Job experience

• September 2021 - present
  Senior Financial Analyst
  Anthony Inc. – A Dover Company
  

  San Fernando, CA

   Performing financial reporting & analysis, in order to drive optimized efficiency & output.
   Developing financial models to support business objectives including savings initiatives, labor optimization, customer & product profitability analysis and profit margin analysis.
   Lead strategic financial planning and processes for the Systems division including: month-end close, periodic forecasting and annual operating plan.
   Prepare and analyze the monthly financial results to produce forecasts and commentary for division.
   Interpret and evaluate monthly analyses to identify areas of risk and opportunities and provide insights and recommendations for improvement.
   Pricing core products and aftermarket parts to maximize the margin based on customer requirements.
   Identify and/or validate capital expenditure (CapEx) projects.
   Design, develop and implement methods and strategies to continually improve processes.
   Help drive Business Intelligence automation & adoption.
  

• October 2017 - September 2021
  Financial Analyst
  Northeast Valley Health Corporation (NEVHC)
  

  San Fernando, CA

   Designed and created financial and statistical reports to improve overall financial performance of 16 healthcare clinics
   Facilitated month-end close process, account reconciliations, and journal entries to ensure financial accuracy
   Prepared and analyzed utilization report against performance goals – generated $1.2M+ revenue growth in 2020
   Executed and reported variance and gap analysis; monitored and analyzed key performance indicators and financial ratios
   Collaborated with senior management to develop and streamline financial planning models
   Assisted with the annual audit of the financial statements of NEVHC, including the Single Audit Report and all external financial audits
   Determined compliance with internal controls and financial policies and procedures ¬
   Developed and verified data relevant to the preparation of “Federally Qualified Health Center (FQHC) cost report” for Department of Health Care Services and “Uniform Data System (UDS) report” for Health Resources and Services Administration (HRSA)
  

Education

• Central Queensland University, Sydney Australia
  Master's in Accounting
  

  2007 - 2008