San Jose, California, United States
- Assist internal customer groups and the controller with all financial and accounting issues, such as budgeting, forecasting, expense monitoring, and oversight - Performed data mining, data modeling, and analysis utilizing tools such as Cognos and SQL - Aid in the process of recording, setting up, and overseeing product information during a product’s lifecycle
- Oversee the annual budgeting process of the Research Foundation to incorporate and guarantee comprehension by all departments and the management team - Develop monthly tracking and financial reporting tools to assess departmental and RF performance, comparing budgeted figures to actual results - Compare actual results to budgeted figures, document significant variances, and update budget model to reflect major changes - Create an RF dashboard featuring key performance indicators to deliver real-time updates on operating outcomes and sustain an RF Business Quick Facts overview of vital performance elements and trends - Monitor and track actual spending against planned budgets, utilizing Adaptive Insights, Central Square, and Excel spreadsheets for analysis and financial reporting to assist department managers - Conducted financial and operational analysis, along with research on measures for improving cost-saving performance - Collaborate with the executive director to determine and/or suggest specific RF optimization initiatives - Assisted in the analysis and assessment of a new ERP system to determine its suitability for RF’s future needs.
- Assist partners with budget analysis for renewals, projections, and financial planning - Conduct financial evaluations using database solutions and data retrieval - Evaluate historical performance and assess proposals for feasibility analysis - Focus on management reporting using Google Spreadsheet/Excel and deliver variance analyses via PowerPoint - Analyze monthly cost variations and trends based on operating expenses - Integrate data and improve quality through collaboration with teams and vendors - Collaborate with Procurement Team on Invoice/PO processes and financial reporting