Omar Manzo Sanchez

Experience

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  Applebee's Neighborhood Grill + Bar

  May 2008 - Apr 2019

  Bartender

  • Upsold daily specials and beverage promotions to exceed daily sales goals. • Maintained secure cash drawers, promptly resolving discrepancies for accuracy.

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  Orion Advisor Solutions

  Jun 2019 - Mar 2022

  Financial Analyst

  • Review, analyze, maintain, and update cost basis tax lots for changes due to transactional adjustments, corporate action activity, and related systems and processes.• Review and maintain quality data in cost basis system to facilitate complete and accurate information reporting.• Work with Account Managers to research and resolve escalated client issues and inquires; occasionally involves calls and/or in person meetings with advisors.• Implement processes and key controls governing day-to-day activities of cost basis function to minimize operational risk.• Compare and evaluate data within electronic system against electronic files and facilitate data gathering and spreadsheet preparation for projects using pivot tables in Excel. Show less

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  Delta Sigma Pi

  Sept 2020 - now

  Member
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  Boeing

  Jun 2022 - May 2024

  Procurement Financial Analyst

  - Validates supply chain forecast analysis- Analyzes and provides feedback on supplier proposals and assertions- Presents financial recommendations to senior management through cost analysis and risk assessment- Prepare and present financial reports to executive leadership, highlighting key performance indicators, and providing actionable recommendations for cost containment.- Supports, evaluates, and makes recommendations for complex requests for business proposals using basis of estimate, pricing methodology, and statement of work- Works with cross-functional teams through different business and engineering organizations to achieve optimal costs of project and program goals- Ensures part pricing and methodology is SOx (Sarbanes-Oxley) compliant Show less

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  Premera Blue Cross

  May 2024 - now

  Senior Financial Analyst