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Work Background
Senior Financial Analyst
COPE Health SolutionsSenior Financial Analyst
Jan. 2022
Financial Planning Analyst
Crissair IncFinancial Planning Analyst
Feb. 2019 - Dec. 2021• Manage/maintain all monthly/quarterly/annual financial statements (P&L, balance sheet, cash flow statement to account for accuracy and timeliness of all transactions against budget analysis and historical data • Distribute integrated financial reports to CFO, President, and corporate division to reflect business activities and recognize business performance management • Manage reconciliation of general ledger to ensure accuracy of closing balances and ledger entries • Developed workbook to reconcile trial balance of accumulated depreciation and depreciation expense to ensure accurate reporting to corporate division for PPE • Designed COGS analysis to determine major variances in manufacturing expenses and period costs to identify unfavorable margins • Prepare analysis of actuals to budget to identify material variances of operating expenses and discuss unknown circumstances with accounting staff • Generate master budget and presentation for facility to project full year earnings and cost mitigation strategies for favorable margin growth year over year • Finance Lead/business process owner/SME for Microsoft Dynamics 365 F&O implementation for the following: o Order to cash / Procure to Pay o General Ledger / Reporting / Budgeting o Bank Management / Currencies o Fixed Asset o Project Costing / Inventory Costing / Logistics o Taxes
Sr. Financial Analyst
Wonderful CitrusSr. Financial Analyst
Jan. 2016 - May. 2018Delano, CaManage monthly, quarterly, and annual financial statements with variance analysis for various internal and external reporting requirements. Manage the monthly closing process and ensure an accurate and timely monthly, quarterly, and year-end close. Perform ad hoc analyses, financial models and reporting of key business metrics Collaborate with Senior Management team to develop annual and quarterly forcasting based on trend data Analyze and prepare reports, charts, tables and other exhibits pertinent to Pool and Production performance.
Data Analyst
ChevronData Analyst
Jan. 2012 - Dec. 2016Taft, CaManaged steam data/allocation and month end closing Implemented steam injector status management process and report to reflect true representation of field status updates performed by Steam Operators Maintained Daily Steam Generator report for Heat Management Engineering team Collaborated with Heat Management Technician to identify needed revisions for Q-Test (Quality Testing) process and remapped workflow diagram to align both teams with execution of responsibilities Managed steam candidate database applications and cyclic steam schedule in Petrasoft Implemented department scorecard to manage staff/department performance and prepare reports for Supervisor review RBI Governance back up for Petroleum Technologist in Midway Sunset Thermal OS support
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