Experience

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  QBE Insurance

  • Senior Financial Analyst

    • Jun 2011 - Sep 2013

    • Developed and maintained SAP Business Planning and Consolidation (BPC) Plan and Forecast model for division with over 100 departments.• Trained Finance staff in BPC 3 year Plan update methodologies.• Consolidated lines of business annual division headcount report as well as 3 year headcount Plan.• Updated 12 month running average client profit and loss reports with key performance metrics.

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  Bank of America

  • Irvine, CA

  • Senior Financial Analyst

    • Feb 2008 - May 2011
    • Irvine, CA

    • Developed and maintained SAP Budget and Forecasting model for division with $1billion in annual revenue.• Managed and directed staff of 4 offsite Financial Analysts in Mumbai, India.• Input monthly expense allocations to ensure division’s compliance with Department of Insurance regulations.• Prepared Department of Insurance compliant client expense allocations for line of business Finance department.• Initiated due diligence investigations on new clients.

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  Countrywide Insurance

  • Irvine, CA

  • Senior Financial Analyst

    • Jun 2005 - Jan 2008
    • Irvine, CA

    • Consolidated division’s annual capital budget including IT equipment purchases.• Reduced annual budget report size from 11 to 1 workbooks saving 25 hours per month.• Created division income and expense variance pivot tables for executive management.

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  Toshiba

  • Irvine, CA

  • Senior Business Planning Analyst

    • Oct 1996 - Feb 2004
    • Irvine, CA

    • Saved $100,000 in annual expenses by developing sales and gross margin reports on company intranet site.• Prepared consolidated Accounting, Operations, Sales and Marketing forecast.• Monitored progress of division objectives and recommended related countermeasures as a result of quantitative analysis.• Prepared management presentations pertaining to historical sales trends, gross margin, equipment purchases and inventory levels.• Managed Business Planning Analysts monthly sales forecasts and budget reports.• Assisted with semiannual operating budgets for Business Solutions management.

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  Northrop Grumman Corporation

  • United States
  • Defense and Space Manufacturing
  • 700 & Above Employee

  • Senior Accountant

    • Jan 1992 - Oct 1996

    • Oversaw the maintenance of accounts in disbursements, expenses, tax payments, and income.• Provided support to Contracts and Pricing, including cash flow and sales and margin analysis.• Prepared Boeing 747 program income, balance sheet, and profit and loss statements. Created consolidated financial accounting statements.• Provided division support for monthly and quarterly corporate President and CFO reviews.• Prepared monthly labor and material cost presentations for the Director of Accounting.• Implemented inventory program changes in Material Resources Planning saving over $100,000 per year for company. Reduced IT processing time cycle from 11 hours to 1 hour.• Coordinated testing, validation and implementation of financial database system interfaces reducing cost by $70,000 per year.• Managed internal Accounting department information systems and trained staff of seven employees in the use of Microsoft Word, Excel, and PowerPoint.

  • Senior Budget Analyst

    • Dec 1987 - Jan 1992

    • Developed annual finance operating budget.• Interfaced with lines of business regarding budgeting changes and performance analysis.• Prepared and presented financial information to varying levels of Finance management.• Created key performance analysis of operational budget and forecast.

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  SIM Group (Lever Brothers consumer research)

  • Bangkok, Thailand

  • Research Manager

    • Mar 1985 - Sep 1987
    • Bangkok, Thailand

    • Collected and analyzed statistical data for reporting to Research Director. • Prepared detailed cost estimates for new business proposals.• Conducted monthly presentations on operational performance to division management.• Supervised staff of twenty employees in production, field, market sampling, and tabulation departments.• Prepared product presentations for client management.

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  Northrop Grumman Corporation

  • Dhahran, Saudi Arabia

  • Pricing Administrator

    • Sep 1983 - Feb 1985
    • Dhahran, Saudi Arabia

    • Created program cost estimates saving $300,000 annually for Saudi Arabian government contract.• Submitted detailed audit reports of actual expenditures for Defense Contract Audit Agency.• Prepared monthly labor and material forecasts, for Contracts Administration department management.• Acted as project lead on various Peace Hawk VIII pricing projects.

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  Fluor Corporation

  • United States
  • Construction
  • 700 & Above Employee

  • Field Accountant

    • Jul 1981 - Sep 1983

    • Assisted with monthly capital and overhead operating budget. • Prepared corporate headquarters consolidated financial statements for all of Fluor's Saudi Arabian divisions.• Supervised staff of four accountants and developed accounting system for division using Peachtree Accounting software.

  • Financial Analyst

    • Mar 1980 - Jul 1981

    • Prepared monthly IT expenditure report for Lines of Business.• Created monthly actual to budget variance report for Southern California Division. Updated monthly variance report with current Forecast.• Assisted FP&A management with annual expense budget.• Created Southern California Division headcount report.

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  Realty Network Inc.

  • Costa Mesa, CA

  • Real Estate Associate

    • Jun 1979 - Feb 1980
    • Costa Mesa, CA

    • Generate leads using prioritized sources to find buyers and sellers daily.• Marketing and preview properties with potential buyers.• Follow-up with Escrow, Title, and Mortgage companies involved in property sale process.

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  University of Southern California

  • Los Angeles, CA

  • Financial Analyst

    • Oct 1978 - May 1979
    • Los Angeles, CA

    • Developed financial reports and presentations for the Vice President of Finance. • Consolidated monthly division operating reports.• Prepared monthly analysis of capital expenditures on university facilities and performed contract profitability and break-even analysis for new capital projects.