Christopher Do Email & Phone Number

San Diego, California, United States

The Senior Financial Analyst assists in planning and organizing complex and detailed financial analyses primarily related to budget, fiscal, legislative, contract and administrative policy. The Senior Financial Analyst will prepare and analyze executive-ready, sensitive, and complex financial reports, programs, and policies, assists in the evaluation of.

San Diego

• The Financial Analyst will prepare and analyze financial reports, programs, and policies, assists in the evaluation for financial risks and assists in the proposal of recommendations to senior and executive-level.
• Compiles and analyzes cash flow projections and financial reports; develops skill to evaluate financial data for risks or issues; assists in developing summaries and recommendations based on findings.
• Assists management in the budget development process, estimated funding requirements, monitoring of the budget, budget reporting, forecasted expense requirements, and interpretation of budget-related documents for.
• Administers budgets for small departments and related programs, agreements, and/or projects; and, performing other related duties.
• Analyzes and negotiates budget and/or policy proposals in consideration of agency, Board and executive-level direction.
• Develops and monitors project budgets; tracks projects; prepares related reports; and, performs other related duties.

Orange County, California, United States

• Left previous company to rescue family business
• Established operating protocols for a small business (Bookkeeping, Scheduling, Hiring, Taxes)
• Maintained business relations with Legal Counsel, Contractors and Property Management
• Provided training to all positions and levels within the business
• Increased revenue by 4x from previous years and surpassed goal of $1M Gross
• Created a franchising plan to be implemented when ready

San Diego, California, United States

• Consolidated pricing and transaction database retail platforms
• Oversaw the consolidation of two systems’ logic and protocol
• Developed better business process and practices amongst users
• Established checks and balances of pricing processes
• Maintained and facilitated daily SQL server reports
• SQL Server reports were initiated through a MACRO based on a timer

San Diego, California

• As a member of the Customer Care Department, Billing Analysts are responsible for applying contract terms to each customer’s usage volumes and calculating and validating the charges. Billing Analysts are able to.
• Review customer contracts and accurately set up parameters in pricing database
• Accurately calculate and validate contract pricing details with customer’s usage volumes and distribute calculations to Billing Associates for invoicing
• Analyze pricing files that are out of band or outside imbalance tolerances and notify the appropriate groups
• Complete WACOE approvals for new addendums daily
• Contribute to true-up projects as needed Customer Service Communication

San Diego, California

Working as a member of the Billing Team responsibilities include testing and reconciling invoices, database management, auditing charges and credits, analysis of mass data, and utilization of advanced Excel skills to quickly complete projects. Data points vary in size from account to account where there could be 3 or up to thousands. Position is time.

San Diego, California

Working under the Vice President of Investments responsibilities include assisting in maintaining client contact, database usage, excel, meeting preparation, investment funds research and analysis. Continuously gaining knowledge on investment tools and strategies for wealth management.This information is intended for use only by residents of CA. Opinions.

Master Of Business Administration - Mba

Certificate Of Specialization, Finance And Accounting

Certificate of Completion: Financial Accounting, Leading with Finance and Sustainable Investing

Bachelor Of Arts (B.A.), Economics And Minor In Communication

Economic Student Association, Embrace, and Kappa Sigma Fraternity.