Talent Profile

Experienced analyst, manager, and finance professional. I have worked in several industries ranging from banking to logistics over the years. I have over twelve years’ experience of analytics, finance, database governance, accounting, and managing teams of analysts and sales associates.

Management Consulting • Recognized wasteful processes within various companies and improved those processes to maximize employee output. • Provided visibility and performance tracking to the business by helping to build, maintain, and improve our data and reporting foundation. • Drove operational efficiency by automating and improving processes, tools, and dashboards that scale. • Owned planning and forecasting processes (FY and long-range modeling, quota and capacity setting, territory carve in close partnership with finance). • Supported special projects and structure business problems, evaluate options, implement actionable recommendations, and track success. Logistics • Posted month-end journal entries to recognize revenues earned for the month and to reclassify unearned amounts. • Prepared month end analysis reports and attended monthly financial statement meetings to discuss fluctuations in revenues and outlying factors of variances from month to month. • Prepared notes to the financial statements regarding changes in revenue. • Generated weekly Dashboard report as well as several other flash reports which measured business performance. • Managed and oversaw deliverables for a team of two Jr. Analysts. • Maintained and updated the Staffing database and Analytics database for the accounts that I supported. Utilities • Prepared monthly cost reports and provided budget forecasting/analysis for several capital projects. • Provide analytical and ad hoc support for various capital projects. • Assisted in the creation of business processes for various budget projects. • Created financial models and pivot tables to display transparencies where cost centers could not be understood. • Research, prepare, and present business cases. • Handled On-boarding for the Transmission Department when new Southern California Edison employees or Southern California Edison contractors were hired. Mortgage Banking • Handled properties with code violations and coordinated corrections. • Negotiated short sales with realtors on properties. • Supervised a team of eight home retention specialists. • Assessed values and completed a thorough write up for mortgage loans that had to be charged off. • Tracked accounts 90+ days past due. Called customers to collect on past due amounts and, also set up qualified borrowers for further assistance through Loan Modification programs. • Provided best in class customer service when dealing with all types of issues that our customers would encounter. Law Firm • Negotiated short sales and lien settlements on properties for our clients. • Managed a team of six employees. • Trained new staff on payoff calculations, account terminations, and utilization of old and new databases. • Assisted with tax form preparations and tax filing extensions. • Negotiated past due tax lien settlements with the IRS.

California State University Fullerton - MBA California State University San Bernardino - BA