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Senior Financial Analyst

lakewood

Pun Theng

(562) 235-3081 ~ Pun.Theng@gmail.com                                      _____________________________________________________________________________________

2903 Allred St ~ Lakewood, CA  90712

Profile

Sr Level Analyst with a bachelors in Economics and minor in Business Mgmt from University California, Irvine, seeking career advancement in financial planning and budgeting field.  I have experience with budgeting, forecasting, and financial planning for large fast pace corporate environment.  Background includes executing and monitoring annual budget of $100+ million dollar for IT Engineering group and addressing adjustments as the fiscal year progressed.  Extensive experience with SAP, Oracle, Cognos, Hyperion and advance excel skills including v-lookup, h-lookup, pivots and pivot tables, as well as advance formulas.

 

PROFESSIONAL EXPERIENCE

Corelis, Cerritos, CA                                                                                            Oct 2018- Current

A subsidiary of Electronic Warfare Associates, Inc.  Corelis offers bus analysis tools, embedded test tools, and the industry’s broadest line of JTAG/boundary-scan software and hardware products that combine exceptional ease-of-use with advanced technical innovation and unmatched customer service. Soon after its inception in 1991, Corelis’ innovation in bus analysis tools and JTAG/Boundary-scan Test solutions ultimately resulted in acceptance as a major and preferred vendor of test tools worldwide.

Senior Financial Analyst

·         Support the development of annual budget process operating plan and compile and provide timely and accurate analysis of financial statements, reports, forecasting data and provide detailed analysis of variances of company’s actual financial performance against set budget and forecast data.

Manage company cash flow and resource planning so that efficiency is achieved
Manage audit requirements and directives from parent company and serve as liaison with external audit firm and partner with corporate Finance department and other teams to complete projects efficiently and effectively
Generate monthly financial dashboard that accurately forecasts cash, revenue and expenses to help CEO accurately determine and/or adjust revenue estimates.
Collaborate with and provide financial guidance to leadership and human resources on benefit strategies and salaries to help company offer competitive packages to employees and new hires.
Collaborate with the CEO to develop operating budget and cost management plans that align with the company’s strategic plans. Support leadership and cost center managers including monitoring, analyzing and periodic review of cost center spending, and provide necessary financial analysis regarding revenue generation, strategic plans and growth agenda.
·         Work with CEO and senior sales managers to determine monthly commissions accruals and required payouts to sales team

·         Work closely with financial institutions concerning banking activity changes, enhancements, and charges

·         Review all capital purchase requisitions made by the company, including reviewing the authorization of invoices, to ensure they are appropriate and within budget

 

Iteris, Santa Ana, CA                                                                                    March 2018- Aug 2018

Iteris is leading the world in applied informatics—turning big data into smart insights for transportation and agriculture. By using machine learning to extract the information engineers and scientists need to solve complex problems, we’re making our roads safer and our farms smarter. Building better communities today means we’re creating a better world tomorrow.

FP&A Analyst (consultant)

·         Produced various financial reports to mgmt. in accordance with GAAP rules for the executive board

·         Analyzed financial data on monthly/quarterly basis and advised mgmt. of progression of actuals to budget

·         Assisted on planning head count, reconciled head count data and adjusted as planned hire are executed

·         Adjusted financial model based on progression of actual to plan

·         Model FY financials with forecast for revenue based on projects, revenue expense and operating expense

·         Researched variance using varying modules within Oracle db

·         Loaded fiscal year planned budget via Oracle db

·         Supported the implementation of Oracle launch within the organization

·         Tracked progression of actuals vs. planned and advised accordingly to mgmt.

·         Worked across various business units such as accounting, sales, and inventory to resolve variance

 

Advance Medical Management, Long Beach, CA                                        July 2017-March 2018

Advanced Medical Management, Inc. (“AMM”) is a full service healthcare operational management and business consulting company. Over AMM’s 36-year history, the company has evolved from a physician practice management company to an IPA management company and fiscal intermediary administrating and servicing a variety of commercial and government agency clients.

Financial Reporting Analyst (consultant)

·         Procure various monthly health plan financials via SQL, Crystal Reports, and Microsoft Access

·         Reconcile financials reporting against actauls  hard coded values

·         Produce financial statements for various individual providers on a monthly and quarterly basis

·         Maintain documents for compliance and auditing

·         Project claims, expense, income, and various other attributes for future planning

·         Key point of contact for various financial discrepancy amongst the large volume of health plans and individual health providers

 

Kubota Tractor Company, Torrance, CA                                                           Jan 2016-July 2017

A leading globally recognized manufacture of farming, construction, and recreation vehicles.

Financial Data Analyst (consultant)

·         Extrapolate and manage large data sets into a confirming report for media processing

·         Track progression of media campaigns in regards to conversion of sales correlated to direct mailers

·         Managed high level reporting to management of sales in reference to quarterly status

·         Provided modifications to campaigns based on evolving campaign needs

·         Analyzed sales data to provide  more efficient target groups, geographical areas of need, and specified products

 

Northrop Grumman, Redondo Beach, CA                                                                            Aug 2006- July 2015

A leading global security company providing innovative systems, products and solutions that delivers

superior capability in tandem with maximized cost efficiencies.

Financial Analyst III

·         Data mining via SAP, BW, Cognos and Hyperion (use of excel to breakdown data via pivots, pivot tables, charts/graphs, and advanced formulas)

·         Prepared monthly forecast and budget

·         Responsibilities combined three important areas of systems management, budget/financial analysis, and business management for five engineering departments.

·         Analyze and summarized monthly and quarterly results and presented to management actuals vs. budget

·         Input approved budget data into SAP and Business Warehouse for future reconciliation and made adjustments according to EAC (estimated to complete).

·         Trained new staff on standardize processes

·         Ad-hoc research by collecting and analyzing trends and financial data; prepare regular reports for distribution to upper management.

·         Collect, revise, and maintain large datasets in preparation for budgeting and forecasting annual spend.

·         Analyze and resolve issues related to expenditures variances from data extracted from SAP.

·         Consistently met budget challenge by analyzing spend data on various projects and cutting cost where usage was not optimized.

 

 

EDUCATION / SKILLS

·         B.A. Economics, Minor in Management, University of California Irvine  (2003)

·         Proficient with Excel (Pivot table, Vlookup, advance formulas), Word, PowerPoint,  experience with SAP (database set), Business warehouse, Hyperion, Cognos, TAPPS

  • Updated 4 years ago

To contact this candidate email pun.theng@gmail.com

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