Highly Experienced Financial & Planning Professional
A financial and planning professional with 12 years’ experience in developing models, metrics and analytics for cost reduction, strategic planning, and assisting management in profit enhancement. A results-oriented analyst with sound business judgment who is a proponent of best practices.
Expertise includes outstanding cost control, operations support, adherence to good business practices, financial planning and analysis, budget preparation, strategic planning, reporting, and interpersonal skills.
Power-One, Inc., Camarillo, California 2008-2010
Manager, Financial Planning and Analysis
Managed the budgeting and forecasting process for a public global manufacturer of power conversion and power management products with sales in excess of $420 million.
Created forecasts for monthly sales and operations planning reviews, which facilitated tactical and strategic decision making by executive management.
Performed various financial analyses for the Chief Financial Officer related to the budget, cost reductions, headcount, and foreign exchange scenarios.
Supported senior management and the board of directors with detailed business and operational analyses.
Successfully completed two budgets involving the projected income statement, balance sheet, and statement of cash flow for 2009 and 2010.
Worked with the Engineering and Marketing Departments to prioritize investments, optimize department spending, and enhance efficiency.
Wrote the Finance Department’s monthly operating report for senior management, and created criteria for other functional areas with similar reporting.
Supported the Human Resources Vice President in costing a major downsizing.
Countrywide Mortgage Bank, Countrywide Bank, Thousand Oaks, California 2005-2008
Vice President, Planning and Analysis (2006-2008)
Assistant Vice President, Planning and Analysis (2005-2006)
Created a monthly reporting package consisting of operating performance, key metrics, and trends for the executive management team of the banking division of one of the largest residential lenders in the U.S., with bank assets of more than $85 billion.
Prepared and analyzed monthly financial board reports, operating and efficiency ratios for rating agencies, and executive presentations.
Analyzed key performance indicators, identifying potential opportunities and risks concerning net interest margin, expenses, and changes in the loan portfolio.
Supported the Finance, Administration, and IT Departments with budgeting, forecasting, and operational analyses.
Provided monthly commentary to executive management, highlighting deviations from budget.
Supervised quarterly regulatory filings for the Office of the Comptroller of the Currency.
Hewlett-Packard/Agilent Technologies, Westlake Village, California 1998-2005
Agilent Technologies spun off as an independent company from Hewlett-Packard in 1999.
Finance Manager (2001-2005)
Senior Financial Analyst (1998-2001)
Supported the Precision Motion & Time and the EEsof EDA Software Divisions for a manufacturer of bio-analytical and electronic measurement solutions with $4.5 billion in annual revenue.
Partnered with the manufacturing team to identify cost savings and to institute streamlined business practices, particularly related to the product life cycle. Participated in a cost reduction of $10 million.
Managed long- and short-term financial planning, monitored integrity of monthly financials, and performed financial analyses of revenue and cost of sales for operational reviews.
Constructed financial models that identified significant operating trends, monitored royalty agreements, and tracked new product profitability.
Created annual budgets of $110 million per division and provided support for all manufacturing departments, including capital expenditures of $2 million intended to reduce the breakeven point.
Managed the financial relationship with external business partners, resulting in $1 million in cost savings.
Insured a smooth transition from a legacy IT environment to Oracle, particularly related to revenue recognition and standard costs.
Led a finance team in conducting an internal audit of the inventory, order management, and sales forecasting procedures. Verified that all transactions were in conformity with generally accepted accounting procedures.
Worked as a Strategic Alliances Intern at the Xerox Corporation, while attending graduate school and raising a family. Obtained international experience as Account Executive at United International Pictures (Frankfurt, Germany), and as Marketing Analyst at Hewlett-Packard (Stuttgart, Germany).
California Lutheran University, Thousand Oaks, California
Bachelor of Science, Accounting, 2004
Sigma Beta Delta Honor Society
University of Southern California, Los Angeles, California
Master of Business Administration, Finance and Marketing, 1998
University of California, Los Angeles, Los Angeles, California
Bachelor of Arts, History, 1986
Proficient in MS Office, Oracle, and PeopleSoft.