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Financial Planning And Business Intelligence Analytics Resume

Miami, FL

SUMMARY:

Highly motivated and results oriented financial planning and analysis professional, Bi - Lingual, possessing exceptional communication and cross-cultural skills with thorough experience in Accounting, FP&A and Strategic Planning & Analysis and Data analysis experience, reporting to highly visible positions within the senior management. Significant experience in LATAM backed by a bachelor’s degree in business administration, major in management, advanced studies in finance and substantial financial systems knowledge and Project management.

SKILLS AND CORE COMPETENCIES:

  • Financial Planning& Analysis
  • SAP
  • Power BI: expert (including DAX coding)
  • Budgeting, Forecasting and Financial Reporting
  • Oracle
  • OBIEE 11g: expert level
  • Accounting and Financial Controllership
  • JD Edwards
  • Business Objects: expert level
  • Capital Planning management and Analysis
  • Lawson
  • Excel and VBA: expert level
  • Business cases preparation and analysis
  • QuickBooks
  • Excel Reporting design and automation: Expert level
  • Business Intelligence
  • Hyperion / Planning
  • SQL
  • Metrics Development and Reporting
  • Hyperion / Essbase
  • Access and other relational databases
  • Data visualization
  • Cognos

PROFESSIONAL EXPERIENCE:

Confidential, Miami, FL

Financial Planning and Business Intelligence Analytics

Responsibilities:

  • Power BI implementation project manager
  • Lead developer for all reports and metrics in Power BI; DAX coding and dashboards
  • Lead Visualization projects; requirements gathering - implementation
  • Power BI Super user and Admin functions
  • ETL admin and maintenance; Microsoft SQL Server Integration Services
  • Data validation and mapping
  • Lead Power BI integration efforts into a variety of providers platforms
  • Preparation of financial and operational KPI performance analysis & commentary to support the monthly reporting, pipeline tracking, flash performance reports & CEO’s presentations

Confidential, Miami FL

Sr. Finance Manager

Responsibilities:

  • Compile senior management presentations summarizing growth assumptions, profitability projections and department initiatives ensuring clear communication of business strategy and KPIs
  • Produce period-end reporting packages for corporate finance and accounting teams including actuals vs budget/forecast walks and departmental expense analyses
  • Create dynamic P&L and cash flow models to support annual budget and long-range plan creating high
  • Prepare, review and communicate financial budgets and forecasts. Included in this process is updating the 5-year strategic plan on a consistent basis.
  • Prepare financial analysis of business unit strategic capital initiatives, including business cases, calculating and presenting return analysis for capital requests.
  • Provide financial guidance to the business unit department leaders and ensure their adherence to the budget and operational guidelines.
  • Assists in the preparation of financial and operational KPI performance analysis & commentary to support the monthly board report, flash performance reports & CFO and boards monthly presentations
  • Lead developer for all metrics in Power BI
  • Coordinate and provide finance support for all Investor Relations activities regarding all public communications, press releases and regulatory documentation

Confidential, Miami, FL

Finance Analyst

Responsibilities:

  • Assists in the preparation of financial and operational KPI performance analysis & commentary to support the monthly board report, flash performance reports & CFO's monthly presentation to the executive committee and board
  • Coordinate and provide finance support for all Investor Relations activities and specially regarding all public communications, press releases and regulatory documentation (UK Financial Services Authority)
  • Lead the Confidential allocation process in close partnership with the Commercial and Technology divisions.
  • Project lead of the Confidential Finance integration effort; in charge of design and execution of accounting and reporting processes
  • Responsible of Confidential financial controllership functions
  • M&A team finance member; developed financial models in order to support a major acquisition. Development of sensitivities analysis, synergies models and valuation scenarios. Demerger and disposal financial due diligence in disposal of one of the company’s Europe business unit; covenant stress testing and financial model development

Confidential, Tappan NJ

Finance Analyst

Responsibilities:

  • Provide financial support to the Global procurement division with emphasis is on the BI analytical and reporting aspect.
  • In charge of the financial analysis planning and reporting process for the Global Procurement; Act as the liaison with the Finance group for the monthly, quarterly and year end reporting, via Essbase-Hyperion, Oracle financials and SAP business warehouse (Business Objects)
  • Preparation of regular operational performance tracking and reporting metrics
  • Lead developer for OBIEE reporting; preparation and maintenance of data integrity and preparation of dashboards
  • Lead and management of Risk database, KPI dashboards, etc., Standardization of data
  • Manage the Data analytics process, trough strong knowledge of data warehousing concepts, technologies and best practices including logical data modeling and physical database design (Business Objects, Cognos, Hyperion)
  • In charge of the Strategic Financial Risk evaluation process, benchmarking

Confidential, New York, NY

Corporate Finance Division, Financial Planning and Analysis AVP

Responsibilities:

  • Preparation and consolidation of annual Confidential budgets and strategic plans, analysis of actual vs. budget performance for all operations and corporate IT divisions.
  • Coordinate and perform review of POA’s (project opportunity assessments) for executive reviews and post-implementation reviews (PIR's) of projects.
  • Ongoing Management, Review and Guidance of the Business Case Process for all capital and commitment intensive projects.
  • In charge of monthly, annual and strategic Confidential budgeting (1.9 billion/year) and forecasting process, all the way to project level (over 2.5MM and above; 250 projects at any time)
  • Cyclical Reporting on Capital Spending & Projects progress to the Management board
  • Firm-wide Balance Sheet forecasting and consolidation process as well as the Support FP&A/Expense Management reporting (Hyperion, Clarity, Oracle)

Confidential, FT. Lauderdale FL

Finance Manager

Responsibilities:

  • Oversee the capital appropriation process, its governance and the financial reporting process, including IT spend and FTE’s
  • Project and Business case preparation and evaluation (Net Present value, discounted cash flow, internal rate of return, pay backs, etc.)
  • Coordinate project monitoring and due diligence efforts, which includes the evaluation of project’s strategies and financials and facilitating additional technical reviews.
  • Coordinate and perform review of POA’s (project opportunity assessments) for executive reviews.
  • Perform as liaison with all the functional Project Controllers, on project reporting, including benefits and costs, reviews.
  • Project reporting to Global management board, and all other activities required from the functional Project controllers and the US management board.

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