Financial Analyst - Independent Consultant
(2004-11 - 2024-10)
Serviced clients including JDSU, Logitech, Cisco Systems, LSG Sky Chefs, eBay, PayPal, Applied Materials, Cypress Semiconductor, M. Rizzo Landscape, Granite Construction, Adobe, Gilead, SJ Diocese, Cepheid, Contra Costa County Risk Management, Robert Half.
- Created top-down and bottoms-up revenue and expense budgets including headcount and fixed assets
- Extensive accounting experience including P & L, B/S, A/R, and A/P analysis
- Managed all period close activities
- Created and input journal entries for monthly expenses including P.O. accruals, labor costs, fixed asset costs, and depreciation
- Met with General Managers monthly to discuss revenue, expense, headcount, and metric data
- Managed quarterly Finance books
- Reconciled balance sheet accounts and had them signed off by corporate controllers
- Collaborated on a worldwide Product FP&A team reporting revenue and OpEx. Handled OpEx reporting and expense metrics
- Created reporting reflecting allocation of expenses, Capital Forecasting, and Accruals for budget vs. actuals with 5 quarter trending
- Served as a member of the Deloitte Touche consulting team
- Led a project to identify issues with invoice holds and clear the holds, clearing $13M worth of invoices in 3 months
- Developed a P&L model to help a landscaping company manage the business by project. This model allowed project managers to see actual margin by project numbers and manage the business more effectively
- Developed customer-bidding software for a landscaping company. Created a database to track part costs, and task numbers to track worker's activities in the field. Determined the average time and cost for each labor task required, increasing bidding productivity by more than 60% and allowing the sales department to increase or decrease project margins to present more effective bids
- Managed a team of four to find and verify audit documents for FY'2001 to FY'2003. Searched over 2,000 file boxes and found over 85% of actual documents requested
- Built a commission's database for a sales department and created 400 commission templates for sale reps in the field
Senior Financial Analyst - Kla-Tencor - San Jose, CA
(1997-12 - 2003-12)
Part of the U.S. Service division, providing $125M in capital equipment to the chip industry.
- Designed, implemented, and managed a high-level expense and revenue model monitoring contract deliverables for business unit revenue forecast
- Provided financial modeling to evaluate Profit & Loss
- Supervised commissions for the Sales group
- Collaborated with general managers and participated in controlling cost and monitoring expenses for key customers
- Coordinated with corporate headquarters to adapt consistent reporting formats, by category and function, for headcount status and forecast for worldwide operations
- Streamlined processes and wrote procedures for the finance group
Staff Accountant, Financial Analyst - Sony Corporation - San Jose, CA
(1991-01 - 1997-12)
Divisional Analyst for a $50M Sony division providing broadcast parts to the communications industry.
- Provided P&L support for the parts division
- Reconciled inventory accounts
- Acted as the lead for monthly closings
- A/P Supervisor
- Worked closely with project managers to reduce project costs, closeout projects, and to meet margin goals
