Summary
Overview
Work History
Education
Skills
Affiliations
Additional Information
Timeline
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Daniel Salazar

Paramount,CA

Summary

Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software, and programming to automate processes.

Overview

3
3
years of professional experience

Work History

Associate Financial Analyst

Google
07.2022 - Current
  • Assumed financial controllership of 4 cost centers with an average budget of $15 million
  • Assisted in the development of a financial model spanning capital and operational expenditures with the goal of securing a $14 million budget
  • Developed a series of 4 SQL scripts to improve month end reporting, reducing labor hours by 20%
  • Perform SWOT analysis of competitors via publicly available information to gauge company position.
  • Provided analysis in forecasting financial expectations to inform development of budget planning.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
  • Analyzed and tracked trends based on data reporting and recommended and implemented policy and procedure updates.

Audit Intern

Deloitte
06.2021 - 07.2021
  • Reviewed and audited disclosures and footnotes of client 10-Qs and 10-Ks for a blockchain oriented client
  • Assisted audit team in mapping general ledger accounts to test trial client trial balance
  • Conducted external research to vet client executives and submit documents for background checks.
  • Prepared, analyzed and verified annual reports and financial statements to assess financial condition and facilitate financial planning.

Tax Intern

BFBA LLP
12.2020 - 04.2021
  • Create and maintain client Franchise Tax Board accounts
  • Review client provided documents to ensure accuracy and validate balance sheet accounts
  • Post adjusting journal and tax journal entries to true up client accounts
  • Prepared over 100 tax returns ranging from Limited Liability Companies, S-Corps, C-Corps, Partnerships, and Individuals
  • Working knowledge of CCH ProSystem tax software.
  • Prepared various tax forms and documentation associated with tax compliance, audits and refunds.

Junior Fund Accountant

State Street Corporation
02.2020 - 12.2020
  • Identified and corrected cash breaks in excess of $500,000 between accounting and custody records
  • Processed loan and securities receivables, accruals, and fees averaging $5,000 daily
  • Prepared end of month balance sheet summarizing client assets, liabilities, and equity ledgers and sub-ledgers for 28 client funds valued at over $100 million.
  • Resolved accounting variances and estimated monthly closing accruals.
  • Reconciled daily trading transactions to ascertain necessary month-end adjustment measures.

Start Intern

PricewaterhouseCoopers
07.2020 - 07.2020
  • Established working knowledge of Alteryx and Tableau to wrangle and visualize client data sets
  • Led a client project with a 2 person team to produce valuable insights on volunteer participation and retention from a large data source of over 20,000 lines of data.
  • Analyzed problems and worked with teams to develop solutions.
  • Participated in workshops and presentations related to projects to gain knowledge.
  • Prepared project presentations and reports to assist senior staff.

Education

Bachelor of Science - Business Administration, Accountancy

California State University

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QuickBooks Online User Certification, Awarded by Certiport on - undefined

Google Data Analytics Certification, Awarded by Coursera - undefined

2022

Skills

  • Script Writing (Java & SQL)
  • Budgetary Planning
  • Trend Forecasting
  • Data Research and Analysis
  • Knowledge of ERP Software
  • Financial Modeling
  • Financial and Operational Reporting
  • Critical Thinking and Analysis
  • Effective and Professional Communication

Affiliations

CalCPA Sacramento Chapter, Member

CSU Sacramento Accounting Society, Member

Beta Alpha Psi, Member

Additional Information

Robert S. MacIntosh and Elizabeth A. England Scholarship (2021)

Robert J. Orr Scholarship (2021)

CalCPA Sacramento Chapter Student Scholarship (2020)

Beta Alpha Psi, Beta Phi Chapter Scholarship (2020)

Wells Fargo Letter of Recognition – Leadership (2019)

Wells Fargo Letter of Recognition – Service Excellence(2019)

Wells Fargo Letter of Recognition – Service Excellence (2018)

Navy – Marine Corps Achievement Medal (2015)

Meritorious Promotion to Sergeant (2013)

Marine Corps Certificate of Commendation (2013)

Timeline

Associate Financial Analyst

Google
07.2022 - Current

Audit Intern

Deloitte
06.2021 - 07.2021

Tax Intern

BFBA LLP
12.2020 - 04.2021

Start Intern

PricewaterhouseCoopers
07.2020 - 07.2020

Junior Fund Accountant

State Street Corporation
02.2020 - 12.2020

Bachelor of Science - Business Administration, Accountancy

California State University

QuickBooks Online User Certification, Awarded by Certiport on - undefined

Google Data Analytics Certification, Awarded by Coursera - undefined

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