Sr. Financial Analyst at Wind River
San Francisco Bay Area
Sr. Financial Analyst at Wind River
San Francisco Bay Area
Expertise includes: Inventory management, demand forecasting, risk management, data analysis, pricing analysis, revenue forecasting, strategic financial planning, P&L analysis, financial statement reporting
(Public Company; 1001-5000 employees; WIND; Computer Software industry)
November 2008 — Present (9 months)
(Public Company; 10,001 or more employees; GPS; Retail industry)
April 2007 — April 2008 (1 year 1 month)
Managed the quarterly earnings release process for Gap Inc.’s CFO, analyzed brand and corporate financial results to identify key business strategies for internal and external communication. Led institutional investor meetings with buy-side and sell-side analysts and reviewed the financial data reported to the SEC each quarter.
(Public Company; 10,001 or more employees; GPS; Retail industry)
March 2005 — April 2007 (2 years 2 months)
Developed seasonal merchandise financial plans for the Men’s division of Old Navy Outlet and maximized revenue streams for eight departments with respect to comp store sales, sell-through, and inventory turn.
(Public Company; 10,001 or more employees; WB; Financial Services industry)
April 2001 — March 2005 (4 years)
Co-managed portfolio assets of $180 million for individual private clients, producing approximately $1.2 million each year in revenue.
(Public Company; 10,001 or more employees; MER; Financial Services industry)
March 1999 — April 2001 (2 years 2 months)
Advised individual private clients on asset management and reduced portfolio risk by evaluating insurance needs.
MBA , Business Management , 2002 — 2004
Significant Projects:
Financial Modeling – Derived the net present value of 10-year cash flows using decision trees and sensitivity analysis for Bayer Pharmaceutical’s launch of a hypothetical new drug.
Company Investment Analysis – Analyzed the strength of Safeway’s financial statements by calculating solvency, profitability, leverage, and liquidity ratios and provided recommendations for investment.
Entrepreneurial Management – Developed a business plan for an entrepreneurial venture. Forecasted 60-month cash flows, start-up financing needs, and pro-forma income statements and balance sheets.
Corporate Valuation – Calculated the value of operations and equity for a hypothetical company using a 6-year discounted cash flow analysis and compared the internal rate of return with cost of capital.
B.A. , English, Business Administration , 1995 — 1999
Awards:
- The Colorado Academic Scholarship
- Published in the National Library of Poetry’s Anthology, Dance Upon the Shore
- Semi-Finalist in the North American Open Poetry Contest
Photography, art, scuba diving, snowboarding, running, mountain biking, weight lifting.
Former NASD Series 7, 63, 65 Licensee.
Former California Life/Health Insurance and Variable Contracts Licensee.