Profile Summary

• Business Analyst/Financial Analyst with a MBA education and over 10 years of experience in high-technology, bio-technology, and professional services industries. Successful track record of asset and resource management, strategic planning, and technological advancement. Keen ability to mobilize cross-functional project teams to effectively achieve short and long-range objectives.
• Working knowledge of CRM Salesforce.com apps like Sales, Marketing, Recruiting among others and can offer outside the box solutions and recommendations to improve business processes
• Proficient on gathering business requirements to create Business Requirements Document and use cases document for Salesforce developers
• Knowledge of Software Development Life Cycle and Agile methodology
• Excellent experience in Corporate Finance in the area of streamlining processes and reducing overall spend
• Expert in creating an operational budget Annual Operating Budget-AOP
• Strong organizational and problem solving skills with a proven record of collaboration and contribution to
• team-based projects
• Strong Leadership, Management, and Communication skills including outside client facing communication skills
• Highly adaptable to quickly changing technical and business environments

Confidential

Consultant

• Created the pick-list, dependent pick-lists and junction objects to establish the connectivity among objects
• Designed and developed Custom objects, Page layouts, Custome tabs, and Components
• Applied the look-up relationship that helps in associating the records and defining a master-child relationship in which the master object is the driver
• Used Salesforce.com platform's Build on creating objects like Accounts, Contacts, Leads, and Opportunities
• Salesforce.com Platform Application:
• Serve as a talent source and coordinator for immediate temporary help
• Documentation of job descriptions and workflows
• Streamline processes and procedures by applying best practices in the industry
• Conduct high level meeting with the owners of the company to discuss the company's objectives, progress of the project, milestones achievements and work delegation
• Created custom buttons and links on Account and Relationship Group object for generating auto Reports.
• Created dashboards to present the reports according to the user profiles.
• Used data loader to load the records on to the force.com platform.
• Maintain field level, record level and object level security on custom fields and objects
• Ensure that the data is protected and is made available to the authorized users by customizing the user Roles, Role hierarchies, Profiles and sharing rules

Environment: MS Office Suite Excel, Word, PowerPoint , Office Ally, and Salesforce.com

Confidential

Analyst, Analytics

• Developed a dashboard of multi-sided metrics Analytics to assess the effectiveness and efficiency of Service Innovation Service Innovation fosters collaboration and sharing of information through different platforms and applications
• Able to apply independent research skills, consulting skills, critical thinking and analysis, thought leadership, and writing skills while applying Service Innovation concepts to the specifics of Social business metrics
• Presented the result and recommendations on Powerpoint to an IBM manager and Hult Professor at the end of the project/internship

Environment: MS Office Suite Excel, Word, and PowerPoint , Dropbox, IBM's developerWorks.com, and different social media and metrics

Confidential

Analyst, Field

• Oversaw processes for the Field Research team and conduct interviews of executives and smartest people at some of the Bay area's innovative companies including Autodesk on how they are using the Seven Essential Innovation Questions from the IGP in the real world
• Developed business acumen skills financial, marketing, and operational , people skills, and leadership skills being the leader of the Field Researh team
• Provided and presented recommendations on Powerpoint on how to improve the SEIQ at the end of the project/internship

Environment: MS Office Suite Excel, Word, PowerPoint , Google drive, and Google hang-out

Confidential

Consultant

• Performed the role of the Primary Business Analyst conducting a premilinary high-level impact assessment to assist with project sizing and scope
• Generated a streamline process to understand the various steps in Software Development Life Cycle and desired functionality of the customized analytical tool on cloud
• Interviewed business users to gather requirements and analyzed the feasibility of their needs by coordinating with the technical lead
• Identified, researched, investigated, analyzed and defined opportunities for business process improvement including documenting business processes and initiating efforts to make improvements
• Contributed to the definition of scope, performed extensive requirement analysis and defined functional specifications
• Prepared Bsuiness Requirement Document BRD and convert business requirements into functional specifications
• Worked with stakeholders to get consensus and alignment for sign-off on the processes and user experience
• Collaborated with IT Chief Architect to define business architecture and participated in defining the end state solution and vendor assessment while validating proposed solution and business requirements were met.
• Responsible for managing all communications between stakeholders and the project team
• Participated in lessons learnt sessions and provided valuable insights into the project

Environment: MS Office Suite Excel, Word, PowerPoint , Visio, Business Objects, Google drive, and Google hang-out

Confidential

Finance Manager

• Managed the business' monthly financial statements: month-end closing and reports emphasizing historical results, budgets, forecasts, and trends
• Managed general accounting functions including general ledger, accounts payable, accounts receivable, fixed assets and compensation
• Prepared budget, budget revisions, and variances report into a financial package for monthly submission to the board
• Supported upper management and other key stakeholders for strategic plans, key projects, and analyses

Environment: MS Office Suite Excel, Word, PowerPoint , Quickbooks

Confidential

Salaried Project Consultant Salaried Professional Service Program / Senior Financial Analyst

Provided financial and analysis project management and leadership for Robert Half Management Resources clients ranging from high technology to healthcare and pharmaceuticals.

