Summary
Overview
Work History
Education
Skills
Timeline
Generic

Melissa Clemo

Tracy,CA

Summary

Strong history of success in a wide range of financial analysis, budgeting, project management and operations oversight roles. Proven record of coordinating across departments to plan, implement, and manage complex finance, budget, and data projects.

Overview

28
28
years of professional experience

Work History

Senior. Strategic Financial Manager

Opus Agency
09.2021 - 07.2025
  • Financial budget Accountability to Microsoft, 3rd Party Events
  • Established 3rd Party budget procedures
  • Analyzed data, financials for client review per event
  • Managed a $20 Million portfolio with approximately 10 events
  • Established best practices for 3rd party events, streamline budgeting
  • Communicated and work with numerous leadership groups within Microsoft for budgets
  • Create the event budgets, monitor for maintenance and reconciliation
  • Established budgetary benchmarks and formulated financial management strategies by researching operating and historical financial records.

CFO

MC Business Strategies
03.2020 - 09.2021
  • Built a business around the complexity of small to midsize business finances. Analyzed business’s financial statements and help them build out their roadmap of growth with the story of their numbers.
  • Worked with business owners, in building budgets. Taught owners how to monitor their spend, categorize the spend and create analysis
  • Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Analyzed operational issues and recommended corrective action to maximize profits.

Senior Financial Analyst

Eclipse Senior Living
03.2019 - 06.2020
  • Company Overview: (closed December 2020)
  • ESL, was a property management company specifically for retirement facilities, for independent living, assisted living and memory care. Currently 109 communities throughout the United States.
  • Built out Capital Expenditure processes and procedures, worked directly with Facility Management
  • Prepared annual capital expenditure budgets (3 different ownership groups)
  • Designed and prepare monthly internal and external financial reporting on capital expenditures and IT
  • Created monthly capital expenditure request for ownership groups
  • Work with all levels of management to ensure capital is spent accurately, following GAAP
  • Reviewed statistical information to determine financial trends for use in investment planning.
  • Assisted in preparation of presentations, data tables and other documents for investor meetings.

Financial Analyst/Salesforce Specialist

OPUS Agency
10.2017 - 03.2019
  • Opus Agency is a large event management company which specialize in technology events.
  • Responsible for the maintenance of Salesforce – updating Objects/Fields and Workflows
  • Create Salesforce reports to meet the needs of CEO, CFO and Board
  • Works with leaders as a business partner to budget/forecast of revenue
  • Monitored Employee time sheets and created utility reports around productivity hours
  • Utility Financial Analyst, worked with the CFO to meet the reporting needs of the company
  • Generated comprehensive reports on portfolio performance and risk assessment.

Financial Analyst/Payroll Specialist

The Mentor Network
09.2016 - 10.2017
  • The Mentor Network is a program for disabled adults, both day programs and housing.
  • Bi-weekly and semi-monthly payroll processing, 700 employees.
  • Responsible for the monthly management reporting package and accounting close
  • Works with leaders as a business partner to budget/forecast and analyze their departmental costs
  • Prepares ad hoc financial modeling and analysis for management
  • Created and maintained precise and accurate models, charts and reports.
  • Reviewed time records for employees to verify accuracy of information.
  • Managed payroll data entry and processing for 200+ employees to comply with predetermined company guidelines.
  • Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.

Budget Manager

American Licorice Company
04.2006 - 09.2008
  • American Licorice is most known for its Red Vines product, the maker of various candies with plants in California and Indiana.
  • Designed the Budget Process, gathered information and created annual budgets and reforecast
  • Worked along side of accounting to create a Lean Management team for accounting/finance
  • Developed, compiled and analyzed monthly financial actuals against budget and evaluated variances.
  • Performed many tasks to create an annual budget, from planning to submitting to the board of directors.
  • Compiled financial data to facilitate the annual budget for the Controller and Operations Managers.
  • Facilitated the research, analysis, and solution of a wide range of complex financial/budgetary issues
  • Trained and educated the Board of Directors on annual budgets and budget concerns.
  • Reviewed and reported on regular sales information and assisted in per product sales forecasting
  • Oversaw the identification, management, final follow-up, and resolution of complex budget issues.
  • Worked closely with department managers to proactive analyze and improve new projects.
  • Directed preparation of regular and special budget reports to interpret budget directives and establish policies for execution.
  • Designed and implemented effective budgeting policies and procedures.

