Lorena Guerrero
Los Angeles, California 90049
********-******@*******.***
EXPERIENCE
Masterplan, Inc. (Berkshire Partners Private Equity Portfolio
Company) - Chatsworth, CA & Nashville, TN Jan. 2008 -
Current
(Masterplan, Inc. is a leader in clinical technology management and
medical equipment maintenance for diagnostic imaging and biomedical
equipment.)
Financial Manager of Planning & Analysis
. Facilitate cross functional interaction by assisting the Sales
team perform independent audits with the objective of identifying
cost savings opportunity for prospective customers
. Support and drive contract compliance and RFP procedures
. Manage and implement process improvements to our proforma
modeling for new business, to provide insights and support optimal
business decision making for executive management
. Direct an operating budget of near $145 million annually, and
present to Executive Directors and Private Equity Partners
. Supervise direct reports and coach them, as appropriate, to
develop skills and confidence in their ability to examine work
processes, create solutions, and measure improvements
. Developed and automated financial monthly reporting by reducing
the turnaround time from 1 week to 1 day; reporting increased
process accuracy, and improved staff's awareness of actions needed
to reach financial goals
. Reduced $250,000 of the vendor subcontracts cost by eliminating
redundancies
. Increased the Time & Materials revenue by $1.5 million year-over-
year by revealing opportunity within the field management behavior
. Created a financial modeling system for our $24 million vendor
subcontracts cost; system increased process accuracy
Viclo Stoneworks, LLC - Weslaco, TX
Oct. 2006 - Jan. 2008
(Viclo Stonerworks, LLC is a company focused on importing building
material products to professional contractors.)
General Manager
. Supervised the office site; from the legal setup, inauguration,
to the continuous management and development of the workplace
. Designed and executed the business development plan; created
short and long term objectives and evaluated results
. Defined sales strategies, analyzed sale progress and proposed new
initiatives to increase sales
. Created sale and financial projections for a $600,000 business
. Administered and increased accuracy in the preparation of sales
tax returns and other regulatory filings
. Increased inventory precision to 99% by implementing a database
tracker; ultimately eliminating physical count
. Negotiated transportation contracts and performed logistics
modeling which reduced trailer delivery cost by 20%
. Conducted the investigation and root cause resolution of customer
satisfaction issues; satisfaction issues resulted in a cash
collection improvement
. Reduced DSO to 45 days by optimizing invoicing processes
Thermo Fisher Scientific - Houston, TX
Jan. 2003 -
Aug. 2006
(Thermo Fisher Scientific is a world leader providing a complete
portfolio of laboratory equipment, chemicals, supplies and services
used in healthcare, scientific research, safety and education.)
Financial Manager
Jan. 2006 - Aug. 2006
Sr. Financial Analyst
Jul. 2004 - Dec. 2005
Financial Analyst
Jan. 2003 - Jun. 2004
. Directed the forecasting and budgeting process for a $1 billion
healthcare distribution division of a $14 billion corporation
. Led a team that reduced the monthly closing cycle from 10 days to
4 days through automation and process improvements
. Produced month end analytical reports for executive management
. Reconciled and worked directly with the largest supplier
generating $300 million in annual sales
. Analyzed financial performance at a customer and vendor level;
recommended and implemented margin expansion initiatives
. Managed the company's $50 million instrument portfolio resulting in an
increase of 18% year-over-year
. Decreased DSO by 5% for a target group of accounts by resolving
customer issues with invoices
STRENGTHS
. Strong technical competency in Excel and Access, making it
possible to think through and complete tasks in minimal time
. Highly analytical with demonstrated talent for identifying,
scrutinizing, improving, and streamlining complex work processes
. Goal-driven leader who confidently motivates and coaches
employees to meet high performance standards
SKILLS
. Fluent in Spanish and knowledgeable Italian . FRx
. Hyperion Enterprise and Retrieve . Proficient in
Microsoft Office
. Great Plains . Oracle Discoverer
EDUCATION
The University of Texas at Austin - Overall GPA: 3.4
Dec. 2002
Bachelor of Business Administration (Major: Finance / Minor:
International Business)