Josephine Hernaez

Experienced Professional who offers a background in academic and employment performance. Competent in development methodologies, QA fundamentals, process documentation and project management. Offer excellent communication, follow through and organizational skills. Excel in demanding environments; highly ethical.

Experience
Beckman Coulter, Brea, CA
2007-2011
Senior Sales Coordinator

* Created policy, procedures, and templates used in Sales, Tactical Marketing, Operations, and Customer Service
* Effectively manage and create processes defined within the Software Development Life Cycle (SDLC) through planning, analysis, design, implementation and maintenance to support Project Management activities
* Migrated LABIQ, Oracle, and SalesForce to tie into Big Machine and improved within budget and on schedule
* Implemented enterprise training initiatives prior launching the enterprise software. Deploying standard finance applications and training for over 600+ sales professionals with in house applications
* Worked closely with the Operations, Sales Vice President’s, Sales Area Business Directors, Regional Sales Managers, IT, Functional BSS, Tactical and Strategic Marketing to manage all business and proposal development process for opportunities, contributing competitive pricing research, documentation, to develop proposals
* Drove proposal efforts to meet lead times for Sales and hospital commitments, continuously working opportunities for improving accuracy and efficiency within the process through in house applications
* Assisted Sales by clarifying, coordinating and conveying requirements to improve marginal profit of the company by identifying areas of strategic focus for cost improvement plans
* Assisted to create, edit, maintain and approve Gross Profit by validating reports from LABIQ/Big Machines to Proposal team for consistency and accuracy, obtain approval by Sales Managers, Sales Directors, Sales Vice President’s, Marketing, Legal, for large strategic deals, prior to final submittal to the customer
* Meticulously audited large amounts of data to ensure calculations and sales figures are in compliance with Company policies and legal binding contracts. Results varied from proceeding with deal or not. If deals were not within compliance in terms of pricing, Gross Profit was analyzed and presented to VP for approval to present deal to customer
* Ensured sales professionals comply with internal processes and appropriately document them in our systems, including ensuring terms agreed with clients are in compliance with master contracts, and approvals from executives are properly received and recorded for terms which fall outside of contract parameters
* Worked daily with Salesforce.com, LABIQ and Big Machines platforms to supports users, manage data integrity and ensure sales approval processes are followed and documented. Approval Process is set out by executives to follow “Playbook” and contractual terms and conditions set and approved by Legal

South Lake Mortgage Capital, Laguna Hills, CA
2006-2007
Capital Markets Manager

* Updated and distributed daily rate sheets using Impac’s (asset management) integration and Jazel Software
* Managed and maintained daily financial reporting in Access for Alt-A, Non Prime, and funding
* Maintained locking loans, sale of loans to investor, and reconciliation of purchase loan settlement while understanding the concepts how mortgage assets are sold
* Monitored Gross Profit and Gross sell Price with locked investor while monitoring market movement and developed evaluation analysis quarterly

LendingTree, Irvine, CA
2004-2006
Capital Markets Analyst

* Evaluated pricing for all loans originated through LT and HLC using CHLOE
* Assisted Mortgage Bankers, Processors, and Underwriters in order present the proposed plans
* Assigned proper program placement by reviewing qualifications and eligibility issues
* Used valuation methodologies to evaluate secondary pricing methods
* Performed analysis while processing loans to complete transactions

Paramount Pictures, Hollywood, CA 2003-2004
Marketing Accountant

* Administered and tracked $160M marketing budget and a $4M agency budget
* Developed report processes for extracting data from the legacy system into excel spreadsheets.
* Created, implemented, and maintained excel through MS Access database for accounting records
* Produced accurate and timely Vendor billings while maintaining appropriate controls/policies
* Prepared all entries to the subsidiary ledgers and all related entries made directly to the GL
* Ensured timely completion of monthly close for AP and AR compiling billing and processing
* Audited syndication commercial report while maintaining budget

FTI Consulting, Irvine, California 2001-2003
Staff Accountant

* Performed and documented collection activities on receivable accounts
* Responded promptly to information requests from customers and Forensic accounts
* Reviewed aging reports, reconciled customer accounts and identified potential payment issues
* Reconciled bank accounts, general ledger accounts and transactions posted by other departments
* Prepared quarterly projection spreadsheet, tracked payments, contacted Accounts for reporting
* Maintained budget/expenditures/expenses for tracking for quarterly update

Analytx Incorporated, San Francisco, California 1999-2000
Marketing Associate

* Worked in conjunction with the Regional Sales Manager and CFO to create and distribute License Agreements
* Assisted high profile clients with work on Venture Complete by implementing data provided as a Consultant
* Controlled schedule for Consultants working out on the field and monitored the regional budget
* Prepared market study and demographic analysis, directing feasibility analysis in order to make recommendations to the company to License
* Developed proposals and maintained licenses for Venture Capital Firms and provided implementation strategies for our high end clienteles

Academic Affiliations

University of California, Irvine, CA
* Project Management Certification – May 2011

Pepperdine University, Graziadio School of Business and Management, Los Angeles, CA
* Master of Science in Management and Leadership - December 2010

Hong Kong University of Science and Technology, Hong Kong, China, April 2010
* Global Intensive Program

Chapman University, Orange, CA
* Bachelor of Arts, Social Science (Emphasis—History, Political Science, Sociology)

University of California, Irvine, CA
* Bachelor of Science, International Studies


Pro-Bono
Mesa Safe, IT Consultant, Orange, California 2010
Families Forward, Management Consultant Irvine, California 2010

Technical Skills: Excel, Word, Power Point, Outlook, Access, Adobe, VB, C++, ORACLE, LABIQ, Remedy, Lotus, Net Meeting, QuickBooks, EZ Access, R&R Launcher, Platinum, Timeslips, CIF, Venture Complete, Doc Gen, Jetforms, Mainframe, CHLOE, JAZEL, DataTrac, Kronos, Salesforce.com, Big Machines