PROFESSIONAL SUMMARY:

• Highly motivated and multifaceted Professional Analyst with 20+ years of Functional & Technical expertise refined within business settings located in facilities spanning three Continents and positioned among five High - Tech Industries.
• Accomplished and dynamic Career; acknowledged recurrently by Executive and mid-level Management for methodical thinking, pro-active execution and strategic performance.
• Proven capacity to adapt quickly to Government & Commercial Business cultures, diverse work environments, multifaceted Strategic Initiatives and the ability to leverage and apply collective experience to aggressive learning curves and resolve complex business challenges.
• Highly skilled at supporting business clients and managing Financial Resources, High-Tech assets and Program/Project Management responsibilities.
• Strong Written and Verbal Communication skills. Solid Analytical and Problem Solving expertise along with the demonstrated ability to Work Independently or Collaboratively with all levels of Management and Cross-Functional groups.
• Competently executed multidimensional FP&A Analyst/Subject Matter Expert and Systems/OA Engineering roles and repeatedly recognized as a Valuable and Versatile member of Strategic Initiative, Program and Offshore Virtual Project teams, Office of Chief Financial Officer, Finance/IT Operations and Program MGMT organizations.

CORE COMPETENCIES & SKILLS:

• Financial Strategic Planning, Budgeting, Forecasting & Reporting
• Variance, Trend & Risk Impact Analysis Financial Modeling & Benchmarking
• Cost Models, Cost Pools & Distribution Base
• Financial Reporting and Presentation ERP Systems & Applications
• Data Analysis, Mining, Mapping & Consolidation
• Business Case & Functional Design Workflow Analysis, Design & Optimization
• Financial Software QA Engineering, Testing, Integration & Automation Analytical & Problem Solving Expertise

PROFESSIONAL EXPERIENCE:

Confidential, Modesto, CA

SR Financial Analyst

Responsibilities:

• Evaluated, assessed and reported on Medi-Cal Medical expenses and General Ledger financial data to determine Health Plan financial status, and identified problems and opportunities.
• Compiled and integrated Medical Expense Claims and financial data into categories of Medical Aid and Services and applied to relevant Department of Health Care Services (DHCS) data requests.
• Ensured Medical Claims data quality through analysis and validation of Taxonomy, CPT, IDC, Provider Type and Specialty codes.
• Evaluated, assessed and documented DHCS mandated Medi-Cal Rate Development process.
• Analyzed and interpreted financial data; calculated financial measures (PMPM, Unit Cost, Utilization per 1,000 Members, etc.) of performance deviations and anomalies.
• Assisted in planning, preparation and implementation of the annual budget and automation of monthly financial reports.
• Collaborated with external and internal stakeholders to maintain validity and integrity of data sources.
• Monitored fundamental economic, industrial, and corporate developments through the analysis of information obtained from financial publications and services, government agencies and other sources.
• Performed Data Warehouse and database manipulation, edited and ran queries (SQL), linked data sources and generated reports and graphs.
• Medical Claims Expenses, Financial Modeling & Reporting
• GL Account & Cost Center Budgeting and Forecasting.
• Aggressive Learning Curve; Leveraged Versatility & Adaptability skills
• Benchmarking & Taxonomy
• MS Great Plains and Management Reporter
• Medical Expense/Claims Data Warehouse
• Trizetto: Claims NetworX Modeler
• Web-based BI Tool: Tableau; SharePoint
• Advanced EXCEL; MS OneNote

Confidential, Pleasanton, CA

SR Financial Analyst

Responsibilities:

