Performance-focused Budget Analysis Specialist and Process Improvement Strategist eager to contribute practical experience and academic background toward actively supporting a dynamic organization in maximizing results. Demonstrated ability to increase corporate bottom line by identifying and communicating business-critical information. Strong background in implementing improvements that reduce costs and increase revenue. Solid track record of managing relationships with teams and providing superior service to customers and business partners.
Ø Strong technical background with the ability to work independently on multiple projects.
Ø Comprehensive understanding of the financial systems arena due to advanced education and training regarding information management and business practices.
Ø Effectively lead top-performing teams.
Ø Excel in defining and implementing policies, procedures and operational systems that boost productivity, efficiency and quality of operations.
Ø Competent leader and mentor who is able to create a team environment, including building collaborative relationships, training peers to perform at maximum efficiency, and the capacity to form cross-functional coalitions in order to ensure knowledge is shared across departmental lines.
Ø Consistently focus on ensuring development of high-standard financial protocols.
Ø Proven ability to adapt strong process knowledge and technical skills to diverse organization needs.
Ø Technology savvy and proficient in multiple software applications and hardware systems, including MS Office Suite and Cognos Impromptu.
Ø Demonstrate dynamic leadership qualities and strong communication skills in successfully steering financial planning meetings and delivering comprehensive strategies.
Ø Carefully analyze various documents and reports in order to identify and reconcile potentially costly errors.
Ø Closely examine accounts to balance positions and funds between clients, firms and/or the bank.
Ø Develop expert plans of action according to specific financial needs, both expeditiously and effectively.
Ø Ensure critical internal and regulatory compliance as well as data integrity/quality control.
Ø Capable of in-depth research and data analysis with the purpose of improving efficiency best practices and productivity.
Ø Skilled at devising and implementing economic forecasting programs as well as utilizing extensive knowledge of economic climate to benefit the organization.
Ø Embrace company initiatives and lead process integration efforts throughout various departments.
Ø Develop and implement numerous protocols and policies with the purpose of identifying and resolving relevant issues in a proactive manner.
Ø Work to standardize cross-departmental communication protocols between various departments in order to break down silo mentality and increase knowledge sharing.
Ø Stay abreast of most up-to-date financial trends and data in order to offer most viable recommendations to clientele base.
Budget and Reporting Analyst, AIG SunAmerica 2000-Present
Main responsibilities include timely and accurate recording of monthly budget reconciliation, monthly budget reconciliation explanations, invoice reconciliation, invoice payments, as well as annual budget creation for a budget of $2M. Additional responsibilities include;
Weekly and monthly reporting of department production as well as query database entries utilizing Cognos Impromptu.
Research and reconciliation of all accounting matters relating to client service issues and problematic account renderings.
Oversight and management of timely reporting and accurate processing of all client account statements in accordance with specific and relevant regulatory requirements.
Assisted in closing operations for various defunct offices in terms of subject matter advisor.
Various analysis of financial data as needed and as assigned by management.
Cash Receipts Accountant, AIG SunAmerica 1998-2000
Main responsibilities included comprehensive management and oversight of numerous reconciliation practices to aide in the long term solvency of the organization. Specific functions included;
Direct management of reconciliation of lockboxes and clear suspense items.
Posting and analysis of General Ledger entries.
Regularly analyzed data and compiled various reports for reinsurer utilization purposes.
Maintained consistent and strategic communication with various departmental resources.
Directly assisted with the monthly and quarterly corporate closing processes.
Performed special assignments related to Y2K system enhancements to guard against potential malfunctioning protocols and/or processes.
- Compensation Representative, AIG SunAmerica
- Office Clerk, Mahoney, Coppenrath & Jaffe Law Firm
n B.S. C Sociology / Urban Studies, University of California, Riverside
n Academic Award C Accounting (Certification) University of California, Los Angeles
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