Christopher Swanson Email & Phone Number

Aliso Viejo, Ca, Us

Aliso Viejo, Ca, Us

Garden Grove, California, Us

Garden Grove, California, Us

Compile financial and non-financial data to use in the assessment and evaluation of financial health, site sustainability, and communicate those assessments in a clear and concise manner to present to the Senior Director of Decision Support and to the Diocesan Finance team.Create custom financial reports, KPI Dashboards, and searches within NetSuiteCreate reliable techniques, methods, and financial models to assess key performance indicators, forecast revenue, operating cost trends and cash flow to guide key recommendations to leadership.Develop approaches and process enhancements to increase accuracy, timeliness and reliability of financial and non-financial data reporting.Collaborate in the annual budgeting cycle, establish and communicate budget assumptions, provide support throughout the budget process, and finalize budgets presentations for approval.Conduct actual versus budget analysis monthly, quarterly and year end projections to identify achievements, risks and opportunities.Participate in evaluation of capital projects, develop return on investment, business case analyses and feasibility studies for program initiatives.Collaborate with the Information Technology team to design and implement new data reporting capabilities from multiple data sources, in alignment with the Bishop’s Strategic Plan.

Laguna Woods, Ca, Us

Provide support to Executive Directors and Managers in multiple divisions for creation of Annual Business Plans, Capital Expenditures, Quarterly Forecasts and Monthly Operating Variances of Budget vs. Actual Expenditures. Strong understanding of Financial Statements and Systems (GL Accounts, P&Ls and Balance Sheets) Proficient in time management, assignment prioritization and flexibility. Assisted with implementation of Microsoft Dynamics Ax 2012 from Legacy CRM System. Strong ability to work in Microsoft Office Applications. Excellent communication and writing skills when disseminating information to management or various departments. Identify and execute on opportunities for continuous improvement. Assisted with implementation of Microsoft Dynamics Ax 2012 from Legacy CRM System. Identify and execute on opportunities for continuous improvement.

Laguna Woods, Ca, Us

Aided in the mergers of 4 corporations (charts of accounts, financial statements and CRM systems).Prepare maintenance program reports with detailed explanations for monthly operations.Aid division manager and supervisors with the creation of annual business plans.Tracks, analyzes and communicates system specific statistics and revenues related to Ad-SalesReview monthly, quarterly and annual marketing advertising plans designed to reach and/or exceed budgeted targets in all areas of responsibilities, including subscribers and Advertisement Revenues.

Laguna Woods, Ca, Us