Manager/Co-Owner

Accounted For Homes
09.2008 - 08.2015
  • Accounted for Homes, was a property care taking business, specializing in 2nd homes and vacation rentals.
  • Prepared all HR documentation, employee handbooks, Bi-monthly Payroll
  • Managed staff of 6, 1 office and 5 housekeepers (Managed all calendars of housekeepers)
  • Created Marketing material and networked (Direct Mail and Online Marketing)
  • Prepared A/R invoicing and processed A/P, balanced bank statements

Financial Analyst

Wells Fargo
10.2004 - 04.2006
  • Wells Fargo’s home loan and refi call center.
  • Established new metrics for financial reporting while working directly with Call Center Managers.
  • Coordinated with Call Center Managers and Project Managers on Forecasted FTE hours requirement.
  • Aided data mining, reporting, and analysis of standard/unique reports to support daily operations.
  • Performed a wide range of duties to establish a FTE per center according to key call metrics.
  • Monitored and analyzed payroll, per package, and fulfillment trends versus expectations and budget.
  • Worked with management on creating a Six Sigma environment.

Project Analyst

Bank of the Northwest (Pacific Northwest Bank, then Wells Fargo)
07.2001 - 10.2004
  • Aided value to the company by helping to create their new small business lending program. (SBA)
  • Created Real Estate reports and tracking for State regulations
  • Conducted thorough credit analysis, including gathering, analyzing and interpreting a variety of complex credit information on both existing and prospective customers and portfolios.
  • Accurately analyzed financial information to make quality recommendations about credit extensions.
  • Assisted in analyzing loan opportunities by developed key discussion points and questions.
  • Proactively addressed all client needs, no matter how small, from request to resolution.

Corporate Banking Analyst

US Bank
06.1997 - 07.2001
  • Conducted thorough credit analysis, including gathering, analyzing and interpreting a variety of complex credit information on both existing and prospective customers and portfolios.
  • Worked with Treasury Management team to best support our clients cash management needs.
  • Accurately analyzed financial information to make quality recommendations about credit extensions.
  • Assisted in analyzing loan opportunities by developed key discussion points and questions.
  • Proactively addressed all client needs, no matter how small, from request to resolution.

Education

B.S. - Business/Finance

Humboldt State University
Arcata, CA
01.1996

Skills

  • CRM (Salesforce, Dynamics)
  • Excel (advanced level)
  • Word
  • Power BI
  • Oracle
  • Hyperion
  • Fiscal/SAP Financials
  • Operating expense tracking
  • Advanced financial analysis
  • Budgeting and financial management
  • Financial data reporting
  • Variance analysis
  • Financial modeling
  • Financial management
  • Quantitative and qualitative analysis

Timeline

Senior. Strategic Financial Manager

Opus Agency
09.2021 - 07.2025

CFO

MC Business Strategies
03.2020 - 09.2021

Senior Financial Analyst

Eclipse Senior Living
03.2019 - 06.2020

Financial Analyst/Salesforce Specialist

OPUS Agency
10.2017 - 03.2019

Financial Analyst/Payroll Specialist

The Mentor Network
09.2016 - 10.2017

Manager/Co-Owner

Accounted For Homes
09.2008 - 08.2015

Budget Manager

American Licorice Company
04.2006 - 09.2008

Financial Analyst

Wells Fargo
10.2004 - 04.2006

Project Analyst

Bank of the Northwest (Pacific Northwest Bank, then Wells Fargo)
07.2001 - 10.2004

Corporate Banking Analyst

US Bank
06.1997 - 07.2001

B.S. - Business/Finance

Humboldt State University

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