Chris Battaglia

Experience

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  Cal Poly Admissions

  May 2012 - Jun 2014

  Operations Assistant/Lead Student Supervisor

  - Manipulated and analyzed data within a customer relationship management database. Performed data entry, created new filters used for exporting targeted data, and manipulated data files for import.- Supervised and delegated tasks to student assistants within a fast-paced office environment.- Consulted to Operations Director on strategies to reach prospective applicants.- Articulated smooth communication between Operations Director and student assistants. - Established an efficient workplace environment through the use of managerial tasks, including formulating schedules, preparing and relaying office notifications, and overseeing operations. - Maintained professional relationship between the university and prospective students. Show less

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  Lambda Chi Alpha Fraternity

  Jun 2012 - Jun 2013

  VP of Finance

  -Budgeted, forecasted, accounted, and maintained $150,000+ per year-Bookkept the financial accounts of the fraternity using self-created spreadsheets in Excel-Oversaw the financial management of 120 members’ dues

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  Cal Poly

  Jan 2014 - Apr 2014

  Volunteer Income Tax Assistance (VITA) Preparer

  - Completed tax forms for individuals in lower income tax brackets- Earned certification and became efficient with TaxWise software- Improved clients' understanding of finances and helped clients claim important credits

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  EY

  Jun 2014 - Aug 2014

  Tax Intern

  - Collaborated with tax professionals to complete tax returns and compliance for clients. - Prepared financial spreadsheets to supplement tax software inputs. - Reconciled trial balances and P&L’s, and created adjusting & federal tax journal entries.- Researched and presented complex tax issues for management.- Improved upon current preparation procedures to gain efficiency in project completion.

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  Ericson CPAs

  Sept 2014 - Jun 2015

  Tax Accountant

  - Responsible for the preliminary setup of tax compliance and analysis of tax planning using various client documents.- Collaborated with tax professionals to complete tax returns and compliance for clients. - Prepared financial spreadsheets to supplement tax software inputs. - Reconciled trial balances and P&L's, and created adjusting & federal tax journal entries.- Researched and presented complex tax issues for management.- Improved upon current preparation procedures to gain efficiency in project completion. Show less

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  EY

  Jul 2015 - Dec 2017

  Senior Advisory Consultant

  - Provide advisory and financial services to high-growth pre-IPO and newly public companies to guide them on implementing best practices for business processes, internal audit and IT compliance.- Perform finance/operational process gap analysis which includes the creation of process workflows to ensure business SOX compliance and provide process improvements. - Assess business strategies of clients, including analyses of IT/financial data and financial inefficiencies.- Lead interviews with business and IT process owners to obtain detailed understanding of business processes and technical environment. - Manage client interactions demonstrating excellent client service and relationship investment leading to future wins.- Execute effective project management skills while simultaneously balancing several client projects; responsible for supervising and training new staff/off-shore resources while also executing projects.-Assess application controls within business processes involving financial systems across a variety of platforms while helping newly public companies implement best practices within the IT environment. Show less

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  Personal Capital

  Dec 2017 - Feb 2023

  • Manager FP&A

    Feb 2021 - Feb 2023

  • Senior FP&A Analyst

    Jul 2019 - Feb 2021

  • FP&A Analyst

    Dec 2017 - Jun 2019
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  Empower

  Feb 2023 - now

  • Director FP&A - Personal Wealth

    Dec 2023 - now

  • Senior Manager FP&A - Personal Wealth

    Mar 2023 - Nov 2023

  • Manager FP&A

    Feb 2023 - Mar 2023