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Financial Analyst

Gilroy, CA

Work Experience

Financial Analyst

Omnicom Corporation,

Jun 2011Nov 2012

Perform monthly/quarterly/yearly P&L variance analysis and communicate operational metrics to the organization (NOI/DOI). 
* Review revenue and expenses. Provide commentary for monthly, quarterly and YTD results versus budget, forecast and historical results. 
* Interact with various account directors to understand current budget initiative status and development of new project plans and initiatives. 
* Develop and maintain key metrics and productivity scorecards for sales, revenue, direct expenses, forecasting and budgets. 
* Assist in the development of monthly range plans (MRP), periodic budget updates (DOE), and strategic plans. 
* Develop new reporting and analytical tools to improve the efficiency and effectiveness of monitoring business unit performance. 
* Manage client set up process to ensure compliance with Sarbanes Oxley and performance of appropriate credit checks. 
* Develop and maintain Revenue Tracking/Recognition as it relates to inter-company and 3rd party transactions. 
* Support implementation of a time tracking system and oversee related financial processes. 
* Assist in maintaining accurate and current headcount data including budgeted staffing and reporting structure. 
* Document and follow up on budgeting, billing, or payment issues pertaining to clients and business unit.

Sr. Financial Analyst

The McGraw-Hill Companies,

Mar 2008Sep 2009

Monitor monthly and quarterly performance to ensure compliance with budget completed variance analysis.
* Provided key financial information and analysis to senior management as it relates to P&L performance, quarterly balance sheet reviews, Capex and Headcount reviews.
* Conducted cost/benefit analysis and/or breakeven analysis for several key CAPEX Projects.
* Improve processes and systems, generate quality and timely data for management consumption, and drive the performance of the business, this includes developing excel financial models to improve accuracy of liquidation and allocations for month end close, headcount reconciliations and identifying key variances.
* Completed a significant overhaul of the Platts product profitability allocation methodologies for TMI.
* Main point of contact for the monthly/quarterly forecasting and annual budgeting for the entire organization (this includes setting up meetings and asking key questions about initiatives for the coming year)
* Assist in ad hoc requests for VP Finance and business managers.
* Tested and reviewed detailed quarterly Sarbanes-Oxley control assessments, responsible for maintaining and updating evidentiary materials for SOX.

Key Accomplishments and Contributions:
  • Received promotion to Senior Financial Analyst, and expanded scope and financial oversight responsibility for all IT related expenses.
  • Managed all business unit telephone and data processing charges, which reduced costs by 20 percent in the first half of 2009 as a result of rigorous analysis, cost center-by-cost center.
  • Eliminated email storage charges by approximately $100,000 for the entire Platts unit by reviewing and managing costs person-by-person.
  • Reduced several vendors for IT consulting professional by creating new controls for hiring process.
  • Automated process for month end close by developing financial models.

Financial Analyst

Mar 2007Mar 2008

Developed and assisted with consolidation of annual Preliminary Operating and Medium Range Plans budgets. 
* Assisted in consolidation of financials and schedules to Corporate. 
* Prepared year to year/quarter to quarter/month to month variance analysis of actual results versus budget, estimate and prior trends for business units. 
* Developed and maintained comprehensive and transparent financial models in support of all main areas of expenses. 
* Assisted with the Platts Sarbanes-Oxley compliance process. 
* Managed estimate process, accounts payable approval and daily support key financial personnel. 
* Performed monthly general close process including reconciliations of payroll and related cost, accruals/deferrals of expenses. 
* Developed key metrics to identify and monitor business drivers. 
* Conducted regular reviews with business unit owners to present key issues for discussions and commentaries for P&L results and detailed financial estimates.

Accounts Receivable Manager

Church Pension Group & Affiliates,

Apr 2005Mar 2007

Prepared daily cash reports and reconciliations. 
* Managed team participation in A/R projects to provide management with analysis of risk receivables. 
* Implemented performance improvement plans and recommendations for superior A/R model. 
* Analyzed and corrected potential problems between bank and operational unit for cash upload. 
* Monitored A/R metrics, including aging, display past due receivable accounts and potential bad debt clients. 
* Responsible for monthly collection strategies and past due balances reporting with explanations to management and staff of potential issues. 
* Accounted for collection activities including follow-up inquiries and negotiating of past due receivables. 
* Supervised accounts receivable staff; develop individual work plans, provide direction, and guidance.

Benefits Payment Coordinator

Mar 2004Apr 2005

Maintained accurate records of pension benefits statements sent to retirees, surviving spouses and beneficiaries of the clergy and lay retirement plans. 
* Provided customer service by forging strong relationships and building a foundation of trust among lay and clergy retirees. 
* Analyzed bank and reconciled information of benefit payments to the General Ledger.

Operational Account Analyst

Church Pension Group & Affiliates, New York, NY

Jul 1999Mar 2004

Analyzed and researched all account statistics for discrepancies. 
* Ensured payments were correctly applied to customer accounts. 
* Executed the analysis review and processing of all remittance information to ensure proper disposition of funds. 
* Maintained billing and related correspondence files. 
Verified deposits; prepared documents for posting; downloaded lockbox payments.


Master's of Business Administration in Finance

Long Island University, Brooklyn, NY


Bachelor's of Arts in Media Studies

Hunter College, New York, NY


Additional Information

- Areas of Expertise - 
* Excellent Strategist - Provide solutions that boost productivity and efficiency across the organization. Quickly identify problem areas and implement effective solutions to meet goals. 
* Strong sense of responsibility - Solid professional standards; excellent track record of dependability. Maintain focus on achieving results while implementing business and financial solutions to meet a diversity of needs. 
* Administration and Management - Knowledgeable of business and management principles involved in strategic planning, resource allocation, leadership technique, and coordination of people and resources. 
* Finance Management - Knowledge of economic and financial principles and practices, the financial markets, banking and the analysis and reporting of financial data. 
* Computer Skills - Knowledgeable of computer programs to include Cogno's TMI, Salesforce, Microsoft Word, Microsoft Excel, Microsoft Power Point, Microsoft Access, People Soft, Oracle-CRM, JSR, Oracle General Ledger, Oracle Financial Analyzer, and Lawson General Ledger.
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