Omar Manzo Sanchez Email & Phone Number

Mountlake Terrace, Washington, United States

- Validates supply chain forecast analysis- Analyzes and provides feedback on supplier proposals and assertions- Presents financial recommendations to senior management through cost analysis and risk assessment- Prepare and present financial reports to executive leadership, highlighting key performance indicators, and providing actionable recommendations for cost containment.- Supports, evaluates, and makes recommendations for complex requests for business proposals using basis… Show more - Validates supply chain forecast analysis- Analyzes and provides feedback on supplier proposals and assertions- Presents financial recommendations to senior management through cost analysis and risk assessment- Prepare and present financial reports to executive leadership, highlighting key performance indicators, and providing actionable recommendations for cost containment.- Supports, evaluates, and makes recommendations for complex requests for business proposals using basis of estimate, pricing methodology, and statement of work- Works with cross-functional teams through different business and engineering organizations to achieve optimal costs of project and program goals- Ensures part pricing and methodology is SOx (Sarbanes-Oxley) compliant Show less

Greater Seattle Area

• Review, analyze, maintain, and update cost basis tax lots for changes due to transactional adjustments, corporate action activity, and related systems and processes.• Review and maintain quality data in cost basis system to facilitate complete and accurate information reporting.• Work with Account Managers to research and resolve escalated client issues and inquires; occasionally involves calls and/or in person meetings with advisors.• Implement processes and key controls… Show more • Review, analyze, maintain, and update cost basis tax lots for changes due to transactional adjustments, corporate action activity, and related systems and processes.• Review and maintain quality data in cost basis system to facilitate complete and accurate information reporting.• Work with Account Managers to research and resolve escalated client issues and inquires; occasionally involves calls and/or in person meetings with advisors.• Implement processes and key controls governing day-to-day activities of cost basis function to minimize operational risk.• Compare and evaluate data within electronic system against electronic files and facilitate data gathering and spreadsheet preparation for projects using pivot tables in Excel. Show less

Bothell

• Upsold daily specials and beverage promotions to exceed daily sales goals. • Maintained secure cash drawers, promptly resolving discrepancies for accuracy.

Bachelor'S Of Business Administration - Bba, Finance + Marketing, Major Gpa: 3.83/4.00

Activities and Societies: | University of Washington Bothell Finance Club - Board Member (September 2020 - Current) | Delta Sigma Pi.

Associate'S Degree, Business Administration And Management, General

Activities and Societies: | President's Honors - Winter Quarter 2019 | Faculty Honors - Fall quarter 2018