• Provided client support and performed IT financial/business functions for Confidential ’s Systems Integration (SI) investment-funded track, Service Transition & Service Operations (ST&O) organization; a collection of technology infrastructure components supporting one of KP’s largest Strategic Programs ($800M): Out-Patient Pharmacy Replacement Program (OPPR).
• Principle Financial and IT business support included the querying and consolidation of Operating and Capital expenditures month-end, Confidential and YE spend results (Direct/Contractor Labor & Non-Labor resources), forecast/budget modeling and acted as financial liaison to Program Management Office, Contractors and Vendors.
• Calculated resource run rate measures, track on/offshore Contractor activity & costs, Vendor invoicing/billing contracts: Statement of Work (SOW) tracking & approval, Request for Service (RFS), updated financial models, performed forecast vs. spend variance, trend analysis and modeled ‘what if’ scenarios; conducted technical accounting research as necessary, developed monthly financial forecasts, year-end review summaries and program funding cross-walks.
• Prepared month-end, Confidential, YE and ad-hoc financial performance documentation and produced reporting packages for review and presentation to Confidential SI executive management.
• Provided financial support for Program Change Request process (Statement of Work (SOW) scope, funding, or schedule); procurement and tracking of Operating/Capitalized Labor, Hardware & Software assets; and execute on ad-hoc requests from OPPR Project Managers and other business unit Investment & Core program stakeholders.
• Provided analytical and database support for annual Confidential $3 Billion Benchmarking project by utilizing an industry standard IT Tower Taxonomy to model and report internal benchmarking comparisons with external industry standards and best practices.
• Queried, consolidated and formatted IT Cost Management (Data WH) General Ledger data; imported validated data into MS ACCESS database for additional processing.
• Performed maintenance and validated MS ACCESS database objects; SQL, queries, referential integrity of linked tables; produced crosstab datasets and upload into EXCEL-based Benchmarking model.
• Financial Modeling & Reporting
• Budget/Forecast vs. Spend Delta
• Operational Accounting; Invoice, Accruals, Journal Vouchers, etc.
• Aggressive Learning Curve; Leveraged Versatility & Adaptability skills
• Benchmarking & Taxonomy
• Financial & Activity Based Costing (ABC); IT Cost Allocation / Chargeback Methodology & Reporting
• IT Cost Management (Data WH)
• PeopleSoft ERP/Business Objects
• Confidential Cost Model: Technology Business Management (TBM): Measure & Manage Cost, Quality & Value of IT Services
• Web-based BI Tool: APPTIO; SharePoint
• Advanced EXCEL; MS ACCESS

Confidential, San Francisco, CA

SR Financial/Reporting Analyst

Responsibilities:

• Successfully supported Confidential & Confidential ’s Strategic Investment Standardized Reporting Initiative to automate and re-engineer legacy budget and financial performance reporting; to identify and implement improvements to streamline financial processes, policies and procedures that ultimately increase efficiency and productivity of expanding FP&A organizations.
• Provided consultative recommendations to FP&A management, collaborated with cross-functional team leaders and business unit stakeholders to define KPIs and functional requirements; develop business plans, complex financial, scalable models; implement processes to meet strategic goals and to empower senior management and functional leaders to own and continuously evolve on-going financial plans from inception through reporting.
• Utilized Confidential & Confidential ’s newly implemented SAP/ERP web-based reporting interface; developed forecasting and budgeting reports that resourcefully advanced the process of extracting and reporting proprietary, multidimensional financial data to effectively streamline FP&A management, forecasting, budgeting, funding, and investment decisions.
• SAP Business / Financial Modules; ECC-FICO, SCN, MM-WM, PP, QM, SD, etc.
• SAP Business Objects Interfaces; BPC, BEx & WEBi
• SAP Analysis for Office (AO)
• Financial Modeling & Reporting
• Financial Performance Measures, Dimensions, Dashboards & KPIs
• Confidential & Confidential Proprietary Cost Model, Legacy Reporting & Business Processes
• FP&A Reporting User Guide Design & Implementation; SharePoint
• SDLC; Report Design, Development, Test & Implementation
• BI/Data Analytics; SAS
• FP&A Report & Process Rollout; Training & User Support
• Advanced EXCEL; INDEX/MATCH, RDBMerge, Pivot Tables, VLOOKUP, Conditional Statements, Concatenate, etc.
• Aggressive Learning Curve; Leveraged Versatility & Adaptability skills

Confidential, Oakland, CA

SR Financial/Data Analyst

Responsibilities:

• KP enterprise-wide, HR Functional Strategic Initiative; provided consultative recommendations to KP Human Resources senior management and collaborated with the FP&A cross-functional team to design, develop and implement a financial, scalable model that aligned HR costs and activities by utilizing an industry standard Taxonomy of HR functions to produce and report internal benchmarking comparisons with external industry standards and best practices.
• Designed and developed a financial model containing an EXCEL-based database structure, multidimensional benchmark reporting views and master table templates, financial and non-financial measures and report hierarchy; performed analysis and implemented a process to effectively streamline updates, ad-hoc requests and produced multidimensional FP&A reports.
• Prepared month-end, Confidential and Executive summary FP&A reporting packages and financial cross-walks that highlighted regional and national cost center budgets vs. spend variances, cost trends; performance measures and provided a benchmark for the planning and development of KP regional, departmental and/or functional budgets.
• Produced HR Functional Strategy modeling and reporting functional design document, user guide; provided training and user support for the FP&A organization.
• Financial Modeling & Reporting
• Benchmarking & Taxonomy
• Business Process Optimization & Functional Design
• Aggressive Learning Curve; Leveraged Versatility & Adaptability Skills
• HR National & Regional Proprietary Budgets & Forecasts
• FP&A Modeling & Reporting Design Document, User Guide
• SDLC; Design, Development, Test & Integration
• Financial Measures, Dimensions and Reporting Views
• Advanced EXCEL; INDEX/MATCH, RDBMerge, Pivot Tables, VLOOKUP, Conditional Statements, Concatenate, etc.

