Summary
Overview
Work History
Education
Skills
Certification
Timeline
Awards
Generic

Robin Perez

San Diego,CA

Summary

Financial professional with expertise in budget analysis, regulatory compliance, and financial forecasting. Skilled in data reconciliation, financial modeling, and executive reporting to support informed decision-making and strategic initiatives. Recognized for a collaborative approach, process improvement, and delivering accurate, compliant results in fast-paced environments.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Financial Analyst

Naval Information Warfare Systems Command
02.2024 - Current
  • Developed and maintained multi-year financial forecasts and cash management models, analyzing disbursements, collections, outlays, and transfers to support strategic planning.
  • Conducted variance, trend, and scenario analyses, reconciling data across enterprise financial systems and federal databases to ensure accuracy and compliance.
  • Prepared budget submissions, execution reports, and cost analyses, providing clear justifications and executive-level briefings to senior leadership.
  • Assisted in the design and implementation of budget formulation and reconciliation tools, improving efficiency by 35% and strengthening financial compliance.
  • Facilitated cross-training and workshops, building team capability and ensuring timely, accurate financial submissions increasing customer satisfaction by 63%.

Financial Analyst Intern

Naval Information Warfare Systems Command - Financial Management Career Program
12.2021 - 02.2024
  • Supported multi-year budget formulation and submission for Operations & Maintenance (OMN) and Navy Working Capital Fund, ensuring compliance with federal financial regulations and alignment with performance metrics.
  • Conducted variance, trend, and cost analyses, reconciling data across federal financial databases and enterprise systems to validate accuracy and resolve discrepancies.
  • Assisted in preparing budget exhibits, cost models, and personnel forecasts, contributing to Department of the Navy submissions for OSD and Congressional review.
  • Developed and delivered executive-level briefings and presentations, collaborating with program offices and leadership to review, approve, and communicate budget decisions and execution plans.

Aircraft Electrician

Fleet Readiness Center Southwest
12.2020 - 12.2021

Aviation Electrician / Financial Specialist

U.S. Navy Active Duty
09.2012 - 12.2020
  • Maintained and repaired electrical and avionics systems on MH-60R/S helicopters and F/A-18 jets, ensuring compliance with Navy maintenance standards and safety protocols.
  • Led teams of 15 personnel, managing 3,000+ maintenance actions, streamlining workflows, and implementing process improvements that increased efficiency by 25%.
  • Served as Command Financial Specialist and Treasurer, mentoring 40+ Sailors in budgeting, managing accounts, and producing financial reports that improved fiscal accuracy and increased operational efficiency.

Education

Master of Business Administration - Business Administration

National University
La Jolla, CA
12-2024

Bachelor of Science - Business Adminstration

Liberty University
Lynchburg, VA
05-2021

Skills

  • MS Office Suite, Microsoft Excel proficeint
  • Financial Forecasting and Budget Analysis
  • Data Reconciliation and Variance analysis
  • Enterprise Financial Systems Expertise

Certification

DoD Financial Management Certification Level II

Certified Lean Six Sigma Yellow Belt

Timeline

Financial Analyst

Naval Information Warfare Systems Command
02.2024 - Current

Financial Analyst Intern

Naval Information Warfare Systems Command - Financial Management Career Program
12.2021 - 02.2024

Aircraft Electrician

Fleet Readiness Center Southwest
12.2020 - 12.2021

Aviation Electrician / Financial Specialist

U.S. Navy Active Duty
09.2012 - 12.2020

Master of Business Administration - Business Administration

National University

Bachelor of Science - Business Adminstration

Liberty University

Awards

On-the-Spot Award - Recognized by key stakeholders for exceptional financial analysis and support, delivering accurate, timely insights that informed decision-making and strengthened customer confidence.

Navy and Marine Corps Achievement Medal – shows recognized excellence in program management and leadership.