Skills & Qualification Summary
● 20 years financial analysis, accounting, financial software systems, and project management expert
● Project financial analysis, reporting, forecasting, capital budgeting, financial software systems
● SAP (extensive), BPC, B/W, Access, Primavera (P6), Peoplesoft, Oracle. PowerPivot, Excel (advanced)
● MBA in Information Systems and Accountancy; CPA
Professional Experience
9/2014 – Current
PG&E– Projects Financial Analyst / Central Reporting (San Francisco, CA)
● Project and program financial tracking, forecasting and reporting
● Central reporting on 5,000 + projects weekly
● Monthly Executive project and program reporting
● SAP, Primavera (P6) Excel (Macros, lookups, functions), Access
3/2011 – 3/2014
Autodesk – Financial Analyst (San Rafael, CA)
● Detailed forecasting and actual cost vs. forecast reporting for Global Mobility group
● Cost tracking, analysis, and extensive reporting
● Metrics presentations for CEO Staff and Talent Acquisition organization
● Worked with corporate tax partner on expatriate taxation issues
● Used SAP, advanced Excel, Access, Power Point, Workday, Taleo, other
2/2010 – 1/2011
Jones Lang LaSalle – Financial Projects Analyst / Manager (San Francisco, CA)
● Project tracking, forecasting, and analysis -100 projects and $60 million annual spend.
● Managed $60M capital budget process. Gathered project forecasts, analyzed and reported on results.
● Created and managed Excel Project Management Fee Allocation Tool, to forecast fees and fee-allocations
● Created and managed Project Performance Reporting Tool to track all projects
● Helped develop Access database to consolidate Excel tools and provide additional reporting and analyses.
● Helped produce project cost-benefit analyses
● Process-mapped and analyzed all financial processes (Visio)
● Managed two Project Accountants
9/2007 – 1/2010
Yahoo Inc. – International Payroll Analyst / Project Manager (Sunnyvale, CA)
● Analyzed expenses, gross ups, and cash for global mobility payroll transactions. Prepared journal entries and bank reconciliations. Created reports in Pro Business system.
● Created and implemented systems and procedures for the Global Mobility Group. Compiled and reported group metrics, financial analysis, dashboards. Performed contract reviews, process mapping, intranet.
● Point person for Tax Equalization project, resulting in cost savings of over $1 million
9/2001 – 8/2007
Small Business Owner / Financial Project Management (San Francisco Bay Area)
10/2006 – 8/2007
Gap Inc. – Financial Projects for Relocation Group (San Bruno, CA)
Relocation financial work, including account reconciliations, forecasting, account accruals, journal entries, reporting, and process improvement projects.
10/2003 – 10//2006
Action Web Video – Founder and President (San Francisco, CA)
Provided web video commercials and multimedia web design. Managed all operations, marketing, sales, admin. Managed videographers, web designers, and other support staff.
9/2001 – 10/2003
CalTrain / SamTrans – PeopleSoft / Financial Systems Work (San Carlos, CA)
Created series of reports and documentation for PeopleSoft system. Provided training to end-users. Systematized and improved PeopleSoft. Instituted business process improvements
1/2000 – 8/2001
Corio Inc – Sr. Financials Systems Consultant / Account Manager (San Carlos, CA)
● Client relationship manager. Led client satisfaction and business efficiency projects. Helped develop many Customer Service business procedures.
● Worked with clients on all aspects of financial software troubleshooting for entire range of Financials. Managed report and enhancement requests: gathered requirements, translated into specifications, implemented. Also HRMS, network and Oracle database work.
5/1993 – 1/2000
Accounting, Accounting Consulting, and Financial Software (San Francisco Bay Area)
Carrera Consulting – Senior PeopleSoft Financials Consultant (Sacramento, CA)
● Led implementation of Cost Allocation System at CALPERS
● Led Project Cost PeopleSoft implementation at the City Of Fresno.
1996 – 1998
Loder, Drew & Associates – Senior Auditor/Consultant (San Jose, CA)
● Analyzed accounting and financial systems to identify system weaknesses. Created benchmarking and best practices reports and presented to client’s upper management
1995 – 1996
DiviCom Inc. – Senior Accountant (San Jose, CA)
● All aspects of accounting cycle: financial statement production, accounting closes, audit work-papers, account reconciliations, accruals. Revenue, A/R, stock options. Supervised Accounting Clerk.
1993 – 1994
Liveworks, Inc. – Assistant to the Controller (San Jose, CA)
● Sales Journal, A/R, cost accounting, administrative. Helped implement two software systems
Academic Background
MBA, IT Systems & Accountancy; Weatherhead School (Cleveland, OH); 1993
International Semester at Rotterdam School of Management, Erasmus University, Netherlands
BA, English Literature; Rice University (Houston, TX); 1989
International Semester at Kwansei Gakuin University in Kobe, Japan; Vice-Chair of Rice International Club; Reporter and Editor, Rice University Thresher; National Merit Scholar
Other Experience & Certifications
Other Classes: Economics classes; Workplace Communications; Oracle RDBMS; Visual Basic;
International: Language Instructor in Japan. Holland Novotel MBA Consultancy Project
Software: SAP (extensive), BPC, B/W, Access, Primavera (P6); PowerPivot, Access, Excel (advanced); PeopleSoft (All Financials); Crystal, nVision, R&R; ORACLE; Pro Business; Business Objects; JD Edwards; Solomon; SDG; CMR; Visiflow; Expandable;
