Sr. Financial Analyst at Western Union
San Francisco Bay Area
Sr. Financial Analyst at Western Union
San Francisco Bay Area
SUMMARY OF QUALIFICATION
Business professional offering a detail-oriented, intelligent, and dedicated service with over 6 years of financial and business analysis experience complimented with a solid background of progressive accounting practice. Financial experience includes FP&A, financial & predictive modeling, statistical analysis, business process improvement and system conversions that focus on key elements to drive strategic objectives by producing effective and efficient results.
( For complete resume - email me: don@doncano.net )
* Financial/Banking Systems: Fidelity Profile (Linux banking system,) Platinum for Windows (Advance,) SAP R/3 (FI)
* Analytics: SAS/STAT (v. 9.1), Minitab (v.15), SPSS, Gretl
* Financial Report Writing: Crystal Reports & FRx
* DB Mgmt: SQL,SAS (v. 9.1)/BASE, MS Access (Advance) & Excel (Advance-ODBC, pivot tables, data analysis, solver, linking, querying, indexing & lookup functions,), Toad for Oracle
* Fin. Sys. Conversions: App. selections / implementations (4) and sys. migrations (2)
(Public Company; 10,001 or more employees; WU; Financial Services industry)
August 2006 — Present (2 years 3 months)
Senior Financial Analyst providing financial & business decision support while identifying opportunities critical to strategic decisions.
(For complete list of experiences & accomplishments at current position, please feel free to contact me.)
* Primary responsibilities include analysis of key business metrics resulting in reporting and recommendations that will support management's decision making process.
* Conduct business process improvement by identifying and developing any potential enhancements to applications and/or systems.
* Provide critical reporting using statistical analysis that will maximize the business’s intelligence gathered from the line of business systems which will be able to close any gap of information not being aligned between functional departments.
(Self-Employed; Myself Only; Management Consulting industry)
May 2003 — August 2006 (3 years 4 months)
Business Consultant performing contracting services for various clientèle.
* Business Plan & Organizational Development, FP&A, Budgeting & Reporting, and Website Design & Consulting.
(Privately Held; 51-200 employees; Translation and Localization industry)
September 2000 — May 2003 (2 years 9 months)
* Financial planning, reporting, forecasting and analysis of periodic financial statements, management reports, budgets and group consolidation packages.
* Recruit and manage staff of up to six accountants through departmental restructuring.
* Migration of finance functions from the parent headquarters (London, U.K.) to division’s headquarters (San Francisco).
* Company Acquisition - Led the finance role in a transition team for a $1M business combination.
* Restructure & Integrate a new Project Cost systems (finance system & web based production system) by partnering with Engineering department.
* Finance System Upgrade - planning and implementation that included project management of upgrading various applications and operating systems on the server and client workstations, working closely with the IS department while conducting QA and staff training.
* Complete month & year end reconciliation and closing process for general ledger with year end adjustments.
(Self-Employed; Myself Only; Management Consulting industry)
October 1998 — August 2000 (1 year 11 months)
Business & Financial System Consultant for local high tech corporation and small business clientèle.
* Services include Financial System Implementations, Financial Reporting, Accounting & Tax Consulting
(Privately Held; 201-500 employees; Mental Health Care industry)
December 1997 — September 1998 (10 months)
* Financial reporting, specializing in Revenue Analysis with capitation billing practices based on membership reporting – annual revenue pipeline estimated at $39M
* Finance system implementations (2) that streamline operations and made financial report writing more efficient and accurate. Chart of accounts restructuring.
* Design revenue and membership reporting tools by marketing region on a capitated basis for executive officers and regional directors.
* Aggressive quantitative and qualitative methods used in Accounts Receivable Management and Customer Relationship
Management that involved networking with various H.M.O.’s. in deciphering detail capitation reports while obtaining a
thorough understanding of complex client contracts to conduct client account reconciliation & revenue forecasting. Result led to a 59% decrease in A/R balance.
* Liaison between Finance and IS departments that provided analytical support to IS dept. for various database
overhauls.
B.S. - Business, Decision Science and Accounting, 2003 — 2006
-Decision Science program encompasses applied mathematics & statistics using information technology to guide the decision making process.
Coursework:
- Business Forecasting
- Regression Analysis
- SAS 9.1
- Strategic Management
- Operations Management
- Quality Management (emphasis: Total Quality Management & Six Sigma)
- IT Audit
- Advance Accounting
-Website Development using Adobe Dreamweaver, Flash, and Photoshop. -Web 2.0 and Business 2.0: Understanding and learning tools and techniques while studying the internet's growth and capabilities. -Working with artists and social organizations to help improve their business practices. -Outgoing activities such as road trips and hiking
Open Student Network for Burma: International Student Social Justice Organization - Co-Founder