Dorothy Vo
Project Financial Analyst
Corona,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, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
6
6
years of post-secondary education
22
22
years of professional experience
Work History
Project Financial Analyst
Thermal Engineering International
Cerritos, CA
05.2011 - Current
- Developed forecasting tools to analyze revenue variance, business pipeline and industry trends.
- Analyzed revenues, costs and expenses for construction projects.
- Presented "what if" scenarios for budget assumptions and forecasting strategies.
- Reviewed and analyzed project spending throughout project life cycle.
- Reviewed weekly and monthly budget performance reports, ensuring all departments and agencies operated within allocated budgets and investigated excessive expenses and reporting discrepancies.
- Developed spreadsheet models for diverse projects and analysis.
- Consolidated data and materials for monthly financial meeting with senior management.
- Assisted is month end close. Responsibilities included, but are not limited to, record journal entries, review and reconcile project revenue, assist in preparing financial documents for corporate.
- Reviewed internal processes to ensure that we were compliant to maintain our ISO 9001 Certification.
Supervisor - Equity Analysis Department
UTLS Default Services (formerly LADS)
Irvine, CA
05.2008 - 05.2011
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Motivated associates to consistently deliver effective selling behaviors through coaching and recognition.
- Kept employee workloads fair and balanced to achieve objectives while maintaining high job satisfaction.
- Approved regular payroll submissions for 30+ employees.
- Document changes in procedures and analyzing process changes from the client to determine impact of on current process workflow.
- Complete key performance indicator (KPI) report on a weekly basis
- Create, change and monitor macros to assist in automations of certain processes.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Assisted sales with marketing material for the department and systems.
- Reviewed title reports, valuations reports and credit bureau reports to verify the client’s lien position and determine the amount of equity in the property
Supervisor - Senior Lien Monitoring Department
LandAmerica Default Services (LADS)
Irvine, CA
05.2006 - 05.2008
- Approved regular payroll submissions for up to 15 employees.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Created weekly summary and detailed reports to be provided to the client on current files being handled by our department.
- Performed basic investigation to identify and contact senior lien holder.
- Requested payoff quotes from lien holders to provide to our clients.
- Reviewed subordinate lien title reports and BPO's to verify the client’s lien position and determine the amount of equity in the property.
- Continual monitoring of the senior liens to ensure that our client does not get wiped out by the senior lien foreclosure sale.
- Preparation of foreclosure sale bids based on the client’s matrix.
- Obtained an attorney or agent to attend senior lien foreclosure sales on behalf of the client; sent senior lien foreclosure sale information and bid funds to attorney or agent.
- Obtained and reported results of the senior lien foreclosure sale to the client within 24 hours of the sale.
- Assisted in research of invoices from the attorney and invoices to be sent to the client for payment.
- Communicate effectively with trustees, attorneys, mortgage companies, banks, and other financial institutions to obtain accurate senior mortgage loan information on assigned caseload.
Senior Lien Monitoring Specialist
LandAmerica Default Services (LADS)
Irvine, CA
06.2005 - 01.2008
Foreclosure Specialist
LandAmerica Default Services (LADS)
Irvine, CA
08.2002 - 05.2005
- Prepare Bidding Instructions according to Client’s guidelines for Foreclosure properties nationwide and adhering to all rules and regulations pertaining to each state.
- Reported sale results to Clients and Investors in a timely manner avoiding delays and penalty accruals.
- Reviewed incoming mail including Attorney and Debtor’s Correspondences and responding to their request in a timely manner.
- Audited foreclosure and bankruptcy reports to ensure the attorney was providing us with updated information.
- Manual referral of foreclosure and bankruptcy files to the appropriate attorney.
- Monitoring of the foreclosure process from referral until the property goes to sale.
- Researched and completed penalty packages and drafted loss summary forms for investor reimbursements.
- Ran reports for revenue count for the department and provided the updates to accounting to book as revenue
- Review, adjust and approve attorney invoices by reviewing Foreclosure and Bankruptcy timelines, corporate advance accounts, previous invoices and determining the correct invoice amount
- Worked on auditing of aged accounts for the AR Department
- Experience in AR, collecting revenue, collecting bad debt, write-offs, and invoice reduction.
- Created and trained new employees on policies and procedures for managing the foreclosure process, including preparing BIDS, reporting sales results and approving invoices
Assistant Manager
Trade Secret
Mission Viejo, CA
03.1999 - 10.2000
- Maintained inventory of the store as well as overall stock for the stylists.
- Maintained the organization and appearance of the store.
- Handled customer complaints to ensure the customer walked away satisfied.
- Assisted customers in selecting the product that best suited their needs.
- Maintained appointments and schedules of the salon staff.
Education
No Degree - Accounting
Orange Coast College
Costa Mesa, CA 09.2018 - Current
High School Diploma -
Irvine High School
Irvine, CA 08.1994 - 06.1998
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Skills
Financial and operational reporting
Strategic financial planning
Advanced financial analysis
Accounting assistance
Budgeting
Data Collection & Research
Customer Relationship Management
Flexible team player
Excellent attention to detail
Strong organization
Documentation skills
Preparing budgets
Account Reconciliation
Timeline
No Degree - Accounting
Orange Coast College
09.2018 - Current
Project Financial Analyst
Thermal Engineering International
05.2011 - Current
Supervisor - Equity Analysis Department
UTLS Default Services (formerly LADS)
05.2008 - 05.2011
Supervisor - Senior Lien Monitoring Department
LandAmerica Default Services (LADS)
05.2006 - 05.2008
Senior Lien Monitoring Specialist
LandAmerica Default Services (LADS)
06.2005 - 01.2008
Foreclosure Specialist
LandAmerica Default Services (LADS)
08.2002 - 05.2005
Assistant Manager
Trade Secret
03.1999 - 10.2000
High School Diploma -
Irvine High School
08.1994 - 06.1998