SUMMARY OF QUALIFICATIONS -Senior Level Financial Analyst with over 15 years of progressively complex expe rience in multiple industries

and a MBA in Finance. -Particular expertise in the areas of budgeting, forecasting, reporting, explain ing variances and making recommendations. -Develop annual budgets based on historical trends and forward looking expectati ons or current business plans and strategic planning. -Provide mid-year forecasts based on customer input and historical trends as wel l as evolving expectations or changes in performance trends. -Executive management teams consistently seek out my advanced spreadsheet, datab ase, and business reporting skills to identify organizational finance and IT nee ds. -Demonstrate optimum customer service to internal clients by consistently provid ing valued options during the multiple phases of project management; provide hig hly focused service. TECHNICAL EXPERIENCE -Quickly acquire strong applications knowledge and become the company's point pe rson on system needs or functions. Sample systems learned: PeopleSoft Financial System, Jenzibar, and Cognos. -Strong command of database terms and concepts. -Knowledge of all MS Office applications, with advanced skills in Excel, Access, and PowerPoint. -In-depth knowledge of Excel financial formulas and forecasting/modeling tools. -Working knowledge of SQL and Quickbooks. PROFESSIONAL EXPERIENCE Senior Financial Analyst, Alliant International University, San Francisco, CA (2004 to Present) -Serve as business advisor with university's largest schools ($40M and $10M, res pectively); report information to various budget managers, provide advisement ba sed on requests, make alternate recommendations based on changing organizational needs to allow managers to properly readjust and optimize expenditures. -Facilitate the development of a departmental operations budget by developing an d maintaining segment and aggregate budgets, which creates completed annual budg ets for each new fiscal year. -Provide monthly budgetary updates to department heads, which informs them of th eir performance compared to budget based on revenue and expenses. -Continuously review anticipated final operating results to clarify the 'end of the year' budget enabling the ability to effectively create forecasts of followi ng full year budgetary operations. -Identify and correct GAAP compliance issues by clarifying situations whereby em ployees were paid as employees and individual contractors; saved the organizatio n significant financial hardship by avoiding monetary penalties. -Develop financial implications for increasing tuition by varying amounts; enabl ed managers to understand revenue impact based on multiple tuition increases res ulting in strategic budgetary planning. -Provide two comparable options (Lease vs. Buy or Net Present Value Analysis) to identify least expensive choice for organization in order to reduce budgetary e xpenditures. Financial Analyst, Hall Kinion and Associates, Novato, CA (2002 to 2004) -Provided financial reports and information on metrics regarding company sales a s well as profits and losses to Managers and Board of Directors. Conducted week ly summary reports regarding contractor hours, permanent positions placed, and r evenue generated, which calculated and created the commissions distributed to sa

les staff. -Prepared profit and loss statements for senior management and The Board of Dire ctors to allow department heads to inform the board and shareholders of company operating results. -Prepared budgets for sales organization based upon projected revenue/expenses t o allow all contributors of the sales organization to understand their necessary revenue generation goals for the year. -Provided budget to actual revenue generation reports to the branch managers and VPs to determine bonus amounts of individual contributors based on their annual income contributed to the organization. -Streamlined the business process involved in calculating the bonuses of the sal es team resulting in the reduction of operations time to calculate bonuses by 83 %. Senior Financial Analyst, McKesson Corporation, San Francisco, CA (2001 to 2002) -Saved the company money by capturing profit leaks; assessed customers' original contractual markup terms of their supply agreements. Provided reports to sales staff indicating supply volume reduction resulting in contractual adjustments b ased on volume differentiation, which yielded significantly higher profits. -Acquired understanding of customer supply agreements and pricing through indepe ndent research and by interviewing account managers creating the ability to iden tify potential areas of lost revenue. -Improved the integrity of data used to measure profit leaks, capturing a $5 mil lion opportunity cost of lost income. -Identified opportunity cost, which management incorporated into the baseline bu dget revenue requiring the sales team to incorporate realization targets into an nual budget to avoid the former loss of $5 million. Project Analyst, Niku Corporation (formerly ABT), Petaluma, CA (1998 to 2001) -Developed and submitted reports to company managers that tracked changes in emp loyee headcount resulting in the maintenance of accurate employee information as well as compensation and overhead expenditures. -Integrated confidential Niku and ABT employee information into a single databas e application [ADP] resulting in a reliable system-wide repository where multipl e departments and managers could access employee information. -Served as technical liaison to HR, Finance, and IT departments by identifying s ystem needs and necessary information to create a comprehensive employee databas e. Business Analyst (Prior to Niku acquisition of ABT) (1998 to 2000) -Analyzed market information to develop revenue models for proposed business pla ns; make strategic recommendations and create action plans for increasing compan y revenue. Designed and improved the employee database system resulting in a mo re streamlined documentation process yielding a reduction of overhead expenses. -Oversaw and created reports detailing variances between projected and actual st affing, measuring changes in employee headcount, which contributed to the decisi on making regarding staff expenses and company acquisition. -Developed revenue models for proposed business plans resulting in the ability t o create multiple income stream scenarios based on various sets of operating con ditions. -Created and administered employee history database [Access], resulting in a com prehensive bank of employee information including but not limited to salary, dep artment, title, and stock options granted (dates, vesting, and ability to exerci se options). Administrative Analyst, Golden Gate University, San Francisco, CA

(1993 to 1998) -Provided enrollment information to internal and external constituents to optimi ze the revenue generation of future program offerings. Improved data integrity by identifying weaknesses and recommending solutions to managers, which improved productivity of administrative staff and reduced overhead costs. -Prepared reports detailing variances between projected and actual enrollments, to enable department managers to identify actual income generation. -Created database [Access] and reports on course enrollment histories to enable department managers to identify which course topics and academic programs yielde d strong revenue generation, and which programs cost more to offer than was a wo rthwhile budgetary trade off. -Provided reports to state, federal, and private accrediting institutions includ ing WASC and IPEDS to ensure standard accreditation procedures and protocol wher e being conducted. -Offered expertise on legacy student system during system-wide database conversi on to enable comprehensive and effective system functioning; trained staff on ho w to navigate new system during and after conversion. EDUCATION MBA, Finance, Golden Gate University, San Francisco, CA 1998 BA, Statistics, University of California, Davis, CA 1991 VOLUNTEER AND COMMUNITY EXPERIENCE Condo Board Vice President and Treasurer, Gateway Commons HOA, Novato, CA 2008-Present Oversee collection of delinquent accounts: collection agency reporting and minim izing receivables. (2008-Present) Created summarized treasury report, including balance sheet summary, on a monthl y basis. (2008-09/2010)