Senior-Level Financial & Accounting Management Executive eager to contribute exceptional talents in

financial planning and analysis toward  supporting the employer in optimizing bottom-line performance.

 

 

Proficient in full-scope financial management operations inclusive of internal controls, reporting and statements, cost containment, and elevating productivity through precise tracking of company expenditures.  Adept at performing complex fiscal analysis to effectively support short-term and long-range strategic plans and operating budgets. Excel in steering regulatory compliance and coordinating technology projects involving financial system implementations, upgrades and management. Strong ability to establish cohesive working relationships with all levels of an organization worldwide including top-level management, and regarded as a natural leader.  Deploy sound business instinct to analyze, identify and implement solutions to capture measurable process improvements and profit enhancements.

 

Selected Achievements:

 

• Scrutinized internal process documentation at Hidden Villa Wilderness and Trust and drove efforts to rectify several control deficiencies in data management, accounting and IT.   

• Championed process improvements and best practice protocols at After Hour Pediatrics to slash aged accounts receivable by 40%.
• Strategically captured over $300K in savings through department restructuring, internal controls remediation, and implementing cross-training approach at Visa.
• Chosen to design and launch Visa s first Sarbanes-Oxley audit process in partnership with Deloitte & Touche Consulting.
• Personally trained over 100 users at Visa including all members of Executive Committee on use of ERP system and in interpreting results and utilizing appropriate remediation methods.
• Pioneered Visa s first Finance Division Intranet which dramatically streamlined and simplified access to budget, sales, accounting and travel services related information.
• Reduced month-end close process at Visa by 2.5 days, accelerated processing times, and reduced overall error rates across all functions.

 

 

Hidden Villa Wilderness and Trust,  Los Altos Hills, CA, 2009 to Present

Director, Finance and Administration     

• Spearhead complete spectrum of financial management for $3M nonprofit educational organization with additional accountability for human resources and IT functions.
• Improved expense guidelines and review process to shift net income from negative plan to positive.
• Overhauled monthly financial reporting package for Board of Directors featuring tighter cash forecast, KPI analytics, headcount reporting and more precise process of releasing temporarily restricted funds.
• Combined coaching, mentoring, and performance management expertise to examine and rapidly resolve several long-term employee performance issues.

 

After Hour Pediatrics Urgent Care Clinic,  San Mateo, CA, 2008 to 2009

Manager    

• Steered daily operations for $1.5M urgent care pediatric clinic with an emphasis in management and financial reporting, market trend analysis, and IT management.

 

Continued

 

Professional Experience continued

 

• Supervised and managed front office staff comprised of billing, bookkeeping, and reception employees.
• Enhanced technological efficiency by introducing onsite pharmacy system and upgrading payroll and medical billing software.

 

Visa USA, Inc., Foster City, CA,  1990 to 2007

Group Director, Budgets and Forecasting        (2005 to 2007)

• Handpicked to lead department in all budgeting and forecasting activities while orchestrating seamless deployment of $4M Cognos financial planning and reporting solution organization-wide.
• As Member of Finance Leadership Team, skillfully managed department of six employees. 
• Leveraged sharp multi-tasking expertise to oversee financial analysis and reporting, quarterly forecasting, and ad hoc reports supporting critical decision-making during corporate restructure.
• Led project team in designing and implementing new financial planning tool on time and within budget.

 

Group Director, SOX Audit Implementation C Knowledge Management            (2004 to 2005)

• Prepared comprehensive process mapping for over 100 key functions throughout the company. 
• Researched and decisively selected and implemented ERP system to gather audit responses and provide effective management reporting. 
• Exercised considerable critical thinking abilities to facilitate quarterly audits, review testing results, present audit results to senior management, and fortify internal control procedures and documentation requirements.

 

Director,  Accounting Services          (2001 to 2004)

• Appointed to manage, motivate, evaluate and supervise 35 employees in A/P, A/R, Worldwide Member Billing and Payroll. 
• Demonstrated outstanding project management expertise in directing ADP payroll software upgrade and smoothly integrating 2,500 additional employees upon acquisition of Inovant, LLC.
• Reliably coordinated monthly invoicing of over 10,000 banks worldwide having traffic on Visa network.

 

Director, Revenue and Expense Analysis         (1997 to 2001)

• Contributed significant financial acumen toward independently handling of $2B in revenue and $1.8B in expenses corporate-wide. 
• Drew upon solid leadership talents to direct and supervise five Group Finance Managers, validate completeness of final budget submissions, and deliver presentations to management regarding plan details, variances and anticipated program costs. 

• Played an integral role in implementing TM1 as a planning tool and converting general ledger and legacy A/P system to Oracle 11i.

 

Prior Roles with Visa:

 

Group Controller, Marketing and Product Development, 1993 to 1996

Budget Manager, Advertising and Promotions Division, 1990 to 1993

 

 

MBA in Management, Golden Gate University, San Francisco, CA

 

Bachelor of Science, California Polytechnic State University, San Luis Obispo, CA

 

Professional Development:

 

• Leading Out Loud, The Tom Peters Group
• Managing Change, The Center for Creative Leadership
• Visa USA Mentoring Program

 

 

 

 

 

 

 

Date

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging career opportunity in a finance leadership capacity and am submitting my resume for your review.  In advance, thank you for your time and consideration.

 

I bring to you a solid background in directing and performing a broad range of financial management operations, exemplary expertise in developing and implementing SOX-compliant policies and procedures, and outstanding capabilities in streamlining and enhancing internal control processes. To complement these qualifications, I offer polished organizational, analytical, planning, forecasting, and information technology skills which are paramount in financial management.    

 

As a proactive contributor to your organization, you will find me to be a driven and meticulous professional and stellar leader committed to supporting you in achieving your objectives through superior performance, prudence, integrity, and initiative. I am confident that I could be a valuable asset to <insert name of organization>, and look forward to interviewing with you in the near future.

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy