Experienced Financial Analyst and Advisor
San Marcos, CA
Work Experience
Director
XRoads Solutions Group, LLC
–
Santa Ana, CA
2005 to 2012
Provide financial advisory and case management services to client management and staff throughout chapter 11 bankruptcy process from pre-petition planning through confirmation and case closing including:
* Developing financial projections, cash flow models and variance analyses
* Preparing cost-benefit and liquidity analyses
* Reviewing claims for potential fraudulent conveyances to determine additional recovery for estate
* Preparing monthly operating reports
* Managing, negotiating and resolving bankruptcy claims
* Assessing claims for potential costs to the estate and recovery estimates for creditors
* Compiling pre-filing documents including creditor matrices and first day motions/exhibits
* Assisting in preparation of Schedules of Assets and Liabilities and Statements of Financial Affairs
* Negotiating with lenders and other constituencies
* Developing and executing restructuring plans
Senior Financial Analyst
Mercer Staffing, Inc
–
Brea, CA
2004 to 2005
* Assisted management with transition of operations from predecessor transport division
* Administered payroll and A/R functions
* Supervised accounting staff
* Hired and managed new IT team
Financial Analyst
Staffaide, Inc., corporate division of CheckMate Staffing, Inc
–
Orange, CA
2003 to 2004
* Prepared monthly and annual reports analyzing customers, weekly sales and markups, G&A trends, commission and reimbursement structures, accounts receivables, and P&Ls
* Forecasted branch, division, and companywide performance levels
* Modeled and projected benchmarks in markups, margins, revenues, and associates needed to break-even and meet corporate goals.
* Budgeted G&A for corporate and branch levels
* Tracked cash transactions in daily operation metrics
* Designed and developed new reporting tools including customizable templates to extract data from accounting and operations software
* Created custom Excel tables and databases
Administrative Analyst
Airex Transportation Services
–
Hawthorne, CA
1999 to 2003
* Collaborated with the CFO and senior management in formulating the company business model
* Prepared cash budgets and monthly and annual reports analyzing customers, lane segments, cartage and margin
* Coordinated development and implementation of an A/R interface linking the accounting and operations functions, eliminating manual posting and improving efficiency and accuracy of revenue recording
* Strategized with staff on various cross-departmental projects
Operations Manager
Rollins Logistics Services
–
La Mirada, CA
1997 to 1999
* Audited and analyzed monthly P & L statements
* Prepared weekly analysis of operations reports for management
Education
Master of Business Administration in Finance and Marketing
University of Southern California, Marshall School of Business –
Los Angeles, CA
2001 to 2004
Bachelor of Arts in Economics
University of California-Los Angeles –
Los Angeles, CA
1993 to 1997
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