Financial Analyst Human Resources
Resume:
Luis Castilho
Apt *** Cell
Miami FL 33179 email
*********@*******.***
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EDUCATION
EXETER UNIVERSITY
Exeter, United Kingdom
September 1994
Master's Degree in Business Administration, Finance
KENSINGTON COLLEGE OF BUSINESS
London, United Kingdom
October 1992
Bachelor of Arts, Marketing
TECHNOLOGY EXPERIENCE
Proficient in numerous business applications including Hyperion Planning,
Hyperion Reports, Hyperion Enterprise, Oracle, Essbase, Business Objects,
SQL, Windows 2000, Office XP, MS WORD, EXCEL, ACCESS, Cognos,, PowerPoint.
PROFESSIONAL EXPERIENCE
Bayview Asset Management - Financial Analyst
October 2009 - To Present
. Responsible for the monthly reporting package of key financial metrics
for the company.
. Provide reporting needs for all business partners in Business objects,
including monthly and add hoc reports.
. Build, make changes, schedule and improve reports per customer requests
internally and externally.
. Provide analysis of business performance, trends, costs, revenue and
expenses.
. Assist internal and external auditors with financial reporting
requirements.
LexisNexis - Hyperion / Essbase Consultant
January 2009 - October 2009 - Senior Financial Analyst
Part of an acquisition migrate, consolidate, validate, the reporting studio
and database to one main frame.
. Responsible for the revenue and expenses budget and forecast for the
Risk and Analytics department.
. Responsible for providing key financial support to business partners,
maintaining and changing the forecast and explain variances.
. Supported the month end close, ensure integrity of financials, identify
potential issues, and coordinate corrective actions.
. Reviewed all customers requests, addressed potential issues, and decided
course of action.
. Reviewed pipeline deals and contracts and assist in the increase of
market share.
. Merge and reconcile acquired company chart of accounts into existing
company chart of accounts
. Migrate and consolidate outline, load data and validate.
. Provided and maintain validation and reconciliation schedules per
Sarbanes Oxley requirements.
Tyco (SimplexGrinnell) Consultant
May 2008 - November 2008 - Database Administrator
. Administration of Hyperion System 9 Planning, and Essbase database
applications.
. Ensured the integrity of the data across all systems.
. Import maintained and load data into Essbase across four applications.
. Identified cost improvement opportunities across functional departments
in accordance to company goals
. Audited investigated and resolved data integrity issues.
. Create, maintained and updated business rules, calc scripts, member
formulas to optimize efficiency and ensure data quality.
. Responsible for the security, access and support for 600 users.
. Analyzed and tracked plans and budgets, in accordance with company plan
as well as identified cost reduction opportunities.
. Preparation and distribution of Financial Reports, including Sr Mgmt and
Field Operations during month-end close.
AutoNation, Ft. Lauderdale, FL
October 2007 - May 2008 - Internal Reporting Manager
. Supervised and facilitated new hire process, including performing
interviews and supported human resources on any issues.
. Delegated work load among the department in order to achieve the
company's policies and strategic goals.
. Motivated, coached, provided feedback and recognized employees on job
performance
. Built the department budget and forecast, tracked expenses, and
maintained schedules in accordance to the company policy.
. Audited and tracked SE region inventory with special attention to stock
turn over.
. Performed bonus calculations, weekly DOC, and monthly President's Calls.
. Supervised the preparation and distribution of monthly operating
results, summaries and quarterly analyst book.
. Completed special projects or ad-hoc reporting as requested for
operations, planning or external reporting groups.
. Assisted internal and external auditors with financial reporting
requirements during the quarterly close process.
Luis Castilho
Page two
LENNAR CORP, Miami, FL
August 2005 - October 2007 - Financial Systems Supervisor
. Responsible for all maintenance functions of systems applications
including security and access for 500 users.
. Built, make changes and improve web forms and reports per customer
requests internally and externally.
. Supervised trained and delegated work load within the department.
