline as target.

Financial Planning & Analysis
• Provided guidance and support for monthly forecast, budget and strategic plan activities. Supported six quarter rolling forecast with management feedback and assumptions.
• Prepared, allocated and tracked revenue in operations from $90 million to $1.9 billion for various companies including several health care design/manufacture company, clothing retail company and automotive retail company.
• Conducted effective financial reviews and forecast discussions with the management team; developed realistic revenue and expense forecasts that reflect the commercial management team outlook; created analyses that support forecast assumptions; and presented financial results at quarterly sales meetings with internal sales management.
• Investigated missing revenue from system conversion issues at Beckman Coulter, identified more than $12M in missing revenue.
• Provided customer-focused value added financial reporting and analysis in administrative and field expenditures in conjunction with effectiveness, profitability, consolidation and marginal contribution including capital expenditures budget.
• Spearheaded the development and implementation of business process improvements to increase efficiency such as trend analysis forecast, sales goals recommendations, sensitivity reports, and month and year end documentation.
• Produced financial reports such as cash variance, line item explanation and court interim reports, cash models and cash requirement prototypes for internal and external audiences while Frederick's of Hollywood was under Chapter 11.

Financial Modeling
• Created ad hoc analysis regarding product profitability for product discontinuation including ending revenue steam and future revenue expectations from replacement product.
• Analyzed and identified revenue upward trend by store due to investing funds for marketing campaigns via different channels at specific cities.
• Developed, maintained and managed a consolidated financial model that can be utilized for quick turnaround Profit and Loss to articulate performance and reference for ad hoc projects including advertising results.

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,sumif), shared data, heavy database linking, customization of toolbars and menus, and creation of user-oriented applications using controls and custom add-ins.

Access
• Expert Level User including importing tables, linking and refreshing tables, creating queries (unmatched, duplicates, criteria field), summarizing data with crosstabs, displaying a graphical summary on a form, simplifying tasks with macros, creating splash screens for user access, making forms more effective, and linking tables to external data sources such as OPLA.
• Created complex databases using MS Access for planning and reporting purposes for multi-users with different levels of control.

Business Objects
• Intermediate Level User in Web Intelligence and Desktop versions including creating/modifying documents, report design in Java Panel, enhancing presentation of reports, organizing (breaks, calculations, sorts), creating formulas and variables, synchronizing data with merged dimensions, creating multiple queries in document, setting web drill options or parameters, and scheduling and publishing reports.
• Trained over 100 people among management, peers, and sale representatives on application.
• Served as Administrator of Business Objects, addressing all trouble shooting application issues. Served as Liaison with Corporate IT to maintain two parallel data warehouses to ensure accuracy; training field and internal people of its operations; review and approve report templates and standards for reporting to internal management.

SAP
• Basic usage of ERP system including database inquiries, modifying data, sales territory structure, and sales territory structure research.
• Actively participated in SAP integration project as Sales Administration lead-person in setting up sales territory structure, meeting various testing deadlines before loading final product into production stage, providing area expertise in setting up requirements, and expectations of performance.
• Participated as subject matter expert in global design exercises for SAP implementation at St Jude Medical.

Oracle Enterprise Manager
• Expert Level User: Managing data in time, product, sales, and customer dimensions, reconciling data daily against general ledger to ensure accuracy, synchronizing time dimensions annually to met with fiscal expectations, populating product dimensions upon acquisition of new business organizations, maintaining customer data with updated Verispan information.

Other
• Working experience in Outlooksoft, Oracle ERP, Corvu, AS 400, Kronos Payroll Software

Education & Credentials

• University of California, Irvine, The Paul Merage School of Business, MBA
• University of California, Riverside, BS, Business Administration