Senior Financial Analyst
OneScreen, Inc.
Total years of experience :21 years, 1 Months
Senior Financial Analyst
OneScreen, Inc. Irvine, California, USA
• Work directly with Chief Financial Officer in planning, execution, and review.
• Handle daily and monthly corporate revenue reports.
• Responsible for audits and related accounting reports.
• Analyze the media cost across each channel.
• Create pricing models for different products.
• Provide guidance for the overall inventory utilization strategy.
• Create new frameworks for media analysis and inventory management in order to maximize fill rate.
• Measure Revenue and ROI for operations and sales departments.
• Execute sophisticated quantitative analyses and advanced models to translate data into actionable insights.
• Provide/Produce recommendations for all demand partners in order to maximize both top line revenue while maintain pre-set margin levels.
• Define, analyze and communicate key metrics and business trends for sales management teams.
• Develop financial models that provide platforms for decision-making on business and operational issues.
• Production of key performance indicators of financial teams and strategies and evaluating results.
• Build and lead the preparation and publishing of metric forecasting and reporting for internal customers.
• Research and analyze key business drivers, competitive environment, trends and operating metrics.
• Perform variance analysis to identify discrepancies between client and accounting revenue reports.
• Provide ROI analysis of all marketing campaigns and sales activities.
• Identify new market opportunities and complete specific showroom testing for new products.
• Conduct market research to analyst competitors, determine brand perceptions, evaluate market penetration and understand customer needs.
• Analyze marketing metrics to identify cause-effect relationships between marketing promotions and financial outcomes to increase profitability.
• Manage market segmentation, targeting and positioning.
• Perform analysis to determine key performance indicators.
• Work closely with central marketing, showrooms and business development teams to ensure that all marketing initiatives are implemented.
• Complete competitive analysis to maintain our competitive advantage.
• Conduct industry analysis depending on social, seasonal, economical and technological updates.
• Forecast supply requirement for different seasons.
• Determine fast/slow moving items and take action to avoid aging stock.
• New product launch across all showrooms.
• In-store Communication: Tag update, promotions, product benefits, and product display.
• Strategize what accessories to bundle up with products.
• Update benchmark for sales and stock on a daily basis.
• Negotiate with suppliers to obtain competitive pricing and high gross margins.
Financial Analyst Oakland, California
Commercial Mortgage-Investor Reporting Group
• Responsible for monthly forecasting, reporting and remittances to investors on 15 assigned securitized commercial mortgage loan pools under CMSA (Commercial Mortgage Securities Association) standards. Each pool ranged from 50-300 loans averaging $1 billion per pool.
• Determined and analyzed investor advances of principal & interest on delinquent loans for all of investor reporting group resulting in a decrease in default and delinquent loans while increasing interest paid out on advances.
• Analyze pool of loans for trends in delinquencies, losses, and loan modifications.
• Adhered to strict federal, state and local guidelines in the calculation and remittance of investor funds.
• Conducted in depth research and variance analysis on loan and pool level for short and long term changes to better help forecast and send up to date information to our investors.
• Developed several organizational methods through prioritizing and scheduling to ensure completion of all tasks
• Created and maintained a database of pertinent information regarding loan modifications and adjustments for analyzing future reporting and forecasts.
• Ensured adherence and compliance to Pooling and Servicing Agreements including reporting, fund transfer and investor accounting standards for 15 pools.
• Analyzed, resolved and reconciled loan accounting issues, discrepancies, and variances on pool balances.
• Managed a branch of 15 employees
• Successfully participated in hiring, developing, leading and promoting engagement for all service team members
• Maximized staff efficiency and resources through monitoring the achievement of sales and service goals that helped increase our new account openings as well as our service ratings 100%.
• Performed account analysis on accounts to predict possible losses and potential future services resulting in 80% decrease in our loss budget plan.
• Prepared month end reports such as loss plan and overdraft recoveries to comply with audit regulations
• Facilitated monthly staff meeting and implemented sales campaigns
• Developed and maintained long term relationships with clientele
• Managed customer portfolio and serviced relationships by cross selling products and services
• Prioritized schedule to ensure completion of daily tasks such as booking appointments, resolving customer issues, and following up on pre-set appointments
• Provided financial planning advice to meet clientele needs
• Increased customer retention and satisfaction rates by providing outstanding customer service
• Trained new employees to become top performers in sales and service
• Upheld Gold level performance by maintaining 180 products per quarter
Emphasis in Financial Economics, Mathematics, Public Finance, Financial and Managerial Accounting