Los Angeles, California, United States
I am an experienced finance professional with an active CPA license who has dealt with modeling, analysis, and planning in non-profit university medical research, the private sector sports/entertainment industry, and in the passenger shipping industry. I'm passionate about solving puzzles, maximizing efficiency, and developing creative solutions for complex problems. Specialties: Budgeting and forecasting (P&L, balance sheet, cash flow), cloud finance system management, financial modeling, Excel VBA macro development, cost accounting, GAAP compliance, complex loan schedules, Fx, fuel sensitivity, intercompany financing. - UCLA Extension Accounting Certificate Program- 2016 - Bachelor's degree in Economics with a Minor in Music from the University of California, Davis.
Expanded responsibilities including company wide cash flow and balance sheet actualization, special projects to model financial impacts of refinancing initiatives, intercompany and consolidated 3 statement financial modeling, and Expeditions product model lead. Interface with high level executives for public quarterly earnings call materials prep and forecasting for the quarterly board meeting.
Expanded responsibilities for credit card fee modeling across all products, other cost line item forecasting across all products, quarterly earnings call materials prep, and oceans and expeditions 3 statement modeling.
Worked primarily on the oceans product line analyzing loan schedules, creating data load files for operating expenses, vessel depreciation, and credit card fees.
In addition to my responsibilities as a Financial Analyst, I have took the lead in modeling our quarterly financial results for bank reporting, cash flow modeling for various subsidiaries, and developed custom VBA macros in Excel to automate parts of our monthly reporting and annual budgeting processes, thereby streamlining efficiency. I was the point person for our cloud finance system, including troubleshooting data load issues, integrating new departments and subsidiaries, ensuring all account hierarchies are correct, and all necessary report creation as required by our executive leadership.
I am responsible for forecasting, budgeting, and report creation in our cloud finance system, in addition to building models for our long term forecasting and budgeting processes. I also have experience working in M&A models for potential acquisitions, as well as in variance analysis and interpreting complex employment agreements to ensure financial results are correctly accounted for.
I managed over $2.3 million in recurring annual funding covering grants, contracts, clinical trials, and unrestricted discretionary funding within the David Geffen School of Medicine at UCLA. This entailed financial analyses, forecasts, and projections for various laboratories, budget/application drafts for grants, production of quarterly clinical trial P&L statements, and auditing clinical trial financial models. I was also responsible for overseeing the regulatory compliance for these projects according to the various funding agencies' guidelines.
I worked with attorneys and enrolled agents on client compliance analysis and case management for tax resolution cases with the IRS. I also interviewed and trained newly hired employees in this position, and wrote the position training guide for future reference.
I was a holiday seasonal employee and delivered to 29-32 stops an hour, with a total of over 300 parcels per day during the holiday season. We averaged over 200 delivery stops per day, in addition to 21 business pick-up stops.