Experience

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  IBM

  • Austin

  • Financial Analyst/Operations

    • Feb 2000 - Present
    • Austin

    Operations Manager, AIM Marketing (1/2011 to Present)Financial Analyst, Tivoli Brand (2/2000 to 1/2011)Perform highly complex financial, budget, and accounting analyses, including leadership in organizational development and continuous process improvement. Prepare operating budgets, monthly forecasts, and expense variance reports. Present findings and recommendations to stakeholders across diverse, worldwide operating departments.• Completed financial analysis projects for security development, application management development, sales, marketing, revenue, and human resources.• Initiated processes and operating procedures in the marketing group, where virtually none existed. Brought the group into reporting compliance.• Built an expandable master commit spreadsheet, which was later adapted to provide multiple configurations of reporting charts.• Developed a detailed resource reporting process that reduced final compilation time by 50%. Implemented the system among other analysts.• Created spreadsheets and streamlined common processes, resulting in a 30% timeline improvement.• Awarded for leadership in the transition of personnel and budgets in a massive restructuring of numerous cross-functional internal organizations.• Corrected accounting tables and codes to ensure data integrity.

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  CCI Triad (now Activant Solutions, Inc.)

  • Austin, Texas Area

  • Financial Analyst

    • 1998 - 2000
    • Austin, Texas Area

    Organized data into complex databases and spreadsheets for this mid-size provider of proprietary enterprise software and professional services. Prepared operating and capital budgets, compiled and analyzed revenue / expense reports, and presented findings to stakeholders. Approved capital expenditures and staffing requests. • Created budget templates and report formats.

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  EZCORP

  • Austin, Texas Area

  • Manager of Financial Planning and Analysis

    • 1996 - 1998
    • Austin, Texas Area

    • Prepared operating and capital budgets. • Prepared and analyze revenue/expense variance reports and forecasts.• Financial presentations to executive level management. • Maintained and updated the company’s Financial Projection Models. • Prepared projections and targets for store performance. • Prepared supporting documentation for SEC reports (10Q and 10K) and press releases.Additional Accomplishments: Selected for corporate-wide Centralized Data Warehouse and Financial Software Conversion teams. Procedure documentation used as model for the Accounting Department. Redesigned existing financial planning model and developed additional models for new lines of business. Responsible for improvements that increased efficiency and shortened report preparation time.

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  City of Austin / Austin Energy

  • Austin, Texas Area

  • Financial Analyst

    • 1991 - 1996
    • Austin, Texas Area

    Austin Energy:• Prepared and analyzed monthly revenue/expense variance reports and performance forecasts. • Maintained and updated the Utility’s long-term financial planning model. • Maintained and reconcile the Commercial Paper Program. • Billed and reported bulk energy sales. • Reported operating results to outside parties. • Coordinated and reported financial information for federal reports and requests. • Provided weekly expense data for the Utility's joint project payments.Additional Accomplishments: Created wholesale billing models. Developed a trend analysis model for monthly budget allocation. Served as chairman on Activity-Based Cost Management (ABM) implementation team.City of Austin Budget Office:• Coordinated and prepared Operating and Capital Budgets for a series of City Departments. • Prepared and analyzed monthly revenue/expense variance reports and performance estimates. • Calculated and reported fiscal impact of City Council actions.Additional Accomplishments: Developed a series of budget preparation procedures. Advanced to lead analyst position with supervisory responsibilities. Chosen as a mentor in a program for new employees.