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Financial Analyst

Anaheim, CA

Work Experience

Financial Analyst

Freedom Communications, Irvine, CA

May 2011Dec 2011

Provided timely, meaningful and relevant financial analysis, to various internal customers. Responsible for the analysis of monthly and YTD financial and operational results, including interpretation of results and providing support in the preparation of presentation materials for management.
  • Report, analyze, and interpret financial and operating data for total company.
  • Consolidate and construct analyses, forecasts, and reporting regarding the income statement, balance sheet, and cash flow.
  • Structure and complete ad hoc analyses to support decision making, such as variance analysis, headcount reconciliations, and expense reviews.
  • Development, modification, and maintenance of annual forecasts as well as long-term forecasts for the business.
  • Ensure integrity of budgets and expenditures for internal and external reports.
  • Prepare various monthly reporting and analysis for management.
  • Examine budget estimates and proposals for completeness, accuracy, and conformance with established procedures, regulations, and objectives.

Financial Analyst

World Vision International, Monrovia, CA

Aug 2010Apr 2011

Provided finance support for the management of Vision Fund International; and the microfinance institutions of World Vision International. Microfinance lending supports economic development, by providing small loans to impoverished entrepreneurs who have no access to financial services.
  • Management of production of monthly financial statement for Vision Fund.
  • Reviewed financial statements and budget.
  • Assisted with the development and monitoring of budgets, scorecards/dashboards, and other critical management information systems.
  • Developed standardized forecasts and analytics for international operations division.
  • Resolved discrepancies and other issues with international operations division budget and expense items.
  • Managed and reviewed reporting done by 46 Micro Finance Institutions.
  • Carried out additional responsibilities and projects as assigned, including administrative and planning functions.

Financial Analyst

Avery Dennison, Pasadena, CA

Feb 2010Aug 2010

Participated in the annual planning process by analyzing historical data and developing advanced forecasting methodologies. Prepared annual revenue budget for multiple lines of business. Worked with large amounts of information from various sources including internal databases.
  • Prepared annual revenue budget for multiple lines of business.
  • Prepared monthly reports that evaluate budget to actual performance.
  • Worked with management reporting team to evaluate business drivers and understand impact on revenue.
  • Assisted with Monthly close and Journal entries.
  • Assisted corporate accounting with GL analysis.
  • Performed work involving Sarbanes-Oxley.
  • Worked closely with various teams including HQ finance, area finance, regional finance, marketing, risk management and sales teams as needed.
  • Coordinated with business units to ensure statement results are reasonable and variances are researched and explained.

Financial Analyst, Finance & Planning

Honda Motors,

Mar 2007Aug 2007

March 2007-Aug 2007), Experian (Aug 2007-March 2008), and Sage Software (Apr 2008-Aug 2008), ADP (Apr 2009-Aug 2010).

Financial Analyst, Finance & Planning
Supported Sales and Finance organizations in all of their financial and administrative functions by managing the financial forecasting process, Budgeting process, Trend process, and Finance Incentive process with the overall goal of cost containment and sales improvements.
  • Collaborated with Sales management to compile accurate expense and capital budgets for a $1.2 Billion forecasted annual incentives budget.
  • Coordinated with Sales, Corporate, and Finance departments to develop and implement annual operating budget
  • Submitted the expense and capital forecasts to Finance for inclusion into their GL rollups.
  • Provided the Marketing Department with monthly close accruals.
  • Reviewed and approved incentive marketing expense, and capital requisition verifying proper justification and whether the request was within budget parameters.
  • Ensured financial reports were completed accurately and timely for the finance and accounting staff.
  • Prepared month end reports for senior management - explaining variances and drivers.
  • Created financial models to assist sales department in contract renegotiations.
  • Assisted in the quarterly, half year, and full year budget and forecasts.

Financial Analyst

Wachovia Mortgage Bank, Newport Beach, CA

Apr 2004Mar 2007

Created and implemented financial planning and reporting, which included controlling spending and preparing departmental revenue and expense forecasts and variance analysis. Position responsibilities included financial reporting, budget variance audits, budget forecasting, planning, and reconciliation.
  • Developed and maintained a forecast for the entire western division for $7 Billion. Developed monthly forecasts, as well as a mid month forecast for 12 branches to follow production and expense trends.
  • Liaison to Sales and Operation managers concerning business issues that impacted financial position and budget requirements.
  • Created financial reports to assist management in developing a financial strategy and risk evaluation.
  • Developed and maintained a standard set of management reports.
  • Lead the annual budget process review and managed key accounting processes.
  • Brainstormed with management to accurately estimate the cost of a project and its impact on the financial forecast.
  • Produced and analyzed a Profit and Loss report for the Western Division. Ranked divisions by several key measurements (profit, volume, expense, payroll, net income etc). This report was used by the National VP to set and modify goals for individual branches.
  • Communicated with department heads regarding forecast changes to reflect expectations and costs.

Financial Analyst

CitiGroup, Brea, CA

Feb 2000Mar 2004

Managed 50% of Citi Mortgage's Wholesale (budget, revenue, expense, capital) financial planning and reporting. The responsibilities in this position included: monthly variance analysis, budget forecasting and planning, and account reconciliation. Interfaced regularly with Production and Operations management to perform these functions, as member of the finance and planning committee.
  • Coordinated and participated in monthly revenue and expense Review meetings for the executive Vice President and National manager of the Wholesale division.
  • Prepared expense and revenue forecasts for the nationwide Wholesale Division.
  • Prepared a report that allowed managers to view employee's production, and increasing ability to monitor progress.
  • Tracked Sales and Operation department expense (for PCs, laptops, phones, software, and head count) and made sure they were within budget parameters.
  • Initialize, designed and provided weekly reports representing sales progress; providing managers current information for setting and modifying sales goals.
  • Lead the monthly budget process review and key accounting processes.


MBA in Finance

California State University of Fullerton, Pomona, CA

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