To obtain a Senior Financial Analyst position which allow for the application of my work experience and education.
Summary of qualifications
An analytic mind-set with a willingness to learn
Thorough understanding of corporate finance, financial statements and cash flow.
Great experience of creating and improving financial business models.
Excellent interpersonal communication skills with the ability to coordinate well with diverse personalities.
Organized and goal oriented with meticulous follow through and a strong work ethic
Computer skill and financial system knowledge – MS office suite (Excel – Visual Basic Application, Access, Word, Outlook and PowerPoint), Monarch, EssBase Manager, AXIOM and GRS.
Professional experience
2006 - Present American Express Phoenix, AZ
Financial Analyst
Preparing and reporting month end Operating Expense results of Consumer Card Service Group, writing monthly and quarterly commentary and presenting variance analysis.
Maintaining the Essbase database used to report OPEX results.
Producing adhoc reporting and supporting other organizational initiatives including process improvement and reporting alignment.
Supporting the functions of fellow team members, serving as a liaison to the business by coordinating reporting requests and developing strong organizational relationships with internal customers.
2005 - 2006 Boeing Mesa, AZ
Financial Analyst
Responsible for developing, budgeting, analyzing, maintaining and presenting $30 Million direct labor allocation program on the site.
Used historical and forecasted data to perform earned-value management and Estimate At Complete to identify issues and provide guidance and recommendation to customers and management.
Built several business models to help decision making process of management.
Conducted Labor suspense report and cost transfer process.
Worked on various projects to improve efficiency of data processing by using expertise in Excel
Education
Graduation: Dec 2004 Arizona State University Tempe, AZ
Bachelor of Science Finance
GPA: 3.80; Dean¡¯s list, last 4 semesters
Graduated Summa Cum Laude
Pursued degree with a full-time course load while maintaining a work schedule of 20 hours per week.
Financed 100% of education through scholarship and part time work.
Community activities
2002 - 2005 Global Mission Church Scottsdale, AZ
Mentored Sunday school kids for three years, helping with Korean language and musical instruments.
American Express
CSMS Reporting
Achievement
Developed the Consulting Expense report to provide valuable input which influences the direction of AXP business strategies. - received a tier level eReward.
Developed the COCMS VPM report to provide effective measurement as well as trend of vendor payable manager¡¯s performance. - received a tier level eReward.
Supported to confirm integrity of Software Capitalization database which resulted in alignment and correct matching of data in Database Essbase by providing detail investigation and perisitent follow-up. - discovered that an incorrect journal entry made in 2006 was causing an unusual variance for 2007 in the amount of $8.9mm which should have posted to a different SMR line. - received a tier level eReward.
Developed the GL075 Process to improve existing data process and data integrity by automating data input process. - received a tier level eReward.
Created a Standard Manual Source Template for Six Sigma Team to improve existing data process by using automated data input process – received an eReward.
Assisted Tech Finance Team to resolve EssBase issues such as misalignment and missing CC in Tech Finance¡¯s system. - received an eReward.
Developed the Core CCSG VPM report to provide vendor expense trend for business partners.
Improved the tools used for reporting OPEX by creating and improving a navigation tool, index tool as well as Variance Analysis template to prepare well in advance to maximize resource and time.
Developed a Task worksheet and a Desktop instruction with 5W1H approach (When, What, Who, Why, Where and How) to set clear objectives, metrics and key milestones to plan and organize work.
Identified Card Services forecasting mapping issue and recommended solutions.
Assisted VQM team to understand and improve current lending charge-out process by providing own initiative input as well as requested input.
Created a CIF monthly upload template for OPEN team to improve existing data process by using automated data input process.
Developed the EssBase database training manual and provided EssBase database training as well as guidance to ensure customers¡¯ satisfaction.
Increased involvement in supporting team members by using expertise in Excel to improve and create new data processing process.
Continually seek and learn from customer¡¯s feedback on reports provided.
Built trust among business partners by providing reliable and consistent service in timely manner.
Developed a FCW Acronym/Reporting Line/Account Center file which can be used as ¡®One-stop-shopping¡± for inquiries on AXP Acronym, Reporting Line and Account number in Excel friendly environment for existing and new employees.
Boeing
Labor Finance & Program Finance
Achievement
Developed new Labor Allocation Metrics to measure and analyze weekly performance in detail department level.
Created special monthly Total Hour & Over Time report for Engineering Division managers.
Reduced 75% of *Estimate At Complete process time by using automated data input process.
Improved *Earned Value Management of the program by providing extra metrics such as Schedule Performance Index.
Developed program¡¯s Long Range Business Plan. (Opportunity, Assumption, Risk and forecast Manpower)
Develop program¡¯s Operational Plan (Manpower Factor, Overhead).
Supported the projection of Overhead Cost estimate of Logistic Support Unit Transformation.
Built 3 businesses cases to help decision-making process – NPV & IRR of Inventory Tracking System, Sheet Cutting Software and Saving of Early Scrap Decision.
Improved Earned Value Management data process time and integrity by using automated data input process.
Developed, maintained and presented Overhead Account Report by supplier to take advantage of economies of scale.
Developed a Task worksheet and a Desktop instruction with 5W1H approach (When, What, Who, Why, Where and How) to set clear objectives, metrics and key milestones to plan and organize work. – selected as standard format in team.
Created Financial System Down Report to keep track of System¡¯s unreliability.
