SUMMARY:

• Advanced modeling for Financial Planning and Analysis for short and long - term periods ranging from Revenue Estimates, Costs and Expenses, Capital Expenditures, Staffing and Growth Management
• Maintain and review budgets for all departments covering expenses from operating to payroll and associated taxes as well as working with each department head to operate within budgets and plan for future expenditures
• Develop and maintain working model to track revenue based on weekly course starts and the associated instruction costs on a school-specific level
• Review and Approve departmental expenditures for Purchase Orders including Information Technology purchases and Marketing Media spend
• Preparation of materials for senior staff for Board of Directors Meetings including performance commentary and outlook
• Assist other departments in data analysis with emphasis on helping teams to build Excel skill level
• Assist Accounting Team with Monthly closing procedures

TECHNICAL SKILLS:

• Hyperion based reporting including Web Analysis
• Interactive Reporting and Essbase
• Java Script
• Microsoft Office including advanced skill in Power Point
• Excel
• Project and Word
• Oracle and Discoverer reports
• Strong verbal skills with experience in high level reporting
• Great Plains and FRX reporting
• Sharepoint
• Intermediate skill in Peachtree and Access
• KMV Finance Software (including international application)
• Quick Books & Quicken
• Dunn & Bradstreet Finance Software
• AS/400 Account systems
• Live Office email systems.

PROFESSIONAL EXPERIENCE:

Confidential, Scottsdale, AZ

Data Analyst II

Responsibilities:

• Develop new and adapt existing reports in Hyperion Reporting Suit including Web Analysis, Financial Reporting and Interactive Reporting with focus on Financial and Claim departments utilizing Java Script and SQL language
• Increase and maintain functionality of existing reports
• Assist internal customers with user-specific reporting as well as Microsoft Office functions including advanced Excel reporting
• Work in coordination with Business Analysts for the development of new software projects

Confidential, Phoenix, AZ

Sr. Financial Analyst

Responsibilities:

• Develop and maintain Financial Analysis model and prepare metrics for each customer with specific focus on return on investment, customer spending forecast and potential remedies/solutions to defaulted customers
• Prepare critical analysis of current and prospective customer credit position, keying on liquidity and long term financial viability (specializing in Gaming and Hospitality) as well as potential risk for default and impact on company’s financial position
• Prepare monthly review of Gaming/Hospitality Industry Top 20 customers with focus on current Accounts Receivable standing and industry condition for presentation to Senior Staff
• Interface with customer financial staff to help create sound credit conditions

Confidential, Scottsdale, AZ

Financial Analyst

Responsibilities:

• Primary builder of SEC quarterly and annual external financials including 10-Q, 10-K and 8-K for GAAP presentation
• Prepare annual SOX 404 internal control tests and assist outside auditors with compliance auditing
• Perform business case analysis for all new customers including customer credit analysis, shipping costs and effects of possible sales promotions including purchasing forecast with weighted average earnings for mixed product offerings
• Prepare and maintain pricing analysis for all offered products as well as working with Product Development to prepare profit analysis on new offerings in both a direct to market environment as well as wholesale distribution channels
• Prepare and distribute weekly sell-through reporting to Senior Staff including trends and budget modeling
• Review sales contracts for business continuity including international companies
• Conduct domestic and foreign retail research on competitive products and strategic placement of product
• Maintain and track effects of foreign currency translation for Euros and Pounds Sterling

Confidential, Tempe, AZ

SEC Reporting & Consolidations Analyst

Responsibilities:

• Assist in preparation of quarterly 10-Q and annual 10-K reports to SEC
• Prepare monthly account reconciliations including cash reconciliation
• Track and report on consolidation-wide Fixed Assets changes, Asset Retirement Obligations, Intercompany Transfers and Third-Party transactions
• Monthly consolidations for 36 international subs in accordance with IASB standards
• Track and prepare quarterly SOX 404 Compliance materials for Finance Department
• Perform quarterly analysis of Commitments & Leases, Census Bureau Reporting, WACC, Related Party Test work, Balance Sheet Footnote review, Operation Expense Fluxuations and Long Term Debt
• Assist in Cash account reconciliation
• Review and develop working analysis of Recent Accounting Changes as well as prepare internal memos detailing findings
• Perform Key Control Test work
• Perform and report annual Asset Retirement Obligation test work in conjunction with FIN 47
• Perform Balance Sheet to Account Analysis test work

Confidential, Phoenix, AZ

Accounting Specialist

Responsibilities:

• Decipher and Enter financial information drawn from Corporate, Non-Profit and Partnership taxes and prepared financials into Confidential
• Examine financials and prepare company stability and liquidity assessment for underwriters based on profit/loss, net margin and other pertinent information
• Track team progress and provide metric-driven information to manager and director
• Work with cardholder or accountant of client to obtain additional information when needed
• Developed and implemented template to translate Spanish and German financials for non-speaking specialists

Confidential, Phoenix, AZ

Compliance Advisor

Responsibilities:

• Develop annual compliance requirements as set by SEC and NASD regulation such as the Annual Compliance Meeting, Firm Element Education Courses and Outside Business Activity Questionnaire
• Assist in developing Sales Practice Manual for Confidential, Confidential, Confidential in accordance to SEC policy
• Track and maintain statistical data of completion of requirements and transfer data into high-level reporting for trend analysis
• Assist in developing new company policy based on legal interpretation of new SEC and NASD policy
• Developed database for collecting completion information and transferring into usable format (Excel)
• Established guidelines for completion and assisted in transitioning new offices under the Confidential
• Worked in conjunction with SEC, NASD and Price-Waterhouse auditors during quarterly and yearly review of company business and records