Scott R Ferm
Yorba Linda, California 92887 ♦- Home ♦- Cell ♦-
Summary of Qualifications
• Well-rounded and energetic professional with 10+ years of experience seeking new challenges and opportunities to apply consummate skills in Financial Analysis and Accounting.
• Escalates business development through analysis that increases productivity and revenue growth
• Reevaluates financial systems by analyzing business accounts and eliminating unnecessary spending
• Communicates technical and complex information easily and concisely
• Efficient, detail oriented professional with exceptional time management skills; accurate and resourceful
• Highly organized team player, demonstrates strategic decision making skills
Core Competencies
Financial Analysis and Management
Project/Staff/Cost Accounting
Account Analysis
Strategic Decision Making
Budget Development and Administration
Client Relations
Professional Experience
INVENTORY ANALYST (Short Term Contract) June 2018 – August 2018
DANONE NORTH AMERICA City of Industry, CA
• Analyzed and corrected production order variances in SAP on a daily basis which affects the performance of the plant. Prepared Material Loss Reports.
• Cleared “COGI’s” (Error reports of material variances in SAP vs. actual cycle count of inventory on hand).
IT FINANCIAL ANALYST June 2017 – June 2018
KAWASAKI MOTORS CORPORATION Foothill Ranch, CA
• Tracked and renewed or retired IT related equipment throughout the organization.
• Worked with IT departments to ensure accurate expense, capital expenditure, prepaid expenses and other primary expense driven reporting.
• Assisted project management in associating outside service expenses with projects.
• Worked with department/project managers to track and monitor budgets.
• Provided support to ensure compliance with vendor management, procurement (PO/SOW), and accounting processes.
• Assisted with JSOX compliance in the following areas: quarterly audits, approval monitoring for shift turnover logs, security violation reporting.
• Reviewed monthly financial results and provide budget-variance & analysis.
• Worked cross functionally with Corporate Finance, Accounting and other support functions.
• I participated in driving process improvement related to budget tracking, forecasting, reporting and analysis.
• I also provided Ad-hoc analysis as needed
SUPPLY ANALYST September 2014 – June 2017
SPECTRUM HARDWARE Lake Forest, CA
• Produce inventory analyses
• Daily use of Microsoft Excel (Pivot Tables, VLOOKUPS, indexing, Macros, charts, etc.)
• Communicate with Customer Service for product availability
• Run the Container Analysis report
• Forecast Accuracy for Fill Rate and Lead Time (order to shipment)
CONSULTANT January 2012 – September 2014
TAX SOLUTIONS Lake Forest, CA
• I perform Tax Analysis and preparation to the general public with my own tax business.
• I assist clients with a variety of complex tax related issues.
FINANCIAL ANALYST August 2011 - January 2012
INGRAM MICRO Santa Ana, CA
Major Achievements
• I was able to recoup 1.1M to Ingram Micro from ACS by streamlining the inventory reconciliation process when converting from Oracle to SAP.
• Professional Responsibilities
• Created a spreadsheet which categorizes hardware, hardware maintenance, software, software maintenance as well as consulting for all of ACS, which is our main liaison for the procurement to all of our vendors such as Cisco, IBM, Hewlett Packard, etc. VLookups from Oracle and manual entries from the hard copies of the Project Proposals were utilized to populate the master sheet.
• Pivot Tables were created in which could be run by purchase order.
• The pivot results were required to tie to what was in Oracle from FY-.
• This was done as a way to clean up and close out Oracle and convert to SAP.
INVESTMENT OPERATIONS ANALYST July 2010 - April 2011
ZUK FINANCIAL GROUP Claremont, CA
Major Achievements
• I put several procedures into place which helped streamline operations, thus saving the company significant overhead costs.
• One example was working with IT as far as streamlining the production of investment portfolios.
Professional Responsibilities
• Recording of all trade activity and reporting daily financial information.
CONSULTANT June 2007 - June 2010
TAX SOLUTIONS Lake Forest, CA
Major Achievements
• I perform Tax Analysis and preparation to the general public with my own tax business.
• I assist clients with a variety of complex tax related issues.
FIRST AMERICAN TITLE Santa Ana, CA
Major Achievements
• Created Metrics that clarified terms of what was fair and equitable for all with current allocations.
Professional Responsibilities
• Performed financial analysis and evaluation by creation and preparation of business models using various methodologies to calculate metrics for allocations with the creation of ad-hoc reports and pivot tables using Access and Excel.
• Assisted clients with a variety of complex cost variance questions.
AT&TCerritos, CA
Major Achievements
• Skillfully reduced open purchase orders from $3M to $200K by working directly with the clients and utilizing analysis within the system (NORAD in conjunction with Oracle), in concert with drilldowns and pivot tables.
APCO VALVE & PRIMERSan Clemente, CA
Major Achievements
• Prepared two years of open books for auditing by reorganizing and resolving issues, which led to operations becoming more profitable. Professional Responsibilities
SR. FINANCIAL ANALYST April 2004 - April 2007
ARGENT MORTGAGE Irvine, CA
Professional Responsibilities
• Analyzed marketing expenses and eliminated overcharging expenses for trade shows, travel and vendors.
• Reevaluated expenditures assisting the marketing VP put together a more accurate and efficient quarterly budget.
• Produced financial statements and cash flow analysis using Business Objects as well as Excel (pivot tables, VLOOKUP’s and macros).
• Worked closely with the Sales and Marketing teams in terms of setting sales targets and then comparing them to the actual performance, and analyzing how to increase sales by implementing various strategies.
STAFF ACCOUNTANT December 2002 - December 2003
TOSHIBA AMERICA Irvine, CA
Major Achievements
• Interacted with senior management team to clarify business objectives, streamline existing closing processes, and develop corporate restructuring scenarios.
Professional Responsibilities
• Performed account analysis, G & A reconciliations, month-end closing entries, cash flow analysis and budgets.
• Managed balance sheets and inter-company reconciliations, as well as producing financial statements for the US as well as Japan which involved converting US currency over to Japanese currency.
FINANCIAL ANALYST January 2001 - November 2002
BOEING Huntington Beach, CA
Major Achievements
• Member of a pricing committee; secured $2.5M on a launch based on analysis for various vendors.
Professional Responsibilities
• Produced financial reports utilizing Oracle software and created journal entries including large import journals.
• Managed billing and reconciliation of satellite launch contracts.
Education & Training
BACHELOR OF SCIENCE - ACCOUNTING AND BUSINESS ADMINISTRATION June 1995
KENSINGTON UNIVERSITY Glendale, CA
Tools & Technology
•Business processing and report writing skills using the following ERP systems and windows programs:
•PeopleSoft, NVision, Oracle, SAP, Business Objects, Cognos, Access, Excel, PowerPoint and Outlook
