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Senior Financial Analyst PMO

• Managed quality assurance team through weekly trainings, directing the QC pipeline, and analysis of large data sets to monitor overall quality of work and recognize needed improvements
• Performed third level review and oversight of the reconciliation of hundreds of millions of dollars in general creditor and customer claims made against the largest bankrupt estate
• Lead as a technical knowledge resource for team in the reconciliation process of financial creditor claims related to complex financial arrangements and instruments

Senior Consultant

Member of risk management consulting practice which focuses on identifying financial and operational risk and developing recommendations to strengthen performance and efficiency.
• Performed management interviews to identify and recommend improvements in systems security, data center security and inventory management
• Extensive experience with mortgage servicing practices and systems
• Performed management interviews to identify and recommend improvements in systems security, data center security and inventory management
• Managed quality assurance team which reviewed process testing reports provided to clients
• Designed and implemented internal controls for new business process system
• Presented findings and recommendations to management personnel of multiple high-profile clients

Risk Management Consultant

• Provided quantitative analysis including using financial models for forecasting and valuations of strategic and financial buyers utilized by potential investors
• Improved marketability of client’s net worth by 4% through strategic preparation of due diligence materials and analysis

M&A Research Analyst Intern

•	Managed all financial aspects of the firm, including price modeling, compensation planning, cost analysis
•	Reduced monthly expenditures by over $1,700 through analysis of operations, job costing, and accounting software implementation
•	Created policies and procedures to increase efficiency by systematizing sales, scheduling, completion, and collection of jobs
•	Utilized new accounting system to make first historical information available for analysis to improve avg. collection period by 8 days
•	Launched Customer Relationship Management (CRM) program, Salesforce, improving efficiency of customer service and increasing lead turnover by 12%

Strategy and Operations Analyst

•	Generated performance reports detailing currently employed trade signals and compared those reports to newly proposed signals using Morningstar Office saving investment in unprofitable practices
•	Learned and utilized advisor portfolio management system Morningstar Office to create comparative portfolio forecasts for over 10 potential clients
•	Audited documentation for compliance practice protecting firm from potential lawsuits
•	Streamlined distribution of over 80 quarterly client statements by generating automated e-Statements using CRM tools and Client Web Portal

Student Investment Management Aide

•	Appraised units and proposed offers using price points and valuation methods
•	Executed daily directives from USA Team Leader, Logistics, and CEO to fulfill buyer requests
•	Facilitated internet sales through immediate, thorough updates to VPN inventory database
•	Escorted high profile foreign clients to auctions and ports of export, facilitating international sales

Corporate Logistics - Buyer

•	Improvised to learn unique language, Pohnpeian, with no instruction or classes
•	Appointed Assistant to the President to supervise, train, and motivate 90+ other volunteers
•	Currently translates worldwide broadcasts of leadership conferences as current member of Translation Division: Pohnpei Translation Team

Volunteer Representative

- generate leads at trade shows
- manage CRM database
- act as first contact and give preparatory estimates to perspective customers

Sales Assistant

Find out detailed information about Spencer Barlow, Senior Financial Analyst PMO in Huntington Beach, CA

Spencer Barlow: Senior Financial Analyst PMO in Huntington Beach, CA

Spencer Barlow

Quiksilver

Deloitte

Deloitte

IndustryPro

da Vinci Details

Jamestown Capital Group

IBC Japan

The Church of Jesus Christ of Latter-Day Saints

Finyl Vinyl

Brigham Young University