. Reconciled investigated and resolved data integrity issues.
. Assisted with Hyperion Planning database administration activities.
. Provided support to the user community as required during the monthly
forecast process and identify where reductions can be made.
. Participated in the ongoing enhancement and maintenance of the system
with product updates and new releases.
. Worked with corporate and field finance staff to identify process
improvements related to Planning, Budgeting and Forecasting.
. Provide documentation of system changes and support periodic testing of
control, and effectiveness.
. Provided training on a classroom set, internally developed user manuals,
and one-on-one sessions.
Broadspire, Inc., Plantation, FL
November 2003 - August 2005 - Financial Analyst
. Reviewed analyzed and prepared monthly-consolidated financial statements
of all business units.
. Assisted in the monthly closing process namely review analysis, budget
variance analysis, and research, corrections and journal entries.
. Prepared summary consolidations, evaluations, commentaries and
presentations of Budgets and Forecasts.
. Coordinated the production of Cost/Benefit analysis on various new and
existing projects, products and operations.
. Provided analytical support to department heads on financial results for
their respective departments.
. Participated in the building, upload and implementation of the budget and
forecast in the main frame database, Cognos.
. Supervised, and trained all department new hires to ensure the
implementation of the organization policies and goals
AutoNation, Ft. Lauderdale, FL
January 2002 - November 2003 - Senior Financial Analyst Consultant
Reporting to both the Senior VP and Director of IT, contracted as a
Financial Analyst to provide technical writing, and business analysis
of the
legal and financial exposure of the company in case of a divestiture.
.Presented assessment of all hardware and software leases with
recommendations for acquisition or buyout.
. successfully automated reporting documents for Corporate Development
Department.
. Managed and tracked all software and hardware leases.
. Managed and assisted on settling of leases and buyouts.
. Generate reports on financial exposure, contract obligation, and legal
implications.
. Provided written reports to corporate that summarize recommendations on
operational and financial controls.
Precision Response Corporation, Plantation, FL
April 2000 - September 2001 - Financial Analyst
Reporting to the Director of Financial Services responsible for working
closely with the business operations for this E-Commerce organization.
Functioned as the primary liaison between operations and finance.
. Audited and maintained Telecom inventories, supplies, equipment and
expenditures.
. Assisted in the evaluation of bids by contractors to perform specific on-
site jobs.
. Conducted General Ledger account and P&L account analysis, as well margin
analysis.
. Performed necessary reconciliation processes between costs in project
accounting versus general ledger.
. Performed market research analysis in order to develop new markets and
increase market share.
. Analyzed and monitored budget expenditure and revenue patterns in
accordance to organization policies and goals
. Produced detailed financial reports that are necessary to communicate
client profitability information
. Conducted monthly business review meetings with divisional vice
presidents.
. Identified operational and financial variances and determined the reasons
for discrepancies.
. Performed ad hoc analysis for the financial and operational
organizations, including cost benefit analysis, breakeven analysis,
revenue,
budgeting, forecast and trend analysis.
OCWEN Federal Bank, West Palm Beach, FL
December 1997 - April 2000 - Financial Analyst
Successfully managed 8 portfolios consisting of over 14,000 distressed and
sub-performing mortgage loans.
Recouped over one million dollars in advances made by the company for
escrow payments from Residential Funding Corporation.
. Processed transactions monthly, to produce detailed loan level schedules
for 8 securitizations.
. Audited and reconciled transactions to support actual loan and accounting
activity.
. Reported the financial position of these portfolios to internal and
external sources for use in making economic decisions.
. Ensured compliance with financial reporting requirements of the Office of
Thrift Supervision and the SEC
. Processed month-end general ledger closing, assisted internal and
external auditors to produce month-end and annual reconciliation.
. Acted as liaison between the Banks, Mortgages companies, and customers.
. Conducted month end review meetings on variances to portfolio
performance.
LANGUAGES
Fluent in English, Portuguese, and Spanish
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