Experience

Halo

• China
• Internet Publishing
• 1 - 100 Employee

• VP of Finance

  • Jul 2021 - Present

  Tustin, California, United States

• Director of Financial Planning and Analysis

  • Oct 2018 - Jul 2021

  Tustin, Orange County



Infinite Electronics, Inc. (holding company of Pasternack Electronics)

• Manager Financial Planning and Analysis

  • Dec 2016 - Oct 2018

  Irvine, California



Pasternack Enterprises Inc

• Senior Financial Analyst

  • Jun 2014 - Dec 2016

  Irvine Supports the President and CFO in reviewing potential acquisition targets. Worked closely with the private equity managers/analysts on the revenue model and customer life value model presented to potential company buyers.Supports the Sales VP with country level analysis related to international/domestic distributors as well as with the analysis of the sales discounts at the brand level. Owns the customer analysis of the new, returning and lost customers. Supports the Product Managers with the… Show more Supports the President and CFO in reviewing potential acquisition targets. Worked closely with the private equity managers/analysts on the revenue model and customer life value model presented to potential company buyers.Supports the Sales VP with country level analysis related to international/domestic distributors as well as with the analysis of the sales discounts at the brand level. Owns the customer analysis of the new, returning and lost customers. Supports the Product Managers with the monthly analysis of the new products and the outlook of the new products for the entire year. Supported the Purchasing Department by automating in SQL both the identification of suppliers with past due POs and the process of emailing them individually the parts and POs that were past due. Owner of the DataWarehouse of the company (using Jet Data Manager, SSIS, SSAS and SQL server). Manages the yearly pricing process for both main brands of the company. Supports the Marketing Department with the new customer analysis and the web sales analytics.Owns the Revenue and Direct Margin budget and supports the budgeting process for the rest of the accounts. Supports inventory forecasting (currently looking into using R in order to automate forecasting). Show less



Esri

• United States
• Software Development
• 700 & Above Employee

• Financial Planning & Analysis

  • Mar 2012 - Jun 2014

  Analyzed on a monthly bases divisions' P&L, analyzed quarterly cost center budget's and prior year's variances, led transition to SQL Server Datawarehouse, compiled and analyzed monthly the P&L of new product introduced in recent years, analyzed operating margins and revenue variances and presented findings to management, analyzed quarterly International Distributor's financials, supported month-end books close by analyzing main P&L expense GL groups and calculating month-end accruals, worked… Show more Analyzed on a monthly bases divisions' P&L, analyzed quarterly cost center budget's and prior year's variances, led transition to SQL Server Datawarehouse, compiled and analyzed monthly the P&L of new product introduced in recent years, analyzed operating margins and revenue variances and presented findings to management, analyzed quarterly International Distributor's financials, supported month-end books close by analyzing main P&L expense GL groups and calculating month-end accruals, worked extensively on yearly budget, worked to support the Sales Department with data and reports related to the International Distributors. Show less



Carefusion (Spin-Off of Cardinal Health)

• Senior Financial Analyst

  • Jun 2008 - Mar 2012

  Yorba Linda, CA Financial Advisor - Developed Revenue analytics dashboards, worked on the implementation of Budget and Forecast Process using BPC, reported FS for the biggest product segment in the division Senior Financial Analyst - consolidated domestic and international Income Statement, Capital Spending and Headcount reports. Worked on Budgeting & Strategic 5 Year Forecast and developed standard analysis reports in Business Objects and SAP BW, Used innovatively pivot tables in Business Objects to… Show more Financial Advisor - Developed Revenue analytics dashboards, worked on the implementation of Budget and Forecast Process using BPC, reported FS for the biggest product segment in the division Senior Financial Analyst - consolidated domestic and international Income Statement, Capital Spending and Headcount reports. Worked on Budgeting & Strategic 5 Year Forecast and developed standard analysis reports in Business Objects and SAP BW, Used innovatively pivot tables in Business Objects to automate complicated analytical reports, implemented and managed the Business Objects Datawarehouse which contained granular sales, standard costs, budgets, and backlog data of a $700mil/year sales division, supported month end Financial's Close and shortened by several hours the time needed for the Close by automating steps in MS Access. Show less



Cardinal Health

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Financial Analyst

  • Jun 2008 - Sep 2009

  Yorba Linda Financial Analyst - developed weekly and monthly international sales reporting package in MS Access and Excel (using VBA and SQL). Analyzed weekly Backlog and Revenue supporting the forecast for the international sales team.