Anthony Angeles Email & Phone Number

California, United States

San Mateo, California, US

San Jose, CA, US

• Partnered with Customer Support Technology team as the lead financial analyst, overseeing $100M+ opex expenses including HC, temp labor, and software cost drivers
• Led monthly forecasts, close, variance analysis and reporting, annual budget planning, providing financial guidance to VP of Customer Service Technology, Senior Directors and below to meet financial targets
• Simplified org structure to plan, track, and report budget, forecast, and actuals by leader
• Tracked investments in Generative AI, and customer support transformation initiatives to reduce support touchpoints, save time, and save millions of dollars through cost avoidance
• Created deal model with cross functional input from procurement, technical accounting, and business owners, on a multi-year cloud contract involving migrating customer experience platform from on-prem to cloud, which.
• Consistently delivered forecasts within 1% accuracy of quarter end actuals

San Jose, California, US

• NetApp is a Fortune 500 company in the data storage, management, and cloud services industry and partners with the world’s largest cloud companies including Amazon, Google, and Microsoft to deliver data management and.
• Managed hundreds of millions of dollars in COGS and OPEX with upwards of 1,000 HC for Cloud Services product teams to ensure forecasts and actuals align with budget
• Led reporting automation project with Enterprise Reporting Team to develop and continuously improve self-serve Tableau dashboard for business partners
• Identified and communicated savings, overages, risks and opportunities (R&O) in spending to business partners and corporate finance in timely manner to develop action plans to meet quarterly targets.
• Provide high level and detailed financial product P&L reporting and analysis, facilitating planning and decision making for corporate and business partners including SVP, VP’s, Chief of Staff’s, Directors, and cost.
• Enhanced weekly HC and spend reporting to BU leaders for improved tracking toward targets

San Jose, CA, US

• Led system implementation of Adaptive Insights CPM analytical software to streamline reporting, automate processes, and achieve finance transformation
• Applied effective project management and a consultative approach to meet project deadlines, data structure requirements, workflow with IT Manager, Sr. Financial Analyst, and Finance Director
• Quickly learned and and acquired business acumen on organizational financial models including revenue forecast, operating expenses, ad hoc reporting to fill in for Sr. Financial Analyst on an interim basis.
• Created efficient and accurate excel report, with large datasets, using Vlookups, ninja like keyboard shortcuts, and other advanced formulas
• Documented and establishes procedures for excel models, excel best practices, and Adaptive Insights procedures
• Engaged and networked with finance directors and executives at Adaptive Live 2019.

San Jose, CA, US

• Collaborated with Senior Financial Analyst and Executive Director in FP&A related activity.
• Created an excel dashboard highlight key financial metrics and KPIs using data and pivot tables
• Drafted excel model to project CF for organization
• Created budget summary to highlight fiscal year forecast/projections and proposed budget to be presented by the Executive Director to the Board of Directors
• Worked with data base ONESolution Enterprise System to update financial models
• Increasing responsibilities with new projects related to financial analysis, project management, and process improvements

San Francisco, CA, US

• Led business deal evaluation ranging from tens-of-thousands of dollars to multi-million dollars with hundreds of Bay Area partnering businesses in various industries
• Created comprehensive and detailed reports on involving financial and business analysis, stress testing, risk analysis, market research, investment analysis, collaboration and final recommendations to Vice President.
• Analyzed hundreds of financial statements, financial models, forecasts, budgets, and tax returns for companies and individuals, uncovering meaningful changes in revenues, profit margins, cash flow, dividends, debt.
• Mentored Credit Analyst intern on financial analysis and collaborated to create an automated excel model to track and evaluate workflow across multiple offices. Project was recognized by Market President and rolled out.

San Francisco, CA, US

• Analyzed company and personal income statements, balance sheets, CF statements, and tax returns for accuracy, and to support the financial analysis of clients
• Tracked and tested required quarterly, semi-annual, and annual reporting from clients to examine any financial covenants and requirement in place for loans.
• Collaborate with other analysts and relationship managers to ensure accurate reporting and risk analysis on existing and new deals
• Promoted to Credit Manager from Credit Analyst role within six months for satisfactory financial analysis and reporting across multiple branch locations in Palo Alto, San Francisco, San Mateo, Walnut Creek

Caap Certificate Of Advanced Accounting Proficiency, Accounting

Double Degree, B.S. In Finance, B.A In Music

High School Diploma, High School/Secondary Diplomas And Certificates