Jennifer Sanchez, CPA
La Mesa,CA
Summary
People-oriented and results-driven Principal Business Analyst with 18 years of experience in driving business improvements and optimizing processes. Recognized for fostering collaborative relationships and being a reliable leader and subject matter expert. Selfless contributor to the growth of other team members. Aspiring to a Team Lead or Manager role to drive organizational success and promote a culture of continuous improvement.
Overview
18
18
years of professional experience
2
2
Certifications
Work History
Principal Business Analyst
SDGE - Kearny Maintenance Operations
07.2021 - Current
- Proactively manage regulatory and audit compliance matters to reduce financial operating risk.
- Implement strategies to uphold FERC and GAAP standards, resulting in savings of over a million dollars for the company through appropriate capitalization, accurate cost categorization and allocation, and, elimination of low value activities.
- Foster financial acumen culture to position Kearny Maintenance Operations as a model organization.
- Develop high-level training and control procedures as required.
- Prepared O&M cost estimate for the Transmission project, supporting SDGE and KMO in the CAISO FERC 1000 bid.
- Prepare monthly KMO business unit analysis and financial reports to support senior management.
Senior Accountant II
SDGE Accounts Payable
11.2017 - 07.2021
- Developed a first-of-its kind sales and use tax report within 48 hours to assist senior management negotiations with the City of San Diego for the energy contract renewal.
- Led AP team in designing and launching company's initial Robotics Process Automations, driving efficiencies in current processes.
- Provided expert analysis of transactions to SDGE, ensuring compliance with sales, use, and withholding tax laws.
- Consistently identified and rectified sales tax errors, leading to annual cash recovery for the company.
- Managed the internal control framework overseeing invoice processing with a financial impact exceeding $1 billion per year.
- Implemented 12 new SOX process cycles and standardized invoice process controls between interface feeder organizations and AP. Led the design and documentation of comprehensive test plans to ensure strong financial controls over disbursements.
Education
Bachelor of Science - Accounting
San Diego State University
05-2005
Skills
- Process Optimization
- Vendor Management
- Mentoring and Training
- Detail-Oriented
- Financial Advising
- Strategic Planning
- Business process improvement
- Operational Reporting
Certification
- Certified Public Accountant License 108286
- Lean Six Sigma Green Belt Certified
Accomplishments
- Nominated for 2024 Ethics & Compliance Champion
Timeline
Principal Business Analyst
SDGE - Kearny Maintenance Operations
07.2021 - Current
Senior Accountant II
SDGE Accounts Payable
11.2017 - 07.2021
Bachelor of Science - Accounting
San Diego State University