Andrew Corpuz
Tracy
Summary
Finance professional currently working as a Financial Analyst for Bay Alarm Company. Expertise includes financial analysis, reporting, modeling, forecasting, and Microsoft Office Suite. Well-versed in balancing priorities and meeting deadlines under pressure. Detail oriented professional with hands-on experience in statistical and quantitative analysis. Adept at utilizing communication skills to build and foster long-term relationships.
Overview
3
3
years of professional experience
Work History
Financial Analyst
Bay Alarm Company
07.2021 - Current
- Timely ad hoc reporting and analysis for executive staff review.
- Monthly financial statement variance analysis to identify trends and issues within the company's financial performance.
- Assist with month-end to ensure accuracy of general ledger entries.
- Led the reconstruction of company's income statement to improve accuracy and transparency.
- Creation of dashboards to track financial results and KPIs for branch managers and executive staff members.
- Assisted in the creation of the company's 2022 and 2023 annual budget, including gathering and analyzing data, developing financial models, and presenting the budget to senior management. Individual budgets for each of our sixteen locations, eleven corporate departments, totaling several hundred millions of dollars.
- Financial analysis and due diligence for over $10mm in tuck-in acquisitions, including data reconciliation, IRR
calculations, and financial modeling. Collaborated across different departments to ensure successful
implementation. - Assist executive staff members in the creation of presentations for board of directors, including financial
results and forecasts. - Restructuring of commission plans to incentivize desired sales behaviors and drive performance
Finance Intern
City of Milpitas
09.2020 - 06.2021
- Assisted City staff with general, technical, and clerical tasks in the finance department.
- Recorded and reconciled bank activity in corresponding general ledger.
Education
Bachelor of Science - Finance
Santa Clara University, Leavey School of Business
Santa Clara, CA03.2021
Skills
- Financial Reporting
- Data Analysis
- Data Visualization
- Problem-Solving
- Microsoft Office Suite (Excel, Powerpoint, etc)
- Financial Modeling
- SQL
- Power Query
- Variance Analysis
- DataRails
Honors and Awards
"Rising Star" Award - 2022 Bay Area CFO of the Year Awards
Timeline
Financial Analyst
Bay Alarm Company
07.2021 - Current
Finance Intern
City of Milpitas
09.2020 - 06.2021
Bachelor of Science - Finance
Santa Clara University, Leavey School of Business
Similar Profiles
Olivia HalbertOlivia Halbert
COMMERICAL SALES REPRESENTATIVE at Bay Alarm CompanyCOMMERICAL SALES REPRESENTATIVE at Bay Alarm Company
Raymond SchultzRaymond Schultz
Account Manager at Bay Alarm CompanyAccount Manager at Bay Alarm Company
Andres CamposAndres Campos
Advanced System Technician at Bay AlarmAdvanced System Technician at Bay Alarm