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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000                                                                                         


Results-oriented Financial strategist and account manager with expertise in maximizing business objectives through superior risk management, IT marketing and customer service.




Ø  Expertise in broad financial operations ranging from company-wide financial reporting, full-scope business/financial analyses, forecasting/projections, and modeling to senior management consulting, cross-functional department collaboration, Sarbanes-Oxley (SOX)/regulatory compliance, and financial planning.

Ø  Strategic Business Partner offering performance consultation to publicly held multinational corporations.

Ø  Proficient at maximizing operations through continuous improvement, risk management, effective analyses, and solutions-focused corrective measures.

Ø  Apply proactive strategies toward monthly close, account integrity, and tactical systemic level enhancements for overall profitability.

Ø  Constantly devise fresh ways to drive competitive advantage and major growth opportunities; excel at changing shape of organizations through capitalization on opportunities and creative value added solutions.



MillerCoors C Sales Financial Analyst                                                                                2007-Present

         Efficiently manage budgeting and forecasting of chain accounts and Pacific markets, month-end accruals and journal entries, balance sheet reconciliations, write-offs, Budget vs. Actual explanations, and SOX audits; provide ad-hoc reporting for senior management team.

         Perform comprehensive cost/mix, pricing/brand/package geography mix and key variance driver analyses.

         Evaluate and address Below-the-Line spending issues, emphasizing local marketing and sales support.

         Contribute strong communication and leadership skills toward training sales and marketing team in budgeting tools; collaborate with sales and marketing to identify financial risks as well as opportunities.

         Steer Chain and MAPS (Miller Advanced Planning System) planning process.

         Facilitate results-driven incentive programs as well as program tracking, redemptions and expense allocations/corrections.


IPASS INC. C Financial Analyst                                                                                                  2006-2007

         Applied analysis talents toward creating and improving the infrastructure that doubled revenues for this growing global wireless eBusiness consultancy firm.

         Lucratively produced half the total revenue by invoicing over $1.3MM in client contracts.

         Used WebEx to train clients in web portal access and navigation as a tool for improved operations.

         Partnered with project and account managers to track client projects and accounts to ensure consistent follow through, premium customer service, and contractual compliance.

         Conducted market trends/internal process research to identify new revenue channels on accounts.

         Streamlined the billing process for ease of use and to free up time for developing new business.




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VOLVO CARS OF NORTH AMERICA/THE LYNDON GROUP C Financial Analyst                  2003-2006

         Recruited to manage specific accounting/internal processes, e-Business and Fixed Marketing functions.

         Applied due diligence and global risk management practices toward financial integrity, managing approval hierarchies/ad hoc requests, conducting internal audits, and identifying and closing process gaps.

         Prepared, conducted, and documented requisite SOX audits to ensure viability of this publicly held entity.

         Collaborated with E-Business and Fixed Marketing managers as well as Regions on all aspects of budgets and financial performance.

         Implemented continuous internal process improvements, including working with IT to deploy an enterprise wide automated inventory and rental/commercial fleet tracking system.


PPOD C Entrepreneur                                                                                                            2000-2004

         Launched a successful Home and Garden improvement retail operation, with responsibility for staff recruitment and development, sales and marketing, merchandising, product mix, and brand marketing.

         Spearheaded and created a web presence and online ordering system with intuitive search capabilities that featured products and in-store promotions.

         Utilized data mining to generate customer mailing lists and referrals and steered sales/marketing initiatives.


PIMPCO FUNDS C Senior Account Manager, Shareholder Services                                       1997-2000

         Consistently grew business and value added customer loyalty through excellent account management and follow through; fostered dynamic relationships between clients, account managers and third parties



Master of Business Administration, USC Marshall School of Business; 2007

Bachelor of Arts in Finance; California State University at Fullerton



WebEx, MS Office Suite, SAP, SOX, Business Objects, CCPARS, Everest, BW, and ACE distributor electronic invoicing system


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