Confidential, Richmond, CA

SR Financial Analyst

Responsibilities:

• Categorized and mapped healthcare standard code structures, extracted data from proprietary databases, performed auditing, analytical and reporting month-end and Confidential functions including claims fulfillment, deductions tracking and primary care provider compensation and health plan membership measurements.
• Consolidated, documented and presented modified 3rd party health plan billing process.
• Accepted short-term assignment to gain Healthcare experience
• Financial Reporting & Presenting
• MS ACCESS Database Queries & Table Maintenance
• Healthcare Concepts: Capitation, PM/PM, Claims Fulfillment etc. & Standard Code Structures
• Advanced EXCEL; Pivot Tables, VLOOKUP, Conditional Statements, Concatenate, Text File/EXCEL Manipulation, Test to Columns, etc.

Confidential, Berkeley, CA

PR / SR Financial/Business Analyst

Responsibilities:

• Performed multidimensional Financial/Business Analyst roles; provided institutional and government policies and procedures oversight, guidance and financial liaison support for 16 scientific divisions covering a wide range of business scenarios.
• Oversight and guidance responsibilities included: Confidential financial internal controls, policies, procedures and annual submissions and reports, Department of Energy (DOE) Cost Accounting Standards (CAS) and policies, and Federal Government Acquisition Regulations (FAR).
• Performed Business Analyst functions; designed and optimized business processes, created business requirements, functional design and test scenario documentation, executed QA, UAT and integration functions for institution’s PeopleSoft/ERP Budget & Planning System, and ad-hoc functional system and application enhancements.
• Performed Confidential ’s Indirect/Overhead Rate (overhead burden) formulation, modeling, analysis and oversight. Responsible for a General Procurement Burden Rate and an additional six specialized procurement rates, Safeguard & Security rate and Travel Burden rate.
• Indirect/Overhead Rate Analyst functions; queried and merged month-end, Confidential and YE Cost Pool and Distribution Base actuals, updated Cost/Revenue Collections models, calculated burn/run rates and other statistical measures, analyzed cost vs. revenue vs budget variances, prepared and presented monthly and yearly reporting packages to senior management.
• Principle Analyst responsible for formal business cases, SOW amendments to scope, funding or indirect/overhead rates; produced documents containing background, justification, cost impact, and submission letter to DOE for approval.
• OCFO division’s Principle Budget/Forecast Analyst; designed and developed a multidimensional, EXCEL-based financial model, dashboards, KPIs and implemented a business process that facilitated the consolidation and presentation of reporting packages, dramatically reducing the duration of monthly, senior management financial review sessions by 40% and effectively streamlined management’s forecasting, budgeting, funding, and investment decisions.
• Recharge Service Center Analyst; provided institutional oversight and guidance to ensure those scientific divisions providing ‘chargeback’ services to internal customers were compliant with internal policies, procedures and government regulations (CAS & FAR); initiated annual institutional call for Recharge Service Center Cost Pool, Distribution Base and Recovery Rate submissions; evaluated and validated Recharge submissions for compliance, reasonableness and ‘full cost recovery’.
• Developed a streamlined, time-saving Recharge Service Center business process centered on a standardized Recharge submission template containing all Recharge components (Cost Pool, Distribution Base, Recovery Rate, Calculation formulas, Documentation, Policy and Regulation sections, etc.); consolidated into a single, customizable document.
• Streamlined and maintained Institution’s collective Indirect Rate Application, Cost Model & Allocation, Procurement Purchase Order (PO) Burden, Tracking & Approval process; Financial Resource Reference Handbook; provided financial and technical liaison guidance & support to scientific divisions.
• Supported Strategic and Government-mandated Initiatives:
• PeopleSoft/ERP Budget & Planning System
• ARRA Functional Test & Implementation
• Procurement Rates Consolidation
• State-specific Business Tax Rates
• Confidential Financials Transmission to DOE
• Confidential Encumbrance Transmission to DOE
• Royalties / Present Value Model
• Organizational Burdening Process
• Unrealistic Expectations, Demanding Work Environment
• Aggressive Learning Curve; Leveraged Versatility & Adaptability Skills
• Policy & Regulation Oversight & Guidance
• Financial Modeling & Reporting
• Benchmarking & Taxonomy
• Business Process Optimization & Functional Design
• Modeling & Reporting Design Document, User Guides, Annual Report & Reference Handbooks
• SDLC; Design, Development, Test & Integration
• EXCEL; Pivot Tables, VLOOKUP, Conditional Statements, etc.
• PS Query; SQL PSOFT Data WH Tables, COGNOS BI Cube, Data Mining & Consolidation from ERP & Standalone Data Sources

Confidential, Santa Clara, CA

PR Financial Analyst

Responsibilities:

