Jeff Sun, Cpa Email & Phone Number

Beverly Hills, California, Us

Pasadena, California, Us

Irving, Texas, Us

McKesson IT FP&A-Provide monthly financial reporting variance analysis for IT Operations Leadership, Program/Project Management and Application Services units-Business case studies including financial modeling using NPV and IRR analysis to determine risks & opportunities of potential projects and initiatives, curate ad hoc models to analyze buy-lease options and labor rate models for resource capacity plans-Perform 3-year strategic long-range plans for multiple IT groups focusing on resource and infrastructure expenditures-Perform program analysis for Generics Technology Initiative ($63M) including forecasting for internal and external resource spend, travel & entertainment, software amortization and asset depreciation

Irving, Texas, Us

Corporate-Calculate and forecast management incentive program and long-term incentive plan benefits for separate business and consolidated corporate entities -Prepare semi-annual strategy plans spanning 3-year outlook for long-term incentive plans-Compute and forecast company weighted shares outstanding for EPS and financial reporting purposes-Scenario analysis of incentive programs and WASO using various financial metrics and assumptions-Prepare monthly/quarterly financial variance reports for corporate finance executives

San Francisco, California, Us

Financial Reporting & Analysis-Prepare monthly and quarterly variance (> $10 million) and trend analysis of non-interest expenses, non-performing assets (> $15 million), and non-yield balance sheet items (> $300 million) for managerial and SEC reporting.-Direct and prepare monthly group accrual reserves analysis.-Coordinate quarterly SOX deliverables (narratives, flow diagrams, scoping indices) for month end close, allowance for credit losses and litigation reserve processes.-Analyze and review significant P&L transactions (> $10 million and unusual/infrequent) for monthly financial highlights and compliance with GAAP.

San Francisco, California, Us

Corporate Consolidations-Prepare monthly and YTD affiliate reconciliation reports of intercompany transactions for Corporate Consolidations.-Research and analyze affiliate differences in preparation of month-end closing process. Assist in resolving affiliate differences by coordinating w/ various business groups.-Complete consolidated reconciliation reports for external interim and year-end audits w/ KPMG.-Coordinated hierarchy structuring, intercompany account mapping and consolidations testing projects for WF & Wachovia merger integration.

San Francisco, California, Us

Wholesale Banking-Reconcile incoming and outgoing transactions within general ledger for Wholesale Banking's Purchasing Card division. -Monitor and track daily transactions through various database and settlement reports; analyze general ledger accounts and internal system reports for corporate reconciliation.-Assist Wholesale Finance w/ reconciling weekly balance adjustments in high volume P-Card accounts.

Overland Park, Ks, Us

-Analyze, verify and reconcile companies' payroll (up to $50 million/year)/gross receipts/costs/financial statements against relevant federal and state taxation forms and general ledger accounts.-Organize financial data and compose worker's compensation/general liability audits within entities that gross up to $850 million annually.-Interview corporate officers, business owners, accounting managers, and controllers regarding business operations and financial statements.

Certificate, Finance, General

Bachelor’S Degree, Economics