Assist with annual business plan and forecasts, including consolidation, review, and presentation.Prepare monthly, quarterly and annual financial reporting, variance and trending analyses.Review financial performance reports; identify and investigate variances.

Provided financial administrative support to doctors engaged in cancer research.Assured compliance with agreements between UCSF and various clinical trial sponsors, including pharmaceutical companies, other educational institutions, and the National Institute of Health.

Built and maintained models to aid in forecasting Q2-Q4 headcount and expenses for Marketing and all G&A departments; tracked procurement requests and purchase orders in Workday and Anaplan.

Tracked procurement requests from inception to purchase order in SalesForce and Oracle.Enhanced headcount reports to aid in monthly reforecasting.Systematically identified and categorized expense transactions by vendor to update the fiscal year forecast and reconcile accruals.

Prepared tables and charts for Investor Relations for use in Board Meetings and Investor Calls as part of fiscal year end.Gathered and mined years of transactions (millions of rows of data) to identify unprofitable customer behavior by product.Updated annual plan to account for seasonality and year over year growth.Maintained and enhanced weekly flash and monthly financial reports.Provided end to end P&L support for some of Blackhawk’s lines of business.

Administrator for firmwide planning software; provided remote virtual support, phone support, and training to budget users around the world; provided subject matter expertise for regular and ad hoc reporting to partners and firm management.Created processes to query multiple data sources, combine them into meaningful summary reports, automate budget report preparation, summary expense reporting, and report distribution. Developed monthly financial report packages that included P&Ls, Expense Reports with variance to plan, and revenue metrics using a combination of SAP BPC, Excel, SQL, Access, and Visual Basic (VBA) Macros, providing management with visibility into complex data and enabling them to make informed and timely decisions.Performed profitability scenario analyses to assist management with resource planning and recruiting and compensation.Prepared annual budgets and financial forecasts with chiefs, directors, and department managers.Gathered Business and Systems Requirements, validated Data Load and performed Systems Integration Testing for SAP BPC implementation; wrote and executed User Acceptance Testing plan and trained teammates before going live.

Designed tools to interpret and validate complex billing data and assure invoice accuracy for clients. Managed and led new projects from inception to implementation for clients.Managed enhancement, maintenance, and trouble requests; tracked requests to resolution and implementation.Provided subject matter expertise of the CRM and billing system components and functionality.

Validated accounting reports for accuracy and completion. Created new reports to correct old, inaccurate data. Audited manual reports for inbound and outbound inventory, validated new automated inventory reports, and designed an automated process to make adjusting entries to historically inaccurate inventory data.Audited B2B gift card transactions and restructured Balance Sheet accounting process for gift card sales, resulting in over $6 million in correcting entries to the accounting system.Analyzed fiscal year 2006 transactions and generated sales tax revenue reports by state.

Analyzed financial implications of merging Pacific Bell IT’s Wholesale Customer Care applications with SBC Communications’ application shortly after the two companies’ merger.Maintained and managed Access database of 400 Wholesale & Access Ordering and Billing software development projects. Provided regular and ad hoc reports to management to support Federally mandated local telephone service deregulation.Trained, supported, and provided troubleshooting to 70 Microsoft Project users.Managed logistics of 80-person move from decentralized San Francisco offices to central San Ramon campus.Innovated, designed, and managed a database of over 20,000 delinquent customer accounts with past due balances totaling approximately $50 million using a combination of SQL in Access and BrioQuery. These efforts enabled PBD to collect past due account balances more efficiently.Reconciled over 400,000 records from PBD Accounts Receivable database into aging schedule reports to improve timeliness of AR collections. These efforts reduced average monthly AR by $7 million (8%).Initiated an online process for tracking, reporting, and remedying call center production failures, reducing customer hold time and incrementally improving service level.Streamlined Revenue Control Analysis (RCA) group’s monthly reporting process, leading to a reduction in processing time from 3 days to 1 hour and an increase in results accuracy.