Resume for Finance Jobs

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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