WORK EXPERIENCE:

Senior Financial Analyst, Confidential
Petaluma, CA
3/09 - 11/09

Responsible for budget management, financial reporting, financial analysis and general accrual accounting for the R & D cost centers, supporting business case development for prospective R & D projects using standard capital budgeting financial measures, and supporting Hyperion Planning.

• Manage the R & D budgets including budget development, rolling 4 quarter projections, monthly budget compliance reporting and variance package preparation & presentation to the R & D market units.
• Provide general accounting support for the R & D departments including cost center accruals, purchase request account coding and Open PO analysis / accruals.
• Manage several balance sheet accounts including accruals, analysis and month end reconciliations.
• Manage business case development for product innovation phase development projects, utilizing capital budgeting financial measures including: Net Present Value, Pay Back Period and Internal Rate of Return.
• Provide analytical support for the C+4 quarterly planning meetings, including: slide preparation, development of financial models and analytical commentary.
• Assist with the completion of the monthly pre-close forecast / analysis as it pertains to the R & D cost centers.
• Assist with developing and refining existing forecasting/planning models for the R & D cost centers.
• Provide support for Hyperion Planning/Essbase:
• Creating/Updating/maintaining of reports through Studio in support of monthly reports, quarterly projections, and adhoc reports
• Creating/Updating/maintaining of web forms
• Calc script/Business Rule validation and trouble shooting
• Security and outline maintenance
• Monthly data loads of actual into Essbase
• Training for users
• Analyze processes for improvements

Confidential
San Francisco, CA
5/06 - 2/09

Work in the FP & A team as a liason to the Operations group which includes the Fulfillment Center and the Call Center and as an Essbase Administrator to the division. Responsibilities include:

• Providing support for the monthly close, forecast, annual budget and operating plan processes.
• Preparing financial reports and dashboards for Gap Inc. Direct management and for Corporate and ensuring reports are accurate and distributed in a timely manner.
• Assisting in preparation of executive presentations that provide insightful analysis, identifying required action items, and effectively framing decisions to be made.
• Delivering accurate financial results, including comprehensive analysis of key expense and balance sheet items associated with Operations during the budget, forecast and close processes.
• During close, prepare journal entries as appropriate. Identify and research variances to forecast, budget and prior year expenses, proactively identifying opportunities for improvement.
• Preparing monthly balance sheet reconciliations.
• Providing variance analysis and identifying key drivers during forecast, budget, and op plan for Operations and Credit Card Fees and Bad Debt.

Confidential

• As Essbase administrator for the division:
• Maintain database containing actual, forecast and budget data to ensure accurate reporting of financial data.
• Provide Business Partners with support and training during these processes.
• Calc script/Business Rule validation and trouble shooting
• Monthly data load and validation of drivers for cost allocations
• Security and outline maintenance
• Analyze processes for improvements
• Collaborating with management to develop and maintain a metrics database in support of driving critical business decisions.
• Proactively evaluate current processes and tools to drive efficiencies and value added enhancements.
• Developing and maintaining effective relationships with business partners and cross-functional teams at all levels of the organization.
• Providing ad-hoc reports and analysis as needed.

• Evaluated existing forecast process, conceptualized and implemented a Forecast Redesign project that included automating all Essbase Load and Reconciliation templates using Visual Basic.
• Revamped all financial and management reports so that they are more accurate and more efficient to prepare.
• Rewrote Essbase calculation script to accurately and correctly roll up actual, forecast, and budget data.
• Conceptualized and implemented Essbase training course for Business Partners and New Hires at Gap Inc. Direct.
• Conceptualized, designed, and implemented Access database at Gap Inc. Direct to store postage data utilized in reporting and forecasting tool. Manage data flow, integrity, and validation so that data is meaningful and accurate. Forecasting tool consisted of creating a macro in Excel that pulls data from the Access database and utilizing a statistical model to come up with forecasting data.

Confidential
Petaluma, CA
12/03 - 5/06
Work in the FP & A team supporting Sales and Marketing. Responsibilities include:

• Developing and preparing annual sales plan, forecast, and target numbers
• Participating in annual budget process and development
• Providing analytical support for Sales and Marketing group including development of financial models and analytical commentary
• During close, prepare journal entries as appropriate. Identify and research variances to forecast, budget and prior year expenses, proactively identifying opportunities for improvement.
• Preparing monthly balance sheet reconciliations.
• Preparing yearly audit work papers and participate in audit
• Managing of accruals, releases, and sales allowances
• Performing monthly test on Data Analyzer Sales database to maintain data integrity and accuracy
• Managing and updating lab sales and costs database using Microsoft Access
• Margin analysis on products and customers
• Inputing and updating product pricing for customer accounts in SAP
• Providing ad-hoc reports and analysis as needed

Accomplishments:

• Conceptualized, designed, and implemented Access database to store Lab sales and cost data
• Provided Essbase and Data Analyzer training to business partners
• Revamped financial and management reports so that they are more accurate and more efficient to prepare.

Confidential
Mountain View, CA
7/00-5/01
Digital Video Interactive Business Unit Software Department

• Day-to-day maintenance of Intranet website.
• Developed web applications
• Restructured existing Intranet to meet corporate intranet standards and security.

PROJECTS:
Consultant, Sutter Health Foundation

• Redesign, programmed, and implemented physician billing using Visual Basic for Excel:
• Provides physicians with an Excel interface to log patients in.
• Provides ability to transfer data to individual physician billing file for Billing Department to pay out.

EDUCATION:
Bachelors of Science Degree, Accounting
Bachelors of Science Degree,
Computer Information Systems

COMPUTER SKILLS:

Operating Systems: Working knowledge of Windows 2000, Windows XP
Software: Hyperion Planning, Hyperion, Essbase, Hyperion Financial Studio Reports, Microsoft Data Analyzer, SAP,Oracle, Great Plains, QuickBooks Pro, Microsoft Office Suite (Access, Excel, Word, Powerpoint)
Database-related: Working knowledge in SQL Server, Microsoft Access, MySQL, and Oracle

OTHER:

• Over 5 years of experience including 3+ years of being an Essbase Administrator
• Solid written and verbal communication skills
• Strong analytical skills
• Advance Excel skills including writing macros in Visual Basic.
• Excellent interpersonal skills, team-worker, fast learner, organized, detail-oriented

REFERENCES: Available Upon Request.