Financial Analyst | Forecasting, Budgeting & Financial Reporting
Vancouver, British Columbia
Reliable finance professional with nearly 20 years of experience at Tektronix. Skilled in forecasting, variance analysis, Excel, OneStream, and EPBCS. Seeking a finance or accounting role in Metro Vancouver where I can help teams understand results and make informed decisions.
Project
Supported the OneStream reporting transition by validating actuals and forecasts, reconciling financial data, and checking reporting requirements.
Helped maintain accurate, timely financial submissions throughout the transition.
Project
Supported the transition from a finance user perspective by validating financial data, reconciling reports, and checking reporting consistency.
Helped maintain accurate financial reporting during the transition and subsequent reporting cycles.
Project
Supported implementation and became an EPBCS super user, helping finance users navigate the system and complete planning cycles.
Helped establish EPBCS as a reliable tool for ongoing budgeting and forecasting.
Tektronix
Aug 2006 to Mar 2026
Beaverton, OR
- Owned monthly forecast and annual budget cycles from departmental coordination through enterprise consolidation and final submission to the parent company. - Consolidated actuals and forecasts; investigated OPEX and headcount variances and worked with budget owners to explain drivers and update assumptions. - Served as EPBCS Super User and submitted actuals and forecasts through OneStream; validated data and resolved reporting discrepancies across functions. - Prepared management reporting on KPIs, orders and sales, foreign exchange, and core growth; supported month-end income statement, balance sheet, and cash flow reporting. - Partnered with Manufacturing, Supply Chain, Logistics, and IT on cost and expense analysis; supported a $25M+ IT budget, including OPEX forecasts and CAPEX review.
Credence Systems
Aug 2000 to Jul 2006
Hillsboro, OR
- Supported Worldwide Sales and Customer Service through revenue and expense planning, forecasting, variance analysis, and financial reporting. - Analyzed sales commissions and managed warranty, retrofit, and distributor commission reserves; supported reporting reviews with Finance, Sales, and external auditors.
Sulzer Pumps Inc.
Jul 1997 to Jul 2000
Portland, OR
Supported manufacturing cost accounting, cost-centre forecasting, variance analysis, and commission reconciliations.
BS, Accounting
Monmouth, OR
1995 to 1996
