Experience

Intralinks

• United States
• Software Development
• 300 - 400 Employee

• Financial Planning and Analysis Manager

  • Oct 2021 - Present

• Senior Financial Analyst

  • Apr 2020 - Oct 2021



Staples

• United States
• Retail Office Equipment
• 700 & Above Employee

• Senior Financial Analyst, FP&A

  • Jan 2017 - Sep 2019

  Managed a total EBITA budget of $100M month-end close, reconciliation, and intercompany accounting variances. Prepared monthly reforecast of capital and expense budget to actuals. Evaluated and improved compliance with SOX, supporting internal audits. Controlled CAPEX projects, collecting approvals and managing budgets. Prepared and analyzed financial variance updates for senior leaders and business unit Finance teams. Managed a total Global capital budget of $65M and total expense budget of $100M

• Analyst Inventory Accounting and Control

  • Aug 2014 - Jan 2017

  Budgeted, forecasted, and analyzed inventory obsolescence reserve requirement and actual obsolescence expense. Prepared and analyzed month-end close financial reporting packages and reviewed packages with senior management. Provided variance analytics and documentations to finance, accounting, business partners, external and internal auditors. Prepared miscellaneous ad hoc analysis.

• Accountant 2

  • Jun 2012 - Aug 2014

  Prepared and analyzed weekly/monthly close reports on retail and delivery inventory for senior management. Maintained weekly scheduled inventory markdowns at the chain/store level.



CVS Pharmacy

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Shift Supervisor

  • Feb 2007 - Nov 2017

  • Assist retail management in operating a CVS store with $10 million in yearly sales volume.• Process and handle over $30,000 cash and over 100 transactions.• Process store daily debit/credit balances over $30,000 in deposits.• Execute and document cash/checks pulls; deposits; returned check payments, and checks acceptance.• Mentor, train, and work alongside with staff members to get them acclimated to perform tasks accurately and efficiently.• Manage inventory by ordering merchandise from warehouse and vendors and verify that all are accounted for when shipments arrive.• Audit and process invoices, debits/credits, audit employee and store expenses, and damaged inventory to the respected vendors.• Reconcile monetary transactions on a daily basis to ensure the accounts are balanced.