Confidential

• Oversaw the preparation of financial forecasts, actual result analyses, and variance analyses, providing Santa Clara divisional management detailed information on a monthly and quarterly basis.
• Managed and provided a solution in clearing out one of the intra company accounts from 800K to 200K of current transactions
• Trained finance managers on how the new procedure on how to keep the intra company clearing account to an acceptable minimum amount
• Created standard operating procedure documents and provided training to all end-user staff
• Provided weekly centralized revenue forecast and backlog report for the Santa Clara division

Environment: MS Office Suite Excel and Word , SAP, Hyperion Planning and Reports

Confidential

• Prepared account reconciliations, monthly-close reports, budgets, P L account analyses, and variance analyses.
• Provided evaluations of operating expenses for G A, including Finance, Human Resources, IT, Legal, Executive, Facilities, and Corporate Business Development
• Submitted financial reports with commentaries to finance manager and business partners on a monthly basis using Hyperion Essbase
• Provided ad-hoc reports and analysis to finance managers and internal business partners

Environment: MS Office Suite Excela and Word , SAP, Hyperion Planning and Reports, Hyperion Essbase

Confidential

• Directed daily business operations and provided analyses of financial statements including cash flow statements, and balance sheets.
• Prepared month-end, quarter-end, and year-end closing entries and financial statements streamlined account processing and reconciliation for fixed assets
• Streamlined processes and procedures by implementing a successful transition of capital assets projects Capex in millions of dollars to an offshore division
• Provided monthly, quarterly and year-end close using JD Edwards
• Provided quarterly financial reports to the Johnson and Johnson parent company through Bravo reporting
• Provided assistance to internal business partners and finance groups

Environment: MS Office Suite Excel and Word , JD Edwards, Customized application Bravo reports , Ariba

Confidential

Senior Business Analyst

• Oversaw the preparation of financial statements including financial forecasts, actual result analysis, and variance analysis for US Customer Sales Support organization part of Sales Organization . Responsible for the BU's monthly P L statement including different types of revenues such as maintenance revenue, warranty revenue, installation revenue, and other miscellaneous revenue.
• Managed US Customer Service Support organization total revenue: US 188M and operating budget: US 42M with 300 headcount by providing day to day business and financial support
• Helped regional Regional and District Managers to better understand financial information and analysis and assisted them in any way possible in managing their line of business
• Collaborated on the establishment of a clearly-defined operating strategy and associated tactical plans, including the Annual Operating Plan AOP
• Responsible for monthly financial close activities including journal entries of accruals, fluctuation analysis of revenue and expenses and account reconciliations through Oracle
• Analyzed revenue and expenses to ensure proper and accurate postings on the Profit and Loss Statement
• Provided monthly reporting package with commentaries or explanation of variances to senior management and CS S leaders
• Provided financial guidance on CS S initiatives
• Worked with finance colleagues to endure global consistency
• Served as a liaison between the Revenue Analysts group and the FP A group
• Created project status report and tracked key deliverables
• Conducted project status meeting
• Identified, maintained, prioritized project risks, proposed mitigation plans, and alerted senior management regarding risks

Environment: MS Office Suite Excel, Word, Powerpoint , Oracle, Hyperion Planning and Reports, Business Objects

Confidential

Senior Accountant

• Provided expense management and financial reporting functions to client portfolios, and supported a tax principal of the firm offering financial and wealth management services including income tax advice, tax preparation, expense management, and investment services.
• Performed journal entries and reconciled statements for all client account activity, including bank, broker, and other business entity accounts
• Provided quarterly consolidated financial statements, cash flow distributions, and cash projections

Environment: MS Office Suite Excel, Word, PowerPoint , Customized applications

Confidential

Financial Analyst

• Member of Corporate finance team supporting Worldwide WW Corporate Marketing group. Managed data reports and data migration
• Responsible for the group's database Filemaker for making budget revisions easier to accomplish through customized reports
• Accountable for maintaining the intergrity of the group's budget in Filemaker database
• Provided assisitance in the creation of marketing program management reporting

Environment: MS Office Suite Excel, Word, PowerPoint , Filemaker Database, SAP, Business Warehouse