Project Manager Sales
Resume:
***** ****** ******, ***********.** *****
e-mail: ************@*****.***
Home-1-952-***-****- Cell-1-952-***-****
ROGER A. MONTES M.B.A.
Latin America Finance and Accounting Director with solid experience in
international and domestic accounting (GAAP), financial analysis, planning,
budgeting and forecasting with experience in building, leading and advising
in financial and accounting processes in international expansion.
Excellent leader with a solid record of contributions leading to improved
financial performance, heightened productivity and enhanced internal
controls within U.S., Latin America, Puerto Rico & Caribbean. Willing to
relocate.
Professional Experience:
June 2010 - May 2011 - Thomson Reuters, Eagan Minnesota
Latin America (LATAM) Payroll Project Manager
. Manage all aspects of Program/Project life cycle to facilitate the
successful delivery, as well as the metrics.
. Establish detailed project plans and metrics, work plans, schedules,
resource plans and status reports. Identity project risks/gaps and
create risk mitigation plans.
. Assemble cross-functional integration teams and assign individual
responsibilities. Provide project leadership, work direction, and
feedback. Influence the work of others outside of direct authority to
ensure project milestones and deliverables are met.
. Communicate and report status to executives, global business partners
and all other key stakeholders e.g., Status Reports, Executive
Briefings, etc.
. Progressively overseeing the implementation of payroll integrations
within Latin America impacting hundreds of employees and within 15
Thomson Reuters' corporations.
. Overseeing proper progress and proper integration working in
coordination with Human Resources, Payroll, Accounts Payable,
Accounting, Finance and Tax Department.
. Participating in the process of implementing the new GL structure
and providing guidance in order to comply with SOX for
recordkeeping, safeguarding and reporting purposes.
. Ensured that all documentation complies with company's
regulations, professional standards, and SEC and GAAP reporting
guidelines.
May 2005 - May 2009 - UnitedHealth Group - i3 Research - Minneapolis,
Minnesota
Latin America Finance & Accounting Director (Clinical Trials Operations)
Responsibilities:
Analyzed, identified, recommended and implemented effective financial
budgeting processes and sound accounting reporting structure (GAAP),
cemented with strong internal controls (SOX), in order to assist our USA,
European and Asian Pacific Business Development Teams in a global effort to
introduce 3 new business units within Latin America, in addition to
managing 9 FTE's.
Directed finance and accounting operations for Argentina, Brazil,
Venezuela, Uruguay, Peru, Costa Rica, Mexico, Guatemala and Colombia and
inter-company transaction with USA, Europe and Asia Pacific. Broad scope
of authority included executive guidance for all Operational Finance,
accounting, treasury, contracts and procurement, taxations, logistics,
internal audit, and transfer price analysis for clinical trial operations
with LATAM.
Achievements:
Capital Markets and Banking Relationship:
. Developed professional personal relationships with banking, fiscal and
governmental officials providing channels of effective communication
for day to day business operations within Latin America. This
resulted in streamlining proper processes for cash receipt and
disbursement (equity, debt, intra/inter-companies, revenue collection
and expenditures) within L.A, USA and Europe as well as providing all
filing requirements to proper authorities in a complete and timely
manner.
International Finance/Accounting and Taxations:
. Reduced average days of receivables outstanding from 50 days to the
contractual agreement of 30 days, while improving monthly liquidity
and solvency issues.
. Increased FTE utilization by 15% and realization by 10%, thereby
increasing our profitability margins.
. Increased sales by 35% and 25%YOY through a combined effort with the
marketing and business development teams.
. Reduced operating costs by 20%.
. Reduced tax payments across LATAM by reducing IOI margins from an
average of 25% to a 5% across LATAM through the implementation of a
Global Transfer Price Analysis, (specifically cost plus method).
. Lowered VAT non-recoverable risks and reconciling VAT debit versus
credit. Established process to recuperate VAT in some LATAM
countries.
. Prepared Financial Manual and wrote all accounting processes (country
specific) for Latin America as well as inter-company transaction with
USA, Europe and Asia Pacific.
. Implemented strong internal controls (SOX) and implemented FCPA.
. Analyzed compensation and fringe benefits for all Latin America and
streamlined required accounting entries with 3rd Party vendors.
Additionally help with the implementation of PeopleSoft in order to
consolidate all transaction into one accounting software for
consolidation purposes.
Strategic Initiatives:
. Proposed training for the Global Business Development team for Latin
America concerning country specific business risks and opportunities.
