Master of Business Administration (M.B.A.)

Lifestyle

SR FINANCIAL ANALYST

Meticulous business professional with over 25 years of experience with Big 4 firms / Fortune 500 companies such as, KPMG, Ernst & Young and Mattel.  Possesses practical knowledge in diverse business sectors, including the federal government, academia, transportation services, consumer products, financial, real estate, and defense. Applies strong financial analysis, modeling, forecasting, budgeting and process improvement to inform senior management.  Experienced in Engineering processes and manufacturing. Exceptionally skilled in communicating and collaborating with all levels and functions within an organization to support and drive business initiatives and leadership goals.  

CORE COMPETENCIES


 
Big 4 and Fortune 500 companies • Forecasting • Budgeting • Financial Modeling and Analysis • Project Management • Business Process Improvement • Advanced Excel, PowerPoint, and Word • Cost Estimating • Excellent presentation skills • Knowledge of Manufacturing processes • Management of Staff

Performed as Senior Financial Analyst and Project Manager creating insightful analysis and reporting for management decisions.
•	Project Manager for new projects in excess of $1M for real estate developer.
•	Created financial projections in Excel for future work projects.
•	Created system for tracking, reporting and forecasting milestone events.
•	Monitored financial reporting of funding and portfolio of project expenditures.
•	Prepared budgets, forecasts and monthly financial reports on major programs.
•	Developed Standard Estimate-At-Complete (EAC) analysis.
•	Performed cost and rate analysis for multiple business units.
•	Assisted accounting team with month-end close and related reporting.
•	Developed clear, concise and accurate financial presentations for management.
•	Supported ad hoc projects as needed.

Responsible for improvement and streamlining of Tecolote’s cost estimating and management reporting processes through transformation of business processes, standardization of reporting and validation of systems and tools. 
•	Designed, developed and maintained comprehensive cost estimate models for government program office.
•	Created estimates, cost forecasts, summarized key indicators for major programs, briefed government and senior military leadership, 
•	Collected and analyzed an $8 billion database of project costs for use in development of cost estimating model for military program using advanced Excel functions (vlookup and pivot tables).
•	Project management duties included accountability for estimate results, knowledge of the WBS and required effort for each task, working with Program Control Office on deliverables, budget and timing, documentation of changes to project scope, reporting at key milestones and training incoming personnel. 
•	Created and presented analysis and updates via PowerPoint presentations to senior management.
•	Analyzed and monitored budgeted program costs on a monthly basis.

Senior Analyst

As an Audit Senior Associate, involved in the successful completion of policy and procedural audits at client locations.					 
•	Performed as part of an audit consulting team Sarbanes-Oxley (SOX) audits of MBS policies and procedures for financial institutions with MBS portfolios of >$250 million.
•	Identified compliance issues and provided direction for correcting issues discovered.
•	Created complete documentation and work papers for all audits performed.

Senior Associate

Responsible for the consolidation, validation and variance analysis of financial data for eleven business units at the corporate headquarters location.
•	Built and maintained forecasting and budgeting models for eleven business units within a global chauffeured limousine company.
•	Streamlined the collection, analysis, and reporting of productivity statistics.
•	Assisted Finance Manager with the consolidation and preparation of the annual budget.
•	Researched and analyzed total company impact of various economic indicators and other variables to predict the outcome of proposed business decisions.

•	Modeled and forecasted a University-wide annual capital budget of $800 million.
•	Created templates and performed budgeting activities on behalf of University departments in support of the annual budget submissions process.
•	Provided analysis and feedback from benchmarking ratio analysis which compared university to other peer institutions in several key metric areas needed for tuition studies.

Financial Management Analyst

•	Managed two Associates on a consulting team acting as Financial Advisor to the Government National Mortgage Association (GNMA).
•	Structured and performed financial analysis and modeling of mortgage-backed securities (MBS).
•	Reconciled the monthly MBS closings of approximately $300 million in two multiclass securities programs.
•	Wrote and edited sections of new business development proposals.

Manager - Financial Advisory

•	Acted as brand finance representative to Senior Management conveying pertinent financial information required for key business decisions.
•	Constructed and analyzed brand P&Ls, conducted variance analyses, identified key business unit drivers and generated ad hoc profitability studies. 
•	Responsible for the management and analysis of royalty contracts and their impact on product profitability. 
•	Provided value added feedback for senior level decision makers.
•	Analyzed new product profitability and prepared cost sheets with multiple source scenarios.

Senior Financial Analyst / Senior Cost Engineer

Engineer Scientist / Specialist

Find out detailed information about Timothy Foley, SR FINANCIAL ANALYST in CORONA, CA

Timothy Foley: SR FINANCIAL ANALYST in CORONA, CA

Timothy Foley

TOTAL COMMUNITY DEVELOPMENT

Tecolote Research, Inc.

KPMG

Carey International

Howard University

Ernst & Young

Mattel

Boeing

Cal Poly, Pomona

Pepperdine University