Experienced with financial analysis, including budgeting and forecasting. Utilizes advanced financial modeling techniques to support strategic decisions. Track record of providing actionable insights and driving financial performance improvements.
Overview
12
12
years of professional experience
Work History
Financial Analyst
Scott & Baldwin, CPA Now Scott CPAs
Roseville, CA
07.2020 - Current
Preparing Financial Statements – Compiling balance sheets, income statements, and cash flow statements to reflect the company’s financial health. Preparing financial statement preparation and assist in preparing compilation, reviews & audits.
Managing General Ledger – Recording and reconciling financial transactions to ensure accuracy. Reconcile the company’s bank statements and bookkeeping ledgers.
Ensuring Compliance – Making sure financial reports comply with accounting standards (GAAP, IFRS) and regulatory requirements.
Conducting Financial Analysis – Analyzing financial data to provide insights for decision-making. Record vendor invoices, payments, and reconcile the aged payables report.
Monitoring Cash Flow – Tracking inflows and outflows to maintain liquidity and financial stability.
Budgeting and Forecasting – Assisting in preparing budgets and financial projections.
Develop and implement internal controls to mitigate financial risks and enhance integrity.
Analyze financial data to identify trends, providing strategic insights for decision-making.
Increased financial accuracy by conducting in-depth analyses of financial data and trends.
Conducting Business Valuations – Assessing the financial worth of a business using valuation methods such as Discounted Cash Flow (DCF), Comparable Company Analysis, and Asset-Based Approaches.
Staff Accountant
Wells Fargo Bank
Sacramento, CA
08.2019 - 06.2020
Oversaw monthly financial close processes, ensuring accuracy and compliance with regulatory standards.
Managed general ledger activities, including journal entries and reconciliations for multiple accounts.
Developed and implemented efficient accounting procedures to enhance operational effectiveness.
Led cross-functional teams in financial audits, providing guidance on best practices and compliance issues.
Streamlined reporting processes through automation, improving efficiency and reducing turnaround times for financial statements.
Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
Assistant General Manager
Sleep Inn & Suites
Galveston, TX
05.2018 - 04.2019
Managed team schedule with eye for coverage needs and individual strengths
Maintained well-controlled business inventory with minimal losses by enforcing solid monitoring and management structures
Developed innovative sales proposals to promote product quality and showcase market comparisons
Managed budget implementations, employee reviews, training, schedules and contract negotiations
Mentored and motivated team members to efficiently achieve challenging business goals
Performed pricing and estimates based on customer needs and requirements
Operation Officer
VFS Global Services
Kathmandu, Nepal
04.2014 - 06.2015
Accepted and processed the visa applications for different missions
Implemented processes that simplified procedures and reduced average processing time
Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities
Managed operational workflows to optimize efficiency and service delivery.
Implemented quality control measures to ensure adherence to operational standards.
Education
Master of Business Administration - Finance
Liberty University
Lynchburg, VA
05.2022
Bachelor of Business Administration - Finance
Purbanchal University - Kathmandu Don Bosco College
Kathmandu, Nepal
09.2013
Skills
Budgeting and planning
Variance reporting
Account reconciliation
Annual budgets
Variance analysis
Financial modeling
KPI management
Financial statements expertise
Cost-benefit analysis
Cash flow management
Operations analysis
Financial statement analysis
Budget forecasting
Revenue recognition
Timeline
Financial Analyst
Scott & Baldwin, CPA Now Scott CPAs
07.2020 - Current
Staff Accountant
Wells Fargo Bank
08.2019 - 06.2020
Assistant General Manager
Sleep Inn & Suites
05.2018 - 04.2019
Operation Officer
VFS Global Services
04.2014 - 06.2015
Bachelor of Business Administration - Finance
Purbanchal University - Kathmandu Don Bosco College