. Spearheaded vertical organizational structure thereby capturing profit
throughout our different business units
. Identified with the IT department software necessary steps necessary
to maintain vertical organizational structure and made recommendations
in order to strengthen our compatible systems, regular data
communication, secure systems, real-time systems, flexible process and
real-time logistics.
Sr. Financial Analyst - UnitedHealth Group - Ingenix
Responsibilities:
Provided financial planning, budgeting, and program management support to
the IT and Engineering, Health Analytics and Administrative and Finance
Support business. Analyzed actual results versus budgeted/forecasted
estimates in addition to monthly and quarterly ad-hoc reports with metric
analysis, including performing analysis and reconciliation of budget
trends, obligations, and expenditures utilizing the available corporate
databases.
Achievements:
. Tracked revenue of over $120M and analyzed potential financial
opportunities and risks. Also analyzed project stages and identified
projects ready to be launched into revenue generation activities
contributing to revenue increases of over 20% YOY.
. Provided necessary analysis which resulted in a $10M cost reduction by
utilizing existing software, limiting licenses to activities of core
competencies and creating shared sites where other users could access
and get necessary information for their tasks.
. Composed and reviewed budget allocation of $100M and reviewed on a
monthly basis creating notice amendment reports when necessary, to
each business unit to prevent interrupted program execution.
. Helped to contribute in the overall IOI increase of over 15% for each
year through recommendations made that resulted in operating cost
reductions and revenue increase.
Mar 2002 - Dec 2004 Creative Financial Staffing - San Juan, Puerto Rico
Sr. Financial Analyst and Cost & Accounting Supervisor
I worked as a Cost & Accounting Supervisor and Sr. Financial analyst on a 2
year contract on a consultant capacity through Creative Financial Staffing
for two companies, (Nestle and DIRECTV).
Responsibilities included but not limited to assistance in the preparation
of budgets, monthly forecasts, accounting, financial reporting variance
analysis, cost accounting, analysis of material, price and usage variance,
and disposal of business segment.
May 1998 - Feb. 2002 Masterfoods Interamerica (M&M MARS) San Juan,
Puerto Rico
Sr. Financial Analyst / General Accountant (Consumer Goods Wholesale)
Masterfoods Interamerica sells and distributes its products in Puerto
Rico, Central and South America and the Caribbean Islands. Brands like
M&M's, Milky Way, Snickers, Three Musketeers, Skittles, Mars, Whiskas,
Pedigree, Kalkan, Uncle Ben's, Ice cream and many other brands are sold
and distributed.
. Planned and budgeted Income Statement forecast by business segment,
function category (4), by territory (45), by manager (4) and by region (3)
. Helped increased sales and IOI by 20% by providing assistance with
advertising, consumer, display, trade and promotion expenditures aimed at
strategic regions and products.
. Achieved 95% accuracy on product requisition to manufacturing plants by
working closely with the sales & marketing department and the promotional
activities, seasonal sales and sales estimates of new products taking into
account any cannibalizing effect.
. Was selected as member of the SAP Global implementation team, (based in
London for 1 year) for M&M Mars and evaluate effectiveness of SAP template
for our Latin and Caribbean operations and make recommendation were
necessary.
EDUCATION:
. Master of Business Administration (Business Management) - (Cum Laude)
Augsburg College (May 2005- May 2007)
Minneapolis, Minnesota
. B.B.A. Major in Accounting - (Cum Laude) - University of Puerto Rico
SKILLS:
Fully Bilingual in English and Spanish, written and oral, (Strong
intermediate Portuguese).
Knowledge of ESSBASE, PeopleSoft, Ellipsis, MFGPRO, MICORE and other
software. Proficient in Excel and PowerPoint, with knowledge of Access.
Analytical and quantitative skills, excellent interpersonal skills.
REFERENCES:
1). John Kelso - VP of Global Business Services, Payroll -Thomson Reuters
****.*****@**************.***
203-***-**** Office
617-***-**** Cell
2). Sarah Cooper - GBS Process Lead - Thomson Reuters
*****.******@**************.***
44-207-***-**** Office
44-779*-***-*** Cell
3). James Butler CPA - Director of Finance - United HealthCare -1-770-300-
4346
4). Scott Bosch- Finance Director for Ingenix. Now Finance Vice President
for Scrampton
Tel 1-651-***-**** - Cell 1-952-***-****
5). Linette Chinea CPA- (S&F Manager)- Masterfoods Interamerica (M&M MARS)
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