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Senior Financial Analyst

Five years’ Analytical experience, demonstrating consistent record of increasing profit and value throughout employment. Pivotal in reducing costs, optimizing profitability and achieving operational goals and growth benchmarks. Strengths include financial analysis and presentation, strategic management, financial forecasting, financial statement analysis and optimization, capital budgeting, cash flow management, and internal and external reporting. Experience in general accounting, tax and legal business aspects.



-	Corporate Services and Digital Technology finance support lead. Manage $18 million sub-portfolio for CSDT (forecasts, budget, monthly close, TED / RPM Reporting, Ad-hoc reports). Effectively support VPs, Directors, and Project Managers across the organization.
-	Special Project: Implemented, monitored and continuously improve internal reporting process (month-end, budget and forecast) for CSDT Finance Org.
-	Developed and presented Business Case for successfully funded $16 million internal investment project ($4.5 Opex / $11.5 Capex).


-	Claims Core: Managed $20 million sub-portfolio for HP BIO (forecasts, budget, monthly close, TED / RPM Reporting, Ad-hoc reports). Collaborated with Project Managers, Directors and VP of claims core consistently to ensure forecast accuracy and develop financial planning strategies. Met / exceeded 2014 Core Target and on track to meet 2015 Core Target.
-	KPCC Reporting: Maintained complex, excel-based reporting for $500 million investment project (KPCC Tapestry). Developed weekly actuals reporting (RPM), consolidated forecast data (LOE’s), and prepared presentation material for the lead Analysts, Managers and Director of HP BIO. Developed controlled / documented procedural guidelines for KPCC reporting. 
-	Special Projects: Developed detailed analysis of financial impact of tiered labor rates for employees in the KPCC program. Presented detailed findings / recommendations to the Financial Leadership Team of the KP-IT Finance Organization.


Financial Analyst

-	Generation and review of financial statements, analysis of revenue, costs, tax implications and industry trends for developing company. 
-	Develop detailed and comprehensive spreadsheets to interpret quantitative data and present them to management, shareholders and board members.  
-	Perform detailed financial analysis and make recommendations of short and long term capital projects, business ventures and process changes.
-	Collaborated with management staff to review statistical data, forecasts and benchmarks for the purpose of increased productivity, efficiency and profitability. 
-	Perform market research to identify investment opportunities, capital projects, product application possibilities, future trends and business obstacles. 


Business Analyst

-	Detailed quantitative analysis of financial data to forecast revenue and costs, identify and predict future trends, asses risk associated with capital expenditures and projects for growing company. 
-	Performed ad-hoc analysis to generate statistical models, analytical reports and data summaries.
-	Supervised accounting, tax and legal business responsibilities.
o	Managed accounts receivable, accounts payable and payroll staff.


Staff Accountant / Financial Analyst

-	Provided support to Sr. Financial Analyst and Staff Accountants.
-	Assisted in financial analysis, forecasting, data collection, capital budgeting and accounting.
-	Developed skills in MS Excel and MS Access for analyzing and presenting quantitative data.


Finance Intern

Find out detailed information about Taylor Schmeling, Senior Financial Analyst in South Pasadena, CA

Taylor Schmeling: Senior Financial Analyst in South Pasadena, CA

Taylor Schmeling

Kaiser Permanente

Kaiser Permanente

Innovision Devices LLC

Innovision Devices LLC

Innovision Devices LLC

California State University, Northridge

Pepperdine University