• Managed large government-funded program Work Breakdown Organization (WBO) structure, distinct ‘Earned Value’, project scope and schedule measures; uploaded updates into MPM EVMS system, analyzed results; prepared reporting packages and presented results to senior Finance and Program Management.
• Queried and consolidated Operating and Capital expenditure month-end spend results, calculated resource run rate measures, updated delivered, EXCEL-based, Total Program Scorecards and KPI templates; analyzed variances and reported month-end & Confidential financial performance to senior management.
• Managed Work Breakdown Organization (WBO) structure, tracked large Sub-Contractors activity & costs, Vendor invoicing/billing, updated financial models and templates, performed forecast vs. spend variance analysis; conducted technical accounting research as necessary, and developed monthly and Confidential financial forecasts.
• Provided financial support for Program Change Request process (WBO, Statement of Work (SOW) scope, funding, or schedule); procurement and tracking of Operating/Capital Hardware & Software assets; and ad-hoc requests from GD-AIS Project Managers and other business unit stakeholders.
• Division’s FP&A Analyst for GD corporate-wide Indirect Rates consolidation effort; benchmarking, impact analysis and UAT.
• Financial Modeling & Reporting
• Budget/Forecast vs. Spend Variance
• Operational Accounting; Invoice, Accruals, Journal Vouchers, etc.
• Operating/Capital Expenditures; Capitalized Functions & % Rates
• Oracle ERP; SQL/TM1/Hyperion BI Reporting Tool
• Program Funding: FP, LOE, FFP, Cost Reimbursable & T&M
• Hyperion BI UAT and Integration
• Division’s MPM (EVMS) Software & Process Subject Matter Expert; UAT & Integration
• Leveraged Versatility & Adaptability Skills

Confidential, Pleasanton, CA

Quality Assurance Engineer / Software Automation Engineer

Responsibilities:

• Successfully transitioned from functional/analyst role; performed technical Quality Assurance (QA) and Automation Engineering SDLC functions for PeopleSoft’s Enterprise Performance Management (EPM) Analytics and Financial Management Solutions (FMS) software suites; participated in numerous new release test cycles.
• Financial Services Industry (FSI) QA duties included business case interpretation and analysis; test scenario, test case, automated test script and expected results development; software defect discovery, documentation, monitoring and resolution; multiple system/database platforms software/expected results refresh, integration and application of software patches.
• Spearheaded development and integration of business processes and streamlined system/platform testing practices that substantially increased FSI QA team’s testing quality and productivity during test cycles.
• Earned promotion and designated to FMS QA Automation Engineering team responsible for developing and implementing automated test tools, test scripts and time-saving processes centered on QA automation methodologies.
• FMS QA Strategic Initiative: primary QA/Automation Engineer designated as member of cross-functional Automation development team tasked to develop an automated QA Test Script application, implement a streamlined testing and training process, and manage a virtual QA Engineers team located in Bangalore, India.
• PeopleSoft Financial Applications: FMS & EPM Analytics
• SDLC; Design, Development, Test & Integration
• Systems/Architectures: PeopleSoft, Oracle, UNIX, Windows, Client/Server & Internet
• Database Platforms: SQL Server 7/2000, DB2/OS390, DB2/UNIX, Oracle & MS ACCESS
• Oracle Database Administration Training and Functions
• S/W Development Languages: VB Script, SQL, HTML, PS Script & PeopleCode
• Automation Tools: Command Center Query Tool, Mercury Interactive Tools (Quick Test & Test Director) Rational Robot, Test Manager, MS Query Analyzer & Oracle SQL Plus
• EXCEL; Pivot Tables, VLOOKUP, Conditional Statements, etc.

Confidential, Sunnyvale, CA

SR Financial Analyst

Responsibilities:

• Achieved promotion as principle financial/program analyst for Confidential ’s $110M Fixed-Price (FP) commercial-funded satellite program; managed all fiscal aspects and performed financial liaison functions for Satellite Engineering Operations, Program Management Office (PMO), Sub-Contractors, Vendors and other internal cross-functional groups.
• Led and integrated business processes and financial Program Controls functions; prepared month-end, Confidential, calculated resource run rates; Program Management Office reporting packages and financial cross-walks that highlighted program’s budget vs. spend variances, cost trends; performance measures and provided a benchmark for planning and development.
• Managed Work Breakdown Organization (WBO) structure, tracked large Sub-Contractors activity & costs, Vendor invoicing/billing, conducted technical accounting research as necessary (Accruals, Journal Vouchers, etc.)
• Provided financial support for Program Change Request (WBO, Statement of Work (SOW) scope, funding, or schedule) process; procurement and tracking of Operating/Capital Hardware & Software assets; and ad-hoc requests from PMO and other business unit program stakeholders.